11th India Wealth Management Conference

11th India Wealth Management Conference

  • September 26, 2026
  • TBC
  • Jio world convention centre


Kapil Singhal

Managing Partner, Private Credit @ True North Co

Moin Ladha

Partner @ Khaitan & Co

Rajesh Sawhney

Founder and CEO @GSF Accelerator

Stephen Campisi, CFA

Managing Director @ The Pensar Group

Brian Pisaneschi, CFA

Director of Applied Investment Practice and Tools @ CFA Institute

Mustafa Ghouse

General Partner @ Centre Court Capital

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).

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2026-9-26 15:00 2026-9-26 20:00 Asia/Kolkata 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 Jio world convention centre
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