2nd Annual Private Wealth Management Summit

Speakers

Aditya Laroia

Co-head of Sales & Head of Institutional Business, APAC

Saxo Capital Markets

Aditya Laroia joined Saxo in 2012 as Deputy Global Head of Saxo’s Listed and Synthetic businesses and is now co-responsible for all sales & distribution in Asia Pacific for both Private and Institutional clients. Aditya has almost 20 years’ experience in the financial services industry. Prior to joining Saxo, Aditya was an Executive Director in Nomura’s Delta One Group in London and before that, Head of the Electronic Equities Wholesale business for EMEA. He also worked for Lehman Brothers for over 10 years in both London and New York as part of Lehman’s Equities Execution Services Group, Global e-Commerce & Strategic Investment Group and Asset Backed Securities & Finance Group.

Amitabh Chakraborty

Managing Director & Chief Investment Officer

Indarra Capital LLP (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.

Anurag Bhatnagar

CEO & Founder

ShiftAltCap

Anurag Bhatnagar is a CA with 28 years work experience in multiple areas (Finance, Accounts, Treasury, Liabilities, Asset Management, Sales, Distribution, Product Management, start ups), in leadership roles with marquee organisations (AF Ferguson, Citigroup, HDFC, IL&FS, ART, Max Life), and has been instrumental in 4 successful start-ups and 1 turnaround. These experiences have provided a strong sense of the key ingredients that will be critical to the success of a new business. He loves to meet people and reads voraciously to keep himself abreast of developments in technology, finance, law and markets that are likely to create opportunities of the future.

Devang Mehta

Partner

Anthill Ventures

Devang Mehta is a Partner at Anthill Ventures and is responsible for various activities in the Fund's operations including structuring, fund marketing, devising fund strategy, Investments and advising portfolio companies on growth strategies. Before joining, Anthill, Devang has made angel investments in, and acted as a strategic adviser to, numerous startups in the Food Tech, IoT, FinTech, Healthcare and other Technology verticals. Prior to his activities in the investing ecosystem, Devang has more than 2 decades of experience in operational areas at early stage companies in various capacities: Marketing, Corporate Strategy, Sales, Product Management, and Software Development. He has played pivotal roles in commercializing Enterprise products and helping them achieve operational profitability. Devang has degrees in Computer Science and Engineering and an MBA from Carnegie Mellon University's Tepper School of Business with a concentration in Entrepreneurship and Venture Finance. A Certified Toastmaster, he enjoys Chess, Travel, Sports and Economics. Devang regularly blogs and writes on industry developments; and his articles have been covered by publications including Business World, YourStory, TechinAsia and more.

Dr.G.Sathis Kumar

Faculty – Economics and Public Policy

Great Lakes Institute of Management

Dr.G. Sathis Kumar serves as a Faculty at Great Lakes Institute of Management, Chennai. Prior to Great Lakes, he served in couple of state universities and Indian Institute of Technology- Madras (IIT-M), Chennai. He has more than fifteen years of rich academic understanding in economics and research observations on the developmental progress of the Indian economy and society. His subject area of expertise and practice are: Macro Economic Analysis, Business Environment and Entrepreneurship in Emerging Economies, and Application of Artificial Intelligence, Internet of Things, Big Data and Business Analytics for Public Policy Making. He serves in editorial boards of internationally reputed journals including Emerald’s International Journal of Social Economics, Journal of Sustainable Development, American Journal of Rural Development and Journal of International Business Research. As a market researcher, he also conducts financial literacy programmes for the professionals and students. He is also serving as honorary consultant for the non-government organizations working for society and sustainability, specifically new generation early stage start-ups and Community Based Organizations. He has published two books, seven research papers in referred and peer-reviewed national international journals, and seven chapters in different edited books

