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PANEL DISCUSSIONS
Platforms & Technology – The Role of Digital Transformation in Wealth ManagementA panel of technology and fintech experts, as well as wealth management users/clients,
discussed the need for India’s wealth management firms to embrace digitalisation. They
cast their eye over the challenges to be faced and gave some invaluable insights on how
wealth management firms can enhance their digital platforms and systems to be both more
competitive and more responsive to the needs and expectations of clients.
Panel Members
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Kunal Bajaj ,Head of Digital Wealth Management, MobiKwik
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Sharad Singh ,Chief Executive Officer, Valuefy
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Damian Hitchen ,CEO Singapore, Swissquote
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Anupam Guha ,Head of Private Wealth Management & Equity Advisory Group,
ICICI Securities
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Rahul Gaitonde ,COO, Cube Wealth
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Anand Moorthy ,Founder & CEO, PropsAMC
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Shobhit Mathur ,Senior Director & Head - Advisory, Kotak Investment Advisors
Setting the Scene: India’s Wealth Management Market in a Time of Rapid EvolutionA panel of six eminent market practitioners from leading Indian wealth management firms
offered their overview of the evolution of the Indian wealth management market, ranging over
topics such as the current and future generations of clients, the value proposition, developing
a larger portion of recurring revenues, digital transformation, as well as the development of
enhanced skills and expertise.
Panel Members
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Feroze Azeez ,Deputy Chief Executive Officer, Anand Rathi Private Wealth Management
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Anshu Kapoor ,Head of Private Wealth Management, Edelweiss Private Wealth Management
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Satheesh Krishnamurthy ,Executive Vice President & Business Head - Affluent & NRI,
Axis Bank
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Himanshu Kohli ,Founder Partner, Client Associates
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Abhijit Bhave ,Chief Executive Officer, Karvy Private Wealth
Curating the Right Solutions for India’s HNWI Clients in Today’s EnvironmentA panel of experts debated the key trends on wealth structuring and wealth planning for
India’s wealthy private clients and discussed how the industry should best engage and retain
younger generation clients, as more and more wealth is transferred to the next generations.
Panel Members
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T.P Ostwal ,Managing Partner, T. P. Ostwal & Associates LLP
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Ashvini Chopra ,Senior Vice President, Times Group
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Shweta Shah ,Head, Wealth Structuring and Tax, Edelweiss Private Wealth Management
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Sneha Makhija ,Assistant Vice President, Wealth Planning Specialist, Sanctum
Wealth Management
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Rishabh Shroff ,Partner, Cyril Amarchand Mangaldas
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Neha Pathak ,Senior Group Vice President, Trust & Estate Planning, Motilal Oswal
Private Wealth Management
•
Tariq Aboobaker ,Managing Director, Amicorp Group
8 Hubbis
INDIAN WEALTH MANAGEMENT FORUM 2019 POST EVENT SUPPLEMENT