Ground up: Lessons from the Frontlines of wealth advisory
Join us for an evening of insightful, practitioner-led conversations on building and scaling a wealth advisory practice in India. Curated for wealth professionals, advisors, and finance enthusiasts, this event features three focused sessions from industry leaders who have built their practices from the ground up:
Session 1: Navigating Regulations in Wealth Advisory
Speaker: Practicing Compliance Professionals.
A discussion on evolving regulatory frameworks, compliance challenges, and practical implications for wealth managers.
Session 2: Building a Retirement-Focused Advisory Practice
Speaker: Mr. Ravi Saraogi, CFA – Co-founder, Samasthiti Advisors
Learn how to design a retirement-centric advisory model, build client trust, and drive long-term value.
Session 3: Scaling a Wealth Management Business in India
Speaker: Mr. Vijay Kuppa – CEO, InCred Money
Insights into scaling operations, driving client acquisition, and creating a differentiated brand in a competitive market.
Who Should Attend: Wealth managers, independent advisors, finance professionals, aspiring entrepreneurs, and CFA Charterholders looking to understand what it takes to succeed in the wealth advisory space.
Events Details:
Date: 11th July 2025.
Time: 6:30 PM onwards followed by dinner.
Venue: Courtyard by Mariott, Chennai.
Note: Limited seats available. Advance registration is strongly recommended.
Participants are requested to check-in before 6:15 PM.
Ravi Saraogi, CFA
Ravi Saraogi is the co-founder of Samasthiti Advisors and a SEBI Registered Investment Adviser. He previously headed the fund raising and product design verticals at Northern Arc Investments (formerly known as IFMR Investments). Prior to Northern Arc, he worked at the institutional equities research desk at IIFL Capital and JP Morgan. He has also worked with HSBC in their business intelligence team. Ravi was recognized as one of the “40 under 40” outstanding professionals in the Indian Alternative Investment industry by the Indian Association of Alternative Investment Funds (IAAIF). He is a member of the Professional Learning (PL) committee at the CFA Society India. He is also a technical consultant to Dvara Research, which is an organization that undertakes policy research to promote financial inclusion in India. He has also consulted with the Social Impact Investments team at United Nations Development Programme (UNDP). He regularly contributes to business newspapers and magazines (Economic Times, Mint, Business Line, Business Today, etc) on topics relating to the economy, finance and investing. He is a Masters in Economics from Madras School of Economics and CFA charterholder from the CFA Institute, US
Sanjay Kadel
Fellow Chartered Accountant. Heading the Audit, Accounting & Consulting Firm, Sanjay Kadel & Co.Specialising in Tax consulting, Information Systems and Security, Transfer Pricing and Process consulting. A Professional Educator, a Key resource person in various seminars and writes articles for professional blogs and journals.
He is a visionary, dynamic and multi-faceted personality. He blends best possible technology to professional work and believes in delivering results in speed, style & substance.
Vijay Kuppa
Vijay Kuppa is the CEO of InCred Money, an investor-first, curated alternate asset platform that enables diversification and wealth creation through a user-friendly process, democratizing access to products previously available only to Ultra HNIs and Institutions. Prior to InCred Money, Vijay founded Orowealth, a leading investment platform and a pioneer in India’s digital wealth ecosystem that managed over ₹1,100 crore in assets. In Dec 2022, Orowealth was acquired by the InCred Group, and this led to the launch of InCred Money, making it an important step in the digital wealth management landscape.
With over 15 years of experience in financial services and technology, Vijay actively shares insights on financial literacy, investment strategies, and the impact of technology in finance. He is dedicated to integrating cutting-edge technology with transparency,