Wealth Advisory in India: Building for Growth, Scaling for Impact| Pune
- October 11, 2025
- 10:00 am to 1:00 pm
- Royal Connaught Boat Club 7/8, Boat Club Road, Pune
Wealth Advisory in India: Building for Growth, Scaling for Impact
Join us for an evening dedicated to the evolution and expansion of wealth advisory practices in India. This event brings together experienced professionals to share real-world insights on how to launch, sustain, and grow a modern advisory business—addressing the full lifecycle from inception to scale.
Agenda at a Glance
Navigating the Regulatory Landscape
The regulatory environment for wealth managers in India is complex and constantly evolving. This session will explore key compliance requirements, recent regulatory changes, and practical approaches to managing risk while maintaining the flexibility needed for a dynamic practice.
Building and Scaling a Modern Wealth Management Practice
Launching a wealth management firm is just the first step—sustained growth and scalability are the real tests.
In this integrated session, we’ll cover:
1. Foundational strategies for setting up a client-centric practice: team structure, operational workflows, and technology adoption.
2. Client acquisition and retention: building trust, delivering consistent value, and differentiating your brand in a crowded market.
3. Scaling operations: leveraging digital tools, standardizing processes, and managing the complexities of business expansion while preserving service quality.
4. Navigating the competitive landscape: insights into fee structures, product innovation, and adapting to the shifting expectations of India’s growing affluent and financially aware client base.
This session will highlight real-world case studies, discuss the role of digital transformation, and address the unique opportunities and challenges of scaling in India’s fast-evolving wealth ecosystem, where financialization, technology, and hyper-personalization are reshaping the industry.
Fireside Chat: Lessons from the Ground Up
The formal sessions will be followed by a moderated dialogue where panelists will share personal experiences, critical inflection points, and actionable lessons from their journeys. This interactive segment will also include audience Q&A, allowing you to engage directly with the panel and explore the topics that matter most to your practice.
Who Will Benefit
1.Wealth managers and independent advisors looking to launch or expand their advisory business
2.Finance professionals seeking to understand the operational and strategic realities of wealth advisory in India
3.CFA candidates and charter holders interested in practical, practitioner-led insights
4.Aspiring entrepreneurs aiming to build resilient, scalable advisory firms
Why Attend
This event is designed for ambitious professionals who want to move beyond theory—it delivers practical strategies, proven frameworks, and candid conversation from those who have built and grown successful practices in India’s complex and dynamic market. Whether you are starting out or leading a growing team, you’ll leave with new ideas, practical tools, and connections to help you navigate the future of wealth advisory.
EVENT DETAILS
Date- 11th October 2025
Time- 10:00 am to 1:00 pm (Followed by Lunch)
Venue- Royal Connaught Boat Club 7/8, Boat Club Road, Pune
Amit Bivalkar
Amit Bivalkar, an MBA graduate in Finance from a renowned university in Pune and a National Merit Scholar in Economics during his Commerce graduation, brings over 25 years of extensive experience in the financial services industry. He began his professional journey with DPS ML, and later held key leadership roles at Fidelity and AIG, gaining deep expertise in asset
management and client relations.In 2009, Amit founded Sapient Finserv, driven by a vision to
provide expert, client-centric financial guidance. His leadership has been pivotal in establishing Sapient Finserv as a trusted name in wealth management. Under his guidance, Sapient Finserv
received the prestigious ‘Distributor of the Year’ award from Moneycontrol, reflecting the firm's commitment to excellence.Currently, Amit leads a team that manages over ₹9350 crores in
Assets Under Management (AUM) and a SIP book exceeding ₹43 crores, serving more than 13,000 families—ranging from retail investors to large family offices. His strategic insight, industry expertise, and client-first approach continue to drive Sapient Finserv’s mission of delivering comprehensive and personalized financial solutions.
Biharilal Deora, CFA, CIPM
Biharilal works with Abakkus LLP as a Director. Prior to joining Abakkus, he was managing corporate, family office and university clients, bringing in investment expertise that spans all asset classes. He is also a subject matter expert across a range of tax, accounting, pension, risk management, and capital market policies. Mr. Deora is a regular visiting faculty member for advanced finance programs and is currently pursuing a PhD with Symbiosis University. He began his career as a financial analyst – at Credit Suisse and Fidelity Investments, among others – where he gained knowledge across a range of sectors, including oil and gas, and commodities in the US, Europe and Asia. He holds a Masters degree in Commerce from Veer Narmad South Gujarat University, in addition to being a rank holder Chartered Accountant, Certified financial planner, CFA charterholder and other certificates.
Neil Borate
Neil Borate heads the personal finance team at Thefynprint, a financial content platform. He is a graduate in law and economics. Neil started writing about personal finance in 2016 at Value Research, a mutual fund research portal. After a stint at a fintech, Neil joined Mint in 2019 as a mutual fund reporter. He was made Deputy Editor in 2022 and Editor (Personal Finance) in 2024. He has also co-authored the book - The Big Bull of Dalal Street on Rakesh Jhunjhunwala, one of India's most successful investors.
2 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |