About IFOS


AIWMI is delighted to announce the 7th edition of the prestigious Indian Family Office Summit 2019,

Delhi on September 5th and in Mumbai on September 6th, 2019.

Family Offices once the preserve of a select few are becoming increasingly ubiquitous. We see an increase in the number of wealthy individuals globally with age-old concerns around wealth preservation, corporate governance and succession planning remaining. As the term ‘Family Office’ is unregulated in India, its definition varies depending on who is using it. A Family Office is not only expected to look after the wealth of high net worth families but also assist in various other critical functions like family governance, succession planning, concierge, philanthropy, etc.

AIWMI’s Indian Family Office Summit, now in its 7th year has been accredited as a pioneering platform in India for creating unmatched awareness and visibility for this exciting domain of Family Offices.

With over 400 Ultra and High Net-Worth Individuals and Family Office Executives every year, this summit is the country’s largest wealth management & family office event held annually in Mumbai & Delhi. This prestigious conference provides an annual meeting place for the Indian High Net-Worth Families, Single Family Offices, Private Investors and Thought Leaders.

Indian Family Office Benchmarking Survey 2019

This survey is only open to professionals working full time or in advisory capacity with the Indian Single Family Offices and Multi Family Offices. To participate please fill in your details here.


Why Attend?

Gain access to India’s biggest gathering of prominent Family Office Principals, Professionals, Asset & Wealth Managers and Service Providers.

Receive guidance on the unique challenges families of wealth face.

Network, strategize and learn from prominent global leaders, alongside their peers and colleagues.

Why Sponsor?

Meet leading Indian investors and asset managers.

Debut new funds and products.

Profile your brand.

Meet new investors and business partners.

Educate investors and asset managers.

Speakers

Aashu Virmani

Aashu Virmani

EVP, Sales and Marketing

FastINDX.com / Fuzzy Logix

Arjun Nijhawan

Arjun Nijhawan

Director

Nijhawan Group

Ashvini Chopra

Ashvini Chopra

Ashvini Chopra

Bennett Coleman

Dhaval Kapadia

Dhaval Kapadia

Director, Portfolio Specialist

Morningstar India

David Harland

David Harland

Managing Director

FINH

Gaurav Dalmia

Gaurav Dalmia

Chairman

Dalmia Group Holdings

Nikhil Aggarwal

Nikhil Aggarwal

Director

Avon Mold Plast

Rajmohan Krishnan

Rajmohan Krishnan

Principal Founder & Managing Director

Entrust Family Office

Rohit Chanana

Rohit Chanana

Managing Partner

Sarcha Advisors LLP

Sachin Jain

Sachin Jain

President

Bennett University

Sanjeev Agarwal

Sanjeev Agarwal

Founder & CEO

Alpha Quantum Capital Management

Sourabh Singh

Sourabh Singh

Chief Evangelist

Enchante

Sudhakar Rao

Sudhakar Rao

Founder & Managing Director

Gemini Group

Sunaina Kohli

Sunaina Kohli

Investor & Working Partner

Chalk & Chuckles

Sonu Bhasin

Sonu Bhasin

Business Author, Editor-in-Chief

The FAB Magazine

Tariq Aboobaker

Tariq Aboobaker

Managing Director

Amicorp Trustees India

TV Mohandas Pai

TV Mohandas Pai

Co-Founder & Chairman

Aarin Capital

Vibhor Jain

Vibhor Jain

Country Head

JUMO.NOW India


Organizing Committee


Varun Dhingra

Varun Dhingra

CEO

Renous Consulting

Apoorva Vora

Apoorva Vora

Founder & CEO

Finolutions Wealthcare LLP

Agenda



31
Days
24
Hours
60
Minutes
60
Seconds

September 5th 2019

09:00

Registration

10:00

Welcome Remarks

10:15

Fireside Chat: My Family Office Journey

Confirmed:
Gaurav Dalmia, Chairman, Dalmia Family Holdings

Moderator:

Aditya Gadge, Founder & CEO

 

11:00

The DNA of Family Business Success

Confirmed:
Raunq Singh, CEO & Director, Targus
Arjun Nijhawan, Director, Nijhawan Group

Moderator:

Varun Dhingra, CEO, Renous Consulting

11:30

Building Nation Through Education

Confirmed:

