Welcome to Conclave TechMedia
Agenda
08:00 – 09:00
Registration & Coffee
09:00 - 09:05
Lamp Lighting Ceremony
09:05 - 09:10
Welcome Address by Conclave TechMedia
09:10 - 09:20
Chief Guest Speech
09:20 - 09:40
Keynote Session: Global Multi-Family Offices: Redefining Risk Mitigation & Asset Allocation in a Volatile World
- Evolving Asset Allocation Models
- Advanced Risk Mitigation Strategies
- Global vs. Local Allocation Decisions
Speaker: Kapil Hingorani, President, Equirus Family Office
09:40 - 10:00
Keynote Session: Payments Innovation in WealthTech – The New Rails of Client Engagement
- Instant settlements, digital wallets, and tokenization
- Seamless payment infrastructure for wealth transactions
- Real-Time Payments & Instant Settlements
10:00 - 10:40
Panel Discussion: AI-Powered Personalization in Wealth Advisory
- From mass solutions to hyper-personalized client journeys
- AI, ML, and predictive analytics for portfolio design & risk management
- Ensuring ethical use of client data and transparency in advisory
Moderator:
- Kapil Hingorani, President, Equirus Family Office
Speakers:
- Amit Jain, Co-Founder, Ashika Global Family Offices
- Devi Shankar, Head - Real Assets & Private Office Investments, CBRE
- Girish Singhi, Founder, Crest Capital
- Avik Ashar, Principal, Riverwalk Holdings
- Shalini Gupta, Director, Family Office & Institutions, Ambit Asset Management
10:40-11:10
COFFEE & NETWORKING BREAK
11:10-11:30
Keynote Session: From Personal Wealth to Institutional Capital: Redefining Banking Value Across the Financial Lifecycle
- Lifecycle-Based Banking Models
- Risk Management Across the Financial Journey
11:30-12:10
Industry Insights Session: Compliance-by-Design: Embedding Legal Guardrails into WealthTech Products
- Role of RegTech in WealthTech compliance
- Managing compliance in API-driven ecosystems
- Reducing compliance cost without increasing risk
Moderator:
- Neelam Gaba, Manager Legal & Compliance , Narotam Sekhsaria Family Office
Speakers:
- Prem C Choudhary, Group HEAD - Legal, Regulatory affairs and Corporate Governance, LGT WEALTH INDIA
- Adv. Aditya Goenka
- Dr SK Dutta, Chief Legal Counsel & Company Secretary, Carnelian Capital (AIF & PMS)
- Pooja Chatterjee, Managing Partner, SageBridge Legal
- Jahnavi Kohli, Partner, ANB Legal
12:10-12:50
Panel Discussion: Institutional Investors & Family Offices – Rethinking Strategies in a Tech-Led EraShifting Allocations Towards Tech-Driven Wealth Solutions
- Shifting allocations towards tech-driven wealth solutions
- Co-investment models with FinTech innovators
- ESG and sustainability in wealth mandates
Moderator
- Piyush Khandelwal, CA and Co-Founder, FynKaizen Advisors
Speaker:
- Nitasha Shankar, Chief Investment Officer, Quantum Advisors India
- Amit Upadhyay, Chief Investment Officer, Meenakshi Alternates & Family Office (SFO)
- Harsh Kr. Dhanuka, Chief Investment Officer & Head of Family Office, SAR Group
- Nirav Shah, CFO, Famycare Family Office
- Rohit Karkera, Co-Founder & Head - Investments at Cervin Family Office & Advisors Pvt. Ltd.
12:50-13:10
Keynote Session: Redefining Financial Excellence: Client-Centric Banking & Wealth Management Through Governance-Led Innovation and Cost Intelligence
- Reimagining Client-Centricity Beyond Products
- Cost Intelligence: From Cost Cutting to Value Engineering
- Innovation with Purpose and Accountability
13:10- 14:10
Luncheon & Networking
14:10-14:50
Panel discussion: Digital Assets, Fractional Investing & New Frontiers
- Integrating emerging asset classes into traditional wealth portfolios
- Regulatory readiness for digital assets in India
- Redefining client expectations for diversification and accessibility
Speakers:
- Dr. Farzan Ghadially, Founder, CEO, VER Multi- Family Office (Vighanharta Eternal Resources Multi- Family Office)
- Girija Panigrahi, Family Office Investments - Public and Private Markets, Skeiron Group
- Mohit Chawla, MD, Bimtek Group: Single Family Investment Office
- Sanket Bihani, Founder, Teloz Spaces & Investment Manager, Bihani Family Office
14:50- 15:30
Fireside Chat: Decoding Wealth Creation: Market Analysis, Equity Opportunities & Fund Strategies
- Mutual Funds, PMS & AIFs: Choosing the Right Vehicles
- Equity Investing: Alpha in a Volatile World
- Asset Allocation & Risk Management
Moderator:
- Raj Vora, Founder, AntHill
Speakers:
- Yash Gupta, Fund Manager, Asit Koticha Family Office
15:30- 16:00
Keynote Session: WealthTech Ecosystem Synergies – Partnerships Driving Scale Collaboration Across Banks, Startups, and Tech Players
- Case studies of co-created solutions for wealth clients
- Unlocking India’s $1T+ wealth opportunity
16:00 - 16:30
Award Ceremony
16:30 - 16:40
Closing Remarks and End of Conference
16:45 Onwards
Coffee Break & Networking
Follow us on:
Copyright © TechMedia
