2nd Annual Private Wealth Management Summit

Speakers

Amitabh Chakraborty

Managing Director & Chief Investment Officer

Indarra Capital LLPĀ (Advisor to Kitara Capital)

Amitabh is responsible for the firm’s investments across geographies. Kitara Capital is backed by large family offices, primarily from the Middle East, including in Oman and UAE and is managing ~USD175mn in equities in both private and public markets in India and Middle East. Amitabh has over 30 years of work experience, including over 23 years in the financial services industry. Prior to joining Kitara Capital, Amitabh was the President (Equity) in Religare. In the past, he has worked in Brics Securities as the Equity Business Head; Kotak Securities as the head of Private Client Research; IDBI Capital Markets as the head of institutional equity business; Cazenove & Co, London, as the Director and Head of Research for India operations; A.F. Ferguson & Co as a Management Consultant; and in Gas Authority of India. An Electronics and Telecommunications Engineer from Jadavpur University, Kolkata, Amitabh received his MBA from the Indian Institute of Management (IIM). In addition, he has received certification and membership as a Financial Risk Manager from Global Association of Risk Professionals (GARP), USA and as a Chartered Financial Analyst from the CFA Institute, USA, besides being awarded the CFA charter from ICFAI, Hyderabad, India. He was course coordinator for capital market for FT-IGNOU joint curriculum, besides being the founder member of the Indian chapter of the CFA Institute, USA. Amitabh pursues hobby including reading history, travelogues and biographies. In his free time, he likes to share knowledge being guest faculty in business schools.

Kunj Bansal

Chief Investment Officer/ ED

Centrum

A senior investment professional with over 20 years in Financial Markets, Kunj is currently the Executive Director and Chief Investment Officer of Centrum. In the past 20 years, he has worked with the biggest and the best names in finance, including Kotak and Reliance. He started his career with UTI Mutual Fund, the biggest mutual fund in India at the time. Before his stint with Centrum he was the Head of India operations of the South African financial services firm Sanlam. He has been through multiple cycles in the market and has managed money in different bull and bear phases of the financial market and understands the mindset of market participants well. This exposure has given him a deep understanding of equity markets and the need for sober judgement during market excesses, both on the upside and downside. He understands that the irrationality of the market gets corrected in time to bring valuations in line with fundamentals. Kunj Bansal has managed money under multiple investment formats including international/ offshore funds, mutual funds and PMS (Portfolio Management Services/ Client Funds). He is an Engineer and a Management Graduate. He writes for various magazines and Newspapers and his valued opinion is sought by news channels. He also speaks at seminars and conferences and lectures at management Colleges. He has travelled extensively in India and abroad and plays golf and squash.

Munish Randev

Chief Investment Officer

Waterfield Advisors Private Limited

Munish is the CIO for Waterfield Advisors, India’s foremost Multi Family Office firm. He oversees the Family investment strategy for India’s leading families and corporate treasuries.

Munish has over 22 years of experience in various investment functions like Family Office & investment advisory, product management, broking, asset management, etc.

Prior to joining Waterfield, he worked with Avendus Wealth as the Head of Investment Advisory & Product. His earlier stints were with the Fidelity Funds group (Head- NRI & Institutional Businesses and Product Proposition) & ABN AMRO Bank (Business Head- Investment Services for India).

Munish holds a post graduate degree in Management (Finance) and is a graduate in Economics & Mathematics.

Navneet Munot

Chief Investment Officer

SBI Mutual Fund

Navneet Munot joined SBI Funds Management as Chief Investment Officer in December 2008. He has over 24 years of rich experience in Financial Markets. In his role, Navneet is responsible for overseeing investments worth over USD 30 billion across various asset classes in mutual fund and segregated accounts. In his previous assignment, he was the Executive Director & Head – multi –strategy boutique with Morgan Stanley Investment Management. Prior to joining Morgan Stanley Investment Management, he has worked as Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund and worked in various areas such as fixed income, equities and foreign exchange. Navneet is on the board of Indian association of Investment Professional (India society of CFA charter holders with over 2000 members). His articles on matters related to financial markets have widely been published. Navneet is a postgraduate in Accountancy and Business Statistics and a qualified Chartered Accountant. He is also a Charter Holder of the CFA Institute and CAIA Institute. He has also done FRM.

