About FOSI

AIWMI is delighted to announce the 6th edition of the prestigious Family Office Summit India 2018, scheduled in Mumbai on August 31st & in Delhi on September 03rd.

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.

Globally, wealth is increasing, and the need to retain and build on that wealth remains paramount. For numerous reasons, the big wealth managers and private banks have lost ground and credibility: the Family Office is on the rise. The USA is no longer the prime reserve of the Family Office. There has been a substantial increase in the number of European based FOs, although numbers still seem to be more an estimate than hard fact.

The timing of when you decide to establish a Family Office may depend on a range of factors, some purely financial, some social and some exclusively family orientated. From the very beginning of the concept, it is advantageous to seek informed, professional advice to minimise the likelihood of mistakes.

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.

Indian Family Office Benchmarking Survey 2018

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.


FOSI 2018 Speakers


A. Velumani

A. Velumani

Creator & MD

Thyrocare

Abhijeet Pai

Abhijeet Pai

President

Puzzolana

Alan Duncan

Alan Duncan

Co-Founder & Executive Director

Private Wealth Network (PWN)

Aniket Bharadia

Aniket Bharadia

Compliance Officer

Wallfort Financial Services Ltd

Anirudh A Damani

Anirudh A Damani

Managing Partner

Artha Venture Fund

Anjali Bansal

Anjali Bansal

Founder

Avaana Growth Capital

Anurag Batra

Anurag Batra

Chairman & Editor in Chief

BW Businessworld

Anurag Bhatnagar

Anurag Bhatnagar

Co-Founder

ShiftAltCap

Anurag Seth

Anurag Seth

Director and Head- Global Wealth Management

Quant

Apurva Damani

Apurva Damani

Director

Artha India Ventures

Arihant Patni

Arihant Patni

Managing Director

Ideaspring Capital

Ashvini Chopra

Ashvini Chopra

Senior Vice President

Bennett Coleman

Atul Nishar

Atul Nishar

Founder & Chairman

Hexaware Technologies

Cyril Shroff

Cyril Shroff

Managing Partner

Cyril Amarchand Mangaldas

George Mitra

George Mitra

MD & CEO

Avendus Wealth Management

Himanshu Kohli

Himanshu Kohli

Co-Founder

Client Associates

Himanshu Verma

Himanshu Verma

Co-Founder

ShiftAltCap

Jyoti Bhadkamkar

Jyoti Bhadkamkar

Director

SME Logistics Pvt Ltd. (sister concern of ATC Global Logistics Pvt Ltd)

Kanika Tekriwal

Kanika Tekriwal

Founder

Jet Set Go

Karan Mohla

Karan Mohla

Partner & Executive Director

IDG Ventures India

Karthik Prabhakar

Karthik Prabhakar

Executive Director

IDG Ventures India

Mamta Lodha

Mamta Lodha

M B Sugars & Pharmaceuticals Ltd.

Manish Makharia

Manish Makharia

Head- AIF

SBI Funds Management Private Limited

Mishti Bose

Mishti Bose

Group CEO

Quintessentially Lifestyle

Mita Dixit

Mita Dixit

Co-founder and Director

Equations Advisors Pvt. Ltd

Prasad Kumar

Prasad Kumar

Founder

Human Endeavour

Rajmohan Krishnan

Rajmohan Krishnan

Principal Founder

Entrust Family Office

Ravi Soni

Ravi Soni

Co-founder

Obbserv & Family Member, Soni Marbles Group

Rishabh Shroff

Rishabh Shroff

Partner

Cyril Amarchand Mangaldas

Sandeep Jethwani

Sandeep Jethwani

Managing Partner & Head- Advisory Group

IIFL Wealth

Sandeep Tandon

Sandeep Tandon

Founder & Global Strategist

Quant

Sanjay Mehta

Sanjay Mehta

Private Investor

Sanjay Rastogi

Sanjay Rastogi

Co-Founder

ShiftAltCap

Sapna Keswani

Sapna Keswani

Vice President- Membership & Marketing

The Indus Club

Shailesh Haribhakti

Shailesh Haribhakti

Chairman

Haribhakti & Co. LLP

Shan Chopra

Shan Chopra

Managing Partner

The Chopras Group

Siddharth Ladsariya

Siddharth Ladsariya

Director

Everest Flavours Ltd

Sonu Bhasin

Sonu Bhasin

Business Author, Editor-in-Chief

The FAB Magazine

Sumit Dhanuka

Sumit Dhanuka

Founder and Managing Partner

Precog Innovation Partners

Tariq Aboobaker

Tariq Aboobaker

Managing Director

Amicorp India

Agenda




00
Days
00
Hours
00
Minutes
00
Seconds

08: 00

Registration

09: 00

Welcome Address

Confirmed:
Aditya Gadge , Founder & CEO, AIWMI

09:15

Opening Address

Confirmed:

Sandeep Tandon, Founder & Global Strategist,Quant

09.30

Keynote Session: Trends among Global Family Offices: Country in Focus – Australia

Confirmed:

Alan Duncan, Founder, Private Wealth Network (Australia)

10:15

Sustaining Family & Business Governance

Confirmed:
Prasad Kumar, Founder, Human Endeavour
A. Velumani, Promoter, Chairman, Managing Director and Chief Executive Officer, Thyrocare
Cyril Shroff, Managing Partner, Cyril Amarchand Mangaldas
Shailesh Haribhakti, Chairman, Haribhakti & Co. LLP

11:15

Tea

11.45

Keynote Session: Fireside Chat – My Family Office Journey

Confirmed:
Shrija Agrawal, National Deals Editor, Mint (Moderator)
Atul Nishar, Founder & Chairman, Hexaware

12:15

Inside Perspectives from the Next Generation Business Leaders

Confirmed:
Sandeep Jethwani, Managing Partner & Head- Advisory Group, IIFL Wealth (Moderator)
Anirudh Damani, Managing Partner, Artha Venture Fund
Siddharth Ladsariya, Director, Everest Flavours Ltd
Aniket Bharadia, Compliance Officer, Wallfort Financial Services Ltd
Abhijeet Pai, President, Puzzolana

13:00

Lunch

14:00

How Indian Family Offices are redefining the startup ecosystem

Confirmed:
Karthik Prabhakar, Executive Director, IDG Ventures India (Moderator)
Arihant Patni, Managing Director, Ideaspring Capital
Sanjay Mehta, Private Investor
Anjali Bansal, Founder, Avaana Capital

14:45

Investment Master Class I: Special Situations – an Investment Opportunity for Patient Capital

Confirmed:
Manish Makharia, Head – AIF, SBI Funds Management Private Limited

15:00

Investment Master Class II: Opportunities in disruption – Excitement and Beyond

Confirmed:
Anurag Bhatnagar, Co-Founder, ShiftAltCap
Himanshu Verma, Co-Founder, ShiftAltCap

15:15

Luxury Trends

Confirmed :
Aditya Gadge, Founder & CEO, AIWMI (Moderator)
Kanika Tekriwal, Founder, Jet Set Go
Mishti Bose, Group CEO, Quintessentially Lifestyle
Sapna Keswani, Vice President- Membership & Marketing, The Indus Club

15:45

Tea

16:15

Leading a Family Business: Women’s Perspective

Confirmed:
Mita Dixit, Co-founder and Director of Equations Advisors Pvt. Ltd (Moderator)
Mamta Lodha, M.B. Sugar & Pharmaceuticals
Apurva Damani, Director, Artha India Ventures
Jyoti Bhadkamkar, Director, SME Logistics Pvt Ltd. (sister concern of ATC Global Logistics Pvt Ltd)

17:00

Closing Session

Confirmed:

Anurag Batra, Chairman & Editor in Chief, BW Businessworld

17:30

End of Summit


00
Days
00
Hours
00
Minutes
00
Seconds
08:00

Registration

09:00

Welcome Address

Confirmed:
Aditya Gadge, Founder & CEO, AIWMI

09:15

Launch of Family Office Benchmarking Report

Confirmed:
Sandeep Tandon, Founder & Global Strategist, Quant
Aditya Gadge, Founder & CEO, AIWMI

09.30

Keynote Session: Trends among Global Family Offices:Country in Focus – Australia

Confirmed:

Alan Duncan, Founder, Private Wealth Network (Australia)

10:15

Setting up a Family Office- Dos & Donts

Confirmed:
Aditya Gadge, Founder & CEO, AIWMI (Moderator)
Rajmohan Krishnan, Principal Founder, Entrust Family Office
Tariq Aboobaker, Managing Director, Amicorp India
Himanshu Kohli, Founder Partner, Client Associates
George Mitra, MD & CEO, Avendus Wealth Management

11:00

Families Across Generations: Bridging The Gap

Confirmed:
Sonu Bhasin, Business Author, Editor-in-Chief, The FAB Magazine
Rishabh Shroff, Partner, Cyril Amarchand Mangaldas
Ravi Soni, Co-founder, Obbserv & Family Member, Soni Marbles Group
Shan Chopra, Managing Partner, The Chopras Group

11:45

Networking Break

12:00

Investment Master Class I: Special Situations – an Investment Opportunity for Patient Capital

Confirmed:
Manish Makharia, Head – AIF, SBI Funds Management Private Limited

12:15

How Indian Family Offices are redefining the startup ecosystem

Confirmed:
Karan Mohla, Partner & Executive Director, IDG Ventures India (Moderator)
Anurag Seth, Director and Head- Global Wealth Management, Quant
Anirudh Damani, Managing Partner,Artha Venture Fund
Sumit Dhanuka, Founder & Managing Partner, Precog Innovation Partners

13:00

Lunch

14:00

Investment Master Class II: Opportunities in disruption – Excitement and Beyond

Confirmed:
Sanjay Rastogi, Co-Founder, ShiftAltCap
Anurag Bhatnagar, Co-Founder, ShiftAltCap

14:15

Sustaining Family & Business Governance

Confirmed:
Ashvini Chopra, Senior Vice President, Bennett Coleman

 

15:00

End of Summit

Partners


AIWMI's 6th annual Family Office Summit India 2018 provides an unmatched opportunity to connect your brand with the Indian Family Office and Wealth Management community.

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.

To partner or exhibit, please contact:

Ms. Archana Javgal

Email: archana@aiwmindia.com

Mobile: +91-8450913481


Presenting Partner

Gold Partner

Luxury Mobility Partner

Trustee Partner

Silver Partners

Media Partners