Indian Wealth Management Forum 2016

Mr. Saluja joined ASK Group in December 2006 as Managing Partner to set up the Wealth Advisory and Multi-Family Office business. He has over 25 years of experience in Wealth and Capital Management business. Prior to joining ASK Wealth Advisors, Mr. Saluja worked with Standard Chartered Bank as the Business Head - Priority Banking and Deposits for the wealth management business in India. Mr. Saluja is an Honorary Chartered Wealth Manager (CWM) from American Academy of Financial Management, and holds a Bachelor's degree in Maths and Economics along with a Master's in Marketing Management from the University of Mumbai.

Mr. Agarwal manages the Family Office business working closely with UHNI Families to structure bespoke solutions. He has over 18 years of experience with McKinsey, ICICI Bank, Merrill Lynch and UBS handling clients from India, Asia and Europe. He is a graduate from IIT Kharagpur and holds a MBA degree in Finance from MDI Gurgaon.

Founder and CEO of Altamount Capital, Pranav is an expert in Business operations and verticals expansions into new verticals. He is a Financial Markets and Strategy expert. He deals with various UHNI’s for wealth and legacy planning.

He has done his Business management from Jamnalal Bajaj Institute of Management.

Feroze Azeez, as the Deputy Chief Executive Officer, drives and evolves the strategic direction for the company, shaping Anand Rathi Private Wealth Management's strategy with the dynamic business landscape, while nurturing a team of leaders to deliver the company's vision to its execution. He has been instrumental in scaling the company’s growth to Rs. 18,000 crore business from Rs. 4,500 crore in the last six years. Feroze Azeez, being the youngest Deputy CEO in the wealth management industry, joined Anand Rathi Private Wealth Management in the year 2012. His phenomenal journey started by leading the Product Team. With his ascension to Deputy CEO in 2016, he mentors and guides over 600 employees across all nine locations. Feroze is a powerhouse of information and data on the financial markets, has a mind of a sharp businessman and a heart of gold. Being data-driven, Feroze has unveiled the mask of marketing and sales in the wealth management industry and brought in analytical effectiveness. Feroze has built a seamless structure that encompasses company value and aligns with the underlying proposition of Anand Rathi. Feroze has deep understanding of a client’s perspective, as he is one of the largest clients of the company. He is one of the top three wealth managers in India as he manages assets worth over Rs. 1,200 crore personally, for large families and senior management professionals. He also manages the company’s treasury worth over Rs. 3,000 crore. Feroze’s biggest contribution to the wealth management industry is in the revolution of structured products through application of derivatives as a risk management tool. Due to his vision, Anand Rathi Private Wealth Management today has the highest market share of 35% when it comes to structured products. Since 2007, the structured product designed by Feroze has become a model that almost all investment institutions have tried to replicate as part of their product framework. In fact, Feroze manages one of the largest derivative books in the country. Feroze is also known for his innovative financial solutions and radical methods of wealth management. In fact, Feroze’s ability to uncomplicate structured products has become the sole reason why structured products is an investment that is no more selective to only corporate treasuries and biggest family offices in the country, but is also now open to the HNI segment. Recently, Feroze has been named as part of Fortune India’s Class of 2019 – 40 under 40 list, which recognises stalwarts for the unique contributions to the industry. He has over 17 years of experience in the Indian financial market and has done a specialised course in the derivatives space. Feroze is a prominent personality and a Personal Finance Expert in the Indian media space.

Nidhi Chawla is the Vice President - Products, Avendus Wealth Management.

She has over 10 years experience in the industry spanning across technology, corporate strategy and wealth management.

She has played a significant role in building the Mutual Fund platform at Avendus and is now part of Avendus’ Alternates team.

Prior to Avendus she worked with Aditya Birla Money Mart, Canara Robeco Mutual Fund at Mumbai and HSBC Global Markets, London thus bringing experience on both sides of product i.e product distribution and product manufacturing.

She has done MBA from IIM Bangalore and B.E. from RVCE Bangalore. 

Satheesh Krishnamurthy heads the Affluent & NRI Business for Axis Bank. He joined Axis Bank in March 2014. Under his leadership, the Bank launched their most premium brand, ‘Burgundy’, a bespoke wealth management offering for Affluent clients. Over the last couple of years, the assets under management of this business has crossed USD 18 billion, making it one of the fastest growing business units within the Bank and in the industry. Prior to joining Axis Bank, Satheesh worked with Citibank across multiple geographies for over 13 years. In his most recent role with Citibank, he headed Citigold - Citibank's flagship brand in the affluent space. He was instrumental in launching Citigold Private Client (CPC), an exclusive offering for high net worth clients with over USD 1 million relationship size with the bank. Satheesh has worked across various business functions starting with the Corporate Salary accounts Business, Business banking, Cards, Sales & Distribution, and the Affluent Business across geographies. He also did a stint in New York as part of Citibank's prestigious ‘Global High Potential Talent Development Program’. He returned to India as the Sales Director for the Cards business, and was part of the team which developed a new Universal Banker distribution architecture which was responsible for all retail product sales. Satheesh was featured in Fortune India as India’s ‘40 Under 40’ in 2016 & in Business Today as ‘India's Hottest Executives in the Corporate Sector’ in 2015. He is a Director on the board of FIAI, India’s financial distributor’s body working towards strengthening the cause, development, education and progress of the wealth management industry. Satheesh graduated from IIT Kharagpur and holds an MBA degree from FMS, Delhi.

Nipun Mehta is a Fellow member of the Institute of Chartered Accountants of India and a highly distinguished professional of the Indian Financial Services industry. His experience spans across global and domestic institutions like Societe Generale and the IL&FS group, and across Private Banking and Wealth Management. He is the Founder & CEO of BlueOcean Capital Advisors. Nipun’s last assignment was as Executive Director and India Head Societe Generale Private Banking. He earned global recognition as “The Global Outstanding Young Private Banker” for his work at Societe Generale which spanned across geographies and across asset classes.

Nipun has also played a key role in formulating regulatory policies for the Indian capital markets by being a part of advisory committees set up by SEBI, including those like ‘Buy Back of Shares’ and ‘Derivative Margining’.

He is frequently invited for his views in print, on television and on global Newswire agencies. Nipun is the author of the best-seller book OTC Exchange of India.

He has been featured in a TV series ‘Tycoons of Dalal Street’ for having been a sustainable and successful participant of the Indian capital market since more than 2 decades.

