14th Indian Wealth Management Summit 2026
The Indian wealth management industry is entering a defining decade, shaped by rising UHNI and HNI wealth, rapid digital adoption and a clear shift toward more sophisticated advisory models. The 14th Indian Wealth Management Summit 2026 brings together the country’s most influential wealth leaders, private bankers, family office principals and product specialists to understand how India’s wealth story is being reshaped.
Equalifi, formerly known as AIWMI (Association of International Wealth Management India), has been building and strengthening India’s wealth management and family office ecosystem since 2013. Through education, certifications, conferences and thought leadership initiatives, Equalifi has contributed to developing talent, elevating standards and deepening industry collaboration. The Summit continues this mission by serving as a platform for high quality conversations, insights and cross learning.
As regulations evolve, investor expectations mature and global markets stay volatile, wealth managers need to enhance product innovation, relationship models, technology capabilities and risk frameworks. The 2026 edition of the Summit offers a forward looking platform to explore what lies ahead in advisory businesses, digital wealth, private markets, alternative investments and client experience. It features keynote insights, strategic discussions and practical frameworks that help practitioners future proof their businesses, strengthen investor trust and capture emerging opportunities.
Who Should Attend?
- Private bankers, relationship managers and wealth advisors
- CEOs, CXOs and senior management from wealth management firms
- UHNI and HNI family office representatives
- Portfolio managers, investment strategists and financial planners
- Product heads from AMCs, AIFs, PMS and fintech platforms
- Professionals from private equity, alternative investments and real estate
- Technology leaders building digital wealth and advisory solutions
- Compliance, risk and regulatory specialists
Why Attend?
Gain insights into India’s evolving wealth landscape
Learn from industry leaders on client strategy, product innovation and advisory models
Understand emerging opportunities in private markets, alternatives and offshore investing
Explore how AI, digital platforms and data analytics are transforming wealth management
Stay updated on regulatory changes and compliance priorities for 2026
Network with prominent wealth management leaders
Agenda
08:30
Registration
09:30
Welcome Remarks
09:45
Navigating the New Wealth Landscape in India
Insights into emerging client segments, including millennials and family offices, and evolving wealth profiles.
10:30
Digital Transformation in Wealth Management
Leveraging AI, robo-advisors, and data analytics for personalized client experiences and operational efficiency.
11:00
Break
11:15
Family Office Evolution
Strategies for integrated wealth management, governance, and succession planning tailored to Indian family offices.
11:45
Cross-Border Wealth Planning
Structuring wealth for global mobility, tax efficiency, and regulatory compliance.
12:15
The Future of Wealth Advisory
Building trust, enhancing advisory models, and adapting to changing client expectations.
12:45
Felicitation- Indian Wealth Management Thought Leaders 2026
13:15
Lunch & End of Conference
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Partners
Awards Partner
Organizing Committee
Event Registration
February 1- February 20: INR 11,800