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Empowering Wealth with Innovation: Navigating the Future of Financial Excellence

Bharat WealthTech Leadership Confex & Awards 2026

  • Mar 10, 2026
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  • Mumbai, India
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Bharat WealthTech Leadership Confex & Awards 2026

Agenda

WhatsApp Chat

08:00 – 09:00

Registration & Coffee

09:00 - 09:05

Lamp Lighting Ceremony

09:05 - 09:10

Welcome Address by Conclave TechMedia

09:10 - 09:20

Chief Guest Speech

09:20 - 09:40

Keynote Session: Building Scalable Cloud-Native Wealth Platforms

  • The architecture behind modular, resilient, and scalable digital wealth systems
  • Leveraging APIs, composability, and agile infrastructure for future growth
  • API Ecosystems & Open Banking Integration

09:40 - 10:00

Keynote Session: Payments Innovation in WealthTech – The New Rails of Client Engagement

  • Instant settlements, digital wallets, and tokenization
  • Seamless payment infrastructure for wealth transactions
  • Real-Time Payments & Instant Settlements

10:00 - 10:40

Panel Discussion: AI-Powered Personalization in Wealth Advisory

  • From mass solutions to hyper-personalized client journeys
  • AI, ML, and predictive analytics for portfolio design & risk management
  • Ensuring ethical use of client data and transparency in advisory

10:40-11:10

COFFEE & NETWORKING BREAK

11:10-11:30

Keynote Session: The Future of Client Loyalty in Wealth Management

  • From transactions to lifelong engagement
  • Emotional intelligence in digital wealth journeys

11:30-12:10

Industry Insights Session: Compliance-by-Design: Embedding Legal Guardrails into WealthTech Products

  • Role of RegTech in WealthTech compliance
  • Managing compliance in API-driven ecosystems
  • Reducing compliance cost without increasing risk

12:10-12:50

Panel Discussion: Institutional Investors & Family Offices – Rethinking Strategies in a Tech-Led EraShifting Allocations Towards Tech-Driven Wealth Solutions

  • Shifting allocations towards tech-driven wealth solutions
  • Co-investment models with FinTech innovators
  • ESG and sustainability in wealth mandates

12:50-13:10

Keynote Session: WealthTech for Bharat – Democratizing Access Beyond Metros

  • Driving financial inclusion through digital-first wealth solutions
  • Reaching underserved and next-gen investor segments

13:10- 14:10

Luncheon & Networking

14:10-14:50

Panel discussion: Digital Assets, Fractional Investing & New Frontiers

  • Integrating emerging asset classes into traditional wealth portfolios
  • Regulatory readiness for digital assets in India
  • Redefining client expectations for diversification and accessibility

14:50- 15:30

Fireside Chat: The Trust Dividend – Balancing Tech, Transparency & Client Confidence

  • Building enduring relationships through digital trust and ethical design
  • How leaders are embedding transparency into the client lifecycle

15:30- 16:00

Keynote Session: WealthTech Ecosystem Synergies – Partnerships Driving Scale Collaboration Across Banks, Startups, and Tech Players

  • Case studies of co-created solutions for wealth clients
  • Unlocking India’s $1T+ wealth opportunity

16:00 - 16:30

Award Ceremony

16:30 - 16:40

Closing Remarks and End of Conference

16:45 Onwards

Coffee Break & Networking