
Transforming Wealth Management: Insights from CFA Society India's Landmark Conference
Published on: Sept. 2, 2025, 11:26 a.m. | Source: Devdiscourse
The 10th India Wealth Management Conference in Mumbai gathered over 500 delegates to explore trends and future insights in the wealth management sector. With key discussions on global shifts, family office strategies, and private banking, industry leaders emphasized technology-driven, client-focused transformations and the ethical role of CFA charterholders.