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
Conference Chairperson Speech
09:20 - 09:50
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
09:50 - 10:20
Keynote Session: Beyond Excel
Speaker: Manish Jain, Co-founder, MProfit
10:20 - 11:20
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
11:20-11:50
COFFEE & NETWORKING BREAK
11:50-12:20
Keynote Session: ntelligent Wealth: Research-Led Strategies for Exceptional Families
- Redefining Intelligent Wealth
- Strategic Asset Allocation as the Core Driver
- Private Markets & Alternative Investments
12:20-13:20
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
13:20-14:20
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.
- Anant Agarwal, Head of Growth & Partnerships, MProfit
14:20-15:20
Luncheon & Networking
15:20- 15:50
Keynote Session: Bridging the tech Gap: Integrating Operational workflow with Analytics and strategic reporting in the Modern Family Office
Speaker: Kiran Kumar Medikunda, Head - Family Office & Chief Secretary - Executive Council, MG Group
15:50-16:50
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
16:50- 17:30
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
17:30 - 17:45
Award Ceremony
17:45 - 18:00
Closing Remarks and End of Conference
18:00 Onwards
Coffee Break & Networking
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