12.12.2023

4:00 PM onwords

Shakti Greens, Vasna - Bhayli Main Road, Ashwamegh Nagar, Bhayli, Vadodara, Gujarat – 390012.

Countdown to Wealth Concalve 2023

Since 2005, with 2000+ satisfied clients and 600 Cr+ in Assets Under Management (AUM), our team of 35+ experts actively conducts investor awareness programs, expert talks, and market outlook sessions. We've also hosted 150+ successful client engagement sessions of varying scales, reflecting our commitment to both financial education and philanthropy.

Building on the success of UpperCrust Wealth Conclave '22, we're thrilled to announce UpperCrust Wealth Conclave '23. This event continues to be a platform for showcasing innovative wealth solutions and fostering opportunities on our platform. Join us for insightful discussions on fund management, diverse equity investing strategies, and alternative investment opportunities tailored for high net worth individuals. Don't miss out on this enriching experience!

Convlave 2022 04:00 PM to 04:45 PM

Pre Networking & Hi-Tea

Open Networking session
Convlave 2022 04:45 PM to 05:00 PM

Event Inauguration & Opening Note

Yash Joshi Yash Joshi

Yash Joshi

Co-Founder
UpperCrust Wealth
Convlave 2022 05:00 PM to 05:30 PM

Mutual Fund: Kal Aaj Aur Kal

A. Balasubramanian A. Balasubramanian

A. Balasubramanian

MD & CEO
Aditya Birla MF
Convlave 2022 05:30 PM to 06:00 PM

Mutual Fund: NiveshNeeti

Peshotan Dastoor Peshotan Dastoor

Peshotan Dastoor

President & Head of Sales
UTI AMC
Convlave 2022 06:00 PM to 06:20 PM

Unlocking the Potential High Jewellery, Gem Stones as Real Assets Investment

Ashutosh Soni Ashutosh Soni

Ashutosh Soni

Owner & Director
Harvish Jewels
Convlave 2022 06:20 PM to 06:40 PM

Beyond Numbers: Unveilling the Crucial Impact of CFO Services

CA Sachin Deorukhakar CA Sachin Deorukhakar

CA Sachin Deorukhakar

Founder & CEO
CFO SME
Convlave 2022 06:40 PM to 07:30 PM

P2P Lending Help: India Rising

Bhavin Patel Bhavin Patel

Bhavin Patel

Founder & CEO
LenDen Club
Convlave 2022 07:30 PM to 08:30 PM

Moats Unleashed: Unlocking the Secrets of Successful Investing

Krishan Sharma Krishan Sharma

Krishan Sharma

Behavioural Finance Expert & Investment Coach

Speakers

A. Balasubramanian

A. Balasubramanian MD & CEO, Aditya Birla MF

Mr. A. Balasubramanian is the CEO of Aditya Birla Sun Life AMC Limited, A luminary in the financial sector.

With a wealth of experience and an unwavering dedication to the financial landscape, Mr. A Balasubramanian is indeed a beacon of knowledge and leadership in our midst. He holds a pivotal role as a member of the Fund Management Advisory Committee of the International Financial Services Centres Authority (IFSCA). He also serves as a Governor on the Board of Governors of the National Institute of Securities Markets.

Peshotan Dastoor

Peshotan Dastoor President & Head of Sales, UTI AMC

Mr. Peshotan Dastoor is a seasoned financial expert and the Group President and head of Sales at UTI Asset Management Company (UTI AMC).

Mr. Dastoor brings a wealth of experience garnered through diverse roles across banking and mutual funds. With a career characterized by leadership, strategic acumen, and a deep understanding of the financial landscape, Mr. Peshotan Dastoor stands as a guiding force in the industry.

We have the privilege of gaining insights from a stalwart who has not only witnessed but actively shaped the evolution of financial services.

Ashutosh Soni

Ashutosh Soni Owner & Director, Harvish Jewels

Mr. Ashutosh Soni, a visionary entrepreneur and the owner and director of Harvish Jewels. His journey into the world of precious gemstones and high-end jewelry is not just a business venture; it's a passion that runs deep in his veins.

He is not just a jeweler; he is a pioneer in creating awareness about precious rare gemstones, diamonds, and high jewelry as real assets and alternative investment solutions.

As an artistic businessman, Mr. Soni brings a unique perspective to the intersection of luxury and wealth creation.

CA Sachin Deorukhakar

CA Sachin Deorukhakar Founder & CEO, CFO SME

Mr. Sachin Deorukhakar, the visionary founder of CFO SME. With a career marked by unparalleled expertise and a commitment to excellence, Mr. Deorukhakar is a dynamic force in the realms of finance, compliance, and strategy.

In the complex landscape of business, Mr. Deorukhakar stands out for his analytical prowess, evaluating intricate business scenarios and providing innovative solutions. His multifaceted skill set includes expertise in fund raising, navigating legal matters, and negotiating contracts with finesse.

Bhavin Patel

Bhavin Patel Founder & CEO, LenDen Club

Mr. Bhavin Patel, a true embodiment of the Gujarati entrepreneurial spirit, co-founded LenDenClub in 2015, pioneering the P2P lending sector in India. With a focus on enhanced investor experiences and a deep understanding of consumer needs, he has grown LenDenClub into the nation's largest P2P platform.

Bhavin, a self-made leader who values hard work and discipline, is not only an avid football enthusiast but also a visionary aiming to disrupt the FinTech space significantly.

Krishan Sharma

Krishan Sharma Behavioural Finance Expert & Investment Coach

Mr. Kishan Sharma, a notable figure in the world of finance and investment.

As the co-founder of OSAT Knowledge, Mr. Sharma brings a wealth of expertise to the table. Renowned as an Investment Coach, his insights have guided and inspired many in navigating the complex landscape of financial markets. Keynote Speaker who captivates audiences with his profound understanding of behavioral finance. His passion for unraveling the intricacies of investor behavior adds a unique dimension to his contributions.

Conclave Sponsors

Please note that this is an invite-only event. If you are interested in attending the event then please fill out the form below.