Wealth Management| Private Banking| Financial Planning| Indian Wealth Management Industry
1. What is the Future Business Model in Wealth Management & Private Banking– What Investment Patterns are being Witnessed? Is it a Cohesive Model between Banks, AMC, Broking Firms & Online Fintech Platform?
2. How are Millennials Investing in India? – Transforming Business Strategy to working in alignment with the customer needs and expectations and remain relevant.
3. In the midst of digital disruption. How to Optimize the Use of Technology & What kind of Platform we need to have for Indian Wealth Management Clients?
How to Build Financial Products From The Ground Up To Solve Key Customer Issues & Changing needs of the modern investor.
MFs most are the most preferred asset class for Indian Investors be it Retail or HNI – How do we look at PMS & AIF as investment products going forward?
Panelists
1. Feroze Azeez, Deputy CEO, Private Wealth Management, Anand Rathi
2. Maneesh Ajmani, Head Preferred Banking, Investment Services & Bancassurance, RBL Bank (Moderator)
3. Raghuveer Sampath, Head – Wealth management, Banking Products & Client Segments, Citi Bank
4.Nimish Shah, Head – Investments BNP Paribas Wealth Management
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