11th India Wealth Management Conference
IWMC 2026: Built To Last – From Builders to Stewards
Indian Association of Investment Professionals (CFA Society India), in collaboration with CFA Institute, is pleased to host the 11th India Wealth Management Conference.India has never compounded wealth at this pace. Fortunes once built over a lifetime are now made in a decade. The forces reshaping that wealth are arriving all at once: intelligence is moving into the advisor’s chair, private markets are migrating from the fringe to the core of the portfolio, capital is turning global, and the first great handover to the next generation has begun.
For the business itself, this is a daily test of conviction. Fee models are compressing, passive is crowding active, and each new product is more intricate than the last. Managers must hold their nerve through markets that punish patience one quarter and reward it the next; advisors must prove their worth against algorithms that never sleep; firms must scale trust at a speed the old high-touch model was never built to bear. The challenges do not wait their turn — talent, technology, regulation, and margins are all moving at once, and the client across the table is younger, more global, and asks far more than returns.
India’s wealth has arrived. Its stewardship must now follow and build foundations strong enough to outlast the generation that built them.
The 11th IWMC asks the question this moment has made unavoidable: Are we building wealth that lasts, or only wealth that grows?
EVENT DETAILS:
Date– 26th Sept 2026
Time- TBC
Venue- Jio World Convention Centre, Mumbai
Registration Fee – (Early bird registration ends on 31st August 2026)
CFA Society India Members- Early Bird: INR 1000 + GST (Refundable on attendance)
CFA Society India Members (Post Early Bird)- INR 5000+ GST
CFA Society Registered Candidates – Early Bird– INR 3500+ GST
CFA Society Registered Candidates (Post Early Bird): INR 5000+ GST
CFA Institute Members- INR 5000+ GST
Non Members – Early Bird: INR 7000+ GST
Non Members – Post Early Bird: INR 10000+ GST

Kapil Singhal
Managing Partner, Private Credit @ True North Co
Kapil joined True North in early 2021 and is responsible for establishing the Private Credit business for True North platform. True North Private Credit has raised and fully deployed the 1st fund and made investments in 28 companies with a total capital of ~USD 300mm (Rs 2700 cr). True North is now raising its second private credit fund and has already achieved its initial close and raised till date ~$80mm – Rs 750 cr. Fund II has also started making investments (4 already done and 4 more in pipeline).Kapil has spent 30 years in Indian financial markets. Started in banking, moved through trading desks, built credit businesses, and eventually ended up running a private credit fund at True North focused on India’s mid-market. The career took him through ICICI Bank, GE Capital, Goldman Sachs, Deutsche Bank, Edelweiss, and KKR. Different institutions, different cycles, different lessons. The common thread was credit – how it gets structured, how it performs, how it is distributed, how the funds are raised and how it fails.In 2021, he founded True North Private Credit inside True North, one of India’s established private equity firms. The mandate was to build a direct lending platform for India’s mid-market from scratch. That work continues.Kapil holds an Electrical Engineering degree from IIT, Delhi and is an MBA from Faculty of Management Studies, Delhi.

Moin Ladha
Partner @ Khaitan & Co
Moin Ladha is a Partner at Khaitan & Co., based in Mumbai, with over 18 years of experience in corporate, M&A and financial regulatory matters. He is a senior member of the firm‘s Financial Regulatory Practice, which has been highly recommended by leading ranking agencies, and he has himself been highly recommended and rated by IFLR1OOO, Legal SOO, Legal Era, Hubbis, among others.Moin regularly advises on complex regulatory structuring, cross-border investments, exchange control, securities law and financial regulations, particularly in transactions involving regulated entities. He has extensive experience assisting clients with regulatory approvals and licensing from key regulators including the Reserve Bank of India (RBI) and the Securities and Exchange Board of India (SEBI). He also works closely with the Monetary Authority of Singapore (MAS), Dubai Financial Services Authority (DFSA) and Financial Services Regulatory Authority (FSRA) for facilitating investments for Indian clients.He is a frequent contributor to leading business publications and a regular speaker at domestic and international conferences on financial regulation, cross-border investments and strategic regulatory developments.

Rajesh Sawhney
Founder and CEO @GSF Accelerator
Mr. Rajesh Sawhney is a renowned business builder, a serial entrepreneur and a leading angel/ seed investor in India. He founded GSF in 2012, establishing it as one of the country’s top tech accelerators. He has invested in over 150 startups over the last fifteen years across a wide spectrum of industries SAAS, Fintech, Media and Consumer Internet. Rajesh curates and hosts GSF-Investor-Founders Retreat Conference in Goa each year that has attained an iconic status. It brings together eminent investors and startup founders from all over the world. He has been on boards of several companies- Indiamart, Ixigo, Matrimony, Neilsoft and Microland steering several IPOs, acquisitions and ramp-ups. Rajesh was the founding President of Reliance Entertainment (2005-2011) where he built a diversified entertainment conglomerate in India spanning green-field multiplex projects, a global movie production company, animation studios, TV & Radio broadcasting companies and multiple internet businesses including OTT and gaming websites. Earlier, he worked with the Times of India Group between 1991-2025. While with the Times Group, he set up many new products in print, radio and internet businesses. He was the Founding Director of Times Internet, where he launched industry leading internet portals and e-commerce businesses. Rajesh is an alum of Harvard Business School (AMP) and a fellow of the London School of Economics.

