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About Family Office Summit India 2017

AIWMI is delighted to announce the 5 th annual Family Office Summit India (FOSI17) on September 6 th , 2017 in Mumbai.

With over 400 Ultra and High Net-Worth Individuals and Family Office Executives every year, the Family Office Summit India is the country’s largest wealth management & family office event held annually in Mumbai. This prestigious conference provides an annual meeting place for the Indian High Net-Worth Families, Single Family Offices , Private Investors and Thought Leaders. The conference's continuing success since its inception testifies to the coming-of- age of Indian family office community and the need for an effective cross-learning and networking forum.

This prestigious Summit, year after year has presented a prolific forum to uncover how wealthy families are handling many of their most pressing issues and challenges including their key objectives, investment styles and management of philanthropic activities, as well as encouraging the next generation, compensating executives, retaining trusted employees—and more.

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500+

Participants

1000+

Visitors

30+

Speakers

20+

Sessions

Event Schedule

Wednesday, 6th September

08:00 - 09:00

Registration

09:00 - 09:30

Welcome Remarks:

Aditya Gadge – CEO, AIWMI

09:30 - 10:00

Opening Remarks

Confirmed:

Sandeep Tandon

10:00 - 11:00

Nature of Relationships – Lessons from Indian Mythology

Confirmed:

Devdutt Pattanaik – Author, Mythologist, Leadership Coach, Consultant on Culture and Belief Issues

11:00 - 11:15

Tea break

11:15 - 12:15

Panel Discussion: Engaging in Family Constitution Making and Mentoring for NextGen

Confirmed:

Sunil Shah – Founder, Evergreen Family Business Advisors – Moderator

Sharath Jagannathan – Chief Executive, Cape Flour Mills

Saatvik Jain – Director, DCW Ltd.

12:15 - 13:00

Key Investment Trends among Family Offices

Confirmed:

Chhavi Moodgal – Founder & CEO, Scient Capital (Moderator)

Sanjay Mehta – Private Investor

Nitai Utkarsh – CIO, SAR Family Office

Dinesh Vaswani – Managing Director, Acuitas Capital Advisors

Prateek Pant – Co-Founder & Head of Products, Sanctum Wealth

13:00 - 14:00

Lunch

14:00 - 14:30

Why Philanthropy is Essential to Family Businesses

Confirmed:

Deval Sanghavi – Co-founder & Partner, Dasra

14:30 - 15:15

Panel Discussion: Managing the Unique Challenges of Family Offices

Confirmed:

Aditya Gadge – CEO, AIWMI (Moderator)

Soumya Rajan – MD & CEO, Waterfield Advisors

Ashvini Chopra – Executive Vice President, Bennett, Coleman & Co. Ltd.

Sandeep Nerlekar – Founder & CEO, Terentia

Rajesh Iyer – Head- Family Office, Kotal Wealth

15:15 - 15:45

Tea Break

15:45 - 16:30

Master-Class: Setting up a Multi Family Office

Himanshu Kohli – Founder Partner, Client Associates

16:30 - 17:00

How To Keep The Spark Of The Founder Alive In Family Owned Enterprises

T.D. Chandrashekhar – Creativity & Innovation mindset Evangelist

17:00 - 17:30

Cryptocurrencies and Blockchains – The New Favorites of Global Family Offices

Jalak Jobanputra – Founding Partner, Future Perfect Ventures

17:30

Closing Remarks & End of Conference

Thursday, 7th September

14:00 - 15:00

Registration

15:00 - 15:30

Welcome Remarks:

Aditya Gadge – CEO, AIWMI

15:30 - 16:30

Health and Well-being Are The Foundation For Generational Continuity In Family Businesses

Confirmed:
Feisal Alibhai – Founder & Chief Executive Officer, Qineticare

16:30 - 17:15

Keynote Session: My Family Office Journey

Inviting:
TBC

17:15 - 17:45

Tea Break

17:45 - 18:30

Sustained Happiness, Togetherness and Business Growth in Family Businesses

Confirmed:
Anil Sainani – Chairman- Emerging Business & Governance, GMR Group

18:30 - 19:15

Panel Discussion: Key Investment Trends among Indian Family Offices

Confirmed:
Nitai Utkarsh – CIO, SAR Family Office
Sanjay Mehta – Private Investor

 

19:15 - 20:00

Panel Discussion: Gen-Nex’s Perspective on Ownership

Inviting:
Kavin Mittal – Founder, Hike
Roshini Nadar – Executive Director & CEO, HCL Enterprises
Shefali Munjal – Director, Hero Corporate Services

20:00

20:00 Drinks & Dinner Reception

FOSI 2017 Speakers

Listen, Learn, Get inspired.

Sunil Shah

Founder

Evergreen Family Business Advisors

Nitai Utkarsh

CIO

SAR Family Office

Our Past Speakers

Listen, Learn, Get inspired.

Barbara R. Hauser

MD, Barbara R. Hauser LLC

Alenxandre Monnier

President, Family Office Exchange

Richard Wilson

Founder, Family Office Club

Philippe H. Berthoud

Co-founder, Prosperous Group

Ronnie Screwvala

Entrepreneur & Philanthropist

Karan Adani

CEO, Adani Ports

Rishabh Shroff

Partner, Cyril Amarchand Mangaldas

Rajmohan Krishnan

Founder, Entrust Family Office

Sameer Mehta

Director, Atlas Family Office

Deepak Natraj

MD, Aarin Capital

Sasaho Mirchandani

MD & Founder, Kae Capital

Sponsors & Partners





Tickets

Be a part of this great event

Mumbai

  • Registration Fees - Rs. 8260


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