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

Partners

Presenting Partner

Gold Partners

Associate Partners

Event Registration

Equalifi Members

Rs. 3540

Non-Members

Rs. 8260

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