We were delighted to host our 6th annual event in Mumbai for the wealth management community in India.
Around 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading local and universal Private Banks and Retail Banks, along with NBFCs, National Distributors, IFAs, Registered Investment Advisers and Insurance companies.
Many thanks again to those people who participated in and attended the event, and also to our partners.
Indian Wealth Management Forum 2016
India
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Rajesh Saluja
ASK Wealth Advisors
Nishant Agarwal
ASK Wealth Advisors
Pranav Joshi
Altamount Capital Management
Feroze Azeez
Anand Rathi Wealth
Nidhi Chawla
Avendus Capital
Satheesh Krishnamurthy
Axis Bank
Nipun Mehta
BlueOcean Capital Advisors
Nick Pollard
CFA Institute
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THAILAND WEALTH MANAGEMENT FORUM 2024
India
We were delighted to host our annual Thailand Wealth Management event in Bangkok on May 15th for the Priva...
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8.40am
Registration
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8.55am
Welcome Address
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9.00am
Panel Discussion
What’s your place in the wealth management industry?
- What’s the right value proposition in a more complex and challenging world?
- If the big focus for many players is building wallet size – how can you grow market share in a sustainable way?
- How can you manage ever-escalating costs – across people, platform and compliance?
- Growth for private banks has been stilted – who will be the winners over the next 5 years, and why?
- What does the wealth management firm of the future look like in India? Is anyone prepared to build it?
Chair
Speakers
Atin Kumar SahaManaging Director & Head Wealth Management Coverage, India
Deutsche Bank Wealth Management
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9.50am
Presentation - Changes in the wealth management industry globally – and what should we expect in India
- Market highlights and developments
- India outlook
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10.00am
Presentation - Cognitive engagement in wealth management
- Impact on wealth management and client engagements
- Empowering and enlightening the advisers
- Transforming business models
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10.10am
Panel Discussion
Embracing the move towards an advisory model
- How is the advisory model changing in reality?
- Should the regulator create more barriers of entry to being an adviser?
- Changing the conversation between advisers and clients – turning the concepts of offering advice, creating a proper long term relationship and being needs-based into reality?
- What should the KPIs be to change the mind-set of advisers and get them thinking longer term?
- Will clients ever alter their behaviour if you sell to them in a different way?
- What can we do to better understand and respond to the needs of our clients? Especially since clients have access to so much information today?
Chair
Speakers
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11.00am
Refreshment & Networking
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11.30am
Presentation - Equities as an asset class for wealth creation
- The Motilal Oswal Asset Management investment philosophy
- The investment process
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11.40am
Presentation - How structured product platforms can help alleviate fear
- A 7-part fintech formula to scale-up your product distribution
- Best price execution, interactive product design, order management, suitability and compliance, what-if simulation, integrated credit checks and modern user experience
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11.50am
Presentation - Establishing inbound family offices in Singapore
- Structures used
- Tax & regulation considerations
- Other considerations (eg. immigration)
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12.00pm
Panel Discussion
How do you create ‘stickier’ staff?
- How can you make your RMs more loyal?
- How do we enhance capacity and capability in Indian wealth management?
- What is the right compensation model?
- What tools do your RMs and advisers need to help them become better equipped and informed? And therefore mean you are more likely to retain them?
- How can you make learning and professional development more interesting and effective?
- What are the conditions for learning to be interesting and effective?
Chair
Speakers
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12.40pm
Lunch & Networking
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1.25pm
Panel Discussion
What’s the role of digital in Indian wealth management?
- Everyone is talking about ‘going digital’ – but what are they really doing?
- Do fintechs have a future in Indian wealth management? Do most of them have any real substance? Who will survive and thrive?
- Will this have any impact on your existing business?
- Can robo-advisers survive during volatile markets when clients need more hand-holding?
- What can you do to standardise KYC and other processes to support client acquisition?
- Are there any consequences of falling behind in the digital race?
