13th Indian Family Office Summit 2025
Equalifi’s Indian Family Office Summit (IFOS) has established itself as the premier platform for thought leadership, networking, and collaboration among family offices, ultra-high-net-worth individuals (UHNWIs), and investment professionals. Now in its 13th edition, the summit continues to evolve, addressing the dynamic landscape of family wealth management in India and beyond.
Navigating the Future of Family Wealth
As India witnesses a generational transition of wealth, the 2025 edition of the summit will focus on strategies to future-proof family offices in an era of digital transformation, sustainability, and global economic shifts. The discussions will encompass investment trends, succession planning, governance structures, impact investing, and the role of technology in family wealth management.
IFOS25 will feature keynote addresses, panel discussions, fireside chats, and exclusive roundtables to foster peer-to-peer learning and strategic collaborations. A dedicated networking lounge will facilitate private discussions and deal-making opportunities.
IFOS25 will serve as a pivotal forum for navigating the complexities of wealth management in a rapidly evolving global landscape. With a focus on innovation, sustainability, and governance, the summit aims to empower family offices with the knowledge and connections to sustain and grow their legacy for generations to come.
Objectives
- Knowledge Sharing: Provide insights into emerging trends in family office structures, alternative investments, philanthropy, and next-generation engagement.
- Networking & Collaboration: Facilitate meaningful interactions among family principals, advisors, and industry experts.
- Strategic Insights: Explore regulatory developments, risk management strategies, and innovative approaches to wealth preservation and growth.
- Technology & Innovation: Assess the impact of fintech, AI, and blockchain on wealth management.
Target Audience
- Single & Multi-Family Offices
- UHNWIs & Next-Gen Leaders
- Wealth & Asset Managers
- Investment Advisors & Legal Experts
- Philanthropy & Impact Investment Specialists
- Technology & Fintech Innovators
Speakers
More speakers to be announced shortly
Agenda
08:00
Registration
09:15
Opening Remarks: Formalizing your Family Office Roadmap
Confirmed:
Aditya Gadge, Founder, Priwexus | Eqclique | Equalifi
09:30
Fireside Chat: From a Family run Business to a Professional run Single Family Office
Confirmed:
Ashutosh Bishnoi, Board Member, Multi-Act (Session Chair)
Indraneel Chitale, Managing Partner, Chitale Group
10:00
Evolving Investment Landscape for Family Offices
Confirmed:
Amol Sathe, Head – Global Investments, Mephezalea (A Single Family Office)
Jainy Shah, Co-founder, Eqclique (Session Chair)
Sheela Kulkarni, Head of Market Development & Institutional Investor Relationships, World Gold Council
Vaibhav Sanghavi, CEO, ASK Hedge Solutions
Vishesh Narang, Head-Family Office, UKPI (Promoter of Berger Paints India Group)
10:45
Showcase Session- AIF Forge (Elite Global Incubator)
Confirmed:
Craig Massey, Global CEO & Co-Founder, AI Forge
11:00
Break
11:20
Building a Team - Family and Non- Family - to ensure Trans-Generational Legacy
Confirmed:
Tulsi Jayakumar, Executive Director, Centre for Family Business & Entrepreneurship, SPJIMR (Session Chair)
Ramesh Agarwal, Managing Director, Agarwal Packers and Movers Ltd.
Nilang Jain, Partner, CIO, GreenGen Family Office
12:00
Fireside Chat: Philanthropy & Social Impact: Building a Legacy Beyond Wealth
Confirmed:
Neil Borate, Editor- Personal Finance, Mint (Session Chair)
Leena Dandekar, Founder and Principal, Raintree Family Office and Raintree Foundation
12:40
Felicitation Ceremony - Indian Family Office Thought Leaders 2025
(Presented by Multi-Act)
13:00
Lunch
14:00
Beyond Profit: Building a Legacy of Social & Community Impact
Confirmed:
Anishkaa Malpani, Director, Malpani group
Balaji Ramanujam, Co-founder & CEO, Tinker Village (Session Chair)
Ramya Ramnath, Director, Multiples Good Faith Foundation
14:40
Masterclass: A Benchmark Case Study on Family Business Governance
Confirmed:
Nupur Pavan Bang, Director cum Dean, ICAI Centre of Excellence, Hyderabad
15:10
Succession Case Study: Muthoot Family: Preparing Daughters to Take Over
Confirmed:
N Krishnan, Family Business Advisor (Session Chair)
Suzannah Muthoot, Executive Director, Muthoot Housing Finance
Tina Muthoot, Executive Director, Muthoot Capital Services
15:40
Break
16:00
NextGen Family Entrepreneur-: Innovation, Legacy, and Transformative Strategies
Confirmed:
Jahnavi Kumar Mewar, Head of Development, Hukum Raj Legacy
16:20
The Rise of the Family Office-as-a-VC: Building an In-House Startup Portfolio
Confirmed:
Apurva Shah, Head- Family Office, B2V Ventures
Anand Shankar, Principal, Sharrp Ventures (Harsh Mariwala Family Office)
Nimesh Mehta, Chief Business Officer, ASK Investment Managers (Session Chair)
Inviting:
Prakash Iyer, CIO- Family Office Investments, M&A, Strategy, Haldiram Group
17:00
End of Conference
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Partners
Presenting Partner
Awards Partner
Investor Network Partner
Gold Partner
Silver Partner
Ecosystem Partners
Showcase Partner
Exhibitor Partners
Organizing Committee
Event Registration
(Summit + FO Leaders Cohort)
(Only Summit)
Advisor Pass( INR 1,18,000 )Individuals who are keen to build a career in Family Office domain
- Mainstage Sessions
- Pre-Event Masterclasses
- Registration in Family Office Advisors Program
- Lunch
- Registration in Family Office Leaders Cohort 2025 (July - December)
Delegate( INR 35,400 )For Everyone
- Mainstage Sessions
- Pre-Event Masterclasses
- Registration in Family Office Advisors Program
- Lunch
Fee mentioned is inclusive of GST
If you are an Equalifi Charter Member, you can avail a complimentary Delegate Pass. Please reach out to your membership manager for registration.