Nishant Agarwal

Managing Partner and Head- Family Office

ASK Wealth Advisors Pvt Ltd

An investment professional with more than 17 years of rich experience in Consulting Research, Client Relationship Management and Product & Advisory roles, Mr. Agarwal currently heads the Multi-Family Office practice at ASK Wealth. He works closely with all large and UHNI client families on Portfolio Strategy, Construction and Monitoring, Wealth and Succession Planning, and acts as a bridge between clients and their financial service providers. As key member of the ASK Leadership team he is part of the ASK Investment Committee where his responsibilities include overlooking investment strategy, asset allocation and manager selection. Mr. Agarwal is a graduate from IIT Kharagpur and holds an MBA degree in Finance from MDI Gurgaon

Niraj Didwania

Head Corporate Development & Investor Relations

HCG

Niraj Didwania heads the corporate development and investor relations function at HCG and was part of the team responsible in successfully taking the company public in the Company's IPO last year. Prior to joining HCG, Niraj was working as an investment banker in Kotak Investment Bank. Niraj, with combined experience over 12 yrs specializes in venture capital, private equity and cross-border Mergers and Acquisition transactions and has worked in Kotak, ING, UBS investment banks in New York and Mumbai. Niraj has management degrees in Finance and Marketing and has successfully closed deals in finance, consumer, IT and healthcare industries. Niraj has participated in Investor Conferences in Mumbai, Singapore, London and manages domestic and foreign institutional investors of HCG. As part of Corporate Development, Niraj is responsible for leading and managing new initiatives including domestic and international Joint ventures, partnerships and associations as well as investments in new ventures and start-ups.

Nitai Utkarsh

Lead - Investment Strategy

Hero MotoCorp Ltd.

A Financial Services professional with deep expertise in Family Office and the Investment Advisory space, Nitai leads the Investment Strategy and the Chairman’s Family Office for Hero MotoCorp Ltd. One of the first set of professionals to have worked on Family Offices in India, Nitai started his journey with developing and executing the concept of Family Office for probably the first commercial launch of such services in the country. As part of the Family Office offering, Nitai has founded and managed an exclusive team of portfolio analytics specialists, set up teams, policies, and processes for a pioneering boutique Multi Family Office firm and subsequently for two large, diverse, and global Single Family Offices. Nitai holds a degree in Engineering from the Indian Institute of Technology and an MBA from the Indian Institute of Management. His interests and expertise lie in dealing with complex structural issues related to global wealth preservation and transmission and in implementing portfolio risk-reward optimization techniques.

Pranab Uniyal

Vice President - Products

Ambit Capital Pvt Ltd.

Pranab heads the products and advisory functions at Ambit Capital Private Wealth. He is a private banking veteran and has worked with HSBC and Standard Chartered private banks. He was also a part of India's first multi family office - Altamount Capital. Pranab is an alumnus of IIT Madras and IIM Calcutta. He has recently co-authored a book - "Coffee Can Investing - The low risk road to Stupendous Wealth"

 

Prateek Pant

Co-Founder & Head of Products & Solutions

Sanctum Wealth Management Private Limited

Prateek Pant is the Head of Products and Solutions at Sanctum Wealth Management and is part of the Founding Team. Prateek oversees the delivery of client solutions for Sanctum Wealth Management in India which includes investments, wealth planning and real estate services through a team of 20 staff. Prateek brings with him over 20 years of experience in Banking and Financial Services in India and the Middle East. Prior to Sanctum Wealth Management he worked with RBS Group, Franklin Templeton, Bank of America, ABN Amro Bank, HSBC and Commercial Bank of Qatar in the domains of branch banking, credit cards and wealth management. Prateek has a Bachelor's degree in Engineering, with a specialisation in Chemical Engineering, from the University of Mumbai. He has also obtained an MMS degree from the Jamnalal Bajaj Institute of Management Studies, with a specialisation in Finance.

