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!
Pre Networking & Hi-Tea
Speakers
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 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 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 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 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 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.