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 27,000 members in the region. Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Jayant Vidwans is a past president of Society Of Financial Planners. He is a commerce graduate from Mumbai University and a Certified Financial Planner from Aug 2006 Batch. He also possesses different NCFM Certifications like Derivative Market Core Module , Capital Market Dealer module & AMFI Mutual Fund (Advisor) Module. He is a whole time director Chaitanya Financial Consultancy Pvt. Ltd. - Since 1991 Company is engaged in the business of investment consultancy & tax planning for individuals. Also agent / broker for fixed deposits, mutual funds, RBI bonds, primary & secondary market operations. He is the member of Disciplinary Action Committee of Inter-connected Stock Exchange of India Ltd. - Since Sept 2002 - Reappointed every year up to 2007 -08. He is always called for Expert Comments on Stock Market and Other Investments by All India Radio, New Delhi in Hindi & English and All India Radio, Mumbai in Marathi.

Himanshu is the co-founder of Client Associates. He has over 2 decades of experience in the areas of Investment Banking & Private Banking. Prior to setting up CA he worked with Deutsche Bank Private Banking, DSP Merrill Lynch and London Forfaiting Group. Himanshu has the distinction of pioneering the concept of Family Office in India. Over the years, he has built one of the finest teams of private bankers who work with some of the most distinguished families of India. He has built expertise in providing complex wealth management solutions to address the needs of Family Business Owners & Entrepreneurs in India. He authors the monthly chronicle of Client Associates – CA Monthly – that has a large following in the industry. He also pioneered the concept of Portfolio Reallocation, a Risk Management technique, in the Indian Market. Himanshu received the Outstanding Young Private Banker 2010 Award as part of the Private Banker International’s Global Wealth Awards by PBI-VRL. He was recognised as The Most Prominent Asian Leader by Citywealth, UK in 2009. Himanshu has been invited several times to contribute to columns and discussions on the subject of Financial Planning and Wealth Management by both the print & electronic media. Besides, he is frequently quoted by major national news media because of his expertise in this domain. He is a member of Rotary Club of Delhi South-end as well as CEO Clubs India.

Himanshu is passionate about sports and actively pursues cricket & golf. He is closely associated with various CSR initiatives for Client Associates. He is on the Board of Royal Alliance India. Besides this, he is also on the Governing Board of Vidya School, promoted by Vidya Comfort Academy for underprivileged children. His wife, Parul, shares his interest in philanthropy and works for Pragati, a voluntary organization for underprivileged children.

Himanshu is an alumnus of Shri Ram College of Commerce (SRCC) from where he did his B.Com (Hons). He received his Master’s degree in Finance & Control (MFC) from the University of Delhi. In 2008 he was honored with the Distinguished Alumnus Award from the Department of Financial Studies, New Delhi.

Atin Kumar Saha is Managing Director & Head Wealth Management Coverage, India. With over 30 years of experience in financial services, Atinkumar Saha is Head of Wealth Management Coverage, IPB, India since 2014. Atin joined Deutsche Bank Wealth Management in 1995. Prior to his current role, Atin was responsible for wealth management coverage for the West region in India and also headed the Wealth Management Training Team and Client Engagement Team. He began his stint with Deutsche Bank as a Relationship Manager and was also responsible for communications and brand management for Wealth Management. He has been instrumental in building and steadying the franchise in association with key team members. Prior to joining the Company, Atin worked with ANZ Grindlays Bank PLC as the Area Marketing Manager for the Southern Region in India. He was also the Product Manager for Liabilities (retail) and managed Corporate Campaigns for the company. Atin started his career at NOCIL (Arvind Mafatlal Group) in their consumer products division, where he was responsible for brand development, product launches, vendor management, and sales in the western region. Academic: Masters in Management Studies, Mumbai University
 

Vinay is Managing Director and Head of Products for Deutsche Bank's Private Wealth Management Onshore India unit.

He has over 24 years of experience in the Indian financial services sector. He is responsible for research, due diligence and distribution for all Investment Products for Deutsche Bank's Private Wealth Management clients in India.

Prior to joining Deutsche Bank in 2004, Vinay has worked for ABN AMRO Bank as Head of Investment Advisory in its Private Banking division.

He holds a Post Graduate Diploma in Finance from XLRI, Jamshedpur, a Bachelor of Technology from IIT-BHU . He has also completed a certificate course in Financial Engineering from Indian School of Business, (ISB Hyderabad).

Sandeep Lalwani heads a number of strategic initiatives for Miles. He is a financial services professional with over 25 years of experience in the industry. He commenced his career with Arthur Andersen's fastest growing practice in India in the mid-1980s and has gone on to work on projects and advisory services with leading financial institutions like Deutsche Bank, Standard Chartered Bank,  H&R Block to name a few. Having worked in over 45 countries, Sandeep has contributed significantly in Miles foray into the Global Markets. Since 2006 Sandeep has been closely associated with the growing Asset and Investment Management Firms in India, Mauritius, UK and now Philippines. His expertise covers the technology and operational needs of these firms and has been a keen proponent of the use of technology solutions to provide customer with insights into adviser and portfolio performance.

An alumni of Columbia Business School and NMIMS, Bhavesh brings in nearly three decades of experience, of which, the last 16 years are with the Financial Services industry. Throughout his career, he has been known for building, leading and motivating teams to excel in highly demanding and dynamic business environments. He lead a team of 250 people pan India at Aditya Birla Finance Ltd a leading NBFC while serving as the Head-Wealth Management. At Emkay he puts to good use his entrepreneurial drive combined with business-management skills to drive gains in revenue, market share and profit performance. Education: MBA – Columbia Business School and NMIMS.

FinIQ was started as a yield enhancement Fintech by Milind in Singapore when interest rates worldwide crashed to near zero levels at the turn of the century. FinIQ quickly gained leading market share in the financial products distribution space, especially in structured products. Today, 80 banking units across 30 financial institutions use the FinIQ system. The system caters to cross asset pricing and post trade processing. Product pricing is either based on FinIQ's math models backed by hedging with bank's internal trading desks or sourced from FinIQ's best price execution platform supported by leading liquidity providers. FinIQ today has active presence in 7 countries and liquidity arrangements with ten investment banks. 

‎As the CEO and majority share holder, Milind is responsible for conceiving both short term and long term goals, as well as actively participating in design and validation of new functionality. Milind leads a team of over 250 developers and analysts based out of FinIQ's Pune development center. Under Milind's guidance, the FinIQ team has not only delivered a top-notch Fintech platform for over a decade, but has also excelled in other fields. To name the latest, FinIQ Football and Cricket teams won both the corporate leagues in Pune in 2015-16 season by defeating much bigger opponents. 

After graduating in Computers from Walchand College of Engg., Milind started his career as a software developer. He worked at Citibank and Reuters before starting FinIQ in 2001.

Gaurav Awasthi is the Head- Products, Private Wealth Management at ICICI Securities.

He has over 10 years experience in the industry spanning across strategy consulting, Corporate banking & wealth management.

In his last assignment, he was heading the investment solutions desk for ASK Wealth Advisors.

Gaurav holds a PGDM in Strategy and Finance from IIM Lucknow.

