Private Banking & Wealth Management Summit 2018

Events

Product Code : Private Banking & Wealth Management Summit 2018

₹4620 ($69.46)

Tabs

AIWMI’s 2nd annual Private Banking & Wealth Management Summit India 2018 will bring together private banks, family offices, alternative investment professionals, wealth managers and IFAs to brainstorm strategies on how to build and operate a successful HNW business, how to increase investment returns, how to benefit from the latest innovations in risk management and IT and how to improve the client experience.

The world of the wealthy has changed dramatically over the past decade and is on the cusp of further changes as India’s population of wealthy individuals increases, and as banking and technology collide. With the wealth sector being ultra-competitive and highly fragmented, engaging with wealthy clients can often prove challenging. Subsequently the wealth sector suffers low levels of innovation at a time when customers are seeking it more than ever before. The market volatility has remained high for the last couple of years now and its been a constant struggle for wealth managers to find yield for clients and protect their wealth in the face of economic and geo-political risks all in the face of increasing regulatory requirements and pressure to cut costs & increase revenues.

Amidst all this, Private Wealth Management has been undergoing an unprecedented process of transformation. It has become increasingly transparent, global and
modern – in line with the clients it now serves. The world is changing faster and more fundamentally than at any time in history, and therefore the ways the wealth is being managed and created also need to change. AIWMI’s & Wealth Management Summit India 2018  is a platform which aspires to initiate this dialogue among all the key stake holders.

08:00 Registration
09:00 Chairman’s remarks
09:30

Keynote address: Transforming the Wealth Management experience

Inviting:
Karan Bhagat, Founder, IIFL Investment Managers
Shiv Gupta, Founder & CEO, Sanctum Wealth Management
Jaideep Hansraj, CEO- Wealth Management, HNI & Priority Banking, Kotak Mahindra Bank
Rajesh Saluja, CEO & Managing Partner, ASK Wealth Advisors

10:15 Keynote address: Thought Leaders Series
11:00 Tea
11:30 Panel Discussion: AI in Wealth Management
12:15

Innovation Panel

Inviting:
Satheesh Krishnamurthy, SVP & Head, Affluent Business, Axis Bank
Vijay Kumar Goel, MD & CEO, Motilal Oswal Wealth Management
Nimish Shah, Head- Wealth Management, Investment Research & Products, SBI
Nitin Rao, CEO, Reliance Wealth Management

12:45 Launch of AIWMI’s inaugural India Wealth Awards 2018
13:.00 Lunch
14:00

Portfolio Construction for today’s Affluent Clients

Inviting:
Umang Papneja, Senior Managing Partner, IIFL Investment Managers
Gaurav Arora, Chief Investment Officer, ASK Wealth Advisors

14:20

Investing in Equity

Inviting:
Sunil Singhania, Founder, Abakkus Asset Manager LLP
Sankaran Naren, CIO, ICICI Prudential AMC

14:40

Investing in Debt

Inviting:
Amit Tripathi, CIO- Fixed Income Investments, Reliance Nippon Life AMC
Dhaval Dala, CIO-Fixed Income, Edelweiss Mutual Fund

15:00

Investing in AIFs

Inviting:
Gaurav Pant, Vice President & Portfolio Manager, DSP Blackrock
Vaibhav Sanghavi, Co-Chief Executive Offer, Avendus Alternate Capital Strategies

15:20 Investing in Real Estate
15:40 Investing in ESG
16:00 Tea
16:20 Investing in Venture Capital & Private Equity
16:40 Investing in Cryptocurrencies
17:00 Master-Class Block chain- Impact in Wealth Management
17:30 End Of Conference

 

 

 

 

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Pearson VUE provides technical assistance to AFP in test development and administers the delivery of the computer-based CTP examination through a network of more than 5,000 test centers across the globe. The CTP examination is developed with the help of subject matter experts from the areas of corporate

Sofitel Mumbai BKC

Registration Fee

Till May 15 – Rs. 4620

From May 16 to June 8 – Rs. 5900

Exclusive fee for AIWMI Professional & Student Members – Rs.2360
 

*Fees is inclusive of GST