ARIA’s Virtual Summit 2024

e-INSPIRE

Digi-tech: the BFF of Advisers!

Oct 9, 2024

3 pm to 7 pm

Virtual

Event Starts In

Join us for e-INSPIRE 2024, a premier virtual Summit focusing on how digital tools and innovations are transforming personal financial advice. As technology reshapes advisory practices, this summit will explore key trends, challenges, and opportunities that Registered Investment Advisers (RIAs) and Financial Planners face today.

Team

Co-Chairs: Jay Thacker & Jigar Patel
Board Members: Amit Kukreja & Vivek Rege

e-INSPIRE Theme

Digital Revolution in Personal Financial Advice’ Effective Adoption – Opportunities & Challenges

Why Attend?

Discover how cutting-edge technologies integrated together are enhancing Client experience and driving Practice Growth.
Learn how to effectively manage a hybrid (‘Phygital’) advisory model that combines the best of technology and human expertise.
Gain insights into overcoming challenges in digital adoption and preparing for the future of investment advisory in a tech-driven world.

Who Should Attend?

Registered Investment Advisers (RIA)
Personal Financial Planners and Wealth Managers
Representatives of Financial Regulators and their Intermediaries
Anyone interested to know about the latest Digital revolution in Financial Advice

e-INSPIRE Summit Overview

Time	Itinerary	Speakers
2:45 – 3:00	Exploring the virtual selfie booth, and engaging with the scribble wall	Participants
3:00 – 3:10	e-INSPIRE Summit Introduction	Jay Thacker, Principal Adviser, Wealth Nation
3:10 – 3:15	Launch of the Revamped ARIA Portal	Kamlesh Varshney, WTM, SEBI
3:15 – 3:25	Summit Key-note Address	Kamlesh Varshney, WTM, SEBI
3:25 – 4:00	Fire Side Chat with the Regulator	Kamlesh Varshney, WTM, SEBI; Vivek Rege, Founder & CEO, V R Wealth Advisors
4:00 – 5:00	Indian Panel: Navigating the Investment Landscape: Perspective from Asset Management and Fintech Leaders	Nilesh Shah, Group President & Managing Director, Kotak Mahindra AMC; Kalpen Parekh, Managing Director & CEO, DSP Asset Managers; Harish Narayanan, Chief Marketing & Digital Officer, HDFC AMC; Nikhil Aggarwal, Founder & Group CEO, Grip; moderated by Amit Kukreja, Fee-Only Financial Advisor.
5:10 – 5:40	Practitioner Presentation: Bouquets and Battlescars – The Why’s and How’s of Tech in Personal Finance	Shyam Sunder, Managing Director, PeakAlpha Investment Services moderated by Jigar Patel, Principal Officer, Neuron Wealth Advisors
5:40 – 6:20	International Panel: Changing Role of Technology for Investment Advisors – An International Perspective	Edward Ware, Head of Americas Wealth Channel Management, S&P Dow Jones Indices; Paul Grimes, CFP, Chief Professionalism Officer, FPSB.; moderated by Abhijit Talukdar, Founder, Attainix Consulting
6:20 – 6:50	Practitioner Presentation: Harnessing Tech for Personalized Client Delivery	Rohit Shah, Founder & CEO, GYR Financial Planners moderated by Jay Thacker, Principal Adviser, Wealth Nation
6:50 – 7:00	Event Summary & Acknowledgment	Jigar Patel, Principal Officer, Neuron Wealth Advisors