WealthTech Innovators Series 2023

Overview

The Indian investor is changing, thanks to a fast-developing technological landscape, the Indian investor’s investing patterns have grown. With increased access to digital platforms, the Indian investor is investing through a fast-growing fraternity of WealthTech platforms. A recent report, states that the Indian WealthTech market will reach $63 billion and number of investors will reach 12 million by 2025.

The WealthTech innovators series, is an invitee only exclusive meeting created for senior investment and banking leaders, innovators, wealth and asset management stakeholders to discuss and understand the current state of WealthTech business objectives in India and stay update on leading-edge industry innovations.

Current Scenario

India set to be 4th largest wealth market in the world
Only 2% Indians invest in stocks at present, resulting in stock market capitalization at 76% of GDP.
WealthTech customers primarily include Millennials who constitute 70% of the customers using digital platforms
WealthTech investors expected to grow by 3x to reach 12 Mn by FY25.
Rise in investors from (Tier 2+ cities) driving adoption of digital platforms.
The Indian WealthTech market is expected to $63 Bn (FY25).

Why attend WealthTech Innovators Series 2023?

Get an opportunity to meet the people who matter in WealthTech in India
Network with senior investment leaders, banking leaders and innovators spearheading the WealthTech sector
Connect with leading technology experts transforming the WealthTech spectrum, driving innovation across, client retention, hybrid advice, digital assets etc.
Interact with India’s high impact investors who can help you define your business objectives
Understand the emerging challenges and opportunities critical for WealthTech growth in India

Leverage your brand @ WealthTech Innovators Series 2023

Scale your company’s profile by spearheading peer discussions and thought leadership
Connect with pre-qualified delegates who are seeking innovative solutions for their business goals
Showcase your innovations and technology solutions which are disrupting the WealthTech industry
Engage with senior-level decision makers working in wealth management, asset management, private banking, financial advisory and retail banking

Attending Sectors

Commercial Banks
Retail Banks
NBFCs
Wealth/asset management firms

Insurance companies
Pension funds
Private equity funds
Venture firms

Attending Profiles

Chartered Financial Planner
Chief Compliance Officer
Chief Data Innovation Officer
Chief Data Officer
Chief Digital Officer
Chief Executive Officer
Chief Innovation Officer
Chief Investment Officer
Chief Operating Officer
Chief Strategy Officer
CFO & Regional Director of Finance
Alternative Investments Lead
Associate VP Strategy & Forecasting
Chief Technology Officer
Chief Compliance Officer
Director – Automation Solution, RPA, AI, Digital Transformation, Innovation & Capabilities
Director – Head of HR Wealth Management & Global Asset Management
Director – Innovation & Digital Business
Director – Lead IT Innovation and Change
Director – Strategic Partners
Director & Head of Private Sales

Director and Principal Wealth Manager
Director and Team Leader, Private Banking
Director Enterprise Risk Management
Director of Innovation
Director of Operations and Project Management
Director of Research, Wealth Strategies
Director, Global Assets – Wealth
Director, Global Financial Institutions Relations
Director, Head Funds Issuers & Asset Owners
Director, Innovation Lead
Executive Director, Private Banking and Wealth Management
Global Head of Client Experience, Investments
Global Head of Dealing & Implementation
Global Head of Institutional and Advisory Services
Global Head of Wealth Capital Markets, Credit & Advisory
Global Head Strategy & Planning
Head FinTech Partnerships & New Ventures
Head of Capital Markets
Head of Investments
Head of Strategic Initiatives and Innovation
Head of Strategy & Architecture
Wealth Management Advisor

Event Agenda

16:00	Opening Remarks
16:05	Opening Keynote: India’s outlook on the future of WealthTech
16:35	WealthTech Overview:Emerging trends in wealth management
17:00	WealthTech Innovators Series Host Showcase
17:30	Industry Panel: Digital Innovation and the Transformation of Wealth Management
18:00	Interactive Q&A
18:30	Closing Remarks