11th Indian Family Office Summit 2023

Priwexus’s 11th Indian Family Office Summit 2023 (IFOS23) will bring together speakers and participants from single and multi- family offices, Indian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices in India and elsewhere including structuring, legal & tax issues, technology, operational areas, and investments.

As the leader of Family Office Conferences in India, with almost ten years of success, Priwexus brings together genuine Family Offices and Investors, in a private setting with only a select few experts and solution providers present to enrich the conversations with their perspective.

The Indian Family Office Summit (IFOS) now in its 11th year was India’s first ever conference on family offices when it was first organized by AIWMI (parent company of Priwexus). Over the years, IFOS has not only contributed immensely to the growth of Indian family offices but has also set the gold standard as the region’s preeminent forum for Indian business families and family offices.

With an overarching theme of Building Future Ready Family Offices, IFOS23 is a must attend forum, bringing together family principals, private investors, family offices & CIOs from across the country and globe, who prioritize exceptional peer-to-peer engagement and thought-leadership.

We invite you to partner us in organizing this important knowledge and networking forum to navigate the financial future of the family office world by attending and sharing thoughts on best practices and directions of what needs to be accomplished to secure the stability for family offices in the present and future.

Participants will be exposed to leading academic and practitioner insights and will engage in joint learning and network building. Although this conference is only open for Priwexus Members, subject to approval, non-member Single Family Offices and Business Families are also welcome to join.

Join 100+ Family Offices and UHNWIs from India and beyond toexplore Best Practice in Governance and Investments

  • High private buyside Single Family Office and Investor ratio
  • Topics for families by families – Family Office Governance and Investment best practice
  • All-day networking – meet prominent peers and have inspiring conversations

High Points

Indian Family Office Benchmarking Report 2023

Priwexus will be publishing the Indian Family Office Benchmarking Report during IFOS23. This study will feature insights and data gathered from prominent Indian Single Family Offices and Family Office Leaders and Professionals.

This report is intended to help you:

  • benchmark SFO’s current activities related to family engagement, service delivery, investments, and technology
  • articulate the value that a SFO team currently provides to the family
  • make a case for additional resources or areas for future investment

The report will provide a mix of validation of what’s working well in the family office space and inspiration to move forward on issues that are posing challenges currently.

Indian Family Office Thought Leaders 2023

The last few years have been a roller coaster ride for everyone, including family offices. A once-in-a-century pandemic, economic volatility, geo-political uncertainty and continuing domestic issues meant the last couple of years were one of the toughest years to navigate.

As we all know “With Great Power Comes Great Responsibility”, individuals representing/ working in or working with Family Offices had to step up and lead the way right through the last couple of years post covid in the face of extremely unpredictable circumstances.

This List is an attempt to identify such stand out individuals who were the guiding lights within the Indian Family Office community. This list will include the best thought leaders and industry influencers from among SFOs, MFOs and all key Service Providers working with Indian Family Offices.




Welcome Remarks


Aditya Gadge, Founder, Equalifi | Priwexus


Opening Remarks


Arpita Vinay, MD & Co-CEO, Spark PWM


Family Offices in India: A Decade in Perspective


Gopal Srinivasan, Chairman & Managing Director, TVS Capital Funds
Rajiv Agarwal, Professor & Chairperson – Strategy Department, SPJIMR (Session Chair)
Rocky Mohan, Chairman, Mohan Goldwater Breweries Ltd
Vivek Bhargava, Co-founder, ProfitWheel


Constructing a Family Office Investment Portfolio


Adrija Agarwal, Founder, Sattva Ventures
Amol Sathe, Head-Global Investments, Mephezalea (A Single Family Office)
Nitai Utkarsh, Lead- Investment Strategy & Chairman’s Family Office, Hero MotoCorp (Session Chair)
Yash Poddar, Chief Investment Officer, Vikas Poddar Family Office


Networking Break


Finding the Right Destination for Your Family Office: India vs. Singapore


Rajendra Rele, Senior Director – Financial Institutions Group, Cyril Amarchand Mangaldas
Rishabh Shroff, Co-Head, Private Client & Head, International Business Development, Cyril Amarchand Mangaldas (Session Chair)
Vikna Rajah, Head- Tax, Trust & Private Client Practice, Rajah & Tann Singapore LLP


Launch of Indian Family Office Thought Leaders 2023 List
( Powered by Multi-Act )


