9 September 2026
6:30 PM – 9:00 PM
Hall 102, JWCC, MumbaiWealth management firms are under growing pressure to modernise client engagement, enhance advisor productivity, and accelerate innovation while navigating legacy systems, complex integrations, and lengthy transformation cycles.
This closed-door roundtable will bring together senior wealth and technology leaders to explore how composable, AI-ready wealth platforms can accelerate transformation without requiring a complete infrastructure overhaul. Discussions will focus on API-first and microservices-based architectures, seamless integration with existing technology environments, and how embedded AI can drive smarter advisory, personalised client engagement, operational efficiency, and scalable decision-making — helping firms build the wealth management organisation of the future.
Registration & Networking
Welcome Note by the GFF Team
Opening Remarks & Context Setting by Intellect Design Arena
Roundtable Discussion
Vote of Thanks by GFF & Intellect Design Arena Team
Networking over Dinner
The themes shaping the conversation.
Exploring how composable, API-first wealth platforms can accelerate digital transformation without requiring a complete legacy infrastructure overhaul.
Understanding how microservices architecture can simplify integrations, enable faster product launches, and support evolving business requirements.
Examining strategies for modernising advisory, portfolio management, servicing, operations, and client engagement through modular technology.
Discussing how AI can become a native capability across the wealth management lifecycle — from client intelligence and advisor productivity to servicing automation and next-best-action recommendations.
Addressing the importance of governance, trust, and responsible AI adoption while scaling personalisation and decision-making.
Exploring best practices for building a future-ready wealth management organisation that is agile, intelligent, and capable of delivering faster time-to-value across diverse technology environments.
Mr. Aniket Shah
Head IT
Kotak International
Mr. Anil Kuril
CGM - CISO & Head of DPO
Union Bank of India
Mr. Anuj Kapoor
Managing Director & CEO - Private Wealth and Alternatives
JM Financial
Dr. Anuradha Bhatia
Head of Technology India - CTO
Standard Chartered Bank
Mr. Aplit Jaiswal
State Wealth Head
IndusInd Bank
Mr. Ashish Gomber
Head - Wealth Management & TPP
SBM Bank (India) Ltd.
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Mr. Avdhut Vaidya
Vice President
BNP Paribas
Mr. Balaji Rajagopalan
CTO
SBI
Ms. Bharti Malhotra
Director - Wealth Management - Client Servicing
Avendus Wealth Management
Mr. Bhushan Sonkusare
President and Group Chief Technology Officer, Digital Products, Technology Engineering, Data and AI
360One
Ms. Drishti Roy
Vice president
Yes bank
Mr. Hari Menon
Partner & EVP | Global Delivery & Business Head - AI, Wealth, & Capital Markets Intellect
Intellect Design Arena
Mr. Manan Bhatt
Vice President Strategy & Business Transformation
YES Bank
Ms. Preeti Arora
Senior Vice President & Head - Wealth Strategist (Investment & Insurance)/ Private Banking
Bank of Baroda
Mr. Rajesh Kumar Ram
Division Head
IBPS
Mr. Ramkumar N R
Chief Information Officer
HSBC
Mr. Saibal Ghosh
Head Investments & Wealth Solutions
HSBC
Mr. Sidarth Bhan
Head - Wealth Management Products
Kotak Neo
Mr. Vaibhav Sonavane
CISO
CSB Bank
Mr. Virendra Somwanshi
Country Head - Wealth & Bancassurance
Federal Bank
Intellect Design Arena is a fintech product company building composable, AI-ready platforms for banking, capital markets, and wealth management, helping financial institutions modernise faster and deliver connected, intelligent client experiences.
This is a closed-door, invitation-led roundtable bringing together senior wealth and technology leaders at Global Fintech Fest 2026.
