The Family Office Summit was a day conference Held on 3rd March At Radisson Blu, Mumbai. that
brought together over 100+ family offices, wealth managers and investment professionals. The
conference featured keynote speeches, panel discussions, breakout sessions and networking
opportunities aimed at sharing best practices and insights on managing wealth, investing,
and building family legacies. The conference successfully achieved its goal of facilitating
networking and learning opportunities for its attendees.
The panel discussions were equally informative and engaging, covering a wide range of topics
that were of interest to attendees. From investment strategies to ESG and sustainable
investing, the panels provided an opportunity for attendees to engage with experts, ask
questions, and share their perspectives on the most pressing issues facing the industry
today.
Overall, the Family Office Summit was a resounding success, achieving its goal of
facilitating networking and learning opportunities for its attendees. It provided an
exceptional platform for professionals in the finance industry to exchange ideas and best
practices, and it is likely to remain a premier event in the years to come.
90
28
6
CEO
Mirae Asset Investment Managers (India) Pvt. Ltd.
CEO - Infrastructure (Industrial & Logistics) Group Director & Chief Investment & Strategy Officer
Hiranandani Group
Chief Investment Officer
Shriram Life Insurance
Head - Group Treasury
ACG World
Vice President - Treasury (Family Office)
Hindustan Composites Ltd.
Director & CIO - Fixed Income
Karvy Capital Limited
Managing Director
MARC (Mangal Analytics & Research Consulting)
CFO
Aon India
Chief Investment Officer
RAAY - Amit Patni Family Office
Lead - Private Investments at Chairman's Family Office
Hero MotoCorp
CIO
Ncubate Capital Partners, SAR Group Family Office
Chief Investment Officer
Ahimsa Venture Capital
Head - Family Office
International Tractors Ltd. / Mittal Family Office
CIO - Equity
Mirae Asset Investment Managers (India) Pvt. Ltd.
Vice President - Family Office
Shivanssh LLP
Managing Director & Chief Investment Officer
Spark Asia Impact Managers Pvt. Ltd.
Head Investments
HCC Ltd.
Group CFO
R K Swamy Hansa Group
Chief Strategy & Investment Officer
Mafatlal Family Office
Associate Director and National Head - Institutional Sales
Mirae Asset Investment Managers (India) Pvt. Ltd.
Head - ETF Products
Mirae Asset Investment Managers (India) Pvt. Ltd.
Head of Family Office
Inspira Enterprise
Director
Probity Advisors Pvt. Ltd.
Head - Investments
Mirabilis Investment Trust
Fund Manager
Treta Advisors
CFO
Suashish Diamonds Ltd.
CIO
Vimson Family Office
Nidhi Sharma
International Tractors Ltd (Mittal Family Office)
Yash Poddar
Shivanssh Holdings
Umesh Karne
ARMAAN Business Avenues
Srinivas Seshadri
Mirabilis Investment Trust
Priyanka Srivastava
Shivanssh Holdings
Shekhar Jadhav
Probity Advisory Pvt Ltd
" Grateful for the recognition for Team Mirabilis at the India Family office summit and awards function. Many thanks to Transformance Forums for putting up a great platform for interacting with family offices across the country and Sanjay Patni for moderating the panel discussion. "
" It was an absolute pleasure to be at the 2nd Annual India Family Office Summit & Awards 2023 by Transformance Forums in Mumbai. Great to meet so many Family Offices and hear their views on portfolio allocation and diversification strategies. "