These questions will take centre stage at ET Wealth Expo 2026, being held on October 30 and 31 at NESCO Convention Centre, Goregaon, Mumbai. Over two days, leading investment professionals, fund managers, wealth managers, tax experts, lawyers, financial planners and entrepreneurs will share their perspectives on building wealth, managing risks, making money work harder and preparing for the financial needs of the future.
The event is being organised in collaboration with our sponsors, including Bajaj AMC, The Federal Bank, Supra Pacific, IRA, Choice Wealth, Nuvama, and PhonePe.
Day 1: Build, Protect, Grow
The programme will begin with a keynote address by S Naren, Executive Director and Chief Investment Officer at ICICI Prudential AMC, titled “How to Make Wealth in the AI Age”.
The next session, “MFs, PMS, AIF, ETFs or Direct Stocks: What Will Work in 2026 and Thereafter?”, will bring together different perspectives on where investors could find opportunities over the coming decade. Vikas Khemani, Founder and Chief Investment Officer of Carnelian Asset Management and Advisors, will join Aashish P. Somaiyaa, Chief Executive Officer of WhiteOak Capital Asset Management; Swarup Mohanty, Vice Chairman and CEO of Mirae Asset Investment Managers (India) Pvt. Ltd.; and Naveen Kulkarni, CIO – PMS and Listed Equity Alternatives at Axis AMC.
Ramesh Nair, Managing Director and CEO of Mindspace Business Parks REIT and Board Member of the Indian REITs Association, will lead a fireside conversation on “Investing in Commercial Real Estate Through REITs: Understanding the Opportunity”.
Family wealth and its transfer across generations will be explored in “Is Intergenerational Wealth Transfer a Socio-Cultural Megatrend That India Is Witnessing?” Ganesh Mohan, Managing Director of Bajaj Asset Management Limited, will discuss the changing nature of family wealth and the implications of increasing intergenerational transfers for Indian families and investors.
The question of whether Indian investors need to look beyond domestic markets will come up when Devina Mehra, Founder and CMD of First Global, presents “Global Diversification: Smart Strategy or Investor FOMO?”.
“Succession Planning: Family Wealth Transfer Done Right” will address one of the most important but often overlooked aspects of wealth management, ensuring that assets reach the intended beneficiaries in an orderly manner. Kanchi Gandhi, Managing Director at Kotak Mahindra Trusteeship Services, will be joined by other panellists to share their deep insights.
Taxpayers will get practical perspectives on the changing tax environment in “Tax Planning: Saving Income Tax After the New Act”. Rahul Charkha, Partner at Economic Laws Practice, will be joined by other panellists to share their views on when taxpayers may benefit from the old or new tax regime, ways of approaching capital gains and tax considerations for freelancers, consultants and creators.
Ramesh Nair, MD & CEO of Mindspace Business Parks REIT and Board Member of the Indian REITs Association, will be speaking about “Investing in Commercial Real Estate Through REIT: Understanding the Opportunity” in a thought-provoking Fireside chat with Naveen from the Economic Times.
The Fireside will be followed by a 25-minute presentation that will provide insights about India’s mega-trend of the transfer of generational wealth. The presentation, to be conducted by Gamesh Mohan, Managing Director, Bajaj Asset Management Limited, has been titled: Is intergenerational wealth transfer a socio-cultural megatrend that India is witnessing?
Building wealth is a subject worth discussing in detail, with nuances that run deeper than the general awareness about it. A panel discussion has been added to the agenda for day one of the expo, titled: Build It, Grow It, Make It Last: The 90-Year Wealth Challenge, with 1. Manish Kathuria, Chief Business Officer – Relationship and Private Client Group, Kotak Neo, and Dheeraj Gaur, Chief Investment Strategy Officer, Choice Wealth, as the panellists. The two of them will speak in detail about Investment strategies, asset allocation, and long-term wealth management solutions to address longevity risk and ensure financial security well into the 90s.
The first day will end with “How to Think About Money”, a fireside conversation with Vijay Kedia, Managing Director of Kedia Securities Pvt. Ltd.
Day 2: Multiply, Freedom, Life
The programme begins with “Beyond Equities: The New Indian Portfolio”, a keynote by Saurabh Mukherjea, Founder and Chief Investment Officer of Marcellus Investment Managers.
“Emerging Arsenals of India’s Rich: Will These Work in Future?” will examine the expanding toolkit available to affluent investors. A. Balasubramanian, Managing Director and CEO of Aditya Birla Sun Life AMC Ltd., will be joined by other panellists to look at PMS, AIFs, private credit, private equity and startup investing, along with the opportunities and risks associated with these avenues.
The question of how early is too early to stop working will take centre stage in “Should You Retire Before 50?”. Virendra Somwanshi, Country Head – Wealth Management and Bancassurance at Federal Bank, will be joined by other panellists to discuss corpus requirements, passive income, longevity risk and the possibility of moving into a semi-retirement phase.
Across October 30 and 31, ET Wealth Expo 2026 will bring together investment leaders, wealth managers, tax specialists, lawyers, financial planners and entrepreneurs to discuss the financial decisions that matter at different stages of life. From the first step of building wealth to protecting assets, planning succession and using wealth to create greater freedom, the two-day programme will offer investors practical perspectives on navigating an increasingly complex financial landscape.
