Stories
Navigating the Future of India Wealth Management at the 11th IWMC
- •The 11th India Wealth Management Conference hosted by CFA Society India and CFA Institute in Mumbai focused on the shift from simply growing wealth to preserving and transferring it across generations.
- •Industry experts discussed emerging trends including the integration of AI in wealth advisory, the rise of private credit, and sports transitioning into a sophisticated alternative asset class.
- •Arati Porwal highlighted findings from the NextGen Investors report showing over 95 percent of young Indian investors expect to inherit wealth within the next decade.
- •Sessions covered a wide range of topics including angel investing psychology, family office strategies, global wealth management, and navigating India foreign exchange framework.
Key Questions Answered
The CFA Institute's NextGen Investors report found that over 95% of young Indian investors surveyed expect to inherit wealth, with 85% anticipating receiving their inheritance within the next decade. Furthermore, it noted that despite being comfortable with digital platforms and technology, these young investors still value human advisors to help navigate uncertainty and maintain focus on long-term financial goals.
The 11th India Wealth Management Conference (IWMC) was recently hosted in Mumbai by CFA Society India and the CFA Institute. The event was themed "Built To Last: From Builders to Stewards" and brought together industry professionals to discuss building wealth that lasts and managing the transition from wealth creation to long-term stewardship.
The conference featured a session led by Mustafa Ghouse of Centre Court Capital that explored sports as an emerging alternative asset class for Indian HNIs. The discussion highlighted how sports and gaming are transitioning from emotional passion plays into sophisticated, yield-bearing investment opportunities.
