About Family Office Summit India 2014

The Association of International Wealth Management of India (AIWMI), proudly presents to you the 2nd annual Family Office Summit India, scheduled on June 18, 2014 in Mumbai and June 19, 2014 in Delhi.

While early Family Offices can be traced to Europe, it was in earlier 19th century that wealthy merchants along the east coast of United States started hiring advisors to protect their family interests.  The demand for Family Office Services kept growing up over the years. Today with wealthy families mostly relying on Family Offices for full time professional management their personal fortune, USA alone has more than 4000 Single Family Offices (SFOs) with assets under management of $ 1 trillion to $ 1.2 trillion. In addition there are around 200 Multi Family Offices (MFOs) with assets under management of around $500 billon. However unlike Family Offices in US & Europe, much of India’s wealth was created in the last few decades.  India has had its unique set of problems and opportunities during this time and it is against this backdrop that the role of family office started assuming a critical role in family business. The new complexities call for better regulations as well as the need for family offices to be managed by people with strong professional capabilities.

While our inaugural Family Office Summit, held on June 25, 2013, brilliantly set up a forum for exchange of ideas among various Family Offices and Wealth Management practitioners, our 2014 Summit will look to move forward and start addressing more strategic issues ranging from asset allocation, reporting & compliance, risk management, investing beyond borders and building family wealth for the future generations.

We aspire to make Family Office Summit 2014 an insightful and prolific experience for you.

Aditya Gadge
CEO, Association of International Wealth Management of India

Event Schedule

The Second Annual Family Office Summit India 2014 is scheduled on Thursday, June 19th 2014 at Taj Palace Hotel, Delhi. You can find the detailed agenda below:

Click here to view the Mumbai Summit Agenda

Morning Session 4 Hours
  • 09:00 am - Registration and welcome tea and coffee
  • 10:00 am - Welcome Address

    Aditya Gadge, CEO, Association of International Wealth Management of India

  • 10.15 am - Opening Remarks from the Chairperson

    Sandeep Tandon, CEO, Quant Capital

  • 10.45 am - Keynote address

    How new economic trends are shaping up for Indian high net-worth investors

    Confirmed:
    Kirit Parikh, Former Member, Planning Commission, Government of India Chairman, Integrated Research and Action for Development (IRADe), New Delhi

  • 11:30 am - CEO Roundtable

    What is the dream model for an Indian Family Office?

    Confirmed:
    Anurag Seth, Director & Head of Global Wealth Management, Quant Capital
    Jay Jhaveri, Head- Asia, Wealth X
    Tariq Aboobaker, Managing Director, Amicorp Trustees (India)
    Harsh Agarwal, Founder and Member of the Board, AGacquisitions Group.

  • 12:15 pm - Master Class

    Family Office: Aligning Investment Risk & Return Objectives

    Confirmed:
    Anshu Kapoor, Head - Global Wealth Management, Edelweiss Group - Moderator
    Navneet Munot, CIO, SBI Funds Management Private Limited.
    Suchindran VG, CEO, IFMR Investments
    V T Bhardwaj, Managing Director, Sequoia Capital India
    Harsh Agarwal, Founder and Member of the Board, AGacquisitions Group.

  • 01.00 pm - Networking lunch
Afternoon Session 4 Hours
  • 02:00 pm - Master-class

    The architecture of Succession Planning

    Confirmed:
    Udayan Ray, Editor, Outlook Money – Moderator
    Tariq Aboobaker, Managing Director, Amicorp Trustees (India)
    Pranav Sayta
    , Family Business Leader- India, Ernst & Young

  • 03:00 pm

    Investment Opportunities in Catalonia (Spain)

    Confirmed:
    Supriyo Bose, Trade Commissioner, Invest In Catalonia

  • 03:30 pm - Networking and afternoon tea and coffee
  • 04.00 pm - Panel Discussion

    Finding Value in Alternative Investments

    Confirmed:
    Arpita Vinay, SVP- Family Office & Wealth Management, Centrum Wealth Management - Moderator
    Radhika Gupta, Head - Forefront Capital, An Edelweiss Group Company
    Ashutosh Ojha, Head of Risk Management and Quantitative Research, Quant Capital
    Navin Kumar, Executive Director-Fund Raising & Investor Relations – Milestone Capital Advisors Limited
    Rajiv Bairathi, Executive Director- North & National  Head- Capital Transactions Group, Knight Frank
    Rehan Yar Khan, General Partner, Orios Venture Partners

  • 04:55 pm - Closing Remarks & Vote of Thanks from the chairperson and close of the conference

Family Office Summit 2013 Videos

Speakers of the Event

You will find below our panel of world class speakers for the Family Office Summit India 2014.

