About the Event

Family offices in India have evolved significantly from being a secondary function for corporate and business houses into a more sophisticated discipline. While still some distance away from fully aligning with global best practices, family offices in India have become an increasingly vital source of capital for domestic businesses and asset classes. This growth reflects a broader trend of wealth management maturing into a critical part of high-net-worth individuals' financial strategy.

One of the key challenges for Indian family offices is finding the right balance between different asset classes while anchoring it with the right risk management and diversification playbook. Be it the lure of the public equities to the more conservative fixed income or real estate to alternative investments to exotic assets like fine arts, family offices are juggling with multiple options.

How are family offices crafting their asset allocation strategies and what all ingredients do they put in the cooking pot as they add new flavours to the mix? How can they devise the right risk management protocols for managing both generational wealth and newly minted money? What is the right jurisdiction mix to build a well-diversified family office with multi-geographic character? How is the real assets piece evolving for family offices?

At the same time, the role and responsibility of a family office goes beyond asset and wealth management and as the industry evolves conflict resolution, concierge services and philanthropy becomes a significant part of the daily workbook.

To discuss these and more, VCCircle is hosting the third edition of Family Office Summit on July 25, 2025, in Mumbai. This takes forward the last two editions that saw packed house with a stellar list of speakers and movers and shakers with billions of dollars to deploy across assets in the attendee list.

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Agenda '25

8:00 AM onwards
  • 8:00 AM – Onwards

    Registration

  • 9:15 AM – 9:20 AM

    Opening Address

    Anitesh Dharam, Business Head, VCCircle 

  • 9:20 AM – 9:50 AM

    Building blocks of the asset allocation puzzle

    Family offices need a well-rounded and robust asset allocation strategy that meets both financial and non-financial objectives, securing wealth for future generations. This involves factoring in investment goals & objectives, risk tolerance, diversification, time horizon & liquidity needs, tax efficiency, estate planning and more.

    Speakers:
    Amol Sathe
    , CIO, MEPHEZALEA Asset Services LLP
    Jai Rupani, Head, Dinesh Hinduja Family Office
    Harsh Dhanuka, CIO, SAR Group Family Office
    Gautam Sehgal, CIO, Patni Financial Advisors
    Vikas Biyani, Associate Director, Multi-Act India

    Moderator:
    Aman Malik, Senior Editor, VCCircle 

  • 9:50 AM – 10:20 AM

    Familiarity bias: boon or baggage

    Principals behind all family offices are associated with at least one industry of their own with many having multiple business interests. Some family offices have a clear policy of not investing in sectors where they have their own business to add a sound diversified portfolio creation. How effective is this strategy and are their exceptions that one should exploit? Are there other means to play further in the same sector via a different asset class?

    Speakers:
    Sharan Asher
    , Director, Eragon Ventures
    Rahul Mehta, Advisor,  George Kaiser Family Office
    Puneet Jain, VP & Lead - Corporate Treasury, Karan Thapar Family Office
    Virendra Acharya, Head - Finance & Investments, VIMSON - Shivanand Salgaocar Group
    Subhakar Rao Surapaneni, Chairman, Champion Infratech

    Moderator:
    Swet Sarika
    , Assistant Editor, VCCircle 

  • 10:20 AM – 10:30 AM

    Networking Break

  • 10:30 AM – 11:00 AM

    Risk management an essential pillar

    The first objective of a family office is to preserve the principal sum at play and then look for how to gain in the future. This involves a strong risk management framework that doesn’t shake up with passing investment fads and reins in the proverbial fear-of-missing-out (FOMO). What processes need to be established right at the beginning to ensure this? How can family offices fine-tune their risk management practices over time?

    Speakers:
    Sidharth Kothari
    , Chief Investment Strategist, Om Kothari Group
    Siddartha Saraf, CIO, Manyawar Family Office
    Vivek Tolat, Chief Investment Officer & Head of Family Office Investments, KCT Group Trust
    Ramakant Dokania, CIO, Twin and Bull Single Family Office

    Moderator:
    Aman Malik
    , Senior Editor, VCCircle 

  • 11:00 AM – 11:05 AM

    Special Address

    Khilen Shah, Promoter, Hubtown Ltd.

  • 11:05 AM – 11:35 AM

    Public vs Private: a juggling act

    A well balanced portfolio creation is the basic function for family offices and this includes a good mix of both public and private equity, with their distinct advantages and challenges. What is the best composition of the two and how can family offices align best to sail with the asset price cycle to generate alpha in the short as well as the long run?

