IN-PERSON EVENT

Differentiating your Wealth Business to cater to GenZ and Millennials

Discover the strategies to transform your WealthTech and online trading platforms for the next generation of investors.

Wednesday, 25 September 2024 | 3.30 PM - 5.30 PM IST

Meeting Suite: 206, Jio World Centre, Bandra Kurla Complex, Mumbai

Please complete the registration form and we will be in contact to confirm your attendance.

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Overview

Digital adoption is transforming the wealth management industry in India, with Gen Z and millennials leading the charge. Learn how to leverage LSEG’s cutting-edge analytics and content solutions to meet the unique needs of these tech-savvy investors. This session, led by Aloke Sasmal, will provide key insights into the growing digital wealth segment and how your business can stay ahead.

What You’ll Learn:

How analytics and content can fuel business growth in WealthTech and online broking platforms.
SEBI regulations and how authenticated content addresses compliance.
Using Data Visualizer, video content, and chatbot technology to engage new-age investors.

Agenda:

3:30 PM – 4:00 PM: Registration

4:00 PM – 5:00 PM: Panel Discussion

5:00 PM – 5:30 PM: Networking

Speakers:

Santoshi Kittur, Chief Technology Officer, 360 One Wealth

Sandiip Bhardwaj, Chief Operating & Digital Officer, HDFC Securities

Riyaz Ladiwala, Managing Director - Technology and Strategic Initiatives, Neo Group

Nimish Shah, Managing Director - Family Office & Portfolio Analytics, LGT Wealth India

Shobhit Mathur, Co-founder, Angel One Wealth

Ankit Mandolia, Head - Equity & Derivatives, Motilal Oswal Financial Services

Aloke Sasmal – Digital Platform Solution Sales Head (South Asia), LSEG