Anupam Guha is the Head of Private Wealth Management practice at ICICI Securities Ltd. Anupam has been with the ICICI Group for the last 16 years across retail, institutional and private banking business. He has been a part of the International and Domestic Private Banking business for more than a decade.

He is a founding member that helped set up Private Wealth business at ICICI Securities (I-Sec). I-Sec is one of the leading and fastest growing Private Wealth practice in India and manages some of the wealthiest families in the country. I-Sec today manages close to INR 35,000 Crs of assets of its clients.

I-Sec Private Wealth caters to UHNI and Family Office clients and given the insight with such clients, partners with them in their business requirement and expansion plans through fund raising and investment banking solutions, besides investment & real estate solutions and estate planning.

Prior to this, Anupam was the Country Head of Oman with ICICI Securities. He was successful in showcasing the India opportunity to Sovereign and Pension Funds, local Institutions and the Indian Diaspora. He was part of the fund raising team that raised more than USD 1 billion from GCC for Private Equity and Real Estate investments in India.

Sunil has over 15 years of experience in providing financial services solutions to clients. His areas of focus include trustee and private client services, regulatory compliance and immigration. Prior to joining the firm, he worked at PwC’s Financial Services practice and at Deutsche Bank in London. He is a qualified Chartered Accountant and Trust and Estate Practitioner. He has a first class honours degree from Oxford University.

Ashish Malaviya is Head of Investment Products and Relationship Management (Select) at Indusind Bank. Ashish brings with himself 18 years of experience in Consumer Banking, International Banking, Wealth Management, Relationship Management & Product Management. Ashish has successfully set us scalable businesses in multiple organisations.

Ashish joined Indusind Bank in 2008 along with the new management team and has actively built investment product distribution business for the bank and scaled up Select Relationship Management Channel.

Prior to Indusind, Ashish has worked Birla Sun Life Asset Management Co, Birla Sun Life Distribution Co. Aditya Birla Money, Principal Mutual Asset Management Co, Fund, ICICI Bank and Motilal Oswal.

Ashish is Science Graduate and completed his MBA from Mumbai University. Ashish loves long jogs and has successfully completed 3 Airtel Half Marathon at Delhi.

Richard joined Jersey Finance in 2014, originally as our Business Development Director for the UK, before relocating to the Middle East in 2016 to cover the GCC region. Richard was born and educated in London and subsequently went on to study at the University of Leicester where he graduated with an honours degree in Economics & Social History.

Prior to Jersey Finance Richard spent eight years with Barclays International and led the UK Resident Non Domicile business within Barclays International Banking based in Canary Wharf. Previous to this he spent six years based in their Jersey office as an Investment Manager before going on to lead the business development and client relationship teams.

Richard is a holder of the Investment Management Certificate (IMC) and through the Society of Trust and Estate Practitioners (STEP) obtained the Diploma of International Trust Management with distinction, entitling the TEP designation.

Snow related activities are amongst Richard’s keenest interests and he serves as trustee for the UK charity TAMBA (Twins and Multiple Births Association).

Atul Singh is the Managing Director & Chief Executive Officer of Julius Baer in India. In this role, Atul runs one of the largest private banking businesses in India, with over $6Bn of AUM. Atul has over sixteen years of experience in Wealth Management business spanning across US, Asia and India. Prior to the current role, Atul was Managing Director and Head of Merrill Lynch Wealth Management in India. Before moving to India, Atul was based in Singapore where he held various leadership positions within the Asia wealth management business of Merrill Lynch, including Chief Operating Officer for Asia Wealth management business. Prior to joining Merrill Lynch in July 2006, Atul was a principal with Booz Allen Hamilton in New York, where he advised large Financial Services clients on driving growth and productivity. At Booz Allen, he authored several thought pieces on dynamics of wealth management and wholesale banking businesses. Atul holds an MBA from Indian Institute of Management, Bangalore (with a Director’s Medal) and a Bachelor’s degree in electrical engineering from the Birla Institute of Technology, Ranchi (with a Presidential Gold Medal). An ardent cricket lover, Atul is based in Mumbai, is married and has a five year old son.

Himanshu Bhagat is Managing Partner at IIFL Wealth Management Ltd, India’s largest private wealth management firm with over US$ 11.00 bn of assets under advice, distribution and custody.

Bhagat has over fifteen years of experience in the Wealth Management industry. At IIFL Wealth Management Ltd, Mumbai-based Bhagat oversees the firm’s strategy including process improvement and technology.

Previously, Bhagat was the head of the Wealth Management business at Morgan Stanley, where he, along with his team, set up the business from scratch, building the full platform locally and integrating with the global processes and practices. He also oversaw the successful exit of the firm via a sale, towards the end of his tenure.

Prior to that, Bhagat had a successful 8 + years stint at Merrill Lynch, a majority of which was spent in its US Head Office at Princeton. He was part of the strategy and business practice group and involved in projects considered state-of-the-art in the industry even today.

Bhagat is an MBA from Boston College as well as a qualified Chartered Accountant. On a personal note, Bhagat is married to a graphic designer and has a lovely 7-year-old daughter.

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With over 25 years of experience, he has successfully established and scaled up wealth management ventures in India and abroad, including at Deutsche Bank, HSBC, ICICI Bank, and Karvy Private Wealth. Notably, he led Fisdom Private Wealth as CEO, expanding the business in emerging markets. Abhijit holds a Post-graduate Diploma in Marketing and Finance from IIM Lucknow.

In his role as the Head of Wealth Management and Priority Banking, Jaideep Hansraj plays the key role in leadership of the two integral  businesses of Kotak Mahindra Bank Ltd. He is responsible for Kotak featuring as the only Indian Wealth Management firm amongst the ‘Top 30 Private Banks*’ of the world.

Jaideep started his career in 1988 and joined the Kotak Mahindra Group in July 1993.  In a short span of 4 years, he took over as the Chief Executive of Kotak Mahindra International Ltd. (a subsidiary of KMFL) in Dubai.

Subsequently, in October 1999, he moved to Kotak Securities, where he undertook the role as Head of the Private Client Function.

He has been associated with the wealth management business of the group since 2004 and has taken over as the head of priority banking in 2014. He has been instrumental for its evolution and growth of Kotak Mahindra Bank over the years.

Kaushik Deva has over 20 years of experience in the financial services industry with triumphant stints across Investment Banking, Corporate Banking, Debt Syndication and Wealth Management. 

Prior to founding Kredere, Kaushik served as a part of the senior management team at IIFL Wealth, where he was responsible for the wealth practice across business verticals and geographies. 

Over the years, he has worked in senior roles in Private Banking in Kolkata, Delhi and Mumbai during which he was the key advisor to some of India’s prominent HNI families and UHNW NRIs. 

