Event Agenda
- How do we fill the “white space”?
- Enhancing competency standards
- Creating the right mind-set for future generations
- What’s the future of Private Banking / Wealth Management in India? What will clients want from us in the future?
- What do we need to do to move faster?
- Is there a lack of transparency in fees in Indian wealth management?
- How can you get clients to place greater value on the advice you give them?
- How do we shift the mind-set and educate bankers to actually think about putting the client’s needs first? Should incentives and compensation change?
- How should we differentiate ourselves?
- How do we drive and manage talent acquisition?
- Where will wealth come from in the next 10 years – and how can we get prepared for it?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
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
- The relevance of private banking today in Asia
- The wave of consolidation: will we see more?
- The challenges in building a successful and relevant offering
- How to get your positioning right
- Culture is everything
- Entrepreneurial expression
- Building an A-Rater team
- Personal growth
- Data – the new oil and asset class
- BIG Data – 3Vs (volume, variety and velocity)
- Cognitive and robotics on the data-rich digital client experience
- Choice of strategies in both equity and fixed income space along with high liquidity
- Alpha generation opportunities in listed space will continue to exist for active MFs given the large universe of stocks and improving depth of the market. Reforms such as GST could also lead to expansion of the listed universe
- MFs will continue to be a product with relatively higher stability given the regulatory restrictions, stringent investment norms, and diverse and stable investor base
- India is very different from developed markets
- Strengthening profitability and customer stickiness through client-centric wealth management offerings
- Learning how a unified front-to-back office platform by Finacle can help elevate a wealth management business
- Several cross-currents in international and domestic wealth management are affecting the shape of the industry
- Growth and structural changes in the economy provide huge opportunities domestically, albeit amidst uncertainties and challenges
- Imperative to build capacity, employ new tools and raise standards to accelerate development and fully capture opportunities
ASK Wealth Advisors
- Ethics while managing client portfolios
- Verifying investment suitability
- Why proper advice is not just about managing relationships – even if your views are contrary to those of your clients
- Existing fund vehicles in Singapore and their limitations
- New proposed vehicle and its benefits
- Market trends
- Impact on advising clients
- How does CRS and information exchange create challenges or opportunities for you?
- Is this driving clients to get advice for the first time?
- What is the current level of knowledge and activity around preserving and protecting wealth?
- How should clients think about succession planning? What solutions do they use?
- How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
- The next generation – how do we meet their needs?
- Who are the right professionals and advisers for families to engage? And how should they choose between them?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
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
Managing Director & Head Wealth Management Coverage, India
Deutsche Bank Wealth Management
- We are united by our mission to make a successful career in the ‘wealth’ space
- With strong macro tailwinds, and a stable government with a promise of transformational reforms, India’s expected trajectory of growth over the next decade or more is bound to translate into enormous wealth creation. India, and we, in the wealth space, are poised for greater opportunities
- To harness these opportunities and build our careers, we need to balance business interests with client interest in the most trustworthy manner
- The core of this business is the client-adviser relationship – which is built on ‘trust’. A trust deficit can mar all the opportunities that a growing wealth industry provides. Ours is a fiduciary responsibility that requires us to put the clients’ interests first
- Thus, ethical practices of participants in the industry is one of the most critical factors for a sustainable, enriching wealth industry – central to our career growth too
- What’s the role of digital today in wealth management in India?
- What impact will technology really have on the industry – now and in the future?
- How far do platforms and propositions need to evolve and digitise?
- What systems, solutions and other tools are making a difference in the client experience?
- Do we have adequate tools to engage customers?
- Why are customers flocking to large robo-advisers in the West? What will drive adoption of robo-advisers in India?
- Can robo-advisers, fintechs and AI transform the industry?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
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
- Increasing market complexity and other challenges are putting pressure on the buy-side to streamline their operations, enhance efficiency and improve functionality – from the front to the back office
- As a result, the technology needs of today stretch across software, hardware and infrastructure
- What is a multi-family office?
- Why did you set up your firm?
- How has that model evolved in Asia?
- What is the potential opportunity for firms to collaborate with you?
- What’s the opportunity for independent/external asset management firms in Asia?
- How to drive growth and greater industry collaboration
- As per the current state of Indian economy – the country’s asset management industry is predominantly traditional equity, fixed income and liquid assets, with expectations of capital appreciation, dividends and interest earnings.
- What are the new growth opportunities in India vis-à-vis a global scenario – especially given the growing UHNI/HNI wealth?
- Evaluation of risk is as important as returns when investing in the equity asset class
- How to measure risk in equity products?
- Analysis beyond ratios
- Low level of consistency in the performance of large-cap equity mutual funds
- Sharp reduction in alpha generated by large-cap equity mutual funds
- How can you deliver a relevant, advisory-led, outcome-based approach for your clients?
- How are SEBI’s investment adviser regulations impacting the market?
- What's the way forward for how product manufacturers and fund selectors should partner with each other going forward?
- What can be done to facilitate mutual fund distribution in a more meaningful way?
- How do we ensure we provide more relevant and targeted product and investment offerings to our clients?
- How do we now expand the asset management business?
- How do we improve financial literacy – even for clients with a high level of investable assets? What do we stand to gain from doing this?
- How will investors generate performance in 2017?
- What are the biggest risks for 2017?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
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 Unyal
Head of Products and Advisory Desk
Ambit Private Wealth
Workshops
- New offerings and changing attitudes in terms of technology of NBFCs and banks offering wealth management
- Demo of Finacle Wealth Offering – How Finacle Wealth Management can help banks and NBFCs strategise wealth management of one of the world’s fastest-growing economies
- Q&A
- Three remarkable digital trends - analytics for incumbent, robotics for operations, and digital products for RMs
- How analytics help the business to aggregate and analyse the data for empirical insights.
- Q&A
Nishant Sharma
Head - Sales, India
Miles Software Solutions
- Showcasing the latest wealth application - MoneyWare 15.3