Stephen Campisi, CFA
Managing Director @ The Pensar Group
Stephen Campisi, CFA is a provocative innovator who has managed investment portfolios across all market segments (private client, philanthropic, insurance and pensions) while also leading the investment guidance function at one of the largest financial institutions in the US. He now consults with investment firms in the areas of asset allocation, risk, portfolio construction and performance evaluation. He has published in all these areas, and his bond attribution methodology is in use at several fund firms and insurance companies. He continues to advocate for a stronger fiduciary focus, coupled with truly client-centered, goals-based investment practices and performance evaluation.
He holds graduate degrees in music and finance, and has been a CFA charterholder since 1992, in addition to being a former society leader. He has been an adjunct professor at the graduate level while teaching CFA review courses for over a decade. He is a frequent conference speaker and has addressed groups such as NACUBO, Council on Foundations, CFA Institute and its local societies, MIT Sloan School and Yale Law School.

Brian Pisaneschi, CFA
Director of Applied Investment Practice and Tools @ CFA Institute

Brian Pisaneschi, CFA
Director of Applied Investment Practice and Tools @ CFA Institute
Brian Pisaneschi, CFA, is Director of Applied Investment Practice and Tools at CFA Institute, where he builds open-source tools that bridge investment theory and practice.His work focuses on helping investment professionals develop a deep, working understanding of what AI can and cannot do for them. He has authored research and built case studies on generative AI applications in finance, including retrieval-augmented generation (RAG), agentic AI, and AI bias.At CFA Institute, he created RPC Labs, an open-source community that brings together investment professionals and data scientists to collaborate on tools and projects that move finance forward.Brian played a leading role in the creation of the CFA Institute UK National AI Investment Challenge, a competition designed to help students and aspiring investment professionals develop practical AI skills while exploring the ethical and responsible use of AI in investment analysis. He is currently leading new CFA Institute research on how artificial intelligence is reshaping roles, skills, and career pathways across the investment profession. A frequent speaker on AI in finance, Brian has been widely quoted on the rapidly evolving role of AI in investment analysis and is recognized for helping investment professionals navigate the opportunities and challenges presented by emerging technologies. In 2025, he was named an Investment Week asset management gamechanger of the next 30 years.Brian earned his CFA charter in 2017 and holds an MS in Quantitative Finance from the University of Bologna.

Mustafa Ghouse
General Partner @ Centre Court Capital
Mustafa Ghouse is the Founding General Partner of Centre Court Capital (CCC), India’s first dedicated venture capital fund focused on the sports and gaming ecosystem. With over a decade of experience leading JSW Sports and pioneering key initiatives in Indian sports, he recognized a critical gap—early-stage founders in this sector lacked dedicated capital and the operational expertise needed to scale. CCC was created to bridge this gap, combining investment with hands-on support to accelerate growth in a rapidly evolving industry. Prior to launching CCC, Mustafa was the founding CEO of JSW Sports, where he played a pivotal role in shaping India’s modern sports landscape. He spearheaded the development of the Inspire Institute of Sport (IIS), a first-of-its-kind high-performance training centre that has nurtured multiple Olympic medalists. Under his leadership, JSW Sports strategically invested in and operated franchises across major leagues, including the Indian Premier League (IPL), Indian Super League (ISL), Pro Kabaddi League (PKL), Women’s Premier League (WPL), and SA20. His ability to anticipate and act on emerging trends has consistently placed him at the forefront of sports development in India. Before transitioning to the business of sports, Mustafa had an accomplished career as a professional tennis player on the ATP Tour, representing India at the Davis Cup and winning a bronze medal at the Asian Games. His journey—from competing at the highest level to shaping the future of Indian sports through investment—gives him a rare, end-to-end perspective of the industry.
Workshop: “From Statistics to Money: The Hidden Mathematics of Goals-Based Investing” by Stephen Campisi, CFA
Participants will gain a holistic understanding of goals-based investing, covering the integrated investment process, portfolio efficiency, risk attribution, investment selection, and money-based performance evaluation. The session will equip participants to quantify and attribute portfolio risk, assess the balance between risk and return, evaluate active investments within partially passive portfolios, and interpret Monte Carlo analysis in the context of achieving clients’ long-term monetary goals.
Workshop -"AI in wealth management and portfolio construction" by Brian Pisaneschi, CFA
In this workshop, participants will be able to understand and apply AI and Large Language Models (LLMs) to enhance key wealth management and investment workflows. They will learn how to leverage AI for research automation, asset allocation, portfolio construction, product selection, and client servicing. Through practical demonstrations and real-world case studies, participants will explore agentic workflows and repeatable AI-driven investment processes. The session will also demonstrate how AI can support customized multi-asset portfolios aligned with client preferences and objectives. Participants will gain insights into relevant AI applications within the Indian wealth management landscape. Finally, the workshop will address responsible AI practices, including governance, human oversight, bias mitigation, and the evaluation of AI-generated outputs.
Please note - The workshops are exclusively for CFA Society India Members
Step 1- Register for the main conference (Early bird till 7th Sept)- 11th India Wealth Management Conference - CFA Society India
(After 24 hrs)
Step 2 -Register for any one workshop of your choice - Book 11th India Wealth Management Conference - Workshops tickets, Mumbai | Explara.com
Note: Members need to register for the conference first, only then will they be eligible to register for a workshop.
EVENT DETAILS:
DATE: Saturday, 26th September, 2026
TIME: 9:30 AM onwards
VENUE: Jio World Convention Centre, BKC
REGISTRATION:
CFA Society India members: INR 1000 (Refundable on attendance).