Aditya Gadge Aditya is the Chief Executive Officer of Association of International Wealth Management of India (AIWMI). AIWMI primarily focuses on broader and strategic role of developing a more robust and forward-looking training infrastructure for private banking and wealth management sector and to promote more active industry involvement and collaboration in training and continuing education matters.

Aditya is also currently a Member- Board of Directors at Association of International Wealth Management (AIWM), Switzerland and a Member- Advisory Board at Family Office Group, USA.

Aditya brings with him 10 years of experience in the Financial Services sector in varied disciplines like Wealth Advisory, Training, HR Consulting, Strategic Planning, Brand Building, PR, Media Planning and Buying. He is passionate about contributing towards the growth of the Indian Financial Services sector. In his last job, he was heading the Marketing & Business Development team at Financial Planning Standards Board India (FPSBI) and played a key role in enhancing the visibility of the CFP brand in the country.

Aditya has done his Masters in Human Resources, Masters in Economics and is a Certified Financial Planner. He is currently pursuing the CIWM® certification. A prolific writer, Aditya has been regularly contributing to various business, financial and education publications. Aditya is also a member of the editorial board of India Wealth Report (Clearview Financial Media) and has recently co-auothered 2 book on Credit Research.

Anurag Seth Anurag Seth is a director and head of global wealth management at quant. He has 14 years of experience in private banking and wealth management businesses.

Prior to joining quant capital, he had a 11-year stint with Standard Chartered Bank as business head of wealth advisory, SCB India, focusing on managing & building the business for high net worth individuals and corporate clients. During his tenure, the bank was awarded the Best Financial Advisor Award (CNBC TV-18) and the best “Structured Product” award by Structured Product Magazine Asia. The total AUM during his tenure hit an all-time high at US$3 billion.

Anurag pursued Management from INSEAD, France and holds PGDBM from Entrepreneurship Development Institute of India, Ahmedabad and bachelor’s degree in Commerce (Honors) from Sri Ram College of Commerce, Delhi University.

Arpita Vinay Arpita Vinay, is a part of the founder member team to set up the Private Wealth Business at Centrum. She leads product management and proposition development for the Private Wealth business. This includes setting up New Business Opportunities, Family Office proposition for High Net Worth Individuals, Inheritance and Succession Planning and Real Estate Advisory Services.

She also runs some large and key customer relationships for the business. She has over a decade of experience in financial services across Private Clients, Wealth Management & Financial Planning Services. As part of her past roles, she has valuable experience in the areas of Banking, Customer Proposition Development, Customer segmentation and analytics , Distribution channel management, Customer experience and Strategic Planning.

Prior to joining Centrum, she was Head – Premier Proposition for HSBC where she was responsible for managing one of the largest premium banking offerings in the country. During her stint with HSBC she played a critical role in repositioning the proposition and delivery as part of the global re-launch of HSBC Premier. She was also responsible for directing sales of wealth management and banking products and was also a successful private client RM herself during her initial years with the Bank. She is an Electrical Engineer and also holds an MBA, Finance (Faculty of Management Studies, Delhi).

She is also a member of the Society of Trust and Estate Practitioners (STEP), a global forum.

Gautami GavankarGautami heads the Estate Planning Division and is engaged in offering succession and estate planning solutions to private clients.

She has over sixteen of experience in law and financial services industry.

Gautami set up Kotak's Estate Planning business and has been with Kotak since 2005. Prior to joining Kotak, Gautami was associated with ICICI Bank for 1 year and was with Kanga & Company, one of the leading and oldest Law Firms.

