12th Indian Asset & Wealth Management Summit 2025
The Indian asset and wealth management industry has witnessed rapid transformation over the past decade, driven by evolving investor needs, increasing financial literacy, regulatory changes, and the adoption of technology. As India continues to emerge as one of the fastest-growing economies globally, the wealth management sector is at a pivotal juncture, with new opportunities and challenges on the horizon.
Equalifi’s 12th Indian Asset & Wealth Management Summit 2025 aims to bring together thought leaders, industry professionals, financial institutions, technology innovators, and policymakers to discuss the latest trends, address the evolving needs of investors, and explore strategies to advance India’s wealth management ecosystem.
The summit will serve as a dynamic platform to navigate the challenges of an increasingly complex financial environment and to discuss solutions that drive growth, innovation, and client-centric strategies in India’s rapidly expanding asset and wealth management market.
Summit Theme: “Unlocking Growth in a Dynamic Market”
The summit will feature a combination of keynote addresses, panel discussions, workshops, and networking sessions, designed to facilitate deep-dive conversations, knowledge exchange, and actionable takeaways for all attendees.
Target Audience:
The summit will be of interest to senior professionals, executives, and decision-makers within the asset and wealth management ecosystem, including:
- Asset Managers and Wealth Managers
- Private Equity and Venture Capital Firms
- High-Net-Worth Individuals (HNWI) and Family Offices
- Fintech and Technology Providers
- Regulatory Authorities and Policymakers
- Financial Consultants and Analysts
- Institutional Investors
- Research and Advisory Firms
Speakers
Agenda
08:00
Registration
09:00
Opening Remarks
09: 15
Keynote Session
09:30
Navigating India's Growing Wealth: Opportunities and Challenges for Asset Managers
10:00
Capital Markets Session
10:45
360 Degree View of Tokenization
11:30
Tea Break
12:00
Venture Capital & Private Equity Session
12:45
Masterclass: AI-Powered Investment Strategies: How Technology is Enhancing Portfolio Performance
13:00
Lunch Break
14:00
ESG Investing in India: Opportunities, Challenges, and Regulatory Landscape
14:45
Real Estate as an Asset Class: Investment Strategies for Indian Investors
15:30
Tea Break
16:00
Secondaries Session
16:45
Other Alternate Assets Session
08:00
Registration
09:00
Wealth Management Leaders Roundtable
09:45
The Future of Portfolio Management: Diversification, Alternative Investments, and Global Strategies
10:30
The Rise of Family Offices: Managing Intergenerational Wealth and Succession Planning
11:00
Break
11:30
Digital Transformation in Wealth Management: The Role of AI, Big Data, and Robo-Advisory
12:15
Customizing Wealth Solutions for India’s Diverse Investor Base
13:00
Lunch
14:00
Data Security and Cybersecurity in Wealth Management
14:45
Personalization at Scale: How Data Analytics is Redefining Wealth Management
15:30
Break
16:00
Behavioral Insights and WealthTech: Leveraging Psychology for Better Investment Outcomes
16:45
RegTech and WealthTech: Streamlining Compliance and Reporting in a Digital Age
17:30
End of Day
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Partners
Organizing Committee
Event Registration
Event Registration Fee
Till February 28: INR 11,800
From March 1- 31: INR 17,700
From April 1- April 17: INR 23,600
Equalifi Charter Members
Complimentary Register Now
Non-Members
INR 11,800 Register Now
