Wealth Management Forum 2023 - India | Hubbis | 29 August 2023 | The St. Regis Mumbai, 462, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra 400013, India
Venue
The St. Regis Mumbai
The St. Regis Mumbai, 462, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra 400013, India
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| Event Date |
Wed Aug 30 IST (over 1 year ago)
In your timezone (EST): Tue Aug 29 2:30pm - Tue Aug 29 2:30pm |
| Location |
The St. Regis Mumbai
462, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra 400013, India |
| Region | APAC |
Details
The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking.
Very simply, the event will focus on the evolution of wealth management in India’s dynamic market.
Key elements of the event:
• 5 specialist presentations
• 4 panel discussions
• A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional, and international Private Banks, Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants, and others…
• An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Indian wealth management and wealth advisory & solutions community
• Networking coffee and refreshment breaks
• And…the event will qualify for 3.5 hours of CPD
Speakers
2023 Speakers
Markus Grossmann
Regional Managing Director, Trident Trust
Bijal Ajinkya
Partner, Khaitan & Co
Virendra Somwanshi
Group President and Head Wealth Management,Capital Markets & NRI, Bank of Baroda
Arpita Vinay
Managing Director and Co Head, Centrum Wealth
Gautami Gavankar
CEO, Kotak Mahindra Group
Umang Papneja
Managing Director and CEO India, Julius Baer
Sneha Makhija
Head of Wealth Planning, Sanctum Wealth Management
Ashish Shanker
Managing Director and CEO, Motilal Oswal Wealth Management
Pranav Khanna
Trident Trust
Sean Coughlan
Managing Director, Trident Trust
Alok Saigal
President & Head Nuvama Private, Nuvama Wealth Management
Manish Kathuria
President & Business Head, Kotak Mahindra Bank
Devang Mehta
Head - Equity Advisory, Centrum Wealth
Anupam Guha
Business Head - Private Wealth Management, Assets, NRI Services, Equity Relationship Group (PCG), Investment Advisory & Portfolio Management Services, ICICI Securities
Nakul Beri
Senior Managing Director, Waterfield Advisors
Lee Woon Shiu
Managing Director & Group Head of Wealth Planning Family Office and Insurance Solutions, DBS Private Bank
Sunita Singh-Dalal
Partner: Private Wealth & Family Offices, Hourani & Partners
Dharmendra Jain
Kotak Mahindra Wealth Management
Nirbhay Handa
Group Head of Business Development | Asia Head of Private Clients, Henley & Partners
Nitin Singh
Managing Director & CEO, Avendus Wealth Management
Sponsors & Partners
2023 Partners
• Avendus
• Henley & Partners
• Tridend Trust
• InfosysFinacle
• Wealtra
• Nuvama