Investment Professionals Delve into Future of Wealth Management at 9th IWMC in Mumbai

Over 400 investment professionals gathered at the 9th India Wealth Management Conference (IWMC) in Mumbai to explore trends, technological integration, and long-term strategies in wealth management. The conference featured insights from leading experts on the evolving financial landscape, sustainable growth, and future-focused wealth management practices amidst India's rapid economic growth.

In Mumbai, over 400 investment professionals convened to explore the future of wealth management at the 9th edition of India Wealth Management Conference (IWMC) organized by CFA Society India. Keynote speakers, including leading wealth advisors and investment specialists, provided insights on emerging trends and strategies.

The conference highlighted India's dynamic economy and the increasing role of technology in wealth management. Shamit Chokshi of CFA Society India emphasized the expanding responsibilities of wealth managers, while Daniel Farley from State Street Global Advisors focused on leveraging digital tools for personalized client experiences.

Sessions also covered succession planning, behavioral investing, and the integration of AI in financial practices. Leaders like Umang Papneja and Satish Ananthaswamy offered perspectives on India's economic trajectory and asset management, stressing continuous education and adaptability in the profession.

(With inputs from agencies.)