3rd Indian WealthTech Summit 2025

Equalifi’s 3rd Indian WealthTech Summit 2025 will be a leading event dedicated to exploring the innovative technologies transforming the wealth management and financial advisory industries in India. As the WealthTech sector continues to gain momentum, this summit will gather top executives, fintech entrepreneurs, wealth managers, regulators, and investors to discuss the rapidly evolving landscape and opportunities in this space.

With an increasingly tech-savvy and financially aware Indian population, the demand for accessible, efficient, and personalized wealth management solutions is at an all-time high. The 2025 summit will delve into how technology is reshaping the future of wealth management, offering insights into the latest trends, digital tools, and strategies that are enhancing the client experience, improving decision-making, and driving sustainable growth.

Theme: “Digital Transformation in Wealth Management: Innovating for Growth, Personalization, and Sustainability”

The summit will focus on how the intersection of technology, data, and human expertise is paving the way for the next generation of wealth management. Attendees will explore how WealthTech is enabling wealth managers to offer more personalized, efficient, and cost-effective solutions, all while navigating regulatory challenges and evolving client expectations.

Target Audience:

  • Wealth Managers & Financial Advisors
  • WealthTech Entrepreneurs and Startups
  • Fintech Investors and Venture Capitalists
  • Institutional Investors and Family Offices
  • Regulators and Policy Makers
  • Financial Institutions and Banks
  • Technology Providers in the Wealth Management Sector
  • HNWIs and Retail Investors
  • Legal and Compliance Experts

Agenda



09:00

Registrations



10:00

Opening Remarks

Confirmed:
Aditya Gadge, Founder, Priwexus | Equalifi | Eqclique



10:15

The Future of Digital Wealth Management in India: Trends and Innovations

Inviting:
Karan Bhagat, Founder & MD, 360 ONE
Ashish Kehair, MD & CEO, Nuvama Group



11:15

WealthTech Startups: The Next Frontier of Financial Innovation

Inviting:
Sandeep Jethwani, Co-Founder, Dezerv
Subramanya S V, Co-Founder & CEO, Fisdom
Manu Awasthy, Founder & CEO, Centricity



12:00

Investors Panel: Identifying the Next Big Opportunity in Wealthtech

Inviting:
Sudhir Sethi, Founder & Chairman, Chiratae Ventures
Pranav Pai, Founding Partner, 3one4 Capital
Ishpreet Singh Gandhi, Founder & Managing Partner, Stride Ventures



12:40

Felicitation- Indian Wealth Management Thought Leaders 2025



13:00

Lunch



14:00

Scaling Across Borders: Insights from Global WealthTech Leaders



14:45

Personalization at Scale: Harnessing AI and Big Data for Tailored Wealth Solutions

Confirmed:
Sharad Singh, Founder, Valuefy

Inviting:
Subhadip S, Chief Product & Technology Officer, Avendus



15:30

Architecting Scalable Wealthtech Platforms

Inviting:
Ashish Kashyap, Founder, INDmoney
Viram Shah, Co-founder & CEO, Vested Finance
Vasanth Kamat, Founder & CEO, smallcase



16:15

The Future of Payments and Digital Transactions in WealthTech

Inviting:
Harshil Mathur, Co-founder & CEO, Razorpay
Archana Vohra, Managing Director for Payments & Shopping, APAC – Google
Gautam Aggarwal, Division President, South Asia & Country Corporate Officer, India Mastercard



17:00

Cybersecurity in WealthTech: Protecting Client Data and Assets in the Digital Era



17:30

End of Conference

*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.

Agenda

Organizing Committee

Event Registration

Delegate Pass
Till March 31: INR 5,900
From April 1- April 15: INR 7,080
From April 16- April 25: INR 8,260
Virtual Pass
Till March 31: INR 1,180
From April 1- April 15: 1,770
From April 16- April 25: INR 2,360

Charter Member PassComplimentary

  • In-Person Access to Event
  • Session Recordings
  • Masterclasses
  • Registration in Equalified WealthTech Practitioner (EWP) executive education program
  • Service Provider Showcase Sessions
  • Demo Access from Partner WealthTech Platforms
  • Lunch

Delegate Pass( INR 5,900 )

  • In-Person Access to Event
  • Session Recordings
  • Masterclasses
  • Registration in Equalified WealthTech Practitioner (EWP) executive education program
  • Service Provider Showcase Sessions
  • Demo Access from Partner WealthTech Platforms
  • Lunch

Virtual Pass( INR 1,180 )

  • Virtual Live Access to Event
  • Session Recordings
  • Masterclasses
  • Service Provider Showcase Sessions
  • Demo Access from Partner WealthTech Platforms
  • Registration in Equalified WealthTech Practitioner (EWP) executive education program