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India and Women in Wealth Management
A focused panel of prominent female wealth management experts from India gathered to
assess the role of women in wealth management, from the viewpoints of both the end-
clients and the firms that serve them. The panellists ranged over the need to attract more
women into the profession, the growing wealth of women in India, the question of whether
these clients have particular investment needs or preferences, and the quest to offer better
advisory propositions to them.
Panel Members
•
Swetha Manot ,Associate Director – Private Wealth Management, Anand Rathi Private
Wealth Management
•
Lakshmi Iyer ,Chief Investment Officer (Debt) & Head Products, Kotak Mahindra
Wealth Management
•
Ruchi Sankhe ,Managing Director, Origination and Client Coverage, Waterfield Advisors
•
Nithya Easwaran ,Managing Director, Multiples Alternate Asset Management
The Quest for Talent in India’s High Growth Wealth Management MarketA team of wealth management leaders gathered at the Hubbis India Wealth Management
Forum to analyse the skills that firms will need to boost their proposition in the years
ahead, especially as the private wealth market in India expands rapidly and is becoming
ever more sophisticated.
Panel Members
•
Ashish Gumashta ,Managing Director & CEO, Julius Baer India, Bank Julius Baer
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Ashish Shanker ,Head - Investment Advisory, Motilal Oswal Private Wealth Management
•
Sachin Taneja ,President and Head, Wealth Management, Systematix Group
•
Arpita Vinay ,Wholetime Director, Centrum Wealth Management
•
Kailash Kulkarni ,Chief Executive – Investment Management, L&T Mutual Fund
•
Anand Varadarajan ,Head of Global and Alternative Asset Management, NJ Global Invest
•
Sagar Khandekar ,Executive Director – Client Relations, Kotak Wealth Management
•
Gaurav Arora ,Chief Investment Officer, ASK Wealth Advisors
9 Hubbis
INDIAN WEALTH MANAGEMENT FORUM 2019 POST EVENT SUPPLEMENT