    Speakers:
    Nilang Jain, CIO, Green Gen Family Office
    Sunil Dhall, CFA-Investment Management, Al Rajhi Ekhwan Group Co.
    Aarti Gupta, Founder, Anikarth Ventures
    TC Meenakshisundaram, Founder & Vice Chairman, Chiratae Ventures
    Manish Chaturvedi, Founder & MD, Induss Strategy Financial Advisors

    Moderator:
    Swet Sarika
    , Assistant Editor, VCCircle

  • 11:35 AM – 11:45 AM

    Special Address

    Speaker:
    Sundararaman Ramamurthy
    , MD & CEO, Bombay Stock Exchange

  • 11:45 AM – 12:15 PM

    Touch of the new & exotic: Eyes on startups, alternatives & more

    Alternative investment either direct into startups or via VC, PE funds and exotic asset classes such as crypto, fine art and more offer family offices another diversification lever that lies outside the conventional investment buckets in the public market. These offer some insulation from global market fluctuations but come with their own loaded risk elements such as illiquidity, valuation challenges, and regulatory uncertainty. What has been the experience with such investments and what are the learnings? When is it prudent to look at such assets more closely?

    Speakers:
    Devashish Khanna
    , CIO, Capri Global
    Benaifer Malandkar, CIO, RAAY Investments
    Mohit Gulati, CIO, Investment trust of India
    Imran Jafar, Managing Partner, Gaja Capital
    Kunal Varma, Co-founder & CEO, Freo

    Moderator:
    Prithvi Durai
    , Senior Correspondent, VCCircle

  • 12:15 PM – 1:30 PM

    Networking Lunch

  • 1:30 PM – 2:00 PM

    Real assets as the evergreen favourite

    Real estate has been an all-time favourite of business groups in India as a safe haven as an asset class with the ‘touch and feel’ factor. There have been some temporary setbacks in the past but broadly real estate has been an important asset class for family offices that has resulted in appreciation of wealth. How have real estate investment strategies evolved for family offices and what routes seem more favourable for the future?

    Speakers:
    Vishesh Narang
    , Head-Family Office, UKPI
    Sachin Jain, Advisor, SPG Family Office
    Kartekeya Myadam, Chief Investment Officer, Richmount Ventures Family Office
    Rushank Shah, Promoter, Hubtown Ltd.
    Kunal Wadhwani, Principal-Invesments, HDFC Capital Advisors

    Moderator:
    Swet Sarika
    , Assistant Editor, VCCircle

  • 2:00 PM – 2:30 PM

    Engagement quotient with next gen

    The first generation of family offices started with group finance heads doubling as asset allocators as principals were operational leaders in their domain. But ‘formal’ family offices started with creation of professional structures around two decades ago. Now, we have omni structures as in many cases more financially literate next generation is engaged in decision making along with the professionals. How can family offices balance the roles and responsibilities of different stakeholders so the final outcome is superior?

    Speakers:
    Anirudh A. Damani
    , Director, Artha India Ventures
    Nitesh Agarwal, CIO, Baldota Family Office
    Manish Khurana, Founder, Innovations Ventures Studio
    Abhimanyu Sofat, Head Family Office & Chief Investment Officer, Vassudeva Dempo Family Private Trust

    Moderator:
    Prithvi Durai
    , Senior Correspondent, VCCircle

  • 2:30 PM – 3:00 PM

    Giving back: philanthropy to do good

    Philanthropy is an increasingly important aspect of family offices, serving as a way for families to align their wealth with their values and make a lasting social impact. Family offices often establish charitable foundations to facilitate their philanthropic efforts, allowing them to support causes that resonate with the family’s mission. This can include areas like education, healthcare, environmental sustainability, and social justice. What is the right mode to make this happen and yet make it a more tax efficient process? How important is the role of partnerships in philanthropy activities?

    Speakers
    Leena Dandekar
    , Founder, Raintree Family Office
    Ganesh KC, President, Pratithi Investments

    Moderator
    Prithvi Durai
    , Senior Correspondent, VCCircle

  • 3:00 PM – 3:30 PM

    Refuelling the engine

    Family offices can start with a big bucket corpus triggered by a business sale or via a small sum dedicated from the cash flow arising from dividend earnings of the promoters. Reinvesting the proceeds of the gains is another way to inject more into the system. How often the corpus can and should be refuelled? What is the best practice used by established family offices by routing almost the entire sum to the family office or a fixed proportion every year?

    Speakers:
    Anoop Tulsyan
    , Group CFO, Ashok Goel Family Office
    Gautam Gupta, VP- Private Equity, Tanas Capital
    Pankaj Keswani, Founder & Chairman, Alufit (India) Pvt Ltd & 84 Investments Pvt Ltd.

    Moderator:
    Aman Malik
    , Senior Editor, VCCircle

  • 3:30 PM – 4:00 PM

    Networking Break

  • 4:00 PM – 4:20 PM

    Fireside Chat: The Power of the Pivot - Driving Success Through Strategic Shifts

    At the heart of every resilient venture is the ability to pivot—smartly, swiftly, and strategically. Pivoting in terms of product overhauls to business model reinventions has consistently led to outsized growth, stronger market fit, and long-term value creation. The secret sauce is in spotting an opportunity in what others might see as failure.

