Eligibility Criteria


Private Banking Team

Open to private banking teams of banks offering bespoke private client investment management services alongside wider financial planning services

Wealth Management Company

Open to full service wealth managers (with more than 50 employees) offering bespoke private client investment management services alongside wider financial planning services.

Boutique Wealth Management Company

Open to full service wealth managers (less than 50 employees) offering bespoke private client investment management services alongside wider financial planning services.

Private Client Law Firm

Open to law firms offering consulting services to private clients on wealth management and succession planning related issues.

Multi- Family Office

Open to multi-family offices and single family offices who in addition to the principal family are also advising a few other families.

Custodian

Open to organizations offering custodial services to HNW individuals and families.

Trustee

Open to independent trust companies which are acting as a fiduciary, agent, or trustee on behalf of a person or business for the purpose of administration, management, and the eventual transfer of assets to a beneficial party

Discount Broking Companies

Open to broking companies that offer equity transactions without any broking charges / that offer direct plans of mutual (or managed) funds to all the investors irrespective of investors’ portfolio size or net-worth, or any other bias

Private Client Accounting Firm

Open to accounting firms offering consulting services to private clients on wealth management and succession planning related issues.

Marketing Campaign

Open to Private Banks and Wealth Management Companies

Outstanding Initiative

Open to Private Banks and Wealth Management Companies

Wealth Management App

Open to Private Banks and Wealth Management Companies

Wealth Management Technology Platform

Open to Fintech companies and technology providers for wealth management industry

Wealth Management Publication

Open to all organizations involved in wealth management and related services

Innovation of the year

Open to all organizations involved in wealth management and related services

Wealth Management Thought Leader

Open to senior professionals working in wealth management companies and wealth advisors

Family Office Consultant/ Family Business Consultant

Open to independent consultants working for family offices and family businesses

Wealth Management Professional- Investment/ Products

Chief Investment Officer / Chief Product Officer: Open to CIOs and Heads of Products in wealth management companies, boutique wealth management companies, discount wealth management companies, private banks, multi-family offices

Wealth Management Professional- Compliance

Open to Chiefs/Heads of Compliance in all companies engaged in wealth management, estate planning, wealth transfer, tax planning, trustees and custodians

Promising Wealth Management Professional

Promising Wealth Management professionals under the age of 30 with strong qualification background proven track record.

Wealth Management Luminary

Open to Senior Wealth Management & Investment Leaders who have contributed significantly in developing the sector

Wealth Management Exemplor

Open to Wealth and Asset Management professionals with maximum following and engagement on Social Media

Equity Mutual Fund

Open to Asset Management Companies

Debt Mutual Fund

Open to Asset Management Companies

Alternative Investment Fund

Open to Alternative Investment Funds (AIFs) registered with SEBI

Impact Investments

Open to companies offering impact investment opportunities/ philanthropic opportunities

Real Estate

Open to companies offering investment opportunities in real estate

International Investments

Open to companies offering different investment opportunities outside India

Portfolio Management Services

Open to firms who offer discretionary and non- discretionary portfolio management services

Insurance

Open to Life Insurance Companies

Alternate Assets

Open to companies offering different alternative investment opportunities