Archive · 2 Sep 2025
CFA Society India Hosts Wealth Management Conference in Mumbai
Imagine a big meeting in Mumbai where people who help manage money got together.
They talked about how to help people grow their money, especially in India.
They discussed things like how to invest, how to help families manage their money, and what's new in banking.
They also talked about how money management is changing, becoming more digital and focused on what each person needs.
Experts shared how different money managers work and gave tips on what makes a good investment.
It was a day for these professionals to learn and share ideas about helping people make smart money choices.
CFA Society India hosted the 10th India Wealth Management Conference in Mumbai.
Over 500 delegates attended the conference, including investment professionals.
The conference explored topics like wealth management trends and investment strategies.
Sessions covered topics such as portfolio building and family office investment practices.
Discussions focused on the evolving needs of high-net-worth individuals.
- Who
- CFA Society India and CFA Institute hosted the conference.
- What
- The 10th annual India Wealth Management Conference.
- When
- August 29, 2025.
- Where
- Mumbai, India.
- Why
- To share insights, explore trends, and discuss the future of investing.
- Event
- India Wealth Management Conference
- Location
- Mumbai, India
- Date
- August 29, 2025
- Hosted by
- CFA Society India
- Co-hosted by
- CFA Institute
- Theme
- Agile, Inclusive and Global
- Attendees
- Over 500 delegates