He was earlier associated with BNP Paribas Private Banking for 13 years, rising to the ranks of Managing Director through this long journey. He played a pivotal role in founding and developing their pan-India business for residents as well as NRI clients from London, Hong Kong, Singapore, and Dubai. 

Kaushik is a qualified Chartered Accountant from the Institute of Chartered Accountants of India.

Manoj Shenoy has a rich experience of more than 26 years in the financial services industry. He is currently the Chief Executive at L&T Financial Services - Wealth Management business. L&T Financial Services - Wealth Management offers Wealth Management services to HNI & Ultra HNI clients across India and Middle East. Under his leadership the Average Assets Under Service has grown to Rs. 9700 Crs. in less than 5 years of operations. L&T Financial Services - Wealth Management has been voted by Asia Money Private Banking poll among the top ten Private Banks in India. 

Prior to joining L&T Financial Services he was the CEO of EFG Bank in India since 2008. He was responsible for providing leadership and expanding Business for EFG Bank in India.  EFG Bank is a subsidiary of EFG International, Switzerland having Private Banking / Wealth Management operations from India. EFG Bank is among the top five Swiss Banks in terms of capitalization and assets under management having operations from 33 countries and more than 50 locations globally. 

Before joining EFG India, Manoj worked with Anand Rathi Financial Services as an Executive Director. Manoj has provided strong leadership in successfully setting up Anand Rathi Financial Services Ltd business in South India covering Wealth Management, Equity Broking, Insurance Distribution and Investment Banking.
 
Manoj possesses comprehensive understanding of diverse facets of financial services, including private banking, investment banking, stock broking, estate and succession planning. He is a talented Wealth Manager with exceptional understanding of financial planning and demonstrated track record developing long standing relationships with high-net worth individuals in India, Middle East & South East Asia.

Manoj is a Graduate Engineer from Bangalore University.

Aashish Somaiyaa is Chief Executive Officer, Motilal Oswal Asset Management Company. He has more than 13 years of experience across sales and distribution, channel management, product development and institutional sales from ICICI Prudential Asset Management Company and a brief stint at project management with Bharti AXA Investment Managers.

His last assignment was with ICICI Prudential Asset Management Company, as Senior Vice President & Head - Retail business where he was responsible for sales, distribution and product development of mutual fund, Portfolio management services and real estate offerings through retail distribution, banking and private wealth management channels across India and UAE.

Somaiyaa holds a Bachelor of Engineering in Polymer Science and a Masters in Management Studies in Finance from Narsee Monjee Institute of Management Studies, Mumbai.

Ashish Shanker's responsibilities encompass estate planning, Products & Research, Financial Strategy, and Client Experience. In this capacity, he holds responsibility for research and investment strategies across several asset classes in the firm’s unit focusing on private wealth management. Leveraging more than 15 years of experience in the financial sector, he also has played a significant role in four start-up teams. In a career spanning over 15 years Ashish Shanker’s areas of expertise include market research, financial products, strategy and funds management.

A business management graduate of the University of Bangalore in India, he began his capital markets career as a Research Executive for a leading regional brokerage firm. Subsequently he worked in the asset management industry for over six years in Franklin Templeton Investments and HSBC Asset Management in various capacities. Subsequently Ashish has spent the last 7 years in advisory, research and product roles across private wealth management platforms including as head of investment advisory at Standard Chartered Private Bank and Senior Director at Sarasin Alpen, India. He has won several accolades during his stint at these organisations.

Outside of his professional duties, Ashish Shankar enjoys playing table tennis and snooker, listening to music, and delving into history. He has represented Maharashtra and Bangalore university in table tennis at the highest level in the country and won several championships.

Co-founder and promoter of N J Group of companies since 1994, currently working in the capacity of Jt. Managing Director in the holding company. 

Graduate in business management from Sardar Patel University in the year 1992. 

A Certified Financial Planner, from the Financial Planning Standard Board (FPSB India ) affiliated with FPSB USA  , an Associate of Insurance Institute of India and a Certified Trust & Estate Planner (CTEP) from American Association of Management.

Nishith Desai is the founder of the research-based strategy driven international law firm, Nishith Desai Associates (www.nishithdesai.com) with offices in Mumbai, Silicon Valley, Bangalore, Singapore, Mumbai – BKC, New Delhi and Munich.

Nishith himself is a renowned international tax, corporate, IP lawyer researcher, published author and lecturer in leading academic institutions around the world. Soon after India opened up its economy to the outside world in 1991, he established the first five India Focused funds and pioneered the roots of asset management industry and the firm has now worked for over 900 funds across all classes of asset.

The Firm recently won an award for being the 'Most Innovative Indian Law Firm' and the '2nd Most Innovative Law firm in Asia and Australia'. Financial Times quoted "Nishith Desai...a constructively contrarian, created his law firm in 1990 using a model and approach radically different from that of the most international premium law firms".

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Anshu Kapoor has recently taken over the mantle to build Investment Management business. He is leading initiatives to create an Alternatives Assets platform (Private Equity and Hedge Funds). Anshu joined Edelweiss Group in 2010 to start the Private Wealth Management (PWM) business. Driven by a vision of creating “world’s most customer centric” wealth management business, Anshu grew the business 15x over last 7 years to US $17 billion in Assets under Advice (AuA) - to top #3 position in the industry. The business has been internationally acclaimed and awarded as the Best Private Bank, India by global publications like Global Finance (2018, 2019, 2020), Asiamoney (2017, 2018) and Asian Private Banker (2018, 2020). Prior to joining Edelweiss, Anshu was a Director at Merrill Lynch, where he was instrumental in developing Wealth Management business across India, Middle East, Asia Pacific and North America. Anshu has also worked in leadership positions in Consumer Banking and Capital Markets with HSBC and ICICI Bank. Anshu is passionate about scaling up businesses, technology and is an avid travel photographer. He is married with three kids.

Nitin is the Founder of ORO Wealth - India’s first zero commission investment platform which offers low-cost, unbiased and high quality advisory services to Indian retail.

Prior to co-founding ORO Wealth, Nitin worked at Deutsche Bank for 6 years in Equity Structuring across their London and Singapore offices. In his role at DB, he designed and sold several billion dollar investment solutions to some of the biggest global investors. He is an MBA from IIM Bangalore and has a degree in Electrical Engineering from IIT Bombay.

Vishal Dhawan is a Certified Financial Planner and founder director of Plan Ahead Wealth Advisors. Vishal’s rich experience of approx 20 years in the financial services industry has led him to frequently write columns and share his insights and views in various leading publications and on television.

He was the chair for the Asia Pacific Focus group of the Financial Planning Association (FPA) USA in 2013 and was also a host for the International/Cross Border Knowledge Circle for the FPA.

After completing his graduation in economics from Mumbai University, he did his Masters in Management Studies program from Welingkar Institute of Management, Mumbai. He then worked in the financial services industries across ICICI Bank and ABN AMRO Bank for 8 years, before setting up Plan Ahead Wealth Advisors in 2003.

