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7th India Wealth Management Conference
Aug 9, 2022
08:30 AM - 05:30 PM (Asia/Kolkata)
Taj Lands End, Band Stand, BJ Road, Mount Mary, Bandra West
Mumbai,India View map →

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7th India Wealth Management Conference 

Beyond Goldilocks, is this a opportunity to Shine?


For more than a decade the wealth management profession benefitted from a confluence of high economic growth, low interest rates, rapid technological advances and relatively uninterrupted globalisation.

Unsurprisingly, India too, has profited in this Goldilocks decade. Over the last ten years, India has had a rapid growth in HNIs, a scaling up of business models and an emergence of wealth tech platforms.


But with the increased disruption of capital flows, rising inflationary pressures, higher interest rates and an emergence of economic fences across borders, there is a growing need for wealth management services to reimagine their offerings.


To deliberate and know more on how these changes will shape the industry for the future, come attend CFA Society India's 7th annual Wealth Management conference. This year's conference will be a full day live event with an exciting list of carefully selected speakers. The conference will be hosted at Taj Lands End on 9th August. A half day wealth management in practice workshop will be offered for registered attendees on a first cum first served basis.


PeriodSpecial rate
CFA Society India Members500
Renewed membership & New members 15th June joined as follows: Valid through 15 June 2022
Standard Categories
CategoryRegular RateEarly bird Rate till Thursday, 30 June 2022)
CFA Institute Members and CFA Society India MembersINR 3000INR 2000
CFA Program CandidatesINR 4000INR 3000
Non-membersINR 7500INR 5000
Group (5 minimum and no early bird discount)INR 4750N/A
25 delegate sponsorINR 4500N/A
50 delegate sponsorINR 3500N/A


*Early bird Rate till Thursday, 30 June 2022

  1. ​Taj Lands End,
    Band Stand, BJ Road, Mount Mary, Bandra West,
    Mumbai, Maharashtra, India
    View map →

Organiser : CFA Society India .

Contact : Professional Learning team

Email - events@india.cfasociety.org

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7th India Wealth Management Conference

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