4 / 88
Cover Story
02
HOW INDIA’S LARGESTWEALTH MANAGER STAYS SHARP
Innovation and a can-do, entrepreneurial spirit are evident at IIFL Investment
Managers, in its continued pursuit of growth, says Karan Bhagat – who is also the
latest winner of our award ‘Indian Wealth Management - Award for Excellence’.
Business Strategy
06 Profile -
BANKING ON INDIA’S TRUST TO CREATE AWEALTH EDGE
Nimish Shah of State Bank of India
10 Thought Leadership -
ETHICAL ADVISERS KEYTO GROWTH IN INDIAN WEALTH
14 Profile -
KOTAK’S PILLARS OF WEALTH MANAGEMENT SUCCESS
Jaideep Hansraj of Kotak Mahindra Bank
18 Thought Leadership -
USING NICHE HNI SEGMENTS TO GROWADVISORY INDUSTRY
22 Expert Insights -
DIGITISATION PLAYING A ROLE IN REACHING NEW INVESTORS
Milan Ganatra of Miles Software Solutions
24 Expert Insights -
ACCESSING INDIA’S GROWTH IN WEALTH
Mandeep Nalwa of Taurus Wealth Advisors
26 Thought Leadership -
HOWTO STEMWEALTH MANAGER ATTRITION RATES
30 Thought Leadership -
WHYADVISERS MUST EMBRACE DIGITAL MARKETING
Family Wealth
34 Thought Leadership -
COSTLY LESSONS FOR SUCCESSION PLANNING SAVVINESS
36 Expert Insights -
HOWTO PREPARE FOR CHANGES IN INDIAN FAMILY DYNAMICS
Sunil Shah of Evergreen Family Business Advisors
38 Expert Insights -
LIFE WITH ELEPHANTS: WEALTH MANAGEMENT IN INDIA
TP Ostwal of TP Ostwal and Associates
40 Expert Insights -
HOWTO HELPWEALTHY INDIAN FAMILIES ‘LET GO’
Tariq Aboobaker of Amicorp
Contents
i INDIAN WEALTH MANAGEMENT - ISSUE 2, 2017