Chair
Speakers
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2.10pm
Presentation - Numerix Oneview – consolidated look at orchestration, distribution and managing risk of investment products
- Utilising innovative technologies to overcome challenges with legacy systems and processes, improve productivity and profitability
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2.20pm
Presentation - A wealth manager’s journey from KYC to UYC
- Client segmentation
- Digital disruption
- Trends and opportunities
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2.30pm
Presentation - After the Panama Papers; transparency, the new minimum standard"
- The political economy
- After the Panama Papers
- Public Registers – the new global standard
- Transparency in practice
- Why Jersey?
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2.40pm
Refreshment & Networking
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3.10pm
Presentation - Removing the funds penetration blockage
- What are the challenges to greater funds penetration in Asia?
- What are the best practices among fund gatekeepers?
- How to open the funds funnel a bit wider
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3.20pm
Panel Discussion
Re-defining product distribution in India
- How do we create more transparency around fees? What changes will we see in how distributors get paid?
- How can we make the financial adviser channel more relevant?
- To date, performance hasn’t been the main differentiator – will this change as there is more information and investor awareness?
- As an asset manager – how can you build credible distribution?
- How can financial inclusion and investor education – along with other government and industry-led initiatives – help reverse the product-pushing mentality and deepen the penetration of mutual funds?
- Do we need a self-regulatory organisation?
- How can you raise more money from overseas investors?
Chair
Speakers
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4.05pm
Panel Discussion
What’s the best investment advice you can give clients today?
- How can clients really build a more diversified portfolio?
- Where are the opportunities for our clients?
- How can we educate clients to have a long term mind-set?
- How can we make the engagement with investment solutions more ‘sticky’?
- What are the best ways to get more people invested in mutual funds?
- Private funds vs mutual funds - creating more choice and outcomes for clients
- Risk management is key - but how can we get it right?
- How can we encourage customers to increase their risk tolerance?
Chair
Speakers
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4.50pm
Forum Ends
Indian Wealth Management Forum 2016
India
Rajesh Saluja
ASK Wealth Advisors
Nishant Agarwal
ASK Wealth Advisors
Pranav Joshi
Altamount Capital Management
Feroze Azeez
Anand Rathi Wealth
Nidhi Chawla
Avendus Capital
Satheesh Krishnamurthy
Axis Bank
Nipun Mehta
BlueOcean Capital Advisors
Nick Pollard
CFA Institute
Arindam Madhuryya
Carey Olsen
Jayant Vidwans
Chaitanya Financial Consultancy
Himanshu Kohli
Client Associates
Atin Kumar Saha
Deutsche Bank Wealth Management
Vinay Bajpai
Deutsche Bank Wealth Management
Sandeep Lalwani
EbixCash Financial Technology
Bhavesh Sanghvi
Emkay Global Financial Services
Milind Kulkarni
FinIQ
Gaurav Awasthi
ICICI Securities
Anupam Guha
ICICI Securities
Sunil Iyer
IQ-EQ
Ashish Malaviya
IndusInd Bank
Richard Nunn
Jersey Finance
Atul Singh
Julius Baer
Himanshu Bhagat
Julius Baer
Abhijit Bhave
Karvy Private Wealth
Jaideep Hansraj
Kotak Mahindra Bank
Kaushik Deva
Kredere Wealth Partner
Manoj Shenoy
L&T Financial Services
Aashish Somaiyaa
Motilal Oswal Asset Management
Ashish Shanker
Motilal Oswal Private Wealth
Neeraj Choksi
NJ Group
Nishith Desai
Nishith Desai Associates
Erdem Ozgul
Numerix
Anshu Kapoor
Nuvama Asset Management
Nitin Agrawal
Orowealth
Vishal Dhawan
Plan Ahead Wealth Advisors
Caroline Kulkarni
Sanctum Wealth
Prateek Pant
Sanctum Wealth
Tarun Birani
TBNG Capital Advisors
Soumya Rajan
Waterfield Advisors
Andrew Hendry
Westoun Advisors
Kanwar Vivek
YES Bank
Sanjay Sachdev
ZyFin
Indian Wealth Management Forum 2016
India