BVI-India Financial Services Roadshow 2026 | Delhi

WELCOME TO THE BVI’S INAUGURAL FINANCIAL SERVICES TRADE MISSION TO INDIA

About the Mission

The BVI Financial Services Mission, through a series of roadshows across 4 Indian cities, aims to create meaningful financial services opportunities between BVI financial services professionals and India’s rapidly
expanding investment community. This initiative is designed to strengthen commercial relationships, deepen regulatory dialogue, and position the
British Virgin Islands (BVI) as a leading international financial centre supporting India’s growth.

Bringing together senior government officials, regulators and leading private sector representatives from the BVI, the roadshow will connect directly with India’s most influential financial institutions, investment firms, family offices, professional advisers and policymakers acrossDelhi, GIFT City, Mumbai and Bangalore.

As India’s international financial services ecosystem continues to evolve, the British Virgin Islands is well-positioned to support this growth through its internationally recognised corporate and investment fund products, modern legal framework, and a cadre of respected financial services professionals operating globally.

Mission Purpose

The Mission’s primary purpose is to deepen engagement between the British Virgin Islands and India’s rapidly expanding financial services sector, ultimately capturing greater BVI market share in India.

As a non-tax treaty partner of India, the BVI seeks to strengthen its position as a leading international financial services jurisdiction, offering both a compelling alternative and complement to treaty-based jurisdictions such as Mauritius and Singapore.

By leading with its internationally recognised niche investment fund products and flexible corporate structures, the BVI aims to establish a distinct position in India’s next phase of international investment growth.

Who Should Attend

The mission is designed to engage senior decision-makers from across India’s financial services ecosystem, including:

✓ Executive leadership from banks, private banks, investment banks and treasury divisions
✓ Asset managers, institutional investors, sovereign wealth funds and pension funds
✓ Private equity, venture capital and growth capital firms
✓ Family offices, UHNW principals, CIOs and wealth management executives
✓ Investment funds & Fund Managers
✓ Fintech, digital finance, blockchain and financial infrastructure companies
✓ Digital asset investment firms (where appropriate and compliant with applicable regulations)
✓ Insurance and reinsurance companies
✓ Leading law firms, tax advisers and corporate service providers
✓ Chartered accountants, auditors and company secretaries
✓ Stock exchanges, custodians and financial market infrastructure institutions
✓ Regulators, government agencies and policymakers
✓ Industry associations and chambers of commerce
✓ Multinational corporations and treasury teams undertaking international expansion

Agenda



12:30

Registration & Lunch



14:00

Welcome Address

Confirmed:
Ms. Siobhan Flax, Associate Director, BVI Hong Kong Office



14:10

Premier’s Keynote Address: BVI-India: A Strategic Partnership for India’s Global Expansion

Confirmed:
Dr. The Hon. Natalio D. Wheatley, Premier; Minister of Finance, Government of the Virgin Islands



14:30

The Indian Growth Story – Macroeconomic trends impacting Indian Financial Services

Confirmed:
Mr. Upendra Dutt Tripathi, President- Business Development, Strategy, HR & CSR, Orbis
Mr. Sujan Hazra, Executive Director & Chief Economist, Anand Rathi
Mr. Shikhar Kacker, Partner- Investment Fuds, Khaitan & Co.



15:00

Keynote – Regulatory Perspective – India & BVI – A Strategic Partnership

Confirmed:
Mr. Kenneth Baker, CEO, BVI FSC



15:30

Break



16:00

Cross-Border Structuring – Unique positioning of BVI in the India market

Confirmed:
Mr. Everton Roberton, Principal, ER Law & BVI Financial Services Consultant
Mr. David Welford, Partner, Ogier
Mr. Christopher Adrian Chan, Managing Director, Aegis International Limited



16:30

Fireside Chat with the BVI Minister of Financial Services “BVI’s Interest in India: Tapping into a Global Powerhouse:

Confirmed:
Hon. Lorna Smith, OBE, Minister for Financial Services, Economic Development and Digital Transformation, Government of the Virgin Islands



17:00

The Competitive Advantages of BVI Funds – Charting a Course through the BVI’s Regulatory Landscape

Confirmed:
Ms. Ayana Glasgow, Director of Financial Services
Mr. Wei Zhang, Director, ICS Corporate Services Group Inc



17:30

Break



17:45

Preserving Indian Prosperity – Unveiling BVI Trusts, Family Offices, Wealth & Succession Planning

Confirmed:
Mr. Jayesh Chatlani, Partner, Harney’s
Mr. Daniel Pacic, Managing Director, Ogier Global, Dubai
Mr. Harsh Kr Dhanuka, CIO & Head of Family Office, SAR Family Office



18:20

Presentation: The BVI Service Triangle linking India with the rest of the world

Confirmed:
Mr. Jerome Rubin-Delanchy, CEO, Swiss Rep. Office, ATU General Trust (BVI) Limited



18:45

Closing Remarks

Confirmed:
Mr. Rhodni Skelton, Director of Marketing and Business Development, BVI Finance



18:50

Cocktail & Dinner



21:00

End of Day

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

Agenda

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