Future-Proofing Wealth: Succession, Managing non-resident Indian wealth & Global Legacy Planning|Pune

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

Bijal Ajinkya, a partner in the Direct Tax, Private Client, and Investment Funds practice groups in the Mumbai office, has over 24 years of experience. She specializes in international tax, inbound and outbound investment structuring, SPAC transactions, M&A tax negotiations, tax insurance, and complex tax issues like GAAR, POEM, and PE. Bijal has led many successful and groundbreaking tax litigations in India, offering unique litigation strategies and serving as an expert witness in international arbitration. She recently concluded a precedent-setting tax information exchange case involving the Channel Islands. Her notable international tax litigation work includes cases on the India-Mauritius Tax Treaty, Minimum Alternate Tax for Foreign Portfolio Investors, and taxation issues for companies like Morgan Stanley and Dun & Bradstreet. As a Private Client practitioner, Bijal advises on succession planning, asset protection, and cross-border inheritance tax, helping family businesses create frameworks for wealth and leadership succession. Bijal has pioneered tax structures for investment funds and has been recognized by IFA, India, for her contributions. She advises clients on fund formation, structuring, and has represented fund managers before tax authorities. Bijal is regularly featured in leading legal directories like Chambers & Partners, Legal 500, and Who’s Who Legal. She was ranked as a Leader Tax Champion by Legal Era and one of Asia’s Top 15 Female Lawyers by Asian Legal Business in 2021. Bijal is a serving Steering Committee Member of Private Client Exchange, Asia. She is the first Indian lawyer admitted as an international fellow to ACTEC and actively participates in consultations with the Indian Government on tax policies 

Rohit Bhardwaj is a Director Private Clients at Henley & Partners India, based in the Delhi National Capital Region. He has been an integral part of growing the market in India and leads the business in the country. Rohit is a specialist in providing residence and citizenship by investment advisory to high-net-worth individuals and their families. He is an established leader with more than 16 years of experience working in the wealth management, banking, and IT sectors. His expertise is particularly strong in financial planning — a vital element in the wider context of investment migration. Rohit has a postgraduate qualification from Heriot-Watt University, Edinburgh and is passionate about providing bespoke solutions for both his clients and intermediary partners alike.

Amol is the CIO of the Single Family Office of the Aga & Pudumjee Family of Thermax Ltd, which he joined in 2012. Amol’s responsibilities towards this global portfolio include Strategic Asset Allocation, Geographical Allocation, Tactical rebalancing, Opportunistic Investing and MIS. He has been instrumental in the Family Office’s move overseas. This involved Conceptualization, Overseas Trust Structuring, Obtaining regulatory Approvals, Cross Border Asset Transfers and Overseas Investments. He has more than 16 years’ collective experience in Family Office Investments and Financial Research. He also holds a Global qualification in International Trust Management, conferred by STEP and the University of Manchester