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14th Indian Wealth Management Summit 2026
The Indian wealth management industry stands at the cusp of a transformative decade, driven by exponential growth in UHNI and HNI wealth, rapid digital adoption, and a shift toward sophisticated advisory models. The 14th Indian Wealth Management Summit 2026 brings together India’s most influential wealth leaders, private bankers, family office principals, and product innovators to explore how entrepreneurship and innovation are reshaping India’s wealth narrative.
Equalifi, formerly AIWMI, has been at the forefront of strengthening India’s wealth management and family office ecosystem since 2013. Through education, certifications, conferences, and thought leadership, Equalifi has fostered talent, elevated standards, and deepened industry collaboration. The Summit continues this mission, serving as a platform for cutting-edge insights, cross-learning, and actionable strategies.
As regulations evolve, investor expectations mature, and global markets remain volatile, wealth managers must embrace product innovation, advanced relationship models, and robust risk frameworks. The 2026 Summit offers a forward-looking platform to explore the future of advisory businesses, digital wealth, private markets, alternative investments, and client experience. Through keynote insights, strategic discussions, and practical frameworks, attendees will gain the tools to future-proof their businesses, strengthen investor trust, and seize emerging opportunities in India’s dynamic wealth landscape.
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
Speakers
Agenda
09:00
Registration
09:45
Opening Remarks
Confirmed:
Sreekanth Nadella, MD & CEO, KFin Technologies Ltd.
10:00
Navigating the New Wealth Landscape in India
Insights into emerging client segments, including millennials and family offices, and evolving wealth profiles.
Confirmed:
Arpita Vinay, Managing Director and CEO, Spark Capital PWM
Anuj Kapoor, MD & CEO- Private Wealth & Alternatives, JM Financial
Gautami Gavankar, President- Banking Solutions, Kotak Mahindra Bank
Gurjeet Sohi MD & Head of Wealth Management, India Lighthouse Canton
10:40
Digital Transformation in Wealth Management
Leveraging AI, robo-advisors, and data analytics for personalized client experiences and operational efficiency.
Confirmed:
Manish Jain, MProfit Co-founder
Amreesh Kher,CEO & Co-Founder 1Silverbullet
Senthil G, Chief Business Development Officer, KFin Technologies Ltd.
11:10
Break
11:20
Fireside Chat: What Family Offices Truly Seek in Wealth Managers
This session brings together principals and executives from single family offices to share candid insights into what they truly seek in their external wealth management relationships.
Confirmed:
Aditya Gadge, Founder, Priwexus | Equalifi | Eqclique
Amol Sathe, Chief Investment Officer, Mephezalea (Single Family Office)
Harsh Kr Dhanuka, Chief Investment Officer, SAR Group Family Office
11:50
Alternative Assets Surge
Deep dives into AIFs, private credit, real estate funds, and ESG-aligned alternatives amid rising HNWI allocations.
Confirmed:
Ausang Shukla, Founder & CEO, CapHive (Moderator)
Avnish Tiwari, CIO, Vaikarya
Pratekk Agarwaal – Founder & General Partner
Ravi Vukkadala, Country Director, Community Investment Management
12:20
Gold as an Asset Class
Confirmed:
Samit Guha, MD & CEO, MMTC-PAMP
12:40
Showcase Session: KFintech mPower Wealth Advance Analytics
Confirmed:
Senthil G, Chief Business Development Officer, KFin Technologies Ltd.
13:00
Lunch
14:00
The Art of Product Selection: Separating Hype from Sustainable Performance
Confirmed:
Ashwin Patni, Head- Wealth Management Solutions, Julius Baer
Roopali Prabhu, Chief Investment Officer, Sanctum Wealth
Rakesh Udyawar, Head-Investment Advisory, Centrum Wealth
Ashutosh Bishnoi, Independent Director Public Companies
14:40
Residence, Citizenship and Education Planning for HNWIs in India
Confirmed:
Piyush Gupta, Vice President- India & Middle East, CanAm Enterprises
15:00
Succession & Estate Planning: Securing Multi-Generational Wealth in India's Evolving Landscape
This session explores family office governance models, will drafting, trust structures for asset protection, next-gen engagement strategies, and tax-efficient wealth transfer amid rising UHNI complexities.
Confirmed:
Bijal Ajinkya, Partner, Khaitan & Co
Tariq Aboobaker, Chief Executive Officer, Neo Trusteeship Services
Prithvi Burgula Vice President KFin Technologies Ltd.
15:30
Break
15:50
Fee Models, Fiduciary Duty, and the Future: How RIAs Are Redefining Value in Wealth Management
This session brings together RIAs practicing different fee structures to debate the merits and challenges of each approach.
Confirmed:
Vivek Rege, Founder, VR Wealth
Lovaii Navlakhi, MD & CEO, International Money Matters
Harsh Roongta, Principal Officer, Fee Only Investment Advisors
16:20
Masterclass- Quantitative & AI-Driven Strategies
How algorithmic frameworks and data-driven models are reshaping alpha generation in Indian markets
Confirmed:
Sahil Chaudhary, Fund Manager, JioBlackRock Asset Management Comapany
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
Associate Partners
Ecosystem Partner
Event Registration
Corporate / Charter Member
Complimentary
Delegate Pass
INR 17,700
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