Girish Narang

CFA Executive Director

Julius Baer Wealth Advisors India

Girish Narang, CFA- is executive director at Julius Baer wealth Advisors India, presently one of the largest foreign wealth management players in India. He advises some UNHW families in the country on their investment matter. Prior to this, Girish was head of Equities at Citi Wealth Advisors for 10 years. He was involved in setting up the equities business end to end including systems, sales strategy and controls. He has been in the business since 1999 and has seen the transformation of the financial services industry to its current state. Throughout this career Girish has advised the ultra-high net on investments with a specific focus on Equities. He holds the CFA and MBA designation

Himanshu Verma

Co-Founder

ShiftAltCap

Himanshu Verma is a CA with 25 years of experience across Audit, Financial Services, IT services, Business Process industry and New Technology businesses. Himanshu has worked with marquee organisations (Tatas, GE, HP, AmEx, UBS, Cognizant), managed global industry leaders (Google, Salesforce, Sanofi, Novartis). In his last role, he was leading a P&L of US $ 400 MM in Life Sciences and Technology digital divisions for Cognizant managing 12,000+ people across 3 continents on the planet. He is himself an angel investor and has identified targets across healthcare and life sciences space and led angel funding rounds with several global HNIs

Kunj B Bansal

Partner & Chief Investment Officer

Acepro Advisors

Mr. Kunj Bansal is Partner & CIO at Acepro, which is a boutique asset mgmt co. He is a senior investment professional with around 25 years of experience in financial market, managing money under different formats such as offshore funds, mutual funds and PMS. Some of his earlier assignments have been with Kotak, Reliance and Centrum. He is an Engineer and a Management Graduate from NMIMS. 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

Madhu Poomalil

Co-Founder

ShiftAltCap

Madhu Poomalil is an alumnus of Harvard Business and Fellow Chartered Accountant (India) with 25+ years of experience in MNC’s in Financial Services and IT Industries. Former MD of D. E. Shaw India and Arcesium India, Past Vice-Chairman of the National Executive Board of AMCHAM, India

M. Emmanuel Boujon

CEO and founder

DAPM

Emmanuel founded DAPM in 2002 with the vision to create the firm that it has become today, fully independent and committed to protecting the interests of its clients. Prior to that, he spent 8 years in Wealth Management, initially at Bankers Trust in Geneva, and then at MIF SA, a Multi Family Office. During that time and for 12 years, he also served as the Private Family Officer for a multi-billion Ultra-High Net Worth individual. While at Bankers Trust and MIF, Emmanuel was the senior business person in charge of IT developments. Emmanuel holds an MBA from Dundee University and a Master in Finance from HEC Lausanne.

Mohit Gang

Co-Founder & CEO

Moneyfront

Mohit Gang has over 13 years of experience in the field of Wealth Management. He holds a management degree with dual specialization in marketing and finance from MDI, Gurgaon. Firm believer in digital revolution ushering in the financial space, Mohit along with his 2 childhood friends started a robo-advisory platform www.moneyfront.in which offers “Direct plans of Mutual Funds” to its clients. The investment platform primarily offers financial advisory services to its clients via a comprehensive portfolio approach using a fully automated and paperless platform. Moneyfront uses a smart algorithm to profile the client and suggests the best Direct Plan suited to the investors’ persona. Moneyfront believes in the philosophy that a ‘Happy client is your best advocate,' hence, as a conscious call, the company offers only Direct plan of mutual fund schemes, which has lower expense ratios as against the regular plans. His work timeline sparkles with soaring deliveries at leading banks – HSBC and Citibank. Mohit led and managed a portfolio of about $2 Bn in assets driving a network of over 240 Relationship Managers at HSBC. While at Citibank, he took ownership of an annual target of $ 9 million revenues handling multiple assets like Mutual Funds, PMS, Alternates, Bonds etc. Mohit has personally handled HNI & Ultra-HNI portfolios and successfully steered sophisticated investments of his clients during all market cycles. He has also handled large teams of Relationship Managers during his stint at Citi, and nurtured and instilled a culture of ‘client-first’ amongst his teams. His extensive experience in banking and investments, proved to be resourceful while setting up a one-of-a-kind platform to help individuals get more returns on their investments.

