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.

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.

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

08:00

Registration

09:00

Welcome Remarks

09:15

Keynote Session: The DNA of Family Business Success

Inviting:
Puneet Dalmia, Managing Director, Dalmia Bharat
Samina Vaziralli, Executive Vice-Chairperson, Cipla
Anand Burman,Chairman, Dabur

10:00

Designing, Setting Up, and Running a Family Office

10:45

Tea

11:15

Fireside Chat: My Family Office Journey

Inviting:
Analjeet Singh, Founder Chairman Emeritus of Max Group

11:45

Panel Discussion: India’s Most Influential Women in Family Businesses

12:30

First Generation Success Stories & Family Offices

13:00

Lunch

14:00

Investment Pitch Session 1

14:10

Investment Pitch Session 2

14:20

Investment Pitch Session 3

14:45

Building Global Businesses in Partnership with Family Offices

14:30

Spotlight on Co-investment Opportunities for Family Offices

15:30

Technology Platforms for Optimizing Family Offices

16:00

Tea

16:30

Session

17:00

MasterClass: Designing a Family Constitution

Inviting:
Anil Sainani, Founder, BAF Consultants

17:30

MasterClass: Dos & Don’ts of Family Office Advising

18:00

End of Conference

31
Days
24
Hours
60
Minutes
60
Seconds

September 6th 2019

08: 00

Registration

09:00

Welcome Remarks

09:15

Keynote Session: The DNA of Family Business Success

Inviting:
Niranjan Hiranandani, Co-founder & managing Director, Hirnandani Group
Kishore Biyani, Founder & CEO, Future Group
Grandhi Mallikarjuna Rao, Founder & Chairman, GMR Group

10:00

Designing, Setting Up, and Running a Family Office

10:45

Tea

11:15

My Family Office Journey

Inviting:
S D Shibulal, Co-founder, Infosys

11:45

Panel Discussion: India’s Most Influential Women in Family Businesses

Inviting:
Ashni Biyani, Chief Ideator, Future Ideas
Nandini Piramal, Executive Director, Piramal Enterprises
Mansi Kirloskar, Executive Director & CEO, Kirloskar Systems

12:30

First Generation Success Stories & Family Offices

13:00

Lunch

14:00

Investment Pitch Session 1

14:10

Investment Pitch Session 2

14:20

Investment Pitch Session 3

14:30

Spotlight on Co-investment Opportunities for Family Offices

14:45

Building Global Businesses in Partnership with Family Offices

15:30

Technology Platforms for Optimizing Family Offices

16:00

Tea

16:30

Philanthropy: Collaboration for Impact, Sharing Values and Generating Returns

Inviting:
Vidya Shah, CEO, Edelgive Foundation
Ananth Guruswamy, Senior Advisor, Dasra
Zarina Screwvala, Managing Trustee, Swades Foundation

17:00

MasterClass: Designing a Family Constitution

17:15

Master Class: Dos & Donts of Family Office Advising

Confirmed:
Aditya Gadge, Founder & CEO, AIWMI
Nitai Utkarsh, Investment Lead, Munjal Family Office

18:00

End of Conference

17:30

MasterClass: Dos & Don’ts of Family Office Advising

18:00

End of Conference

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. Tahoora Momin to explore your sponsorship options.

Email: events@aiwmindia.com

Mobile: +91-8657487781


Ecosystem Partner

Trustee Partner

Gold Partner

PMS Partner

Industry Partner

Certification

Membership


Registration Fee


Delhi - Shangri La Hotel

Before July 15th

7080

From July 16st - August 15th

9440

From August 16th to September 5th

11800


Mumbai - Taj Lands End

Before July 15th

7080

From July 16st - August 15th

9440

From August 16th to September 6th

11800