Plan Ahead is a wealth management and financial planning firm that works with both Indian and NRI investors to help them achieve their financial goals through structured holistic solutions. Their focus has always been to “Add meaning to finances. Add time to Life” for their clients.

Caroline is currently the Head of Human Resources at Sanctum Wealth Management and is a part of the Founding Team. She is the strategic advisor to business on people matters and is responsible for ensuring the effective delivery of the HR operations and staff engagement agenda.

Caroline is a seasoned HR professional with 16 years of experience behind her. She joined Sanctum from RBS where she spent over 9 years being the HR business partner for varied business lines including private banking, retail banking, retail broking, transaction banking, retail assets, support functions & operations. She specifically supported the transformation of ABN AMRO private banking to RBS Private Banking (Coutts) that involved designing and delivering the resourcing strategy, compensation re-alignment exercise and employee engagement initiatives to name a few. Prior to RBS, she was associated with American Express and Tata Finance, where again, in addition to being an HR delivery manager, she played a leading role in significant business set-up and change programmes. 

Caroline holds a Bachelor’s degree in Business Administration from Madurai Kamaraj University and Masters in Labour Studies from the Maharashtra Institute of Labour Studies.

Prateek Pant is the Head of Products and Solutions at Sanctum Wealth Management and is part of the Founding Team.

Prateek oversees the delivery of client solutions for Sanctum Wealth Management in India which includes investments, wealth planning and real estate services through a team of 20 staff.

Prateek brings with him over 20 years of experience in Banking and Financial Services in India and the Middle East. Prior to Sanctum Wealth Management he worked with RBS Group, Franklin Templeton, Bank of America, ABN Amro Bank, HSBC and Commercial Bank of Qatar in the domains of branch banking, credit cards and wealth management.

Prateek has a Bachelor's degree in Engineering, with a specialisation in Chemical Engineering, from the University of Mumbai. He has also obtained an MMS degree from the Jamnalal Bajaj Institute of Management Studies, with a specialisation in Finance.

Tarun is Founder & Director of TBNG Capital Advisors Pvt Ltd. TBNG is among 150 odd SEBI Registered Investment Advisor(RIA) Firm focusing on long term wealth creation and financial Planning.

More than 12 years of experience behind him in the area of Financial Advisory and rich experience in providing personal financial advice to families, individuals and business at various life stages..

Spreading financial literacy through regular articles in Times of India.
 TBNG regularly organizes programmes (www.tbng.co.in/events) to bridge behaviour gap of investors in wealth creation. 

Tarun is a CFP and done MBA in Finance from ICFAI Business School,Mumbai.

Specialist in Goal based planning, Retirement solutions,Investment Advisory across multiple asset class,succession and estate planning, tax advisory, treasury management for SMEs and startups, investment planning for Non Resident Indians( NRIs) and returning Indians.

Waterfield Advisors is India’s leading Multi-Family Office. As an advisory firm to family owned businesses, Waterfield recognises that families are dealing with multiple issues around safeguarding the family’s business legacy, the creation and preservation of wealth and the need to ensure good governance. As a client’s trusted advisor, Waterfield helps families navigate through these complex issues. In a short span of time, the company has successfully been able to count several of India’s leading billionaire families as their clients.

Soumya spent 16 years with ANZ Grindlays Bank / Standard Chartered Bank, her last assignment being Managing Director and Head Private Bank, India before recognising a gap in the wealth management segment and co-founding Waterfield. In 2010, she was awarded Outstanding Young Private Banker by Private Banker International for excellence in performance, leadership and innovation. In 2014 and 2015, she was featured in the CityWealth IFC Power Women Top 200 list.

Soumya also serves on the Board of Trustees of Reach to Teach, a UK-based charity that works in the area of primary education with under-privileged children between the ages of 3-14 years in rural and disadvantaged areas in India to improve school attendance and teacher training capabilities.

Soumya won the Radhakrishnan Scholarship to study at Oxford University where she completed a degree in Mathematics from Balliol College. Prior to Oxford, Soumya completed her Bachelor’s degree in Mathematics from St. Stephens College, Delhi.

Andrew joined Westoun Advisors in 2016 as Managing Director. In his role he advises asset managers and hedge funds on strategic expansion and asset gathering. PReviously as Head of M&G Investments Asia, he launched the business in the region. Prior to this he was at The Capital Group Companies, during which time he worked in various groups including private equity, institutional client relations and global financial institution distribution. During his career he has worked in Los Angeles, London, Geneva, Singapore and Hong Kong. He has 21 years of experience in the investment management industry. Andrew graduated with an MBA from INSEAD and an MA in Economics and French from the University of St. Andrews is also a CFA charter holder.

Kanwar Vivek -Senior President and Head - Wealth Management  & Global Indian Banking at YES BANK Limited is a professional with over two decades of work experience in financial services - Retail banking, Wealth Management, Retail Broking and Distribution Business. He has successfully led some of the large businesses and has also nurtured new business lines to leadership positions.

Before Joining Yes Bank, he has worked in various organization of repute like ITC Group, ICICI Bank, Aditya Birla Financial Services and Capital First .

He has attended various learning enhancement program from prestigious institutions like IIM –Kolkata and University of Michigan Business School.

He did his schooling, graduation & post graduation in Delhi. He did B.A. (Hons) Economics, HansRaj College, University of Delhi and PGDBM (Equivalent to MBA) from Institute of Management Technology, Ghaziabad.

Sanjay Sachdev has over 27 years’ experience in the global financial services in leadership positions building game changing asset management businesses. Sanjay is the Global Chairperson and Board Member of Financial Planning Standards Board (FPSB). FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. At the end of 2015, there were 161,821 CFP professionals worldwide across 26 countries.

Additionally, as Chairman of ZyFin Holdings, Sanjay is currently involved in leading a unique Asset Management business focused on India, ASEAN and GCC/MENA regions. Sanjay is also a Senior Advisor and Board Member to financial institutions including a reputed U.S. family office managing over US $ 450 mn and a UK based private equity fund. 

Sanjay Sachdev holds a Certificate in Corporate Governance - Wharton School of Management, a Master’s Degree in International Mgmt - American Graduate School of International Management (Thunderbird), Phoenix, AZ, USA.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Anshu Kapoor has recently taken over the mantle to build Investment Management business. He is leading initiatives to create an Alternatives Assets platform (Private Equity and Hedge Funds). Anshu joined Edelweiss Group in 2010 to start the Private Wealth Management (PWM) business. Driven by a vision of creating “world’s most customer centric” wealth management business, Anshu grew the business 15x over last 7 years to US $17 billion in Assets under Advice (AuA) - to top #3 position in the industry. The business has been internationally acclaimed and awarded as the Best Private Bank, India by global publications like Global Finance (2018, 2019, 2020), Asiamoney (2017, 2018) and Asian Private Banker (2018, 2020). Prior to joining Edelweiss, Anshu was a Director at Merrill Lynch, where he was instrumental in developing Wealth Management business across India, Middle East, Asia Pacific and North America. Anshu has also worked in leadership positions in Consumer Banking and Capital Markets with HSBC and ICICI Bank. Anshu is passionate about scaling up businesses, technology and is an avid travel photographer. He is married with three kids.

