10th India Wealth Management Conference | Mumbai

Marc Pilgrem is the Managing Director and Chief Executive Officer (CEO) of JioBlackRock Investment Advisers Private Limited. Marc brings over 25 years of global financial services experience to his new role.          
He previously served as the Head of Specialist Clients and Investment Trusts for Europe, the Middle East and Africa at BlackRock, where he led initiatives to enhance client engagement and expand BlackRock’s investment trust offerings across the region. Prior to that, he was Chief Operating Officer and Head of Business Strategy for iShares EMEA, overseeing strategic planning and operational execution for BlackRock’s exchange-traded fund business.Marc will draw upon his extensive experience in wealth management, digital transformation and client engagement as JioBlackRock Investment Advisers aims to deliver innovative investment solutions to millions of investors in India.

Paul is founder of PlanPrompt - Suitability built in India for India.Paul Resnik’s fifty year career in all parts of the wealth management service chain includes primary roles in financial advice, goals based planning software, asset management, life insurance, pensions management, training, retirement planning & recruitment. Paul is a successful (& sometimes unsuccessful) entrepreneur having founded, developed & exited 
•    international financial risk profiling house FinaMetrica - now owned by Morningstar,
•    the multi asset, multi manager Transact Platform - listed on the FTSE valued at £1.25 billion serving 8,000 HNW advisers, and 
•    several other financial services businesses to listed & private equity holders. 
Paul runs his own family office, has family offices as clients & is an investor in a network business servicing 165 Australian family offices. 

Atul Singh is a Chief Executive Officer and Managing Director at LGT Wealth India Pvt. Ltd. Prior to this he was the Founder & CEO of Validus Wealth. He has over two decades of experience in the wealth management industry. He was the Managing Director &CEO of Julius Baer, India, where he led the acquisition of its business from Merrill Lynch. Before the acquisition, he was the Managing Director of privateclient businesses at Merrill Lynch,Singapore. Prior to Merrill Lynch, he spent 7 years at the Booz  Allen Hamilton in New York,advising large financial services clients.

Atul holds an MBA from IIM Bangalore with a Director’s Medal and a degree in Electrical Engineering from the Birla Institute of Technology, Ranchi, with a Presidential Gold Medal. He believes in the philosophy of client centricity,recommending only investments he would himself put his money in. Outside the office, he enjoys photography and exploring wines from around the world

Abhishek Khandelwal is a seasoned finance and investment management professional with over two decades of experience across multiple industries, functions, and geographies at the executive level. Currently, he serves as the Chief Financial Officer (CFO) of Snow Leopard Ventures, the private equity and venture capital arm of the Kirloskar Group, as well as the family office of the Kirloskar family. In this role, he manages a portfolio of investments in private businesses across India, the US, and Singapore.Abhishek's career trajectory is a testament to his ability to reinvent himself. Beginning as an engineering professional, he spent seven years in product development and management roles at tech startups before making a bold transition into finance. Seeking to broaden his horizons, he pursued MBA at IIM Bangalore, where he graduated as a Gold Medalist. After IIM Bangalore, though he joined mid-management role in Chennai based Real Estate conglomerate, he quickly ascended to lead the finance and accounts functions different organization before becoming the CFO of a real estate company in Pune. There, he played a pivotal role in the development of over 7 million sq. ft. of residential and commercial real estate projects across Pune, Mumbai, and Nashik, overseeing Finance, Accounts, HR, IT, and Admin functions. His expertise and leadership eventually led him to Snow Leopard Ventures, where he now steers high-value investments across global markets.He resides in Pune with his wife and two children.

Vipul Kapur-Head of Mashreq Private Banking, Mashreq.Vipul brings over 30 years of senior management expertise in Consumer Banking and Wealth Management, building businesses, managing change,  mentoring fintech start-ups, implementing technology platforms & nurturing leadership talent.He built an international career across Citibank & Mashreq spanning London, Singapore, Dubai, Bahrain, and India, with 7 years leading Private Banking at Mashreq. Prior to Mashreq, he was heading international businesses including the Global Non-Resident Indian Wealth, the Consumer Bank for the UK & the Private client wealth business for EMEA.Vipul holds Dual Post Graduate degrees in Chartered Accountancy & Cost & Management Accountancy with specialization in Finance & Economics.

Natasha Adnani, CFA - Vice President Investments Nadathur Estates.She is a seasoned investment professional at Nadathur Estates, the family office of Infosys co-founder N. S. Raghavan. As CFA charter holder, she began her career at Merrill Lynch during the global financial crisis, building a deep foundation in portfolio management through multiple investment cycles. Over the past 12 years at the family office, she has led initiatives across asset classes, strategies, and geographies, including a hands-on operational role in an APAC hospitality venture. With experience spanning public markets and private equity, Natasha now focuses on institutionalizing the firm into an evolved, globally diversified family office. She is particularly interested in thematic investing, governance-driven portfolio construction, and building resilient capital allocation frameworks for multi-generational wealth.

