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
*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