Waterfield Advisors is India’s leading Multi-Family Office. As an advisory firm to family owned businesses, Waterfield recognises that families are dealing with multiple issues around safeguarding the family’s business legacy, the creation and preservation of wealth and the need to ensure good governance. As a client’s trusted advisor, Waterfield helps families navigate through these complex issues. In a short span of time, the company has successfully been able to count several of India’s leading billionaire families as their clients.

Soumya spent 16 years with ANZ Grindlays Bank / Standard Chartered Bank, her last assignment being Managing Director and Head Private Bank, India before recognising a gap in the wealth management segment and co-founding Waterfield. In 2010, she was awarded Outstanding Young Private Banker by Private Banker International for excellence in performance, leadership and innovation. In 2014 and 2015, she was featured in the CityWealth IFC Power Women Top 200 list.

Soumya also serves on the Board of Trustees of Reach to Teach, a UK-based charity that works in the area of primary education with under-privileged children between the ages of 3-14 years in rural and disadvantaged areas in India to improve school attendance and teacher training capabilities.

Soumya won the Radhakrishnan Scholarship to study at Oxford University where she completed a degree in Mathematics from Balliol College. Prior to Oxford, Soumya completed her Bachelor’s degree in Mathematics from St. Stephens College, Delhi.

Atin Kumar Saha is Managing Director & Head Wealth Management Coverage, India. With over 30 years of experience in financial services, Atinkumar Saha is Head of Wealth Management Coverage, IPB, India since 2014. Atin joined Deutsche Bank Wealth Management in 1995. Prior to his current role, Atin was responsible for wealth management coverage for the West region in India and also headed the Wealth Management Training Team and Client Engagement Team. He began his stint with Deutsche Bank as a Relationship Manager and was also responsible for communications and brand management for Wealth Management. He has been instrumental in building and steadying the franchise in association with key team members. Prior to joining the Company, Atin worked with ANZ Grindlays Bank PLC as the Area Marketing Manager for the Southern Region in India. He was also the Product Manager for Liabilities (retail) and managed Corporate Campaigns for the company. Atin started his career at NOCIL (Arvind Mafatlal Group) in their consumer products division, where he was responsible for brand development, product launches, vendor management, and sales in the western region. Academic: Masters in Management Studies, Mumbai University
 

Feroze Azeez, as the Deputy Chief Executive Officer, drives and evolves the strategic direction for the company, shaping Anand Rathi Private Wealth Management's strategy with the dynamic business landscape, while nurturing a team of leaders to deliver the company's vision to its execution. He has been instrumental in scaling the company’s growth to Rs. 18,000 crore business from Rs. 4,500 crore in the last six years. Feroze Azeez, being the youngest Deputy CEO in the wealth management industry, joined Anand Rathi Private Wealth Management in the year 2012. His phenomenal journey started by leading the Product Team. With his ascension to Deputy CEO in 2016, he mentors and guides over 600 employees across all nine locations. Feroze is a powerhouse of information and data on the financial markets, has a mind of a sharp businessman and a heart of gold. Being data-driven, Feroze has unveiled the mask of marketing and sales in the wealth management industry and brought in analytical effectiveness. Feroze has built a seamless structure that encompasses company value and aligns with the underlying proposition of Anand Rathi. Feroze has deep understanding of a client’s perspective, as he is one of the largest clients of the company. He is one of the top three wealth managers in India as he manages assets worth over Rs. 1,200 crore personally, for large families and senior management professionals. He also manages the company’s treasury worth over Rs. 3,000 crore. Feroze’s biggest contribution to the wealth management industry is in the revolution of structured products through application of derivatives as a risk management tool. Due to his vision, Anand Rathi Private Wealth Management today has the highest market share of 35% when it comes to structured products. Since 2007, the structured product designed by Feroze has become a model that almost all investment institutions have tried to replicate as part of their product framework. In fact, Feroze manages one of the largest derivative books in the country. Feroze is also known for his innovative financial solutions and radical methods of wealth management. In fact, Feroze’s ability to uncomplicate structured products has become the sole reason why structured products is an investment that is no more selective to only corporate treasuries and biggest family offices in the country, but is also now open to the HNI segment. Recently, Feroze has been named as part of Fortune India’s Class of 2019 – 40 under 40 list, which recognises stalwarts for the unique contributions to the industry. He has over 17 years of experience in the Indian financial market and has done a specialised course in the derivatives space. Feroze is a prominent personality and a Personal Finance Expert in the Indian media space.

Mr. Saluja joined ASK Group in December 2006 as Managing Partner to set up the Wealth Advisory and Multi-Family Office business. He has over 25 years of experience in Wealth and Capital Management business. Prior to joining ASK Wealth Advisors, Mr. Saluja worked with Standard Chartered Bank as the Business Head - Priority Banking and Deposits for the wealth management business in India. Mr. Saluja is an Honorary Chartered Wealth Manager (CWM) from American Academy of Financial Management, and holds a Bachelor's degree in Maths and Economics along with a Master's in Marketing Management from the University of Mumbai.

Himanshu is the co-founder of Client Associates. He has over 2 decades of experience in the areas of Investment Banking & Private Banking. Prior to setting up CA he worked with Deutsche Bank Private Banking, DSP Merrill Lynch and London Forfaiting Group. Himanshu has the distinction of pioneering the concept of Family Office in India. Over the years, he has built one of the finest teams of private bankers who work with some of the most distinguished families of India. He has built expertise in providing complex wealth management solutions to address the needs of Family Business Owners & Entrepreneurs in India. He authors the monthly chronicle of Client Associates – CA Monthly – that has a large following in the industry. He also pioneered the concept of Portfolio Reallocation, a Risk Management technique, in the Indian Market. Himanshu received the Outstanding Young Private Banker 2010 Award as part of the Private Banker International’s Global Wealth Awards by PBI-VRL. He was recognised as The Most Prominent Asian Leader by Citywealth, UK in 2009. Himanshu has been invited several times to contribute to columns and discussions on the subject of Financial Planning and Wealth Management by both the print & electronic media. Besides, he is frequently quoted by major national news media because of his expertise in this domain. He is a member of Rotary Club of Delhi South-end as well as CEO Clubs India.

