Indian Wealth Management Forum 2019

22 August I Mumbai

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The Indian Wealth Management Forum 2019 event enjoyed an excellent turnout from more than 300 CEOs and other senior representatives from the key areas of Asia's wealth management industry.

Hubbis is delighted that our delegates and speakers all enjoyed a remarkably positive and insightful day on August 22 in Mumbai, when we hosted our 9th annual Indian Wealth Management Forum 2019

The forum's panel discussions, presentations and workshops produced a remarkable diversity of strategic wealth management ideas and concepts, as well as providing the audience with a broad insight into the state of the global financial markets that will help them manage their high new worth (HNW) clients as a new era of increased volatility and higher debt costs emerge.

India's rapidly growing economy and fast expanding private wealth continue to present an exciting opportunity in wealth management for domestic and foreign players alike. Experts noted that India's expansion is helped, in general, by having some of the most receptive and forward-looking regulators in the region. The Indian investment culture is ever more global, digitisation will play an even more prominent role, and banks are increasingly focussing on the younger generations of HNWIs.

A total of five panel discussions, a high-level Head to Head interview, seven presentations and four workshops provided a diversity of information and opinions and ideas for attendees. Each one gave a unique insight into different facets of the India's nascent wealth management industry, which is enjoying rapid growth as the nation's GDP expansion continues apace and as high net worth (HNW) surges and mass affluence proliferates.

We would also like to extend a note of thanks to our sponsors for the Forum - Henley & Partners, , Infosys Finacle, Union asset management, Casamont, Sun Life Financial, Edelweiss Private Wealth Management, L&T Mutual Fund , Intellect Design Arena, Investors Trust, Motilal Oswal Asset Management, Veritas Legal, Karvy Private Wealth, Props{AMC}, Sanctum Wealth Management and Amicorp Group (Amicorp).

We have set out below a snapshot of the talks, presentations, workshops and panel discussions that made August 22 such a positive and informative day. We thank all our excellent speakers and presenters and our delegates and we look forwarding to welcoming you again in August 2020. POST EVENT REPORT - INDIAN WEALTH MANAGEMENT FORUM 2019

Attendee Profile

24% Private Banks

20% Retail Banks

21% Independent Firms

17% Asset management

10% Professional services

4% Technology

3% Other

SALES Job role 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

C - Level Product/ Investment 21% Business Head 25% Adviser/ Wealth Manager Other

14%

22%

18% Attendees from these firms

90-10 Financial Planners CRISIL Professionals Abakkus Asset Manager CRISIL Limited IndiaNivesh Private Wealth ACK Capital Management Cube Wealth Indianivesh Securities Adelmo Advisors Cyril Amarchand Mangaldas Infosys Finacle Adelmo Advisors LLP Daiwa Portfolio Advisory Intellect Design Arena Aditya Birla Finance Deloitte Touche Tohmatsu India International Money Matters Aditya Birla Sunlife Insurance Deutsche Bank Investmart Advent Financial Dhruv Mehta Investment Point Amicorp Group Edelweiss Investors Trust Amicorp Trustees India Private Edelweiss Private Wealth Investrite Advisory Limited Management iYojana Financials Anand Rathi Private Wealth Emkay Global Financial Services Karvy Fintech Management Envision Capital Services Karvy Private Wealth Anand Rathi Wealth Services Ltd. ERI Banking Software Katalyst Advisors LLP Angaros Etica Wealth Management KGiSL ASC Legal, Solicitors & Advocates FactSet Kotak Investment Advisors ASK Group Falcoy Financial Kotak Life Insurance ASK Investment Managers Finolutions Wealthcare LLP Kotak Mahindra Asset Management ASK Wealth Advisors Fundwise Kotak Mahindra Bank Association of LIC Agents Fundwise Financial Services Kotak Wealth Management Axis Bank Galaxy International Kothary Advisory Services Aym Enterprise GB Stratagem L&T Financial Services Bank Julius Baer GEPL Capital L&T Investment Management Bank of Baroda Ghanshyam Wealth L&T Mutual Fund Barclays Private Bank Globe ltd Legacy Investment Managers Batlivala & Karani Securities Goldman Sachs Market Creators BNP Paribas Goodhope Financial Services Marketpower.in BoB capital Pvt ltd Greenfield Advisors Mehta Equities BOBCAPS Guaranti International Minden Ventures (Winvesta) CAGRfunds Henley & Partners MintWalk Campden Family Connect HSBC InvestDirect Financial MobiKwik Care Portfolio Managers Services (India) MoneyMonk Financial Casamont Cyprus ICICI Bank Morgan Stanley Centrum Wealth Management ICICI Securities Motilal Oswal Asset Management Circle Wealth Advisors IDFC Bank Motilal Oswal Financial Services Citadelle Asset Advisors IIFL Investment Managers Motilal Oswal Private Wealth Client Associates IIFL Wealth Management Management Compass Financial Solutions Independent Financial Advisor Multi-Act Equity Consultancy Continental Indian Association of Investment Multiples Alternate Asset POST EVENT REPORT - INDIAN WEALTH MANAGEMENT FORUM 2019