Hem Kishore is Wealth Investments Leader – Mercer Global Service Delivery.He leads Mercer’s Wealth Investments function across India and Portugal as part of Global Service Delivery (GSD). Since joining Mercer in 2014 as a founding member of the Investments team in India, Hem has been instrumental in its growth — expanding the team from 5 to over 600 professionals and supporting more than 3,500 institutional clients globally, with over $2 trillion in assets under advisory and fiduciary management.His leadership spans investment consulting, performance analytics, research, portfolio analytics and quantitative modeling. Hem has played a pivotal role in building high-performing teams across geographies and elevating Mercer’s global capabilities through innovation in data and analytical frameworks. He is widely recognized for shaping solutions that enhance client outcomes and align with evolving investment needs.With over two decades of experience across equity research, investment banking, and asset management, Hem brings deep expertise and strategic perspective to Mercer’s global investment platform. He holds an MBA in Finance and has previously held senior roles at CRISIL and NewRiver Inc.
 

Akshay Dua-Director – Investments, Mercer Global Service Delivery .He leads Mercer’s Investment Solutions capability from GSD India, spanning investment strategy, portfolio management, quantitative modeling, and asset class research. His teams support global OCIO clients through high-impact insights and deep quantitative expertise.Before joining Mercer, Akshay was a Senior Portfolio Manager at Ostrica Investments in Amsterdam, managing UCITS Funds across equity and fixed income using model-driven, multi-asset strategies. He holds a B.Tech from IIT Delhi and a Master’s in Quantitative Finance from VU University Amsterdam.

Jesse Pagliuca spent a decade proving that spreadsheets and empathy make an unbeatable team. By day, he steers multi-million-dollar allocations at the Pagliuca Family Office, scouting venture and private-equity bets that can compound both capital and positive impact. His deal sense was forged at Altamont Capital, where he modelled billion-dollar acquisitions and then rolled up his sleeves inside portfolio companies, coaching CEOs to turn strategy into EBITDA. Harvard Business School sharpened those instincts, but it also sparked his philanthropic streak. Jesse co-founded the Racial Equity Fund, channelling patient capital to minority-owned small businesses and proving that inclusive finance can deliver market returns. The experience planted a bigger idea: investors should demand measurable impact from every dollar, not just the ones earmarked for “philanthropy.”With Impactful Giving, Jesse helps other philanthropists apply term-sheet rigour to non-profit portfolios, turning donor intent into evidence-backed projects that move the needle on poverty, health, and climate. Off the boardroom, you’ll find him on an improv stage 50+ shows and counting, where quick wit and narrative flair keep audiences (and, frankly, boardrooms) leaning in. His promise to conference delegates: walk away with a playbook that treats philanthropy like your smartest investment.

 

Chetan Kharbanda speaks the twin languages of venture finance and frontline impact. As co-founder of Impactful Giving, he helps wealth managers and donors translate generosity into evidence-backed projects that deliver “alpha for humanity”. Before stepping onto the philanthropy stage, Chetan engineered operations for a non-profit, Fortify Health, a non-profit that fights iron-deficiency anemia at a national scale. He then co-founded Ansh, where his government-hospital partnerships unlocked life-saving care for vulnerable newborns. He has also worked on issues including increasing child vaccination and disability. He also sits on the advisory group of the Health Progress Hub, a global initiative by Global Policy Research Group nurturing the talent and infrastructure needed to tackle tomorrow’s hardest health problems. 

Chetan’s route to impact runs through boardrooms and being on the ground: he has been at the forefront of building the ed-tech and fintech ecosystem early on, he co-programmed 400-person tech conferences for TLabs, and now directs an Urban Futures Lab in Dubai that prototypes people-first cityscapes. This cross-sector fluency, grassroots, government, tech, and capital make him a sought-after strategist for donors who demand measurable, multi-bottom-line returns.

Arati Porwal, is the Senior Country Head - India at CFA Institute, and is responsible for designing and implementing CFA Institute’s strategy in India along with managing its enterprise resourcing in the country. She works closely with CFA Institute stakeholders in the country, such as financial institutions, regulators, CFA Societies, and universities. She joined CFA Institute in 2015 and led the Society Relations function for India and surrounding markets before taking over as the Country Head. She was also responsible for implementing CFA Institute’s candidate and member strategy. In her time with the organization, Arati has made significant contributions towards strengthening the investment profession industry, while also demonstrating the immense value that the CFA qualification adds to an individual’s career. Before joining CFA Institute, Arati was the Senior Market Advisor at Enterprise Ireland, providing advisory services to Irish enterprises on market entry into India. Arati also led the Chartered Institute of Management Accountants (CIMA) in India for five years. Prior to joining CIMA, Arati also worked in various roles within the financial services and insurance industry for thirteen years. Arati holds a bachelor’s degree in physics from Mumbai University and an MBA from Narsee Monjee Institute of Management Studies. She is also a certified life and leadership coach.

Aanchal Almal, CFA, has over 9 years of diverse experience in the Indian financial markets, specializing in buy-side analysis and family office management. Her expertise encompasses equity research, product development, and advisory services. Previously, Aanchal was part of the passive investments team at DSP Mutual Fund, where she effectively managed equity passive funds and launched innovative products driven by market insights. Her professional journey also includes significant roles at Pi Square Investments, where she focused on equity research and financial modeling. In her current position as Associate Vice President – Products at TrustPlutus Wealth, Aanchal is dedicated to product research and development, ensuring alignment with both client needs and business objectives. She holds the CFA Charter from the CFA Institute and is actively involved in the CFA Society, India, where she serves as the co-chair of the Mumbai chapter of the PL Committee. Aanchal's commitment to the finance community is evident through her volunteer work and leadership roles within professional organizations