Indian Wealth Management Forum 2017

We were delighted to host our 7th annual event for the Indian wealth management community – the pre-eminent event of its type. 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].

Content Highlights 

Video Highlights 
Photos
Event summary & poll results
Panel discussions
Presentations & Wealth TALKS

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

Event Summary 

Keeping India on track for a bright wealth management future

The country’s wealth management sector has seen impressive growth in AUM over the past couple of years. But investor education, adviser compensation, competency and various other aspects of the industry need scrutiny and improvement to capitalise on the industry’s potential.

Panel Discussions

We held 4 interactive panel discussions throughout the day – which involved 23 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the web versions of these – from which you can also access the PDFs.
 

Taking the wealth management industry forward in India
Creating business models to enable firms across the country to maintain the impressive growth seen in AUM and client numbers in recent years, will depend on more training for advisers, client-centric incentive structures and a way to get investors to place more value in the advice they receive.

Panel speakers
Rajesh Iyer, Head - Investment Advisory Services and Family Office, Kotak Mahindra Bank
Himanshu Kohli, Founder Partner, Client Associates
Vishal Dhawan, Founder and Chief Executive Officer, Plan Ahead Wealth Advisors
Shuja Siddiqui, Head of Products and Investment Research, L&T Finance
Rohit Bhuta, Chief Executive Officer, Crossinvest

Meeting the needs of business families in India
Estate and succession planning, especially for business promoters, is becoming increasingly important in India in the search for smooth and effective ways to protect and transfer assets to the next generation. Professional advice is also now more widely accepted.

Panel speakers
Arpita Vinay, Executive Director, Centrum Wealth Management
Gautami Gavankar, Principal Advisor, Estate Planning, Kotak Mahindra Trusteeship Services
Munish Randev, Chief Investment Officer, Waterfield Advisors
Umang Papneja, Managing Partner & Chief Investment Officer, IIFL Investment Managers
Tarun Birani, Founder and Chief Executive Officer, TBNG Capital Advisors
Shanker Iyer, Chairman, The Iyer Practice

Is Indian wealth management ripe for disruption?
There is great potential for digital advice and online investing in the country given the number of investors yet to be tapped. To make the most of this, constant improvement is needed in areas such as the client experience, user-friendliness, security and privacy.

Panel speakers
Satheesh Krishnamurthy, Senior Vice President, & Business Head - Affluent & NRI, Axis Bank
Kanwar Vivek, Senior President - Head Wealth Management & YES First Branch Banking, YES Bank
Anupam Guha, Head, Private Wealth Management, ICICI Securities
Bhavesh Sanghvi, Executive Vice President & Head Wealth Management, Aditya Birla Finance
Kunal Bajaj, Founder, Chief Executive Officer, Clearfunds

Developing India’s advisory proposition
Wealth managers and advisers need better understanding of their clients’ goals, access to their total portfolio and more data on investment products, if the industry is to become more professional and transparent, and deliver a relevant, advisory-led, outcome-based approach for investors.

Panel speakers

Sirshendu Basu, Head - Managed Investments and Product Management, Standard Chartered Bank
Gaurav Arora, Chief Investment Officer, ASK Wealth Advisors
Nipun Mehta, Founder and Chief Executive Officer, BlueOcean Capital Advisors
Ashish Shanker, Head - Private Wealth Investment Advisory, Motilal Oswal Wealth Management
Guneet Singh, Senior Director & Head of Sales - Private Banking and Wealth Management, IDFC Bank
Tushar Pradhan, Chief Investment Officer, India, HSBC Global Asset Management
Pranab Uniyal, Head of Products and Advisory Desk, Ambit Private Wealth

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.
 

WEALTH TALK SUMMARY - How can we build capacity and capability in wealth management in India?
Sandip Ghose of National Institute Of Securities Markets

WEALTH TALK SUMMARY - Future-proofing private banking
Evrard Bordier of Bordier & Cie
View Slides

WEALTH TALK SUMMARY - Building a winning team in Indian wealth management
Anshu Kapoor of Edelweiss Global Wealth Management
View slides

PRESENTATION SUMMARY - Data mining the ‘holy grail’ to a superior client experience
Sandeep Lalwani of Miles Software Solutions
View Slides

WEALTH TALK SUMMARY - Why the sun is shining on India’s wealth industry
Karan Bhagat of IIFL Private Wealth Management

PRESENTATION SUMMARY - In defence of mutual funds
Kailash Kulkarni of L&T Mutual Fund
View slides

PRESENTATION SUMMARY - India bracing for tech-led wealth management change
Abhra Roy of Infosys Finacle

WEALTH TALK SUMMARY - Gearing up for the opportunities and challenges in Indian wealth management 
Shiv Gupta of Sanctum Wealth Management
View slides 

PRESENTATION SUMMARY - New vehicles for Singapore funds 
Sunil Iyer of The Iyer Practice
View slides

PRESENTATION SUMMARY - Building trust – ‘ethics’ at the core of wealth management
Atinkumar Saha of Deutsche Bank Wealth Management

PRESENTATION SUMMARY - The technology wake-up call for the buy-side: top 3 priorities for optimal performance 
Erdem Ozgul of Numerix
View slides

WEALTH TALK SUMMARY - Why Asia is ripe for multi-family offices
Mandeep Nalwa of Taurus Wealth Advisors
View slides

PRESENTATION SUMMARY - Taking Asia’s independent community to the next level 
Rohit Bhuta of Crossinvest
View slides

WEALTH TALK SUMMARY - Scars of past shape asset management of today for India
Radhika Gupta of Edelweiss Asset Management
View slides

PRESENTATION SUMMARY - Why risks are as important as returns for equity investors
Rajesh Kothari of AlfAccurate Advisors
View slides

WEALTH TALK SUMMARY - The demise of alpha in large-cap mutual funds in India
Saurabh Mukherjea of Ambit Capital

PRESENTATION SUMMARY - Why Indian investors await a market correction
Aashish Somaiyaa of Motilal Oswal Asset Management Company