We were delighted to host our inaugural Indian Wealth Management Forum 2013 – the first to focus exclusively on the mass/affluent segment of the industry – in Mumbai in March 2013.
Around 300 senior management, product gatekeepers and other practitioners from banks, wealth management firms and IFAs heard the views of industry experts on the various opportunities and challenges in relation to providing cost-effective services to retail investors.
To view the photos from the event, click on this link:
http://www.hubbislearning.com/forum/wmf2013_in/photos.php
Content from the event
Video presentations
- Paul Resnik, FinaMetrica
Risk profiling
https://www.hubbis.com/video_ppt/video_ppt.php?id=27
- Hansi Mehrotra, Hubbis
Wealth allocation - using behavioural finance
https://www.hubbis.com/video_ppt/video_ppt.php?id=28
- R Sivakumar, Axis Mutual Fund
Multiple rewards of multi-asset class investing
https://www.hubbis.com/video_ppt/video_ppt.php?id=29
- S Naren, ICICI Prudential Asset Management Company
Fixed income
https://www.hubbis.com/video_ppt/video_ppt.php?id=31
- Mahesh Patil, Birla Sun Life Asset Management Company
Equities as a long-term asset class
https://www.hubbis.com/video_ppt/video_ppt.php?id=32
- Anup Maheshwari, DSP BlackRock
Equities - what to include in portfolios
https://www.hubbis.com/video_ppt/video_ppt.php?id=33
- Aashish Somaiyaa, Motilal Oswal Asset Management Company
Asset allocation with building blocks
https://www.hubbis.com/video_ppt/video_ppt.php?id=30
Articles
- Distribution model to prevail in Indian retail segment
http://www.hubbislearning.com/articles.php?aid=1365123754§ion=
- India' call for simpler products and more coherent marketing
http://www.hubbislearning.com/articles.php?aid=1365123833§ion=
- Product platforms in India - where to from here?
http://www.hubbislearning.com/articles.php?aid=1365124025§ion=
- Weighing approaches to training and educating advisers
http://www.hubbislearning.com/articles.php?aid=1365123912§ion=
Many thanks again to those people who participated in and attended the event, and especially to our knowledge partners: Axis Mutual Fund, Birla Sun Life Mutual Fund, DSP BlackRock, ICICI Prudential Asset Management, ICICI Prudential Life Insurance, Finametrica, Motilal Oswal Asset Management, and Tata Mutual Fund.
Thank you for your support.
Hansi Mehrotra
Managing Director, India
Hubbis
T 91 22 6162 3371
M 91 98928 82317
E hansi.mehrotra@hubbis.com
