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.
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Session 6 – AI IN WEALTH MANAGEMENT BY VIKRAM SRINIVASAN, CEO and Co-founder of Needl.ai
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- 1 month ago
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Session 5 – SUCCESSION PLANNING: The Why, The How and The What BY BIJAL AJINKYA, Partner at Khaitan & Co.
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- 1 month ago
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Session 4 – HOW TO BUILD AND MANAGE WEALTH OVER GENERATIONS By HEMENDRA M. KOTHARI, Non-Executive Chairman, DSP Asset Managers
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- 1 month ago
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Session 3 – THE STORY OF UC INVESTMENTS: Mastering Long-Term Success Through Strategic Asset Allocation, Active Management and Strong Organizational Culture BY SATISH ANANTHASWAMY, CFA, Senior Managing Director, UC Investments Head of Asia, Co-head of Real Estate, & Co-head of Asset Allocation
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- 1 month ago
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Session 2 – WEALTH MANAGEMENT: The Road Ahead By UMANG PAPNEJA, Managing Director & CEO, Julius Baer India
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- 1 month ago
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Session 1 – GLOBAL WEALTH: Money in Motion By DANIEL FARLEY, Chief Investment Officer, Investment Solutions Group, Executive Vice President, State Street Global Advisors
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- 1 month ago
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