What is the new normal? We all knew reasonably well where we stood when 2019 came to an end, but the COVID-19 crisis has potentially brought a new reality ahead. What are the key developments in Indian Wealth Management in this new environment?

In this discussion we will aim to discern what changes this pandemic might bring about, and what changes the wealth management industry must make in any case in order for the incumbent players to survive and thrive, especially in an environment in which potentially the logic for digitally-enabled wealth management becomes even more compelling.

The one-hour discussion will therefore focus on the big picture, analysing how the wealth industry has been evolving, and why, and what aspects of this evolutionary process might henceforth need to be accelerated, or possibly mothballed.

The mission here is to accurately, succinctly, and imaginatively address key issues such as: Practice management and dealing with day-to-day life. How must wealth managers drive innovation and reformat the value proposition? How will you sustain your relevance and fees? How leading wealth managers intend to grow their platform over the next 12-months.

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Jun 25

Indian Wealth Management - where does the industry go from h...

3.00pm - 4.00pm HKT/SGT

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Senior figures in Asian Wealth Management are speaking at this event

Feroze Azeez

Anand Rathi Private Wealth Management

Rajesh Saluja

ASK Wealth Advisors

Arpita Vinay

Centrum Wealth Management

Anshu Kapoor

Edelweiss Financial Services

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  • 15.00pm

    Indian Wealth Management – where does the industry go from here?

    • What are the key developments in Indian Wealth Management in this new environment?
    • Practice management and dealing with day-to-day life – how are you coping?
    • How must wealth managers drive innovation and reformat the value proposition?
    • How will you sustain your relevance and fees?
    • How do you intend to grow your platform over the next 12-months?
    • Post Covid-19, what will you do differently?
    • What will change in your business operating model?
    • Investments – what is likely to change around portfolio construction and delivering advice?
    • How will you engage with clients in the future?
    • Will this accelerate some trends underway (e-banking / wealth management), or make the “trusted advisor” more important than ever?
    • What type of institution will be the biggest winner post Covid? Why?
    • How will you digitally empower teams in the future?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Anshu Kapoor

    Head of Private Wealth Management

    Edelweiss Financial Services

    Arpita Vinay

    Whole Time Director, ED - Family Office and New Initiatives

    Centrum Wealth Management

    Rajesh Saluja

    Chief Executive Officer and Managing Director

    ASK Wealth Advisors

    Feroze Azeez

    Deputy Chief Executive Officer

    Anand Rathi Private Wealth Management

    Nitin Singh

    Managing Director & CEO

    Avendus Wealth Management

    Soumya Rajan

    Founder & Chief Executive Officer

    Waterfield Advisors

  • 16.00pm

    Webinar Ends

Jun 25

Indian Wealth Management - where does the industry go from h...

3.00pm - 4.00pm HKT/SGT

Speakers

Feroze Azeez

Anand Rathi Private Wealth Management

Rajesh Saluja

ASK Wealth Advisors

Arpita Vinay

Centrum Wealth Management

Anshu Kapoor

Edelweiss Financial Services

Soumya Rajan

Waterfield Advisors

Nitin Singh

Avendus Wealth Management

Jun 25

Indian Wealth Management - where does the industry go from h...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Jun 25

Indian Wealth Management - where does the industry go from h...

3.00pm - 4.00pm HKT/SGT