14th Indian Family Office Summit 2026
Equalifi’s Indian Family Office Summit (IFOS) stands as the leading forum for thought leadership, networking, and partnerships among family offices, ultra-high-net-worth individuals (UHNWIs), and investment experts. Reaching its 14th annual edition, the event adapts to the shifting dynamics of family wealth management across India and globally.
For over a decade, IFOS has been the gold standard for India’s wealth ecosystem – where family offices, UHNWIs, and investment leaders converge to shape the future of capital.
Navigating Future Family Wealth
Amid India’s ongoing generational wealth transfer, IFOS 2026 will spotlight strategies to safeguard family offices through digital innovation, sustainability, and global economic changes. This summit acts as an essential hub for tackling wealth management challenges in a fast-changing world. Emphasizing innovation, sustainability, and governance, it equips family offices with insights and relationships to preserve and expand their legacies across generations.
As we launch our 14th edition, we’re reimagining what it means to build and preserve multigenerational wealth in today’s disruptive landscape.
Why This Summit Matters Now
India stands at an inflection point:
- A new billionaire emerges every 3 days
- Gen-Z successors are rewriting wealth playbooks
- $1 trillion in assets will transition hands this decade
Who Join Us:
- 200+ Family Office Decision Makers
- Disruptive Fund Managers
- Tech Pioneers Shaping Wealth’s Future
- Policy Makers Redefining the Landscape
Speakers
Agenda
09:45
Welcome Address
Confirmed:
Aditya Gadge, Founder, Priwexus
09:55
Opening Address
Confirmed:
Siobhan Flax, Deputy Director- Honk Kong Office, Government of the British Virgin Islands
10:10
India's Moment – Are Family Offices Betting Big Enough at Home?
With global capital flooding into India’s public and private markets, this session examines whether domestic family offices are capturing their fair share of the upside—or leaving returns on the table for foreign investors.
Confirmed:
Pradeep Pasari, Consultant, Hero Fincorp Ltd.
Everton Robertson, Principal, ER Law
Ashutosh Bishnoi, Independent Director (Session Chair)
Abhimanyu Sofat, Head of Family Office & CIO, The Dempo Group
Mayank Shah, Head-Family Office, Advy Chemicals
10:40
Purpose-Driven Wealth
This session will explore practical frameworks for impact investing, strategic philanthropy, and building a family legacy defined not by net worth, but by positive worth.
Confirmed:
Dinanath Kholkar, Director, Pune International Centre (Session Chair)
Ajit Ranade, Economist
Arti Kirloskar, Trustee, Kirloskar Foundation
Praful Talera, Managing Director, Dynamic Logistics
11:15
Break
11:35
Family Business Case Study: The Ace Micromatic Group's Story of Founders, Family & Professional Management
Confirmed:
Madhavi Chandrashekar, Whole Time Director, Ace Micromatic Group
Manisha Kannur, Director, Ace Micromatic Group
Kanchi Gandhi, Managing Director, Kotak Mahindra Trusteeship Services (Session Chair)
12:00
How Next-Gen Investors Are Changing Asset Allocation
Gen-Next investors think differently about risk, returns, and impact. This session explores how young family office leaders are shifting allocations toward venture capital, crypto, climate tech, and direct deals – often away from traditional public markets.
Confirmed:
Harshit Poddar, Managing Partner, Poddar Family Office (Siyaram Silk Mills)
Gaurav Agarwal, Head- Family Office, Oswal Nahar Group
Harsh Kr Dhanuka, Chief Investment Officer, SAR Group Family Office
Nitin Gupta, Executive Vice President & Business Head, Represents Nippon Life India Asset Management Ltd. (Session Chair)
12:40
Lunch
13:40
Investment Opportunity: Team Ownership: Rotterdam Franchisee in European T20 Premier League (ETPL)
Powered by 
Confirmed:
Jonty Rhodes, Co-Founder, Life by Jonty & Former International Cricketer
14:00
Women in Family Business: From Invisible to Indispensable
They are CEOs, board members, next-gen heirs, and silent power brokers – yet women in family businesses are often overlooked. This session will cover an honest conversation about breaking barriers, claiming seats at the table, and leading with a distinct, powerful voice.
Confirmed:
Ritu George Muthoot, Director, Muthoot Pappachan Group
Aasiya Tejani, Director, Gits Food Products Private Limited
Arpita Vinay, Senior Managing Director & CEO, Spark Private Wealth Management
14:40
Family Governance - Building Structures That Protect Relationships
The best governance structures prevent fights before they start. This session covers practical tools –that help families maintain harmony while managing business and wealth.
Confirmed:
Vishal Gada, Founder & CEO, Aurtus
15:00
Operational Excellence: Building a Future-Ready Family Office
This session explores how leading families are reimagining operations – from AI-driven reporting to integrated dashboards – to stay agile, informed, and ahead of the curve.
