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09.00 - 09.30


09.30 - 09.40

Welcome address
Prem Khatri, Founder & CEO, Cafemutual

09.40 - 10.30

An industry under transformation
Industry stalwarts review the key issues and challenges
Hrishikesh Parandekar - CEO, Ambit Finvest and Ambit Private Wealth
Nilesh Shah – MD, Kotak AMC
Prathit Bhobe - Head Wealth Management & Privilege Banking, ICICI Bank
R. Venkataraman - Co-Promoter and Managing Director, IIFL
Soumya Rajan - Co-Founder, Managing Director & CEO, Waterfield Advisors

10.30 - 10.50

If I were a bank RM
India's best regarded CIO indulges in role play
Prashant Jain - ED & CIO, HDFC Asset Management

10.50 - 11.20

Global trends in wealth management
What lessons we can draw from the global trends in wealth management
Murali Balaraman - Partner at Ernst & Young

11.20 - 11.40

Coffee break
Meet old friends and make new ones

11.40 - 12.10

Deciphering the regulator
Find out in which direction the regulator is nudging your business
Monika Halan - Editor, Mint Money

12.10 - 13.00

Talent management & people issues
Industry leaders discuss the challenges in hiring, retaining, managing and motivating people
Satheesh Krishnamurthy - Head, Affluent Business, Axis Bank
Sriram Iyer - Chief Executive Officer, Wealth Management, Religare Private Wealth
Sudhakar Ramasubramanian - CEO - Wealth & Online Business & MD – Aditya Birla Money
Vishal Kapoor (moderator) - Regional Head, Wealth Management, India & South Asia, Standard Chartered Bank

13.00 - 14.00

Meet old friends and make new ones

14.00 - 14.50

What do clients want?
HNIs from different walks of life tell us live what they expect from us
Arif Zakaria, Actor
Dhaval Barot, Director, Bharat Infrastructure and Engineering Ltd.
Faisal Farooqui - Founder & CEO,
Jayant Vaidya - Partner, M/s. D. R. Vaidya & Co. Architects, Engineers & Consulting Surveyors
Ravi Trivedy - Ex-Head BFSI, KPMG

14.50 - 15.50

Alternative Assets - PE/VC, Real Estate, Absolute Returns
A comprehensive review of the potential and pitfalls of this category
Aashish Somaiyaa - MD & CEO, Motilal Oswal Mutual Fund
Anand Lunia – Founder, India Quotient
Radhika Gupta - Founding Principal, Forefront (An Edelweiss Group Company)
Shahzad Madon - Head PMS & Alternative Assets at Reliance Capital AMC
Umang Papneja (moderator) - President & CIO, IIFL Wealth

15.50 - 16.10

Coffee break
Meet old friends and make new ones

16.10 - 16.40

Reputation Management
Learn how to create and strengthen this invaluable asset from one of India's veteran brand gurus
R. Sridhar, Founder, Innovation Coach and Partner at IDEAS-RS

16.40 - 17.30

Working for mutual advantage
What is required for AMCs and distributors to forge and deepen mutually beneficial relationships?
Harshendu Bindal – President, Franklin Templeton Mutual Fund
Neeraj Choksey - Promoter of NJ Group
Nimesh Shah – MD & CEO, ICICI Prudential Mutual Fund
Prateek Pant - Executive Director, Products & Services, The Royal Bank of Scotland N.V.
Rajiv Bajaj (moderator) - VC & MD, Bajaj Capital
Sundeep Sikka - President & CEO, Reliance Mutual Fund

Note: Speakers, topics and time slots could change without prior notice.