Management PwC India Tavaga Mumbai Angels Quantmac Times Group National of India Quantum Advisors Transcend Consulting Nine Rivers Capital Reliance Triangle Family Office Nirvesta Capital Management Reliance Wealth Management Trust Plutus Advisors NJ Global Invest Rise Winvestments Advisory Union Asset Management NJ India Invest Services Union Bank of India NM Financial Consultants Sakthifinance Financial Services Validus Wealth Northstar Financial Services Sanctum Wealth Management Valuefy Ocean City Capital Advisors SBICAP Securities Veritas Financial OmniScience Capital Senora Advisors Veritas Legal One-up Capital Ideas ShiftAltCapital Vested Finance Services Private Orbis FInancial SME Chamber Of India Limited Parimal K. Shroff & Co. Bank VIKASA Capital PhillipCapital Standard Chartered Private Bank Vivek Mavani Financial Services Polestar Investments Stock Holding Corporation of India Waterfield Advisors Profusion Sun Life Financial Wealth First Advisors Prometheus Global Swissquote Yogeshwari Finance PropsAMC Systematix Group ZyFin Funds Purnartha Investment Advisors T. P. Ostwal & Associates LLP Speakers

Anshu Kapoor Satheesh Krishnamurthy Himanshu Kohli Damian Hitchen Sharad Singh Edelweiss Private Axis Bank Client Associates Swissquote Valuefy Wealth Management

Abhijit Bhave Feroze Azeez Anand Moorthy Kunal Bajaj Anupam Guha Karvy Private Wealth Anand Rathi Private PropsAMC MobiKwik ICICI Securities Wealth Management

Ashvini Chopra T P Ostwal Tariq Aboobaker Shobhit Mathur ConradRahul GaitondeLim Times Group T. P. Ostwal & Associates LLP Amicorp Group Kotak Investment Advisors LGTCube Bank Wealth

Shweta Shah Neha Pathak Rishabh Shroff Sneha Makhija David Varley Edelweiss Private Motilal Oswal Private Cyril Amarchand Mangaldas Sanctum Wealth Management Sun Life Financial Wealth Management Wealth Management POST EVENT REPORT - INDIAN WEALTH MANAGEMENT FORUM 2019

Nithya Easwaran Ruchi Sankhe Lakshmi Iyer Swetha Manot Multiples Alternate Waterfield Advisors Kotak Mahindra Anand Rathi Private Asset Management Asset Management Wealth Management

Arpita Vinay Gaurav Arora Sagar Khandekar Sachin Taneja Centrum Wealth Management ASK Wealth Advisors Kotak Wealth Management Systematix Group

Ashish Shanker Kailash Kulkarni Anand Varadarajan Ashish Gumashta Motilal Oswal Private L&T Mutual Fund NJ Global Invest Bank Julius Baer Wealth Management

Ankur Thakore Dominic Volek Atul Singh Abhra Roy L&T Investment Management Henley & Partners Validus Wealth Infosys Finacle Nirbhay Handa, IMCM Philip Story G Pradeepkumar Ioannis Ioannikiou Vinay Paharia Henley & Partners Investors Trust Union Asset Management Casamont Cyprus Union Asset Management

Stanzin Tsesdup Jagdish Joshi Intellect Design Arena Infosys Finacle POST EVENT REPORT - INDIAN WEALTH MANAGEMENT FORUM 2019 Key voting poll results

The Hubbis Indian Wealth Management Forum 2019 event in Mumbai on August 22nd provided fascinating and thought-provoking discussions and talks for the assembled delegates. As usual we also polled the attendees and mined out the following nuggets. Hubbis also conducted some digital polls during the event, with the following key findings.

90% of attendees believe AUM in private wealth management in India will double in the next 5 years

According to our audience, only 21% of clients in India get independent advice from wealth managers

Half the audience does not use a digital wealth or asset manager

72% of attendees do not trust a digital start-up with their hard earned money

99% of the audience do NOT understand blockchain and its significance to wealth management

8% of attendees would rather avoid talking to young clients

The transfer of wealth to the next generation is seen as a big opportunity by 75% of the audience

40% of attendees think inheritance tax will be introduced in India in the next 5 years

80% of the audience do NOT have a will

95% of attendees think competency standards in wealth management in India need to be raised Indian Wealth Management Forum 2020 Thursday 20th August, 2020