Confirmed:
Sujay Kotak, AVP-New Ventures and Family Office Investments, Varun Beverages
Manisha Gudka, Family Office & Family Business Advisor, Sapientia Family Office Solutions
Srutaban Mukhopadhyay, CEO, Valuefy
Nimesh Shah, Managing Director, Percipient Capital Advisors
Kunal Janshali, Head- Markets & Operations, Aurtus (Session Chair)
15:45
Break
16:05
The Inheritance Transition – Managing Wealth, Relationships & Expectations
Stepping into wealth is rarely just about numbers. This session explores the emotional, relational, and practical challenges next-gen leaders face when transitioning from “waiting in the wings” to active stewardship.
Confirmed:
Harsh Ramani, VP | Digital-Transformation, Gurukrupa Export
Samish Dalal, Professor- Family Managed Business, SP Jain School of Global Management
Sanjana Shah, Best Paper Group
Varad Samant, Technocrafts Electric
16:30
Alternatives 2026 – Reshaping the Family Office Portfolio
From tactical allocation to strategic conviction—understand the key drivers behind the shift to alternatives and how to structure a family office portfolio that captures the illiquidity premium without taking on unintended risk.
Confirmed:
Shishir Shrivastava, Director, Premji Invest
Rahul Khandelwal, Head- Family Office, Avvashya Capital Global Family Office
Rathin Vyas, Head- Family Office, Waao Partners LLP
Aashwin Dugal, Deputy Head – Alternatives, Nippon India Alternate Investments
Pratekk Agarwaal, Founder & GP, GrowthCap VC (Session Chair)
17:15
The Specialists – How Niche Providers Are Winning Family Office Mandates
Depth over breadth—learn how niche providers are carving out profitable spaces by solving specific, high-stakes problems for family offices. Hear success stories from specialists who turned limited competition into long-term, high-trust relationships.
Confirmed:
Sahil Nandu, Head – Middle East & India,13D Research
Anant Agarwal, Head of Growth and Partnerships, MProfit
Rajesh Chandran, Director & Market Head, BugleRock Capital
Rohit Bhardwaj, Country Head – India and Director Private Clients, Henley & Partners India (Session Chair)
18:00
End of Conference (For Delegate Pass Holders)
18:15
Networking Over Drinks (Only for Premier & VIP Pass Holders)
18:45
Open Roundtable Discussions with Family Office Leaders (Only for Premier VIP Pass Holders)
Move beyond presentations and into conversation. This open roundtable brings together family office principals & leaders for candid, off-the-record discussions on shared challenges, best practices and insights.
Confirmed:
Rohit Chanana, Founder, Sarcha Advisors
Confirmed:
Shishir Shrivastava, Director, Premji Invest
Confirmed:
Rutul Shah, Partner & Co-founder, Aurtus
Inviting:
Amrita Divay, India Representative for the Dubai International Financial Centre (DIFC)
Confirmed:
Sujay Kotak, AVP-New Ventures and Family Office Investments, Varun Beverages
Confirmed:
Nupur Pavan Bang, Founder and Chief Family Business Navigator,Bodhi Advisory & Nurturing Group
Confirmed:
Gaurav Agarwal, Head- Family Office, Oswal Nahar Group
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Partners
Presenting Partner
Strategic Partner
WealthTech Partner
Tax Partner
Research Partner
Mutual Fund Partner
Showcase Partners
Ecosystem Partners
Event Registration
Fee: INR 23,600
Fee: INR 35,400
Delegate Pass( INR 23,600 ) • Mainstage Sessions• Access to Exhibitor Area• Lunch• Complimentary copy of the book- "Dil Se Family Office"
Premier Pass( INR 35,400 ) • Mainstage Sessions• Access to Exhibitor Area• Lunch• Complimentary registration in "Family Office Advisors Program"• Registration in Family Office Advisors Program• Exclusive Networking Session with speakers and key delegates • Complimentary copy of the book- "Dil Se Family Office"
Priwexus Pass(For Priwexus Members and Women in Family Enterprise/ Family Office)
( Complimentary ) • Mainstage Sessions• Access to Exhibitor Area• Lunch• Complimentary registration in Priwexus's "Build Your Single Family Office Workshop" (June 13)• Exclusive networking session with speakers and key delegates • Complimentary copy of the book- "Dil Se Family Office"
(For Priwexus Members and Women in Family Enterprise/ Family Office)
( Complimentary ) • Mainstage Sessions• Access to Exhibitor Area• Lunch• Complimentary registration in Priwexus's "Build Your Single Family Office Workshop" (June 13)• Exclusive networking session with speakers and key delegates • Complimentary copy of the book- "Dil Se Family Office"If you are an Equalifi Charter Member, you can avail a complimentary Delegate Pass. Please reach out to your membership manager for registration.
