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DAY AT A GLANCE
11:30 – 12:15Banking & Wealth Management Boutique
12:20 – 13:05Mutual Fund Industry
13:10 – 13:30Wealth Management Industry
14:30 – 15:00Real Estate Industry
15:05 – 15:35Estate Planning Services
15:40 – 16:10The Client Imperative
10:00
10:30
10:30
Registration and welcome tea and coffee
10:30
10:40
10:40
Welcome Address By: Mr. Vyas Rai Nagpal, Country Head – Marketing & Business Development, AAFM India
Lighting of the Lamp: Lighting the Lamp
Lighting of the Lamp: Lighting the Lamp
10:40
10:50
10:50
Opening Remarks By the Guest of Honour: Mr. Sandip Ghose, Director NISM
10:50
11:00
11:00
Address By: Ravi Varanasi, Head-Business Development, National Stock Exchange (NSE)
11:00
11:10
11:10
Key Note Address By: Mr. Sanjay kumar, Principal Secretary, Higher and Technical Education dept. Govt. of Maharashtra
11:10
11:20
11:20
Address by the Chief Guest: Mr. Rajeev Kumar Agarwal, Whole Time Member, Securities Exchange Board of India (SEBI)
11:20
11:30
11:30
Closing Remarks By: Mr. Manik Munde, Ex-Joint Commissioner, Sales Tax Department, Maharashtra
SESSION 1
11:30
12:15
12:15
PANEL DISCUSSION
Boutique
Brainstorming on achieving a vigorous and
sustainable businesses in Banking & Wealth Management
Boutiques – "Qualified Advisor" a "Brand Ambassador"
PANELIST
- Mr. Amit Jain, Chief Financial Officer, Birla Sunlife Insurance
- Mrs. Deena Mehta, MD, Asit C Mehta & Director, BSE India
- Mr. Kanwar Vivek, Sr. President & Head – Wealth Management, YES FIRST, YES Prosperity & Global Indian Banking, Yes Bank
- Mr. Rajiv Bajaj, Vice Chairman & MD, Bajaj Capital
SESSION 2
12:20
13:05
13:05
PANEL DISCUSSION
Indian Mutual Fund Industry – How conducive
is current environment of the Industry
for Investment Opportunities & Challenges
PANELIST
- Mr. Ajit Menon, Executive Vice President, Head of Sales and Co-head Marketing, DSP BlackRock Investment Managers Pvt. Ltd.
- Mr. Himanshu Pandya, Head of Products, Franklin Templeton Investoments
- Mr. Himanshu Vyapak, Deputy CEO , Reliance Asset Management Company
- Mr. K S Rao, Head – Investor Education and Distribution Development, Birla Sun Life AMC
- Mr. Vikas Sachdeva, CEO, Edelweiss AMC
SESSION 3
13:10
13:30
13:30
PRESENTATION
Global WEALTH MANAGEMENT Business Models
Scope for Indian Wealth Management Industry
PRESENTER
13:10 - 13:25 Mr. Steve Rigby, Divisional Manager - Middle East & SAARC, deVere Group/PIC
13:30
14:30
14:30
NETWORKING LUNCH
SESSION 4
14:30
15:00
15:00
PANEL DISCUSSION
significance of Real Estate in Investment Portfolio
of HNI and Ultra HNI Clients &
Legal Documentation of Property Transactions
PANELIST
- Mr. Ajay Sharma Head - Consulting & Valuation Services HDFC Realty Limited
- Mr. Arvind Nandan, Real Estate expert
- Mr. Neeraj Pruthi, Sr. Vice President - Realty, IFAN Finserv Pvt. Ltd.
- Mr. Paresh Karia, Director, Easy2Own Estate
- Mr. Uday Vavikar, Consumer lawyer and Real Estate Legal Advisor
SESSION 5
15:05
15:35
15:35
PANEL DISCUSSION
The potential and future of Estate Planning Services in India
PANELIST
- Mr. Ashvini Chopra, MD & CEO, Universal Trustees Pvt. Ltd
- Mr. Karan Bhagat, MD & CEO, IIFL Private Wealth Management
- Mr. Neeraj Choksi, Jt Managing Director, NJ India Invest Pvt Ltd
- Ms. Marylou Bilawala, Partner, WADIA GHANDY & CO. (Advocates, Solicitors and Notaries)
- Ms. Sonali Pradhan, MD – Head of Wealth Planning, Royal Bank of Scotland
SESSION 6
15:40
16:10
16:10
PANEL DISCUSSION
Advising Clients on the Evolving Investment
Opportunities and Challenges & Use of Technology
PANELIST
- Mr. Alok Sheopurkar, Executive Vice President & Head -HR, HDFC Mutual Fund
- Mr. Ashish Shankar, Head - Investment Advisory, Motilal Oswal Private Wealth Management
- Ms. Jalpa Vyas, Sr. Vice President – Head IFANet, IFAN Finserv Pvt. Ltd.
- Mr. Pankaj Mathpal, MD, Optima Money Managers Pvt. Ltd.
CLOSE THE SESSION
16:15
Address By: Mr. Deepak Jain, Country Head – Knowledge Management & Operations, AAFM India