India Wealth Management Forum 2024

Henley & Partners is delighted to have been invited to participate in the India Wealth Management Forum 2024, organized by Hubbis, in Mumbai in August 2024.

Overview:

The event will explore the unfolding trends within India's flourishing private wealth sector, highlighting the modernization of wealth and legacy planning, the trajectory of insurance solutions, and the role of digital innovation in augmenting advisory services.

The following topics will be discussed:

• Crafting enduring value for clients contemplating their legacy in a modern world.
• A 2024 perspective on the Opportunities and Challenges to be found in India's Wealth Management Industry.
• Tracking the trajectory and role of insurance solutions for India’s HNWIs.
• How Indian wealth management professionals can effectively collaborate with insurers, brokers, and private client experts to curate more holistic client solutions.
• What is the role of innovative digital tools in a modern wealth manager's arsenal?
• What are the key strategies to consider for successfully pursuing intergenerational wealth transfer and legacy planning?
• How are wealth management firms in India tailoring their strategies to meet the needs of multi-generational clientele and their families?