Wealth Management - The Road Ahead | Umang Papneja | Managing Director & CEO, Julius Baer India

Join us in this exciting session where Umang Papneja delves into the prospects of Indian Wealth Management industry. Umang Papneja, Managing Director & CEO at Julius Baer India, elaborates on the decadal trends expected to unfold in the Indian wealth management industry. Umang explains the potential this industry has within the asset management space in India. He also talks about the resources required to cater to the ever increasing size of Wealth Management industry. A must-watch for investment professionals, wealth advisors, financial planners and investors who are curious about the emerging wealth management industry & its prospects.

0:00 Introduction
3:40 Evolution of asset management industry in India
6:30 Wealth management industry: Revenue prospects
9:56 Decadal trends in wealth management
20:02 Equities shall remain in focus
25:38 Need of comprehensive wealth management platforms
27:19 Q&A
27:54 Shifts in behavioral aspects of HNIs & Foreign investors
29:51 Art of deploying money in euphoric markets
31:54 Leveraging technology in WM industry
34:31 Alternate Investments: Evolutionary space of innovations
36:28 Risks associated with WM industry
37:40 Career opportunities in the industry
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The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.

As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.