PBSI2016.AIWMINDIA.COM

Private Banking Summit India 2016 – Mumbai

Welcome to Private Banking Summit India 2016. AIWMI's inaugural Private Banking Summit India 2016 will bring together private banks, family offices, alternative investment professionals, wealth managers and IFAs to brainstorm strategies on how to build and operate a successful HNW business, how to increase investment returns, how to benefit from the latest innovations in risk management and IT and how to improve the client experience. Amidst all this, Private Wealth Management has been undergoing an unpr...

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Private Banking Summit India 2016 – Mumbai | pbsi2016.aiwmindia.com Reviews

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Welcome to Private Banking Summit India 2016. AIWMI's inaugural Private Banking Summit India 2016 will bring together private banks, family offices, alternative investment professionals, wealth managers and IFAs to brainstorm strategies on how to build and operate a successful HNW business, how to increase investment returns, how to benefit from the latest innovations in risk management and IT and how to improve the client experience. Amidst all this, Private Wealth Management has been undergoing an unpr...

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1 about summit

2 program schedule

3 our partners

4 sincerely

5 aditya gadge

6 confirmed speakers

7 abhijeet kumar

8 co founder ah

9 ventures

10 aditya awasthee

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Private Banking Summit India 2016 – Mumbai | pbsi2016.aiwmindia.com Reviews

https://pbsi2016.aiwmindia.com

Welcome to Private Banking Summit India 2016. AIWMI's inaugural Private Banking Summit India 2016 will bring together private banks, family offices, alternative investment professionals, wealth managers and IFAs to brainstorm strategies on how to build and operate a successful HNW business, how to increase investment returns, how to benefit from the latest innovations in risk management and IT and how to improve the client experience. Amidst all this, Private Wealth Management has been undergoing an unpr...

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pbsi2016.aiwmindia.com

1

VAIBHAV SANGHAVI – Private Banking Summit India 2016

http://pbsi2016.aiwmindia.com/team/vaibhav-sanghavi

Managing Director, Ambit Investment Advisors. Managing Director, Ambit Investment Advisors. Vaibhav has 14 years of experience in the Indian markets and at Merrill Lynch was instrumental in building the Proprietary Trading team, managing and advising over US$1 bn of capital. He joined Ambit in October 2008. During his career Vaibhav has successfully outperformed the markets utilizing long/short strategies, which in turn has enabled him to generate positive absolute returns in different market conditions.

2

Program Schedule – Private Banking Summit India 2016

http://pbsi2016.aiwmindia.com/home/program-schedule

PBSI 2016 - Day 1. SIGN UP FOR UPDATES. Sign up to receive email updates about the event. Subscribers will receive the latest information on session topics, spe. Regus, Level 9, Platina, Block G, Plot C-59, Bandra-Kurla Complex. Http:/ www.aiwmindia.com. Have any questions, want to become a speaker, or sponsor the event?

3

Rajesh Iyer – Private Banking Summit India 2016

http://pbsi2016.aiwmindia.com/team/rajesh-iyer

Head, Investment Advisory Services and Family Office Kotak Wealth Management. Head, Investment Advisory Services and Family Office Kotak Wealth Management. Rajesh started his career in 1995 spent about 6 years in Equity. Rajesh worked with TAIB Bank EC as Deputy Director for about 3 years and then as Fund Manager with National Bank of Bahrain for. About 3 years till June 2006 when he relocated back to India. Rajesh is a Chartered and Cost Accountant from India with a CFA and FRM degree from the US.

4

Hansi Mehrotra – Private Banking Summit India 2016

http://pbsi2016.aiwmindia.com/team/hansi-mehrotra

Founder and Editor, Money Management India. Founder and Editor, Money Management India. SIGN UP FOR UPDATES. Sign up to receive email updates about the event. Subscribers will receive the latest information on session topics, spe. Regus, Level 9, Platina, Block G, Plot C-59, Bandra-Kurla Complex. Http:/ www.aiwmindia.com. Have any questions, want to become a speaker, or sponsor the event?

5

Tariq Aboobaker – Private Banking Summit India 2016

http://pbsi2016.aiwmindia.com/team/tariq-aboobaker

Managing Director, Amicorp Trustees India. Managing Director, Amicorp Trustees India. Mr Aboobaker, Managing Director, Amicorp Trustees (India) Pvt. Ltd., has over 14 years’ experience in telecom, private client wealth structuring, private banking, estate &succession planning and trusteeship services. He has successfully created and executed ‘Wills’ for smooth transmission of large estates to the legal heirs, has a strong understanding of the succession laws for each class of assets, for various religiou...

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References

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program. Credit Summ...

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Comparison Table

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program. AIWMI Certi...

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Job Opportunities

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program. Chinese ric...

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Benefits

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program. The (Intern...

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CIWM Fees Structure

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program. Register fo...

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program.

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program. Learn Direc...

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Exams

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program. Paper 1 (le...

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Individual Membership

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program.

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Careers in Private Banking/ Wealth Management

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Skip to main navigation. Skip to 1st column. Skip to 2nd column. Certified International Wealth Manager (CIWM ). Careers in Private Banking / Wealth Management. Register for CIWM program. Qualified Family Office Professional (QFOP). About Family Office Group. Careers in Family Offices. Certified Credit Research Analyst (CCRA). Benefits to your Career. Certified International Investment Analyst (CIIA ). Recognition by the UK FSA/FSP. Examination Schedule and Results. Register for CIIA program. Specific ma...

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