She is a qualified Solicitor and a member of Bombay Incorporated Law Society and is also a Law Graduate from Mumbai University.

When she is not advising clients, Gautami is engaged in trekking, reading and photography.

Jay Jhaveri is the Head of Business Development for Asia, Wealth-X, the leading provider of qualified prospects and intelligence on ultra high net worth (UHNW) individuals. Wealth-X provides its clients with qualified prospects and intelligence on UHNWIs, along with the privately held-companies they control. Wealth-X works with 8 of the top 10 global private banks, leading educational institutions, not-for-profits and luxury brands.

Prior to joining Wealth-X, Jay was the head of World-Check in Asia. Jay established the World-Check operations and led the sales effort in the region for almost 10 years. Under his watch, the sales from Asia saw sustained growth for more than nine years (thirty-six quarters of continuous growth).

During his time at World-Check, Jay published numerous papers and his views were frequently sought by the press and academics. His articles continue to be referenced even at present. A noted speaker, Jay has addressed conferences in Asia and is considered an expert in the area of risk. World-Check was subsequently acquired by Thomson Reuters.

Before his tenure at World-Check, Jay was a professional banker for more than 12 years, eight of which were in the area of private banking. He has worked with leading European Banks in India, the UK and Singapore.
Jay holds an MBA in Finance and a BBA in Economics.

Former (Founder) Director (Vice Chancellor), Indira Gandhi Institute of Development Research (IGIDR), Mumbai - An Advanced Research Institute. He was honoured with Padma Bushan by the President of India in March 2009. He is a Fellow of the National Academy of Sciences, India. Dr Kirit S. Parikh has a Doctor of Science in Civil Engineering and a Master's Degree in Economics from MIT, USA. He has been a Professor of Economics since 1967. He was the Chairman of the Integrated Energy Policy Committee, Planning Commission. He was a Member of the Economic Advisory Council (EAC) of the Prime Ministers of India, Atal Behari Vajpayee, P.V. Narasimha Rao, Chandra Shekhar, V.P.Singh and Rajiv Gandhi. In the past he had also been a member of the National Committee for Environmental Planning & Co-ordination, the National Committee on Science and Technology and the Fuel Policy Committee.

In 2003 he was made honorary life member of the International Association of Agricultural Economists (on an average given to two persons a year in the world). He had been president of The Indian Econometric Society and Gujarat Economic Association. He is on the governing board of many development research Institutes in India. He has also been Chairman of some of these. He is the Chairman of the Indian National Committee (India NMO Committee) for the India-IIASA (International Institute for Applied Systems Analysis) Programme.

Dr. Parikh had been in the past on the Board of Directors of a number of major industrial firms and financial institutions. Among these are Indian Petro-Chemicals Limited, Life Insurance Corporation, Industrial Development Bank of India and State Bank of India.

In 1978 he was given the "Vikram Sarabhai Award" for Systems Analysis and Management. In 1999 he was given the "Visveswaraya Award" by the Engineers' Foundation in Kolhapur. He is also a recipient of "Nayudamma Award" for contribution to the welfare of mankind through developments in the fields of Economics & Energy in February 2005.

Dr. Parikh had been the editor of "India Development Report" which provides a non-governmental assessment of India's development and policy options.

Dr Parikh has authored, co-authored and edited 29 books in the areas of planning, engineering, water resource management, appropriate technology for housing, optimum requirement for fertilizers, energy systems and policy, national and international food policies, trade policies, general equilibrium modeling, environmental governance and natural resources accounting.

With over 25 years of experience in financial services and related industries, Mr. Kumar has led Milestone’s fund raising & investor relations function since the company’s inception. He has been instrumental in raising both onshore & offshore funds and has set up the strong network of business associates (LPs) across India and offshore. In his previous assignments, he was part of the core team which launched Retail Banking in India for BNP Paribas and was also a key member of the team which set up Deutsche Asset Management business in India. He has also worked with Standard Chartered Bank across functions like Core Banking, Products, Marketing, Sales etc.