Himanshu is passionate about sports and actively pursues cricket & golf. He is closely associated with various CSR initiatives for Client Associates. He is on the Board of Royal Alliance India. Besides this, he is also on the Governing Board of Vidya School, promoted by Vidya Comfort Academy for underprivileged children. His wife, Parul, shares his interest in philanthropy and works for Pragati, a voluntary organization for underprivileged children.

Himanshu is an alumnus of Shri Ram College of Commerce (SRCC) from where he did his B.Com (Hons). He received his Master’s degree in Finance & Control (MFC) from the University of Delhi. In 2008 he was honored with the Distinguished Alumnus Award from the Department of Financial Studies, New Delhi.

Jayant Vidwans is a past president of Society Of Financial Planners. He is a commerce graduate from Mumbai University and a Certified Financial Planner from Aug 2006 Batch. He also possesses different NCFM Certifications like Derivative Market Core Module , Capital Market Dealer module & AMFI Mutual Fund (Advisor) Module. He is a whole time director Chaitanya Financial Consultancy Pvt. Ltd. - Since 1991 Company is engaged in the business of investment consultancy & tax planning for individuals. Also agent / broker for fixed deposits, mutual funds, RBI bonds, primary & secondary market operations. He is the member of Disciplinary Action Committee of Inter-connected Stock Exchange of India Ltd. - Since Sept 2002 - Reappointed every year up to 2007 -08. He is always called for Expert Comments on Stock Market and Other Investments by All India Radio, New Delhi in Hindi & English and All India Radio, Mumbai in Marathi.

Kaushik Deva has over 20 years of experience in the financial services industry with triumphant stints across Investment Banking, Corporate Banking, Debt Syndication and Wealth Management. 

Prior to founding Kredere, Kaushik served as a part of the senior management team at IIFL Wealth, where he was responsible for the wealth practice across business verticals and geographies. 

Over the years, he has worked in senior roles in Private Banking in Kolkata, Delhi and Mumbai during which he was the key advisor to some of India’s prominent HNI families and UHNW NRIs. 

He was earlier associated with BNP Paribas Private Banking for 13 years, rising to the ranks of Managing Director through this long journey. He played a pivotal role in founding and developing their pan-India business for residents as well as NRI clients from London, Hong Kong, Singapore, and Dubai. 

Kaushik is a qualified Chartered Accountant from the Institute of Chartered Accountants of India.

Vishal Dhawan is a Certified Financial Planner and founder director of Plan Ahead Wealth Advisors. Vishal’s rich experience of approx 20 years in the financial services industry has led him to frequently write columns and share his insights and views in various leading publications and on television.

He was the chair for the Asia Pacific Focus group of the Financial Planning Association (FPA) USA in 2013 and was also a host for the International/Cross Border Knowledge Circle for the FPA.

After completing his graduation in economics from Mumbai University, he did his Masters in Management Studies program from Welingkar Institute of Management, Mumbai. He then worked in the financial services industries across ICICI Bank and ABN AMRO Bank for 8 years, before setting up Plan Ahead Wealth Advisors in 2003.

Plan Ahead is a wealth management and financial planning firm that works with both Indian and NRI investors to help them achieve their financial goals through structured holistic solutions. Their focus has always been to “Add meaning to finances. Add time to Life” for their clients.

Nishith Desai is the founder of the research-based strategy driven international law firm, Nishith Desai Associates (www.nishithdesai.com) with offices in Mumbai, Silicon Valley, Bangalore, Singapore, Mumbai – BKC, New Delhi and Munich.

Nishith himself is a renowned international tax, corporate, IP lawyer researcher, published author and lecturer in leading academic institutions around the world. Soon after India opened up its economy to the outside world in 1991, he established the first five India Focused funds and pioneered the roots of asset management industry and the firm has now worked for over 900 funds across all classes of asset.

The Firm recently won an award for being the 'Most Innovative Indian Law Firm' and the '2nd Most Innovative Law firm in Asia and Australia'. Financial Times quoted "Nishith Desai...a constructively contrarian, created his law firm in 1990 using a model and approach radically different from that of the most international premium law firms".

FinIQ was started as a yield enhancement Fintech by Milind in Singapore when interest rates worldwide crashed to near zero levels at the turn of the century. FinIQ quickly gained leading market share in the financial products distribution space, especially in structured products. Today, 80 banking units across 30 financial institutions use the FinIQ system. The system caters to cross asset pricing and post trade processing. Product pricing is either based on FinIQ's math models backed by hedging with bank's internal trading desks or sourced from FinIQ's best price execution platform supported by leading liquidity providers. FinIQ today has active presence in 7 countries and liquidity arrangements with ten investment banks. 

‎As the CEO and majority share holder, Milind is responsible for conceiving both short term and long term goals, as well as actively participating in design and validation of new functionality. Milind leads a team of over 250 developers and analysts based out of FinIQ's Pune development center. Under Milind's guidance, the FinIQ team has not only delivered a top-notch Fintech platform for over a decade, but has also excelled in other fields. To name the latest, FinIQ Football and Cricket teams won both the corporate leagues in Pune in 2015-16 season by defeating much bigger opponents. 

After graduating in Computers from Walchand College of Engg., Milind started his career as a software developer. He worked at Citibank and Reuters before starting FinIQ in 2001.

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 27,000 members in the region. Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Founder and CEO of Altamount Capital, Pranav is an expert in Business operations and verticals expansions into new verticals. He is a Financial Markets and Strategy expert. He deals with various UHNI’s for wealth and legacy planning.

He has done his Business management from Jamnalal Bajaj Institute of Management.

Caroline is currently the Head of Human Resources at Sanctum Wealth Management and is a part of the Founding Team. She is the strategic advisor to business on people matters and is responsible for ensuring the effective delivery of the HR operations and staff engagement agenda.

Caroline is a seasoned HR professional with 16 years of experience behind her. She joined Sanctum from RBS where she spent over 9 years being the HR business partner for varied business lines including private banking, retail banking, retail broking, transaction banking, retail assets, support functions & operations. She specifically supported the transformation of ABN AMRO private banking to RBS Private Banking (Coutts) that involved designing and delivering the resourcing strategy, compensation re-alignment exercise and employee engagement initiatives to name a few. Prior to RBS, she was associated with American Express and Tata Finance, where again, in addition to being an HR delivery manager, she played a leading role in significant business set-up and change programmes. 

Caroline holds a Bachelor’s degree in Business Administration from Madurai Kamaraj University and Masters in Labour Studies from the Maharashtra Institute of Labour Studies.

Anupam Guha is the Head of Private Wealth Management practice at ICICI Securities Ltd. Anupam has been with the ICICI Group for the last 16 years across retail, institutional and private banking business. He has been a part of the International and Domestic Private Banking business for more than a decade.