Mohit Ralhan

Managing Partner & CIO

TIW Private Equity

Mr. Mohit Ralhan is the Managing Partner & CIO of TIW Private Equity. Mr. Ralhan specializes in Buyouts, Margin Expansion & Turnaround situations. Prior to TIW, he was and Investment & Operating Professional at Baring Private Equity Partners India Fund II and Fund III. He has served on advisory board of companies in the interest-rate sensitive sectors, Technology, Education, Consumption, Media, Digital Businesses & Manufacturing Consumption. Mr. Ralhan is also mentoring IBF, fund sponsored by the largest content house in India.

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.

Nalin Kumar

Head Investment Banking and Wealth Management

IDBI Capital

Nalin is an accomplished investment banker and investor, with more than two decades of experience across a range of products, structures and is distinguished by his ability to analyse, forecast and make focused investments in objective based portfolios. Nalin consults and designs bespoke wealth management strategies for India’s most consummate high net-worth individuals and family businesses. His strengths include: investing, preserving capital, generating positive returns and planning & advising on wealth transfer to the next generation of high net worth families. Nalin has been Chief Investment Officer at SREI Alternative Investment Manager Limited (SAIML), where he managed Debt, Equity and Mezzanine funds. Prior to supporting SAIML, Nalin was the CEO-Corporate and Investment Bank at First Rand Bank in Mumbai. He previously served as a Managing Director at Rabo Bank. He spent four years at JM Morgan Stanley as an Executive Director and Head of Private Equity and Real Estate Group. This was preceded by his tenure as Vice-President at Merrill Lynch where he worked in Telecom, Energy, Media and Infrastructure verticals. Nalin started his career as an Associate with JP Morgan where he worked for seven years in their New York, Singapore and Hong Kong offices. Nalin has received an M.B.A in Finance and Marketing from Indian Institute of Management (IIM), Kolkata, and Honors in Chemical Engineering from Indian Institute of Technology (IIT), Kharagpur. He has completed global programs with HSBC and JPMorgan Chase in Banking and Corporate Finance, at the top of his class. He is regularly featured as a source of expert commentary to international news, business publications and broadcast media such as Bloomberg, CNBC TV-18, and NDTV. Nalin is also an encouraging angel investor and is passionate about mentoring start-ups and has supported ideas in the space of fin-tech, education, renewable energy, personal grooming, wealth management and agricultural innovations. He has also been invited to speak and mentor on topics such as mergers and acquisition, real estate, valuations, corporate finance, entrepreneurship and innovation at various established institutions/organisations such as IITs, IIMs, BSE, CRISIL, HULT Business School, NorthEastern Education, UCLA and UC Berkley.

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.

Puneet K Singhania

Chief Executive Officer

iRage Master Trust Investment Managers LLP

Director

Master Trust Group

Puneet has rich experience in financial markets spanning across various asset classes in different roles. He has worked in the past with ING Asset Management in the Fund Management Team (Equity Research) and has managed the proprietary trading desk. He spears heads the Asset Management business for iRage Master Trust Investment Managers LLP as CEO. He is also looking after the strategic initiatives of Master Trust group as Director. He did his B.Com, MBA – NMIMS, CFA®

Pranab Uniyal

Director

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"

 

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.

Raghuvir Mukherji

Chief Risk Officer

IIFL Investment Managers

Raghuvir Mukherji is Chief Risk Officer of IIFL Wealth and Asset Management. He is responsible for enterprise risk management across all the businesses of IIFL Wealth and its subsidiaries, covering Mutual fund, Alternative assets, Lending, Advisory and Distribution. He has around 16 years of experience spanning various organizations; he has worked in the capital markets /securities services arena with Citibank, HSBC and JP Morgan, and in functional consulting with Infosys Technologies. He has also worked briefly with an equity research start-up. In his last role, he was working as Chief Risk Officer of Reliance Nippon Life Asset Management Ltd, responsible for risks across its Mutual Fund, Portfolio Management Services, AIF and Pension Fund businesses. Prior to that he was Vice President, Risk Policy and Analytics with HSBC covering such things as the wholesale lending policies of the Bank and the agenda for the Risk Management Committee.