Navneet Munot is the Chief Investment officer of SBI Funds Management Private Limited. He is also the Director of SBI Funds (International) Private Ltd. As CIO, Navneet leads one of the largest investment team in India which manages assets of over Rs. 50000 crores across various asset classes.

Navneet has over 18-years experience in financial markets. Before joining SBI MF, he was executive director and Head of Multi Strategies Fund Boutique at Morgan Stanley Investment Management. Prior to joining Morgan Stanley Investment Management, he worked as the Chief Investment Officer (Fixed Income and Hybrid Funds) of Birla Sun Life Asset Management Company Ltd. Navneet had been associated with the financial services business of the Birla group for over 13 years and worked in various areas such as fixed income, equities, foreign exchange and derivatives.

Navneet has done post-graduation in Accountancy and Business Statistics and also a rank holder Chartered Accountant. He is a charter holder of Chartered Financial Analyst Institute, US and Chartered Alternative Analyst Institute, US. He has also done FRM and is charter holder of Global Association of Risk Professional (GARP).

Navneet is an avid reader. His articles on matters related to economy and financial markets have widely been published.

Rajeev BairathiRajeev Bairathi, Executive Director, heads the Capital Transactions Group in Knight Frank India. He has an experience of over 17 years across corporate finance and real estate transactions where he led a large number of successful private equity, debt, M&A and land transactions during his career. He has been involved in foreign investments worth over US$ 1bn. on a cumulative basis in India.

Prior to Knight Frank, Rajeev was a key member of DTZ’ Executive Leadership team in India. At DTZ, he built the Investment Advisory, Valuation and Consulting arm in North India and was instrumental in setting up their pan India land transaction vertical. He holds a B.Tech from IIT Kharagpur and has completed MBA in Finance from SP Jain Institute of Management & Research, Mumbai.

Sandeep TandonSandeep Tandon is the Managing Director & CEO of Quant Capital. Sandeep has consistently demonstrated his leadership qualities in his 18 years of experience in the financial services industry. He deserves credit for pioneering derivatives in India, and being instrumental in successfully setting up an equity derivatives desk at leading brokerage houses in the country.

Before dreaming about quant capital, Sandeep was heading the derivatives team at Kotak Securities (a JV partner of Goldman Sachs in India), and during his four-year stint at the company, Kotak Securities emerged as the market leader in the institutional derivatives segment. He has been instrumental in catapulting REFCO (now MF Global) to become a major derivatives house in the country.

Sandeep’s previous stints include a key role in setting up the equity derivatives desk at ICICI Securities as vice president. He started his career with the Economic Times Research Bureau, a research wing of the leading financial daily of India, The Economic Times.

He later joined IDBI Asset Management (now Principal Asset Management), and was part of the core team that initialized asset management, playing a key role in devising, conceptualizing and marketing one of India’s most successful mutual schemes: IDBI I-NITS 95.

As the CEO of IFMR Investment Adviser Services Private Limited, the fund management and investment advisory arm of IFMR Trust, Suchindran focuses on launching long term debt-funds with an objective to provide investment products and investment advice in asset classes that impact the financially excluded. Suchindran has experience of more than 12 years in capital markets and development finance industry. He has previously worked with Equitas Group, Variman Capital Market Services, Citibank and Cholamandalam Investment. Prior to his current role, he was heading investor relations and business planning at Equitas Holdings Private Limited as well as Treasury, MIS and Risk division at Equitas Micro Finance Private Limited and Equitas Finance Private Limited. Suchindran is a qualified Chartered Accountant, Cost & Management Accountant and Company Secretary.

Supriyo Bose Mr. Suprio Bose has over 14 years of experience in international trade and has worked for multiple companies in Chile, the U.S., Turks and Caicos Islands. Before joining the trade office of the Government of Catalonia, Mr. Bose worked for Prochile of the Government of Chile in India as their Commercial Advisor helping businesses in their commercial introduction in the Indian market. During his 14 year of work tenure he has gained extensive experience in International Trade promotion and has helped many companies to setup their operations both in India and abroad. Through his trade office in Mumbai, Mr. Bose heads Trade Promotion as well as Invest in Catalonia which provides guidelines to Companies and individuals who are exploring business opportunities in the European Union helping them establish their base of operations in and around Barcelona.

