10th Indian Family Office & Private Wealth Summit 2022

Equalifi is delighted to be back with the 10th edition of Indian Family Office & Private Wealth Summit (IFOS22) -India’s biggest knowledge forum that brings together speakers and participants from single and multi- family offices, Wealth management firms, global investment management houses and affiliated service providers. IFOS22 will be conducted both in an in-person and digital format. This year, the Summit will address the transition to a client-centric business model, spotlighting the importance of proactive leadership in a world which is increasingly looking at India to lead the way. Panels and break-out sessions will focus on key issues facing family offices in India and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments.

Returning to an in-person format once again, this year’s Family Office & Private Wealth Summit will convene leading private banks, family offices, wealth managers, asset management professionals, investors and tech players. Join us for a prolific day of learning about the megatrends, technological innovations, and cultural shifts overhauling the family office and wealth management domains.

Speakers

Agenda



08:00

Registration



09:00

Welcome Remarks

Confirmed:
Aditya Gadge, Founder & CEO, Equalifi



09:15

Opening Remarks from the Conference Chairman

Confirmed:
Ravi Vukkadala, CEO, Northern Arc Investments



09:45

Leadership Lessons from Family Businesses

Confirmed:
Samish Dalal, Associate Professor, SP Jain School of Global Management (Moderator)
Jesal Ajmera, CEO, Ajmera & Company
Parth Karvat, Owner, YUPAA Group
Sabina Bhanpurawala, CEO, Foam Home India



10:30

Panel Discussion: The structural shake-up of Indian Family Offices

Confirmed:
Kunal Savani, Partner- Direct Tax & Private Client, Cyril Amarchand Mangaldas (Moderator)
Kuldeep Sikarwar, President & Head- Private Wealth, Nuvama Private
Nitai Utkarsh, Lead- Investments,Hero Motocorp LTD
Anuj Kapoor, Managing Director & CEO – Private Wealth Group and Venture Capital Funds Platform, JM Financial



11:15

Break



11:45

Investment Platform Showcase- Jarvis

Confirmed:
Sumit Chanda,CEO & Founder, Jarvis



12:10

Virtual Family Office Showcase- Priwexus

Confirmed:
Suraj Malik, Co-Founder & Managing Partner-Virtual Family Office ,Priwexus



12:30

What Men Can Learn from Women in Family Businesses

Confirmed:
Suraj Malik, Co-Founder & Managing Partner-Virtual Family Office, Priwexus (Moderator)
Rajiv Agarwal, Department Chair- Strategy & Innovation, SP Jain Institute of Management & Research
Gautami Gavankar, CEO- Estate Planning & Trusteeship, Kotak Mahindra Trusteeship Services



13:00

Lunch



14:00

Navigating Web 3.0

Confirmed:
Suril Desai, Partner, Nishith Desai Associates



14:20

Masterclass: Alternative Investments: How to find stable, non-correlated returns

Confirmed:
Ashwin Patni, Head- Products & Alternatives, Axis Asset Management



14:40

Revamping Wealth Management through Digitalization

Confirmed:
G Senthil, Chief Business Development Officer, KFin Technologies



15:00

Global Equity Investing Platform Showcase- SGX

Confirmed:
Deepa Aggarwal Gracias, Country Head, SGX India Liaison Office



15:15

Wealth Management Technology Showcase- FinIQ

Confirmed:
Aloke Sasmal, India Head- Sales, FinIQ Consulting



15:30

Tea



16:00

What I Learnt while Working with the Rich & Famous

Confirmed:
Harish Thawani, Founder, The Indus Club



16:30

Family Office Trustee Services Showcase- Amicorp

Confirmed:
Tariq Aboobaker, Managing Director, Amicorp Trustees India



16:45

Multi-Asset Investing: Diversifying Portfolios amid Global Uncertainty

Confirmed:
Uday Dhoot, Co-founder, Venn Wealth (Moderator)
Chandru Badrinarayanan, Chief Operating Officer, Blue Sky Analytics
Pranav Pai, Founding Partner, 3one4 Capital
Arpita Vinay, Managing Director & Co-Head, Centrum Wealth Management
Sushma Kaushik, Partner, Aavishkaar Capital
Mitesh Agrawal, Founder & Managing Partner – NovumLake Partners



17:30

End of Day

2

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

Agenda

Partners

Presenting Partner

Gold Partners

Associate Partners

Event Registration

Equalifi Members

Rs. 3540

Non-Members

Rs. 8260