2nd Indian WealthTech Summit & Expo 2023

WealthTech is Revolutionizing the Indian Wealth Management Industry
Join India’s biggest gathering of wealth management leaders, wealthtech innovators, and influencers.

Equalifi’s 2nd Indian WealthTech Summit & Expo (IWTS23) is coming up in a hybrid format on August 24.

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 2nd Indian WealthTech Summit & Expo  (IWTS23) will take the legacy of this conference forward. Visionaries and trailblazers who are revolutionizing the wealth management business will come together at IWTS23 with content that deep dives into topics that can make or break a WealthTech business.

Register for IWTS23 to: 

–        Connect with the prominent WealthTech providers

–        Meet Investors who are actively investing in WealthTech

–        Engage with senior-level leaders working in wealth management, asset management, private banking, financial advisory, retail banking, and many more

–        Gain insights on cutting-edge strategies, processes and technologies to take your wealth management business to the next level.

The most innovative technology conference for financial advisors, rias and broker-dealer technology decision makers.

Speakers

Agenda


08:30

Registrations


09:30

Welcome Message by Conference Chairperson

Confirmed
Ranjit Pawar, Managing Director- South Asia, London Stock Exchange Group


10:00

Keynote Session: The Future of Wealthtech

Confirmed:
Anand Dalmia, Co-founder, Fisdom
Arpita Vinay, Co-Chief Executive Officer, Spark PWM
Divi Dutta, Partner, Shardul Amarchand Mangaldas & Co. (Moderator)
Himanshu Kohli, Founder Partner, Client Associates
Virendra Somwanshi, President and Head- Wealth Management and Capital Markets, Bank of Baroda


11:00

Break


11:30

Founders' Panel- The Importance of Innovation and Transformation

Confirmed:
Manu Awasthy, Founder & CEO, Centricity WealthTech
Priyanka Boghani, Editor, Citywire Asia (Moderator)
Sandeep Jethwani, Co-founder, Dezerv
Sumegh Bhatia, MD & CEO, Lighthouse Canton India


12:30

Data architecture with multi-cloud structure for asset and wealth management

Confirmed:
Balakrishnan Ilango, Solutions Practice Lead- APAC, Refinitiv
Ryan Page, Head of Sales (ASEAN/ Pacific/ South Asia), Wealth, Refinitv, LSEG Business


13:00

Lunch


14:00

Pitch Session- Jarvis Invest

Confirmed:
Shailesh Mehta, Co-founder & Head-Operations, Jarvis Invest


14:15

Pitch Session- MPower (Integrated Digital onboarding and OMS platform for PMS)

Confirmed:
M.S Chandrashekar, CEO, Hexagram (Subsidiary of Kfintech)


14:30

Pitch Session - hBits (Fractional Real Estate Ownership Platform)

Confirmed:
Shiv Parekh, Founder, hBits


14:45

Driving Business Growth through Data Monetization

Confirmed:
Amar Kaul, Chief Data Officer, Barclays India
Kishen Kumar, Group Chief Technology Officer, ASK Group
Sharad Singh, Co-founder & CEO, Valuefy
Souvik Roy, Partner, IC Universal Legal (Moderator)


15:30

Break


16:00

Climate Change and its effect on Intergenerational Wealth Transfer

Confirmed:
Chandru Badrinarayanan, Chief Operating Officer, Blue Sky Analytics


16:20

Investors' SWOT Analysis of the WealthTech Sector

Confirmed:
Ashutosh Bishnoi, Board Member, Multi Act Trade & Investments (Moderator)
Vikrant Khorana, Operating Partner- Fintech, Singularity Holdings VC


16:45

Navigating the evolving landscape of Regulations with Technology

Confirmed:
Hemanshu Siria, Executive Group Vice President | Business IT, Motilal Oswal Financial Services
Riyaz Ladiwala, President & Head- Technology & Operations, Nuvama Group
G. Senthil, Chief Business Development Officer, KFin Technologies Ltd (Moderator)
Santoshi Kittur, Chief Technology Officer, 360 ONE


17:30

End of Conference

2

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

Agenda

Partners

Associate Partners

Exhibitors

Supporting Partner

Media Partner

Equalifi’s 2nd Indian WealthTech Summit & Expo 2023 (IWTS23) 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 to our client’s engagement and positioning requirements. Contact us at team@equalifi.org to explore your sponsorship options.

Event Registration

For Equalifi Members
(In Person) Summit & Expo

INR 7,080

For Equalifi Non-Members
(In Person) Summit & Expo

INR 12,980

For All
Expo Pass (In Person)

Complimentary

Register Now

For All
Summit Pass (Virtual)

Complimentary

Register Now

Event Registration Fee includes

  • In-person access to all IWTS23 sessions
  • Access to the exhibitor pavilion
  • Access to thought leadership content, i.e.report, publications, etc.
  • Complimentary registration to Equalifi’s upcoming executive education program-
  • Equalified WealthTech Practitioner (EWP) Cohort I
  • Access to networking lunch during the conference