He is a founding member that helped set up Private Wealth business at ICICI Securities (I-Sec). I-Sec is one of the leading and fastest growing Private Wealth practice in India and manages some of the wealthiest families in the country. I-Sec today manages close to INR 35,000 Crs of assets of its clients.

I-Sec Private Wealth caters to UHNI and Family Office clients and given the insight with such clients, partners with them in their business requirement and expansion plans through fund raising and investment banking solutions, besides investment & real estate solutions and estate planning.

Prior to this, Anupam was the Country Head of Oman with ICICI Securities. He was successful in showcasing the India opportunity to Sovereign and Pension Funds, local Institutions and the Indian Diaspora. He was part of the fund raising team that raised more than USD 1 billion from GCC for Private Equity and Real Estate investments in India.

Satheesh Krishnamurthy heads the Affluent & NRI Business for Axis Bank. He joined Axis Bank in March 2014. Under his leadership, the Bank launched their most premium brand, ‘Burgundy’, a bespoke wealth management offering for Affluent clients. Over the last couple of years, the assets under management of this business has crossed USD 18 billion, making it one of the fastest growing business units within the Bank and in the industry. Prior to joining Axis Bank, Satheesh worked with Citibank across multiple geographies for over 13 years. In his most recent role with Citibank, he headed Citigold - Citibank's flagship brand in the affluent space. He was instrumental in launching Citigold Private Client (CPC), an exclusive offering for high net worth clients with over USD 1 million relationship size with the bank. Satheesh has worked across various business functions starting with the Corporate Salary accounts Business, Business banking, Cards, Sales & Distribution, and the Affluent Business across geographies. He also did a stint in New York as part of Citibank's prestigious ‘Global High Potential Talent Development Program’. He returned to India as the Sales Director for the Cards business, and was part of the team which developed a new Universal Banker distribution architecture which was responsible for all retail product sales. Satheesh was featured in Fortune India as India’s ‘40 Under 40’ in 2016 & in Business Today as ‘India's Hottest Executives in the Corporate Sector’ in 2015. He is a Director on the board of FIAI, India’s financial distributor’s body working towards strengthening the cause, development, education and progress of the wealth management industry. Satheesh graduated from IIT Kharagpur and holds an MBA degree from FMS, Delhi.

Nitin is the Founder of ORO Wealth - India’s first zero commission investment platform which offers low-cost, unbiased and high quality advisory services to Indian retail.

Prior to co-founding ORO Wealth, Nitin worked at Deutsche Bank for 6 years in Equity Structuring across their London and Singapore offices. In his role at DB, he designed and sold several billion dollar investment solutions to some of the biggest global investors. He is an MBA from IIM Bangalore and has a degree in Electrical Engineering from IIT Bombay.

Nipun Mehta is a Fellow member of the Institute of Chartered Accountants of India and a highly distinguished professional of the Indian Financial Services industry. His experience spans across global and domestic institutions like Societe Generale and the IL&FS group, and across Private Banking and Wealth Management. He is the Founder & CEO of BlueOcean Capital Advisors. Nipun’s last assignment was as Executive Director and India Head Societe Generale Private Banking. He earned global recognition as “The Global Outstanding Young Private Banker” for his work at Societe Generale which spanned across geographies and across asset classes.

Nipun has also played a key role in formulating regulatory policies for the Indian capital markets by being a part of advisory committees set up by SEBI, including those like ‘Buy Back of Shares’ and ‘Derivative Margining’.

He is frequently invited for his views in print, on television and on global Newswire agencies. Nipun is the author of the best-seller book OTC Exchange of India.

He has been featured in a TV series ‘Tycoons of Dalal Street’ for having been a sustainable and successful participant of the Indian capital market since more than 2 decades.

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Ashish Malaviya is Head of Investment Products and Relationship Management (Select) at Indusind Bank. Ashish brings with himself 18 years of experience in Consumer Banking, International Banking, Wealth Management, Relationship Management & Product Management. Ashish has successfully set us scalable businesses in multiple organisations.

Ashish joined Indusind Bank in 2008 along with the new management team and has actively built investment product distribution business for the bank and scaled up Select Relationship Management Channel.

Prior to Indusind, Ashish has worked Birla Sun Life Asset Management Co, Birla Sun Life Distribution Co. Aditya Birla Money, Principal Mutual Asset Management Co, Fund, ICICI Bank and Motilal Oswal.

Ashish is Science Graduate and completed his MBA from Mumbai University. Ashish loves long jogs and has successfully completed 3 Airtel Half Marathon at Delhi.

Gaurav Awasthi is the Head- Products, Private Wealth Management at ICICI Securities.

He has over 10 years experience in the industry spanning across strategy consulting, Corporate banking & wealth management.

In his last assignment, he was heading the investment solutions desk for ASK Wealth Advisors.

Gaurav holds a PGDM in Strategy and Finance from IIM Lucknow.

Vinay is Managing Director and Head of Products for Deutsche Bank's Private Wealth Management Onshore India unit.

He has over 24 years of experience in the Indian financial services sector. He is responsible for research, due diligence and distribution for all Investment Products for Deutsche Bank's Private Wealth Management clients in India.

Prior to joining Deutsche Bank in 2004, Vinay has worked for ABN AMRO Bank as Head of Investment Advisory in its Private Banking division.

He holds a Post Graduate Diploma in Finance from XLRI, Jamshedpur, a Bachelor of Technology from IIT-BHU . He has also completed a certificate course in Financial Engineering from Indian School of Business, (ISB Hyderabad).

Mr. Agarwal manages the Family Office business working closely with UHNI Families to structure bespoke solutions. He has over 18 years of experience with McKinsey, ICICI Bank, Merrill Lynch and UBS handling clients from India, Asia and Europe. He is a graduate from IIT Kharagpur and holds a MBA degree in Finance from MDI Gurgaon.

Ashish Shanker's responsibilities encompass estate planning, Products & Research, Financial Strategy, and Client Experience. In this capacity, he holds responsibility for research and investment strategies across several asset classes in the firm’s unit focusing on private wealth management. Leveraging more than 15 years of experience in the financial sector, he also has played a significant role in four start-up teams. In a career spanning over 15 years Ashish Shanker’s areas of expertise include market research, financial products, strategy and funds management.

A business management graduate of the University of Bangalore in India, he began his capital markets career as a Research Executive for a leading regional brokerage firm. Subsequently he worked in the asset management industry for over six years in Franklin Templeton Investments and HSBC Asset Management in various capacities. Subsequently Ashish has spent the last 7 years in advisory, research and product roles across private wealth management platforms including as head of investment advisory at Standard Chartered Private Bank and Senior Director at Sarasin Alpen, India. He has won several accolades during his stint at these organisations.

Outside of his professional duties, Ashish Shankar enjoys playing table tennis and snooker, listening to music, and delving into history. He has represented Maharashtra and Bangalore university in table tennis at the highest level in the country and won several championships.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.