10th India Wealth Management Conference | Mumbai
Indian Association of Investment Professionals (CFA Society India), in collaboration with CFA Institute, is pleased to host the 10th India Wealth Management Conference, a premier platform that brings together leading investment thinkers, policymakers, and industry practitioners to share insights, explore trends, and discuss the future of investing.
This year’s conference will also feature two pre-conference workshops on Manager Selection and Risk Profiling & Suitability, offering attendees an opportunity for deeper learning and practical engagement ahead of the main sessions.
Theme: Agile. Inclusive. Global. Reimagining the Future of Wealth.
The future of wealth is agile in strategy, inclusive in approach, and global in perspective. Today’s wealth professionals must navigate volatile markets, broaden access to sophisticated financial solutions, and embed cross- asset and cross-border thinking into every client strategy.
Over the past decade, India’s wealth management industry has evolved from a boutique service into a technology-driven, client-focused ecosystem. A new generation of investors—aspirational, digital-native, and globally oriented—is reshaping the expectations of advice and service.
Yet while India’s economic momentum continues, the global environment presents new layers of complexity. Persistent macroeconomic uncertainty, geopolitical realignments, and accelerated innovation are transforming how wealth is created, preserved, and transitioned across generations.
In this era of opportunity and disruption, traditional playbooks no longer suffice. Agile thinking, accessible solutions, and a global perspective are not optional—they are essential.
Pre-Conference Workshops (Optional – Limited Capacity)
Workshop 1: Manager Selection
Time: 10:00 AM – 12:00 PM
Workshop 2: Risk Profiling & Suitability
Time: 12:30 PM – 2:30 PM
Please note: While registering, you will see options listed as Workshop 1 and Workshop 2. The titles and timings are provided above for reference. The venue for the workshops is the same as the main conference. Workshops are exclusively for members of CFA Society India registered for the conference. Once you you register for the conference, separately register for the workshop after 24 hours of registering for the conference
Main Conference
Time: 3:00 PM – 6:30 PM, followed by Dinner
Venue: Jio World Convention Centre, Mumbai
Date: 29th August 2025
If you’re interested in purchasing bulk passes (10 or more), please email us. “events@india.cfasociety.org”
James Cheo
James Cheo is Chief Investment Officer, Southeast Asia and India-HSBC. He is a member of the Global Investment Committee and a member of the Regional Investment Committee in Asia. In his role, he spearheads the development of investment strategies across all asset classes for private banking and wealth management clients in Southeast Asia and India.
Prior to re-joining HSBC Global Private Banking, James was Senior Investment Strategist at Bank of Singapore, where he was responsible for asset allocation and thematic research. Before that, James assumed Investment Strategist roles at Barclays Wealth Asia. From 2004 to 2009, James served as Senior Economist at the Monetary Authority of Singapore, where he was part of the team that formulated policy actions for Singapore during the 2008 Global Financial Crisis. With his knowledge and wealth of experience, his investment views are frequently sought after.
He has established a strong media profile, with appearances on notable financial media including Bloomberg, CNBC, Channel News Asia, Channel 8 Mandarin News; and printed publications such as the Financial Times, Straits Times, Business Times. James graduated with First Class Honours in Finance from Nanyang Technological University. He was awarded the Chartered Financial Analyst charter in 2007.
4 PL For Conference2 PL for each WorkshopsCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |