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The dialogue of this year’s conference stressed the need for a re-examination of wealth management services
The prevalence of high economic growth, dwindling interest rates, rapid technological advances, and suave globalisation across the world has offered India its slice of prosperity that can be witnessed by rapid growth in HNIs, a scaling up of business models, and the emergence of wealth tech platforms.
In the backdrop of this, the CFA Society India held its 7th edition of the India Wealth Management Conference on August 9. This conference, over the years, has proven to be a lucrative convening of influential wealth management exponents that examines trends and their impact on the investment industry. The conference also shared its occurrence with the 75th year of CFA Institute.
The dialogue of this year’s conference stressed the need for a re-examination of wealth management services. The conference was attended by a list of eminent speakers & thought leaders who shared their insights on increased disruption of capital flows, rising inflationary pressures, higher interest rates, and the emergence of economic fences across borders.
The speakers at the event included Margaret Franklin, CFA (President & CEO, CFA Institute), Kishor Bagri, CFA (Director, Professional Learning Committee, CFA Society India), Abhishek Loonker, CFA (Principal, GEF Capital Partners & Vice – Chairperson, CFA Society India), Navneet Munot, CFA (MD & CEO, HDFC AMC Ltd., Director, CFA Society India), Larry Swedroe (CRO, Buckingham Wealth Partners), Karan Bhagat (Founder, MD & CEO, IIFL Wealth & Asset Management), Neelkanth Mishra (MD, Credit Suisse), and Ritika Mankar, CFA (Strategist, Global Investment Strategy, BCA Research) among others.
The flow of the day, in addition to credible insights from leading industry practitioners on relevant topics, was also characterized by a conversational trajectory assisted by the moderators Aashish P. Somaiyaa (WhiteOak Capital Mutual Fund), Biharilal Deora, CFA (Abakkus Asset Manager LLP, and Director of CFA Society India), Anil Ghelani, CFA (DSP Mutual Fund and Director of CFA Society India), Rajeev Thakkar (PPFAS Asset Management Private Limited) & Shamit Chokshi, CFA (ICICI Prudential AMC Ltd, Chairperson, Professional Learning Committee, CFA Society India.
The author is CFA; Director, Shelter Venture Fund & Director, CFA Society India