Indian WealthTech Summit 2022

The inaugural Indian WealthTech Summit (IWTS22) is being hosted by Equalifi (erstwhile AIWMI), a prominent membership and education organization for finance professionals with deep, long-standing relationships with financial institutions and investors, and technology companies. The WealthTech market growth is impelled by increasing connectivity, the growing use of artificial intelligence in different verticals, a surge in demand for financial analytics services, and the share of wealth management have been growing significantly year on year. The WealthTech space in India is predicted to grow at a spectacular 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 (IWTS22) is an effort by Equalifi to create an annual thought-leadership platform to exchange of ideas and opportunities. Visionaries and trailblazers who are revolutionizing the wealth management business will come together at IWTS22 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.

IWTS22 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 of strategic and client issues faced by financial institutions as part of their ongoing digital transformation efforts

Find out how to offer a 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



July 1, 2022

Welcome Address

Confirmed: Aditya Gadge , Founder, Equalifi


Opening Address

Confirmed: Sharad Singh , Co-founder & CEO, Valuefy


Keynote Panel: Forecasting the future of wealth management

Abhimanyu Sofat, Head- Wealth Management (Product Investment & Research), State Bank of India
Jyoti Keshvan, Founder & Chief Executive Officer, Xanara Advisors
Amit Saxena, Senior Managing Partner- Private Wealth, Edelweiss Wealth Management
Ajay Garg, Managing Director, Equirus
Mohit Gulati, Managing Partner & CIO, ITI Growth Opportunities Fund (Moderator)




In-Focus: WealthTech Platform- "Valuefy"

Vivek Singal, Co-founder, Valuefy


WealthTech Founders’ Session- The Big Picture

Shrikant Tiwari, Partner- Clients & Markets, Valuefy (Moderator)
Sandeep Jethwani, Co-founder, Dezerv
Subramanya SV, Chief Executive Officer, Fisdom
Ashish Khandelia, Founder Certus Capital,




Wealthtech - From the eye of Modern Wealth Managers

Veeraraghavan Narayanaswamy, Figital Technologies Private Limited
Amit Gopal,Principal & India Investments Leader, Mercer
Dilip Rajput, Founder, Adian Services LLP
Suraj Malik, Founder, Legacy Growth Partners (Moderator)


Sustainable Multi-assets Architectural Framework for Digital Transition of Wealth Management Firms

Milind Kulkarni – MD & CEO, FinIQ Consulting
Sandip Sen – Principal Advisor, FinIQ Consulting


Transformation strategy towards a tech-enabled wealth management business

Apurva Sahijwani, Executive Vice President & Head – Private Banking, Axis Bank
Ashish Malviya, Head-Wealth, IndusInd Bank
Girish Sehgal, Head of Wealth Management, ICICI Bank
Gaurav Gupta, Head of Business, Cube Wealth
Shrikant Tiwari, Partner- Clients & Markets, Valuefy (Moderator)


What Indian WealthTech Firms can Learn from their Global Counterparts

Alberto Sánchez Tello, Head-Markets, Bitso
Mihir Kapadia, CEO, Sun Global Investments
Gopa Kumar, Managing Director, Amicorp Group (Dubai)
Surya Saikumar, Senior Sales Specialist Valuefy (Moderator)


End of Conference


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



Presenting Partner

Associate Partners

Supporting 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 of our client’s engagement and positioning requirements. Contact Ms. Bhavisha Amin at to explore your sponsorship options.

Indian WealthTech Compendium 2022

Indian WealthTech Compendium 2022 is a comprehensive study of the Indian WealthTech ecosystem including the most innovative Indian WealthTech companies, most influential thought leaders, upcoming trends, regulations, best practices, and people/organizations looking for, opportunities and challenges.

If you wish to participate in this study, please register here

Event Registration

Equalifi Members

To avail your complimentary member pass, please rsvp through Equalifi Members app

Register Now

Non- Members

Rs. 1,180

Register Now