Raghuvir is an alumnus of St. Xavier’s College Kolkata, a Chartered Accountant and Certified Financial Risk Manager (FRM) accredited by the Global Association of Risk Professionals, USA

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.

Ranjna Khanna

Director

Impact Investors Council

Ranjna is currently leading the Impact Investors council in the capacity of Director, IIC. She joined IIC in May 2016 to witness the impact investing revolution in the country. Prior to Impact Investing, she has over 13 years of experience in the Corporate Banking domain across Client Origination, due diligence, risk approvals and portfolio management. She has worked with HSBC as Head of Risk Analysis Unit for North & East India and as a risk approver for Mid and Large Corporate. She has also worked earlier with Standard Chartered Bank in the Client Origination and management profile and with Axis Bank as a sector analyst for Sugar, Hotels and NBFC Sectors. Ranjna is a management graduate from Management Development Institute (MDI).

Sameer Mehta (SAM)

Director

The Atlas Family Office and Dr. Mehta's Hospitals

Mr Mehta is the Director and Chief Investment Officer of the Atlas Family Office and Director and Chief Executive Officer of Dr Mehta’s Hospitals (Leader in Clinical Outcomes and India’s Oldest Private Hospital). Sam is the co-founder of a number of entities, including India Home Health Care, Health Sensei and Brush Tale Studios, and participates on various national healthcare and investment advisory committees. He serves on the boards of the Arya Fund, Proklean Technologies (chemicals), CloudCherry (technology), the Chennai Angels (angel investments) and Dr. Mehta’s (healthcare and real estate). 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, food, 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 is a regular speaker at international conferences and symposiums (including IFC, Super Returns, the Family Office Forum, GSF, VC Circle, IIT, TIE Legal Era, EMPEA, et al) on family business succession, human behavior, healthcare, clean-tech, wealth and investment management across multiple continents. Mr Mehta is the co-creator of the Values Game and the Energy Game. He is a member of IoD, TiE and EO. 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. Mr Mehta has been recognized as one of the Top Investors of India and Most Impactful Leaders in Healthcare. Mr Mehta was recently awarded the Hero of India and Good Samaritan Awards for his services to the Community. Mr Mehta is married and is outnumbered with twin daughters and a cat.

Saurabh Rathi

Head – Credit & Asset Management Real Estate Business

Motilal Oswal Real Estate Private Equity

Saurabh heads the Credit & Asset Management vertical at Motilal Oswal Real Estate Private Equity . He has over 10 years of experience in real estate, business strategy and corporate finance. In his past assignment, he served as the Executive Assistant to Head – Finance and Strategies with a leading listed real estate developer. He is an MBA from Jamnalal Bajaj Institute of Management Studies, Mumbai and has completed his B.E. (Electrical & Electronics) from Birla Institute of Technology and Science, Pilani.

Somnath Mukherjee

Managing Partner & Head of Products, Investment Strategy, Advisory and International Business

ASK Wealth Advisors

Mr. Mukherjee runs the investment product and advisory teams for the firm. Developing appropriate products and advising clients on portfolio construction solutions. He is also responsible for running the International Wealth Management business for the firm, bringing the India opportunity to NRI investors. He spent over 15 years with Standard Charted Bank in various roles in wealth management and private banking, across India and Singapore(covering Asia). He also had a 1 year stint with IIFL heading its investment advisory business. Mr. Mukherjee has a PDGM from IIM Calcutta and undergraduate degree from the university of Delhi. He holds a CFA and FRM charters, from CFA institute and Global Association of Risk Professionals