Open to private banking teams of banks offering bespoke private client investment management services alongside wider financial planning services
Open to full service wealth managers (with more than 50 employees) offering bespoke private client investment management services alongside wider financial planning services.
Open to full service wealth managers (less than 50 employees) offering bespoke private client investment management services alongside wider financial planning services.
Open to law firms offering consulting services to private clients on wealth management and succession planning related issues.
Open to multi-family offices and single family offices who in addition to the principal family are also advising a few other families.
Open to organizations offering custodial services to HNW individuals and families.
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
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
Open to accounting firms offering consulting services to private clients on wealth management and succession planning related issues.
Open to Private Banks and Wealth Management Companies
Open to Private Banks and Wealth Management Companies
Open to Private Banks and Wealth Management Companies
Open to Fintech companies and technology providers for wealth management industry
Open to all organizations involved in wealth management and related services
Open to all organizations involved in wealth management and related services
Open to senior professionals working in wealth management companies and wealth advisors
Open to independent consultants working for family offices and family businesses
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
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 professionals under the age of 30 with strong qualification background proven track record.
Open to Senior Wealth Management & Investment Leaders who have contributed significantly in developing the sector
Open to Wealth and Asset Management professionals with maximum following and engagement on Social Media
Open to Asset Management Companies
Open to Asset Management Companies
Open to Alternative Investment Funds (AIFs) registered with SEBI
Open to companies offering impact investment opportunities/ philanthropic opportunities
Open to companies offering investment opportunities in real estate
Open to companies offering different investment opportunities outside India
Open to firms who offer discretionary and non- discretionary portfolio management services
Open to Life Insurance Companies
Open to companies offering different alternative investment opportunities