    Speaker:
    Rehan Yar Khan
    , Managing Partner, Orios Ventures Partners 

    Moderator:
    Anitesh Dharam
    , Business Head, VCCircle

  • 4:20 PM – 5:00 PM

    Confidante and the thread connecting family members

    Conflict resolution is crucial in family offices, especially when managing wealth across multiple generations and extended families. Family dynamics can lead to disagreements on investment strategies, governance, or the family’s philanthropic direction. Professional mediators or advisors specializing in family business or wealth management are often brought in to help resolve disputes, promote effective communication, and maintain family harmony. Establishing clear governance structures and facilitating open dialogue can prevent potential conflicts from escalating, ensuring the long-term success of the family office.

    Speakers:
    Yash Poddar
    , CIO, Vikas Poddar Family Office
    Dhruv Suri,CIO, Asia Titans  
    Gaurav Agarwal, Head- FO & Corporate Treasury, Oswal Nahar Group

    Moderator:
    Aman Malik
    , Senior Editor, VCCircle


Speakers '25

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Sunil Dhall

CFA-Investment Management, Al Rajhi Ekhwan Group Co.
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Siddharth Kothari

Chief Investment Strategist, Om Kothari Group
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Nilang Jain

CIO, GreenGen Family Office
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Nitesh Aggarwal

CIO, Baldota Family Office
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Devashish Khanna

CIO- Private Market Investments, Capri Global Family office
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Sundararaman Ramamurthy

MD & CEO, Bombay Stock Exchange
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TC Meenakshisundaram

Founder and Vice Chairman, Chiratae Ventures
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Siddhartha Saraf

CIO, Manyavar Family Office
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Jai Rupani

Head, Dinesh Hinduja Family Office
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Rehan Yar Khan

Managing Partner, Orios Venture Partners
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Vishesh Narang

Co-Founder of VNAM, Head Of Family Office at UKPI(Promoter of Berger Paints India)
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Vikas Biyani

Associate Director & Portfolio Advisor, Multi-Act Trade and Investments Pvt. Ltd.
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Vivek Tolat

Chief Investment Officer and Head of Family Office Investments, KCT Group Trust
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Ganesh KC

President, Pratithi Investments (Kris Gopalakrishnan family)
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Manish Khurana

Founder, Innovations Venture Studio
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Benaifer Malandkar

CIO, RAAY Investments
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Sachin Jain

Advisor, SPG Family Office
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Rushank Shah

Promoter, Hubtown Ltd.
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Anoop Tulsyan

Group CFO, Ashok Goel Family Office
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Imran Jafar

Managing Partner, Gaja Capital
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Dhruv Suri

Principal & CIO, Asia Titans
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Gautam Gupta

Vice President, Private Equity, Tanas Capital
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Khilen Shah

Promoter, Hubtown Ltd.
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Harsh Kr. Dhanuka

Chief Investment officer, SAR Group Family office
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Yash Poddar

CIO and COO, Viansh Ventures (Vikas Poddar Family Office)
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Leena Dandekar

Founder, Raintree Family Office
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Subhakar Rao Surapaneni

Chairman, Champions Group
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Gautam Sehgal

CIO, Patni Financial Advisors
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Manish Chaturvedi

Founder & MD, Induss Strategy Financial Advisors
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Dr. Aarti Gupta

Founder, Anikarth Ventures and Foundation
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Ramakant Dokania

CIO, Twin and Bull Single Family Office
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Sharan Asher

Director, Eragon Ventures
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Kunal Varma

Co-Founder and CEO, Freo
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Amol Sathe

CIO, MEPHEZALEA Asset Services LLP (Single Family Office of the Thermax Promoters)
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Anirudh A. Damani

Director, Artha India Ventures
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Kunal Wadhwani

Principal, HDFC Capital
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Mohit Gulati

CIO, Investment Trust of India, family office of Sudhir Valia (Sun Pharma)
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Gaurav Agarwal

Head- FO & Corporate Treasury, Oswal Nahar Group
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Rahul Mehta

Advisor, George Kaiser Family Office
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Pankaj Keswani

Founder & Chairman, Alufit (India) Pvt Ltd & 84 Investments Pvt Ltd.
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Virendra Acharya

Head - Finance & Investments, VIMSON - Shivanand Salgaocar Group
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Abhimanyu Sofat

Head Family Office & Chief Investment Officer, Vassudeva Dempo Family Private Trust
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Kartekeya Myadam

Chief Investment Officer, Richmount Ventures Family Office
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Puneet Jain

VP & Lead - Corporate Treasury, Karan Thapar Family Office

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