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FROM DISRUPTION TO TRANSFORMATION

In the recent years marked by uncertainty and global disruption, the Indian investor has evolved. A roaring bull market, economic progress, online access to capital markets and the India tech stack resulted in resilient domestic flows. A thriving investment culture has emerged, led by a surge in “DIY (Do-It-Yourself)” and “Advised” wealth solutions for the younger generation of investors.

As macro-economic cycles, wealth effect and regulatory enhancements unfold, it is imperative for wealth managers to incorporate a risk aware and goals oriented approach in advising the next generation of investors. We are bound to witness a transformation of client expectations for hyper personalisation, with technological ease and outcome based portfolio management. A client centric approach that priorities investment policy statement (IPS), asset allocation and rebalancing, tax considerations, succession planning, and in many cases clients’ philanthropy goals may require sophisticated and holistic wealth management solutions.

These shifts necessitate agility and innovation among wealth managers. The defining features of the future model will be sustainable wealth growth, personalisation at scale, global portfolio approach and technology.

Join us at the 14th Annual India Investment Conference as we explore the theme “Shifts in Economic Influence: A New World Order.” In a shifting landscape marked by ‘Never Before’ scenarios and decadal highs/lows, the last three years have defined an era of unprecedented uncertainty and volatility across asset classes. From this, a ‘New World Order’ is taking shape, characterized by persistent inflation, lower global growth, higher interest rates, and new geopolitical realities. The financial markets reflect these shifts. Against this backdrop, The India Story stands at a tipping point—both exhilarating and challenging. Understanding how these global trends interact and their consequences for India’s economy, growth, and capital flows is now more imperative than ever. In this edition, we bring together thought leaders, esteemed academicians, and asset managers to explore ways to produce investment alpha in the new world order. Join us for insightful discussions that will inform and guide investment decisions. Don’t miss the opportunity to reconnect and build connections with like-minded professionals and practitioners.

"Knowledge is like a sphere, the greater its volume, the larger its contact with the unknown" - Blaise Pascal

The more we know, the more we want to know. Such is the quest of knowledge and wisdom. Learning is a lifelong pursuit and the best students are those who have a constant desire to learn and unlearn. 

Value Investing Pioneers Summit is an endeavor to help students of value investing learn vicariously - from those who are practitioners of the art of investing. This year again, we have a great line up of value investing practitioners - who will help you - not by providing definitive answers, but by encouraging you to ask the right questions. By helping you - not just by increasing your sphere of knowledge but also by helping you to stay curious!