9 months ago
IPV Wealth Wise Summit & Awards 2025 Celebrates Mumbai's Wealth Management
The IPV Wealth Wise Partner Summit & Awards 2025 was held in Mumbai on November 29, 2025.
This event brought together wealth advisors, financial planners, and industry leaders to celebrate achievements in wealth management and discuss startup investing.
The summit featured keynote speeches, panel discussions, and awards recognizing top-performing wealth professionals.
Notable awards included 'Wealth Management Firm of the Year' given to Dezerv and 'Best Family Office Advisor' presented to Cyclo Investments.
The event also included a gala dinner for networking and relationship-building.
IPV, the organizer, is known for its significant impact in the startup investment space, with a large investor base and a strong portfolio track record.
The summit highlighted the importance of integrating startup investments into traditional wealth management practices to enhance client portfolios and professional advisory services.
The IPV Wealth Wise Partner Summit & Awards 2025 (West Region) was held in Mumbai on November 29, 2025, celebrating achievements in wealth management and startup investing.
The event featured keynote speeches, panel discussions, and awards recognizing top-performing wealth professionals, with notable awards given to Dezerv and Cyclo Investments.
IPV, with over 24,000 investors and a strong portfolio track record, emphasized the importance of integrating startup investments into traditional wealth management practices.
The summit included a gala dinner for networking and relationship-building, underscoring the role of wealth managers in guiding strategic investments within India's growing startup ecosystem.
The event highlighted the projected growth of India's wealth management sector and the need for blending traditional expertise with innovative investment opportunities.
- Who
- Wealth advisors, financial planners, angel investors, and industry leaders from West India
- What
- IPV Wealth Wise Partner Summit & Awards 2025 (West Region) and Wealth Wise Investor Summit 2025
- Where
- Novotel, Mumbai
- When
- November 29, 2025
- Why
- To celebrate achievements in wealth management, discuss startup investing, and foster networking among industry professionals
Key facts
- Event Name
- IPV Wealth Wise Partner Summit & Awards 2025 (West Region)
- Date
- November 29, 2025
- Location
- Novotel, Mumbai
- Organizer
- Inflection Point Ventures (IPV)
- Key Speakers
- Ashish Fafadia (Blume Ventures), Amit Lakhotia (Park+), IPV Co-Founders, Vinay Bansal (CEO & Founder, IPV), Tushar Agrawal (CIO, Nuvama Wealth), Vaibhav Porwal (Co-Founder, Dezerv)
- Notable Awards
- Wealth Management Firm of the Year (Dezerv), Best Family Office Advisor (Cyclo Investments)
- IPV Investor Base
- 24,000+ investors across 45+ countries
- IPV Portfolio
- Nearly $100M deployed across 280+ startups, 51 successful exits
Quotes
Vinay Bansal
CEO & Founder, IPV
“Today's advisors can present clients with vetted startup investment opportunities with the same level of rigor traditionally reserved for equity or debt instruments.”
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