3rd Annual India Family Office
Summit & Awards 2024

1st March 2024 | Mumbai

Event Partners

Mira Assest

Presenting Partner


Co - Presenting Partner


Knowledge Partner


Gold Partner


TreasuryTech Partner


Exhibit Partner


Exhibit Partner


Exhibit Partner


Associate Partner


Media Partner

About Event

The 3rd Annual India Family Office Summit & Awards 2024 is an event designed to enhance financial performance and increase value through the latest trends and strategies in family office management. It’s a significant gathering that brings together over 100 family office stakeholders and more than 30+ expert speakers. The summit also recognizes excellence in the field with over 10+ awards. The purpose of the Family Office Summit is to provide a platform for networking, learning, and sharing best practices among industry professionals.

100 +


30 +

Thought Leaders

10 +


Featured Speakers

Nilang Jain

Chief Investment Officer

GreenGen Capital
Manish Verma

Family Office Professional

Siddharth Pal

Sr. Vice President

Earnnest.me (Certus Capital)
Vinay Rangani

Chief Investment Officer | Family Office Investments

Graviss Group
Nidhi Sharma

Head - Family Office

International Tractors Limited /Mittal Family Office
Shekhar Jadhav


Probity Advisors Private Ltd.
Diptangshu Chatterjee

Head of Global Investments & Structured Finance

HCL Technologies
Ganesh KC


Pratithi Investments
Atreya Pal

Vice President

Raintree Family Office
Amit Goenka

Vice President – Treasury (Family Office)

Manishankar Mandal

Deputy General Manager

Alembic Pharmaceuticals Limited
Puneet Jain

Lead & Vice President - Corporate Treasury

Karan Thapar Family Office
Jitendra Shah

Founder & Managing Director

Tipsons Group
Tejpal Jain

Chief Financial Officer

Suashish Diamonds Ltd.
Kaustubh Belapurkar

CFA, Director - Manager Research

Morningstar India
Umesh Kumar Daila

Head – ETF Sales

Mirae Asset Investment Managers (India) Pvt. Ltd.
Parul Shah

Finance Consultant at HCC

Faculty at IBS Business school
Sahil Shah

Director - Investments

Earnnest.me (Certus Capital)
Sachin Jain

Head of Family Office

SUKVI Ventures
Sanjay Patni

Associate Director and National Head – Institutional Sales

Mirae Asset Investment Managers (India) Pvt. Ltd.
Anjali Dave

Head- Group Treasury

ACG World
Manu Sharma

Chief Financial Officer

Srinivas Seshadri

Head- Investment

Mirabilis Investment Trust
CA Dipak Bansal

Assistant Vice President

Tipsons Group
Neelesh Surana

CIO – Equity

Mirae Asset Investment Managers (India) Pvt. Ltd.
Swarup Mohanty


Mirae Asset Investment Managers (India)Pvt. Ltd.
Harsh kr Dhanuka

Chief Investment Officer

SAR Group Family Office
Ashish Agrawal


Resurgent India Limited
CM Grover


IBSFlNtech - The TreasuryTech Company
Priyanka Srivastava

Vice President Family Office

Shivanssh Holdings
Ketul Patel

Chief Executive Officer

Desai Ventures
S Kathir Kamanathan

President Finance & CFO

Aban Power Limited
Anoop Tulsyan

Group CFO

Ashok Goel Family Office
Nitin Shakdher

Founder & CEO

Green Capital Single Family Office
Gaurav Bhalla

Director - Fund Raising

Earnnest.Me (Certus Capital)

The Great Indian Leaders


Family Office Advisor of the Year

Dr. Vishal Gandhi

BIORx Venture Advisors
Young Family Office Leader of the Year

Gaurav Mull

BMD Pvt Ltd (LNJ Bhilwara Group)
Best Family Office Performance Reporting Platform

Asset Vantage

Emerging Family Office Leader


It is always very rewarding to spend time with Supply Chain & Logistics professionals. This is an industry which is at cross roads of a lot of shifts with the advent of the new National Logistics Policy, Digitalization and Infrastructure Opening up. The practioners have been through a lot of metamorphosis with external disruptions like Covid and now the Red Sea impacting their operations - this has made them more innovative & resilient at the same time. The Net Practise and Practice Matches are done!! This is the perfect time for Supply Chain & Logistics Professionals to express their expertise and take advantages of the opportunities that lie ahead of them . In short - "Apna Time Aa Gaya". Thanks to my erudite panel members and Transformance Forums for having me over

Samit Datta

IBM Global Services India (Pvt) Ltd

Thanks to Transformance Forums for recognising our effort towards building a resilient, agile & highly responsive supply chain.

Manojit Sarkar

Exide Industries Limited

I am Honoured with this prestigious achievement, Thank Transformance Forums it was indeed a pleasure meeting with industry leaders and experts…an event with full of learnings….😊

Tejas Shelara

Baramati Agro Ltd

I am thankful to Transformance Forums for hosting such a nice summit on Supply chain management and giving me an opportunity. Thanks for recognition as "The Great Indian Logistics Leader" !!

Satyendra Kumar Garg