20 - 22 May 2026

Conference

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Indian Wealth Management Summit 2026

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Timings

09:00 AM-06:00 PM (expected)

Entry Fees

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Estimated Turnout

Delegates

Events type

Conference

Event Details:

  • Date:
  • Time: 09:00 AM-06:00 PM (expected)
  • Location: India , Mumbai
  • Type: Conference

Description

The Indian Wealth Management Summit is a pivotal event in the wealth management industry, particularly in the context of India's rapidly evolving financial landscape. The 14th edition of this summit, organized by Equalifi, formerly known as AIWMI (Association of International Wealth Management India), is set to take place at the

Highlights

  • Insights into India's evolving wealth landscape, including emerging client segments and wealth profiles.
  • Strategies for integrated wealth management, governance, and succession planning tailored to Indian family offices.
  • Structuring wealth for global mobility, tax efficiency, and regulatory compliance.
  • Leveraging AI, robo-advisors, and data analytics for personalized client experiences and operational efficiency.
  • Deep dives into AIFs, private credit, real estate funds, and ESG-aligned alternatives amid rising HNWI allocations.
  • Understanding emerging opportunities in private markets, alternatives, and offshore investing.
  • Building trust, enhancing advisory models, and adapting to changing client expectations.
  • Staying updated on regulatory changes and compliance priorities for 2026.
  • Networking with prominent wealth management leaders.
  • Keynote insights, strategic discussions, and practical frameworks to future-proof businesses.

Event Location

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Tags

# AI
# Ecosystem
# mobility
# Investor

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