We had the privilege of being part of an enriching session on "Emerging Trends in Wealth Management" featuring Deepan Kapadia, CFA - Executive Director & CIO Multi Asset Portfolio & Rishikesh Jhawar. CA,IIM L,Seasoned Private Banker at the Fin Connect Conclave 2025.

Key Discussion Highlights:
Investment Playbooks Decoded

• Middle-class investor strategies vs HNI investment approaches
• Asset allocation frameworks and return expectations]
• The evolving role of service providers: Banks, NBFCs, MFDs, and Boutique PMS firms

Market Insights & Valuations

• Current market sentiment and positioning
• Gold vs Silver: Strategic allocation perspectives
• InvITs/REITs as emerging investment vehicles
• International diversification: EM/US/China opportunities

The Future is Here

• Data Science & Machine Learning transforming wealth management operations
• Regulatory landscape: SIF, Accredited Investors, Stablecoins, and Crypto
• Technology vs Relationship: Finding the balance between customization and scale

What Makes a GREAT Wealth Manager? The discussion explored how the best advisors differentiate themselves through personalized attention, timeless relationship-building skills, and navigating ongoing wealth disruption.

The rapid-fire round was particularly engaging, touching on overrated investment buzzwords, must-have advisor skills, and learning from financial mistakes!

A big thank you to the organizers for curating such a valuable platform where ideas truly turned into investments.