Ashutosh Bishnoi, Board Member, Multi Act Trade & Investments




Masterclass: Building for Perpetuity


Prasad Kumar, Founder & Family Business Advisor, Human Endeavour Associates


Masterclass: Best Practices in Family Wealth Transition


Philippe J Weil, Founder, P J Weil Ltd. (Israel), Global Family Business Coach & Author


Non-Correlated/Niche Alternative Investment Strategies for UHNW Families


Rajesh Bhatia, Chief Investment Officer, ITI AMC
Rajesh Gandhi, Partner, Deloitte Haskins & Sells (Session Chair)
Ravi Vukkadala, CEO, Northern Arc Investments
Vikas Biyani, Associate Director, Multi-Act




Family Office Leaders - Insights and Best Practices


Ajay Vaswani, President & Chief Business Officer – Alternate Investment Funds, ITI (Session Chair)
K T Chandy, India Co-Leader, EY Private Tax
Ruchi Paleja, Senior Vice President, Spark PWM
Tariq Aboobaker, Managing Director, Amicorp Trustees India


Networking over Drinks


End of Conference

*Please note that the agenda is subject to change as per the availability of speakers

Priwexus is a unique membership community of single family offices, prominent business families and individuals of significant wealth in India. We are an impartial peer-to-peer networking forum dedicated to serve all the key focus areas of successful families including investments, philanthropy, family governance, tax, legal, estate management and next-gen education.

Adrija Agarwal, Founder, Sattva Ventures
Deeply entrenched in India’s startup ecosystem, Adrija Agarwal is the visionary force behind
Sattva Ventures. Since 2019, her adept leadership and strategic foresight have been
instrumental in navigating the firm through the intricacies of both public and private markets.
Under her guidance, Sattva Ventures has executed 35 venture investments across a spectrum
of sectors. Adrija’s talent for identifying and nurturing potential has not only led to substantial
returns but also earned the firm a spot among India’s top 50 family offices in 2023.

Chandy is a partner with EY’s Tax practice in Bangalore and has responsibility for corporate tax and regulatory services of the
Bangalore office. He leads the tax function in the Private business vertical focusing on family business, private equity and VC
sectors and start-ups. Chandy is responsible for the Kerala practice as well and also works out of the EY office in Kochi
Chandy has advised a vast clientele of family businesses on succession planning; use of private trusts for succession of wealth
and estate duty planning. Has worked with large Indian family business houses on a range of tax, advisory, reorganization and
regulatory matters. Advised on family succession matters including creating family constitutions, private trusts and governance

Rajendra leads the Financial Institutions Group practice in
Cyril Amarchand Mangaldas and is responsible for
developing and executing the strategy in Financial Services
for the Firm. Prior to CAM Rajendra has been a leader in
the consulting businesses of PwC and EY. In those stints he
has led large business and technology transformation
engagements in Banks, Insurance, AMCs and NBFCs.
Some of the key areas of consulting as engagement leader
include :
Developing the innovation strategy, setting up an APIM
function, APIM architecture, finalising APIM requirements,
implementing the APIM solution and managing the solution
for a soon to be privatised bank.
End to end corebanking consulting for of the largest banks in
India resulting in the leap of these banks from distributed to
centralised technology and readying them for digital adoption.
Conceiving and setting up the Project Management Office for
India’s largest bank.
Developing the technology architecture and strategy for India’s
largest life insurance company.

Vikas brings to the table nearly two decades of expertise in servicing High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), and institutional clients across equity research, capital markets, and portfolio advisory. His investment approach is characterised by a preference for high-quality securities, a commitment to good corporate governance, and a focus on margin of safety investing utilising the RA/RI framework developed at Multi-Act.

In his role, Vikas diligently crafts advisory client mandates centred on delivering risk-adjusted returns that surpass market benchmarks, both in the Indian and Global markets, while maintaining an unwavering commitment to capital preservation. Vikas has been an integral part of the Multi-Act team since obtaining his Chartered Accountancy qualification from ICAI in 2003.

Preserting Partner

Associate Partners

Initiative Partner

Showcase Partner

Supporting Partners

The Indian Family Office Summit 2023 (IFOS23) is an exclusive, by-invite event for prominent Indian Family Businesses and Single Family Offices.

Participation in this Summit is complimentary for Priwexus Members.

All non- members who wish to participate in IFOS23 must match our membership criteria, must be pre-approved for access by the Priwexus team and pay the event registration fee.

If you are not a member yet and interested in attending IFOS23, please complete the form given below, and we will contact you at the earliest on your inquiry.

Event Registration Fee for Non-Members : INR 30,000

– Fees mentioned in exclusive of GST.
– Members of our Supporting & Media Partners can avail 25% waiver on non-member fee.