Tariq AboobakerTariq Aboobaker is the Managing Director at Amicorp Trustees (India) Pvt. Ltd.  He has over 9 years experience in Private Clients Wealth Structuring, Private Banking, Succession Planning & Trusteeship Services.

Prior to moving to the banking industry, he has spent a considerable amount of his working career in the Telecom Space.

He carries the expertise of setting up new ventures and has been instrumental in setting up Estate Planning Services for various organizations, starting with Centurion Bank (CERMA), HDFC Bank post its acquisition of Centurion Bank and then Warmond Trustees.

He joined Amicorp in December 2011, to set up the Estate Planning vertical for Amicorp India

Tariq fluently speaks multiple languages like English, Hindi, Marathi and Gujarati.

Mr. Udayan Ray has been the editor of Outlook Money, India’s top personal finance magazine since 2009 and was part of the original team that set up the magazine, India’s first magazine of this kind, in 1998.

Besides Outlook Money, Udayan has worked with India’s top business magazines such Businessworld and Business Today in senior positions over the last two decades. Besides holding a Masters degree in Business Economics from the University of Delhi, he is also a Certified Financial Planner (CFP) from the Financial Planning Standards Board of India (FPSB).

Udayan started his career as a Lecturer of Economics in an undergraduate college in the University of Delhi and worked as a researcher in prestigious management and finance research projects with reputed business schools before moving on to journalism.

Executive Vice President—Traded Markets & Investment Research, and member of the Executive Management Committee. Responsible for running the Traded Market SBU (strategic business unit) as a profit center and managing investment products on domestic and global traded markets targeted to investors from domestic and global markets.  Additionally, responsible for understanding the investment ecosystem and creating the strategic opportunity matrix for the AMC across different asset classes including, traded markets, infrastructure, real estate, private equity, unlisted equity, agriculture and debt. His value-oriented research framework transforms data and information into alpha-generating product and fund constructs.

Event Registration

Thought leadership and location means everything!

Do not delay to reserve your prime position. Please call Ms. Neha Kaira  on  +91 8097661200 / +91 8097661201 or email neha@aiwmindia.com to discuss your participation registration and the sponsorship options for your business.

  • The registration fee is non-refundable, non-transferable and cannot be deferred.
  • Payment should be made either online or through Demand Draft/Pay Order in favor of “Association of International Wealth Management of India”, payable at Mumbai.

In case, you would like to pay by a Demand Draft / Pay Order, the details of the same need to be furnished in the form before submission and it must be sent to us within 5 business working days at the following address:

Association of International Wealth Management of India
Regus, Level 9, Platina, Block G, Plot C-59,
Bandra - Kurla Complex, Bandra (East),
Mumbai - 400051
Cell No: +91 - 8097661201

Registration Fee - INR 7865

Our Partners

Our Esteemed Partners for this event

Our partners enjoy unparalleled market exposure that culminates in face-to-face meetings with existing customers and new business prospects. You can choose from the following activities to create a tailored partnership solution that specifically meets each of your market goals and objectives to deliver unrivaled value and return of investment:

Presenting Partner

Quant Capital

Powered By

CIWM

Trust Partner

Amicorp India

Platinum Partner

Sunteck

Gold Partner

SBI MF

Silver Partner

Edelweiss

Knowledge Partners

Partner Brand Partner Brand

Industry Partners

FICCI FICCI FIFA FIAI
AIAI

Exhibitor

Franchise India

Magazine Partners

Outlook Money

Online Media Partners

Partner Brand


Venue

Location that you'll be looking for

Event Location

  • Venue
    Taj Palace Hotel
    Diplomatic Enclave, 2, Sardar Patel Marg, IB Colony, Chanakyapuri, New Delhi, DL 110021
  • Call Us
    +91 - 8097661201
  • Email Us
    neha@aiwmindia.com

Get Directions

Directions

Enter Destination From under Get Directions and Click on Get Directions Button.