Indian WealthTech Summit 2021

The inaugural Indian WealthTech Summit (IWTS21) is being hosted by Equalifi (erstwhile AIWMI), a prominent membership and education organization for finance professionals with deep, long-standing relationships with financial institutions, investors and technology companies. The WealthTech market growth impelled by increasing connectivity, growing use of artificial intelligence in different verticals and surge in demand for financial analytics services, the share of wealth management has been growing significantly year on year. The WealthTech space in India is predicted to grow at a stupendous rate in the coming years. The financial industry is becoming digitalized as internet access rises and with better products and stronger regulations, this space has what it takes to be a trillion dollar opportunity. 

The inaugural Indian WealthTech Summit (IWTS) is an effort by Equalifi to create an annual thought-leadership platform for exchange of ideas and opportunities. Visionaries and trailblazers who are revolutionizing wealth management business will come together at IWTS21 with content that deep dives into topics that can make or break a wealthtech business.  Equalifi (erstwhile AIWMI) has had an unmatched record in creating thought-leadership forums for the Indian financial services industry and works closely with most of the large financial institutions, including banks, wealth/asset management firms, insurance companies, pension funds, private equity fund managers, venture firms and family offices.

IWTS21 is Equalifi’s inaugural summit focusing exclusively on the emerging area of wealth-tech and designed to generate comprehensive data and valuable insights for the Indian WealthTech industry.

Why Attend?

Network virtually with executives from financial institutions, entrepreneurs, advisors and investors

Engage with senior-level leaders working in wealth management, private banking, financial advisory, retail banking, technology, innovation and customer experience

Join the industry’s leading experts and innovators for active debates, discussions, and high-impact interactions

Meet the most relevant contacts for your business

Hear debates and presentations from industry leaders leading the shift to digital

Improve your knowledge on strategic and client issues faced by financial institutions as part of their ongoing digital transformation efforts

Find out how to offer seamless customer experience with increased use of online and remote communication channels

Identify current and future commercial opportunities for your organization

Live broadcast of all sessions and presentations

Meet at the personal video meeting rooms

Dedicated private virtual rooms for sponsors & exhibitors

Interactive Q&A, surveys and polls

Speakers

To be announced

Agenda

February 25, 2022
12:30

MasterClasses

February 25, 2022
17:00

Digital WealthTech Workshop

February 25, 2022
09:00

Welcome Address

February 25, 2022
09:15

Opening Address

February 25, 2022
10:00

Keynote Session

February 25, 2022
10:45

Keynote Panel: Forecasting the future of wealth management

February 25, 2022
11:30

Networking Break

February 25, 2022
11:45

WealthTech Founders’ Session

February 25, 2022
13:30

Using Machine Learning To Gain Actionable Insights That Improve Your Client Experience

February 25, 2022
14:00

Robo-advisory- a game changer?

February 25, 2022
14:45

Transformation strategy towards a tech-enabled wealth management business

February 25, 2022
15:30

The Future of the Client Onboarding Experience

February 25, 2022
16:15

WealthTech Shark Tank

Organizing Committee

To be announced

Partners

Equalifi’s inaugural Indian WealthTech Summit 2021 (IWTS21) provides an unmatched opportunity to connect your brand with prominent Organizations and Thought Leaders from the Indian wealth management companies, wealthtech companies, financial product manufacturers, concerned services providers and media.

Aligning your organization’s brand with Equalifi is a smart and effective way to engage relevant audiences and demonstrate expertise and credibility in a neutral environment.

In addition to industry leading conferences and summits, Equalifi builds Strategic Solutions, working with clients to create events from conception to execution based on specific themes, audiences and geographies. We offer a full spectrum of event formats that cater for our client’s engagement and positioning requirements. Contact Ms. Bhavisha Amin on events@equalifi.org to explore your sponsorship options.

Industry Partner

Registration

Up to January 31st

INR 1180

(inclusive of GST)

From Feb 1 to Feb 25

INR 2360

(inclusive of GST)