2nd Annual Private Wealth Management Summit
Date : Jul 18, 2018 - Jul 19, 2018
Opening Hours : 8.00am to 5.15pm
Venue : Holiday Inn Mumbai International Airport
Location Address : Near Sakinaka Metro Station, Andheri Kurla Road, Andheri East, Mumbai, Maharashtra 400072
Country : India
Organizer : Inventicon Business Intelligence Pvt. Ltd.
Show URL : www.privatewealthindia.com
Number of exhibitors :
Major Exhibits :

Key Topics of Discussion
The Macroeconomic Outlook and its implications on Asset returns/Asset allocation
Investment strategies and trends in offshore investment
Equity markets and selecting the right needs for family office
Portfolio diversification and reading the minds of the wealth owners
Insurance products, cyber threat and philanthropy
Closer to election year – impact of politics on investments

Introduction :

2nd Annual Private Wealth Management Summit

Given the nascent stage of the market and a regulatory environment that is significantly different from elsewhere in the world, private wealth management businesses need to consider building trustworthy brand coupled with innovative use of technology and focus on transparency and compliance, while targeting customers with segment focused products.

High net worth individuals are faced with an array of complexities surrounding numerous disciplines that make the families financial life. Family office and wealth management executives must be able to provide innovative and comprehensive financial strategies to preserve and strengthen their family’s wealth and ensure all family goals are met. The Private Wealth Management Summit will highlight direct investing, impact investing, regulatory and operational aspects, tax policies, legal structures and technological challenges wealth management companies and family offices face in the current economic scenario. The summit is primarily for private banks, family offices, wealth management companies, asset managers, financial advisories and institutional investors.

Keywords :
Title Mr. Name Damodar Pai
Telephone 8097586621 Fax
E-mail damodar.pai@inventicon.in
City/State Mumbai - Maharashtra Country India