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Empowering Wealth with Innovation: Navigating the Future of Financial Excellence

Bharat WealthTech Leadership Confex & Awards 2026

  • Mar 10, 2026
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  • Mumbai, India
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Bharat WealthTech Leadership Confex & Awards 2026

Agenda

WhatsApp Chat

08:00 – 09:00

Registration & Coffee

09:00 - 09:10

Lamp Lighting Ceremony

09:10 - 09:15

Welcome Address by Conclave TechMedia

09:15 - 09:20

Opening Remarks by the Chairperson

09:20 - 09:50

Keynote Session: Building Scalable Cloud-Native Wealth Platforms

  • The architecture behind modular, resilient, and scalable digital wealth systems
  • Leveraging APIs, composability, and agile infrastructure for future growth
  • API Ecosystems & Open Banking Integration

09:50 - 10:20

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

10:20 - 11:00

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

11:00-11:30

COFFEE & NETWORKING BREAK

11:30 -12:00

Keynote session: The Future of Client Loyalty in Wealth Management

  • From transactions to lifelong engagement
  • Emotional intelligence in digital wealth journeys

12:00-12:30

Keynote session

12:30-13:10

Panel discussion: Institutional Investors & Family Offices – Rethinking Strategies in a Tech-Led EraShifting allocations towards tech-driven wealth solutions

  • Co-investment models with FinTech innovators
  • ESG and sustainability in wealth mandates

13:10-13:40

Keynote Session: WealthTech for Bharat – Democratizing Access Beyond Metros

  • Driving financial inclusion through digital-first wealth solutions
  • Reaching underserved and next-gen investor segments

13:40- 14:40

Luncheon & Networking

14:40-15:20

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

15:20- 15:50

Fireside Chat: The Trust Dividend – Balancing Tech, Transparency & Client Confidence

  • Building enduring relationships through digital trust and ethical design
  • How leaders are embedding transparency into the client lifecycle

15:50- 16:20

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

16:20 - 16:50

Award ceremony

16:50 - 17:00

Closing remarks and end of conference

17:00 Onwards

Coffee Break & Networking

 

 

 


For Speaking Opportunity
For Delegate opportunity
Sanskriti Srivastava

Sanskriti Srivastava
Operations & Delegate Manager

sanskriti.vardhan@conclavetechmedia.com

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For Sponsorship opportunity
Kalandu

Kalandu Kashyap
Sponsorship Manager

kashyap@conclavetechmedia.co.in

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