Rahul Jain

Head Personal Wealth Advisory

Edelweiss Wealth Management

Rahul Jain heads Personal Wealth Advisory at Edelweiss. He started his journey with Edelweiss in 2008 as a Zonal Business Head and has since then grown to multiple levels to building and heading a business unit. Rahul was instrumental in integrating the two businesses - Edelweiss Financial Advisor and Client Advisory Services into Edelweiss Personal Wealth Advisory. A firm believer of customer centricity he has been credited for evolving a Retail Advisory business into a full-fledged Wealth Management business. An innovator at the core, he explored products like Mutual Fund, Insurance, Real Estate, Currency, ESOP funding, structured products, Bonds etc. and has enabled the business to offer multi-asset value proposition to customers. Rahul is a Post Graduate in Business Administration from IMT Ghaziabad with Finance specialization. Prior to working for Edelweiss Rahul was Heading the Retail broking division of ABN AMRO – India, and ICICI Bank as Regional Product Manager – Broking.

Rajendra Kalur, CFA CFP

Director & Chief Executive Officer

TrustPlutus Wealth Managers (India) Private Limited

Rajendra Kalur is the Founder Director & CEO of TrustPlutus Wealth Managers (India) Private Limited and TrustPlutus Family Office & Investment Advisers (India) Private Limited, has over 21 years of experience in the Financial Services domain comprising Asset Management, Investment Banking, Wealth Management and Insurance. Rajendra has worked across the value chain and has proven expertise in nurturing nascent businesses and transforming business models. Prior to heading TrustPlutus, Rajendra has worked with RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch and General Insurance Corporation of India in various capacities. Rajendra is an MBA from Cranfield School of Management, UK and holds a post Graduate Diploma in Marketing from Chartered Institute of Marketing, UK. Rajendra is also a Chartered Financial Analyst, from CFA Institute, US and a CERTIFIED FINANCIAL PLANNER from FPSB, India Rajendra is a public speaker, an occasional blogger and newspaper columnist.

Rajendra is also a long-distance Runner and Cyclist.

Sam Mehta

Director

The Atlas Family Office and Dr. Mehta's Hospitals

Mr Mehta is the Director of Atlas Venturez (family offices) and Director of Dr Mehta’s Hospitals (leading 75+ year old healthcare provider and educator in South India). Sam is the founder of Mehta Children’s Hospitals, Atlas Advisory (enterprise accelerator), Everonn Medical Education (Health Education JV), India Home Health Care and participates on various national healthcare and education committees. Mr Mehta brings over 2 decades of enterprise leadership, multi-national operating, project management, governance, strategic consulting, investment management and entrepreneurial experience within leading organizations like McKinsey & Company, Shell and Fortune 10 and Family Business companies across multiple sectors (healthcare, education, energy, chemicals, technology and retail) across Asia, Europe, Latin and North America. He was a former venture advisor with TVS Capital and election observer with the OSCE/UN. Mr Mehta has an MBA from the Kellogg School of Management, a Masters in Manufacturing Engineering Management and Masters in Chemical Engineering. Mr Mehta is a Chartered Chemical Engineer (CEng) with the Institute of Chemical Engineers, a Professional European Engineer (EUR ING) with FEANI, a Chartered Scientist (CSci) with the Science Council, a Chartered Environmentalist (CEnv) with the Society for the Environment and a Sainsbury Management Fellow (SMF) with the Royal Academy of Engineering, UK. He is a TIE Charter Member and on the Executive Committee of the Chennai Angels.