Sachin Jain, President, Bennett University

11:45

Why valuations are important for long term investors

Confirmed:

Dhaval Kapadia, Director, Portfolio Specialist, Morningstar India

12:00

The Millennial Inheritors

Confirmed:

Sonu Bhasin, Author (Moderator)

Vibhor Jain, Founder,  Atlanta Healthcare

Sunaina Kohli, Investor & Working Partner, Chalk & Chuckles

Nikhil Aggarwal, Director, Avon Mold Plast

13:00

Lunch

14:00

Scientific Investing – Marrying Performance with Governance

Confirmed:

Aashu Virmani, EVP-Sales & Marketing, Fuzzylogix

14:20

Making Family Business Relationships More Productive

Confirmed:

David Harland, Managing Director, FINH

14:40

Investment Pitch – Alpha Quantum All Weather Growth Fund

Confirmed:

Sanjeev Agarwal, Founder & CEO, Alpha Quantum Capital Management

15:00

Calling the Intrepid

Confirmed:

Sourabh Singh, Chief Evangelist, Enchante

15:15

Tea

15.45

Working with Indian Family Businesses/ Family Offices

Confirmed:

Rohit Chanana, Founder, Sarcha Advisors

16:15

Advising to Family Offices

Confirmed:
Tariq Aboobaker, Managing Director, Amicorp Trustees India

Rajmohan Krishnan, Principal Founder & Managing Director, Entrust Family Office

Ashvini Chopra, Senior Vice President, Bennet Coleman

17:00

End of Conference

31
Days
24
Hours
60
Minutes
60
Seconds

September 6th 2019

13:00

Registration

14:00

Welcome Remarks

14:15

Making Family Business Relationships More Productive

Confirmed:

David Harland, Managing Director, FINH

14:45

Building Nation Through Education

Confirmed:

Sachin Jain, President, Bennett University

15:00

Why valuations are important for long term investors

Confirmed:

Dhaval Kapadia, Director, Portfolio Specialist, Morningstar India

15:30

Tea

16:00

Fireside Chat- My Family Office Journey

Confirmed:

TV Mohandas Pai, Co-Founder & Chairman, Aarin Capital

16.45

Scientific Investing – Marrying Performance with Governance

Confirmed:

Aashu Virmani, EVP-Sales & Marketing, Fuzzylogix

17:00

Fireside Chat: Why I converted My Single Family Office to a Multi Family Office

Confirmed:

Sudhakar Rao, Founding & Managing Director, Gemini Group

17:30

Investment Pitch – Alpha Quantum All Weather Growth Fund

Confirmed:

Sanjeev Agarwal, Founder & CEO, Alpha Quantum Capital Management

17: 50

Advising to Family Offices

Confirmed:
Tariq Aboobaker, Managing Director, Amicorp Trustees India
Shagun Khonsla, Founder & CEO, legacy Investment Managers
Dinesh Vaswani, Founder, Aquitas Capital
Apoorva Vora, Founder & CEO, Finolutions Wealthcare

18:30

Networking Break

19:00

Awards Night- India Wealth Awards 2019

20:30

Cocktail & Dinner

AIWMI reserves the right to amend any part of the Event format, including speakers and agenda

Partners


AIWMI’s 7th Indian Family Office Summit 2019 provides an unmatched opportunity to connect your brand with more than 500 Family Office Representatives, Wealth and Asset management professionals and Service Providers working in the Indian financial services sector.

Aligning your organization’s brand with AIWMI is a smart and effective way to engage relevant audiences and demonstrate expertise and credibility in a neutral environment.

In addition to industry leading conferences and summits, AIWMI builds Strategic Solutions, working with clients to create events from conception to execution based on specific themes, audiences and geographies. We offer a full spectrum of event formats that cater for our client’s engagement and positioning requirements.

Contact: Ms. Foram Sheth to explore your sponsorship options.

Email: events@aiwmindia.com

Mobile: +91-8657487781


Ecosystem Partner

Trustee Partner

Gold Partner

Academic Partner

PMS Partner

Session Partners

Concierge Partner

Industry Partner

Supporting Partners

Certification

Membership


Registration Fee


Delhi - The Imperial

9440


Mumbai - Taj Lands End

11,800