INDIA WEALTH MANAGEMENT FORUM 2026

Join the INDIA WEALTH MANAGEMENT FORUM 2026, which is the 14th annual flagship gathering of senior private wealth management professionals, held on 12th August 2026, in Mumbai, India. It serves as the surest platform for industry leaders to engage in the evolving panorama of wealth creation, structuring, governance, and virtual innovation. The discussion board features keynote displays, professional panel discussions, and interactive workshops targeted on regulatory shifts, cross-border wealth techniques, generation and AI adoption, opportunity investments, and succession planning. Delegates encompass senior executives from non-public banks, family businesses, and global advisory businesses, providing strategic insights, actionable frameworks, and high-level networking possibilities to navigate the complexities of serving high-net-worth and ultra-high-net-worth customers in a dynamic marketplace.

Organized By

Hubbis is a leading source of insightful content for the Asian wealth management industry. Organizing C-level events as an event organizer, they are dedicated to providing high-quality events.

Event Highlights

• Take part in keynotes, expert panels, and interactive workshops on key wealth themes.
• Focus on regulation, virtual transformation, move‑border structuring, succession making plans, and opportunity investments.
• Designed for senior leaders from banks, independent managers, circle of relatives places of work, advisers, and international specialists.
• Offers sensible insights, networking, and strategic growth opportunities for the evolving non-public wealth market.
• Features 250+ senior delegates, 25+ professional speakers, and accredited CPD/CPT hours.

Agenda

Morning Session

• An inspiring keynote audio system and concept-provoking panels will explore the most essential topics
• Understanding India's regulatory and tax modifications and their impact on UHNW customers
• Globalization of Indian wealth: move-border structuring, property planning, and family governance
• Building Scalable Advisory Platforms: Digital Transformation, AI, and the Future of Customer Engagement
• New possibilities in options, personal markets, and sustainable investing

Afternoon Workshops

• Workshop 1: Wealth Structure and Succession Planning
  Navigating complex family dynamics, cross-border regulations, and next-generation changes with innovative structuring tools.
• Workshop 2: Customer Experience and Technology
  Leveraging AI, facts, and virtual structures to offer scalable yet personalised advisory fashions.
• Workshop 3: Options and Private Markets
  Building differentiated portfolios through personal fairness, non-public debt, real estate, and sustainable investment possibilities.
• Workshop 4: Talent, Governance and Risk Management
  Attracting, training, and retaining top talent while strengthening governance, compliance, and operational flexibility in wealth management firms

Who Will Be Attending?

• Senior control, product heads, and enterprise leaders from private and retail banks
• Independent wealth managers, MFOs, and SFOs
• Lawyers and tax advisers specializing
• International specialists from Singapore, the UAE, and past serving Indian customers

Why This Event Matters

• Anticipate regulatory and tax changes
• Capture move-border possibilities for globalizing households
• Harness technology and AI to deliver personalized recommendations at scale
• Differentiate their platforms in an aggressive marketplace

Why You Should Attend

• Connect: Network with professionals from banking, wealth management, insurance, technology, and related industries.
• Learn: Gain practical insights, industry lessons, and skills through interactive sessions.
• Enjoy: Experience engaging, relevant, and enjoyable events in a positive environment.

Gain strategic insights, embrace innovation, and shape the future of wealth management in a rapidly evolving market.