Family offices as a concept has moved from just treasury operations as a side-activity for corporate and business houses to a more mature discipline. Although it still has a long way to go before matching up and syncing with global best practices, it has surely come up as a more nuanced source of capital for domestic businesses and asset classes.

But family offices have to strike a balance between growing the already accumulated wealth with the right mix of diversification and risk mitigation practices so that the strategy ensures preservation of the existing capital for the next generation and prevents erosion of the base.

Those managing family offices have to consider various factors as they prepare their playbook, be it diversification across asset classes, geographies, tax implications and more importantly doing all this while filtering out the short-term market noise.

Even as family offices, both structured in a single or multi-family office structure, continue to gain heft, their role and participation is still evolving. How has it changed, so far? How do family offices view their current standing in the ecosystem, and how does it help achieve their respective goals? Does an active managed portfolio or a more passive one suit a family office? Does the newly crafted Gift City have the right ingredients for allowing family offices to diversify their geographic play and invest overseas?

To discuss these and more, VCCircle is hosting the second edition of Family Office Summit on July 26, 2024, in Mumbai. This takes forward the inaugural edition in 2023 that saw a packed house with a stellar list of speakers and movers and shakers with billions of dollars to deploy across assets in the attendee list.


8:00 AM onwards
  • 8:00 AM – Onwards


  • 9:30 AM – 9:40 AM

    Welcome Address

  • 9:40 AM – 10:00 AM

    Keynote Address: Drone view: How is the macro picture playing out for family offices

    India is expected to grow 3x the pace of the global economy as various international think tanks have upgraded the growth forecast for the country. But at the same time the market remains red hot. The slowdown in international growth has not affected the momentum of Indian juggernaut. How do family offices look at the broader investment opportunity?

  • 10:00 AM – 10:25 AM

    Fireside Chat: Public vs private conundrum

    Public equity market has been on a tear over the last 3-4 years. The inherent shock absorbers have seen through regulatory tides and stress test in the mid and small cap pack too. This poses a strong competition for alternative investment funds who need to offer an ‘illiquidity premium’ to attract capital. But alternatives also provide diversification and access to a different set of asset class in the private market. What would it take for family offices to allocate a larger sum to the private market in the age of public market outperformance?

  • 10:25 AM – 11:05 AM

    Panel Discussion: Active vs Passive voice

    Many family offices have burnt their hands with active investment practice in the startup space while others have been frustrated with the illiquidity with third party fund managers in the alternatives space. How do family offices strike the right balance between their active and passive investment portfolio?

  • 11:05 AM – 11:25 AM

    Networking Break

  • 11:25 AM – 11:50 AM

    Fireside Chat: Lending for predictable returns in the basket

    Debt or private credit can bring the much-needed risk mitigation for family offices that is equally concerned about preservation of capital. As a fixed return play, how can family offices maximise returns with low returns from this asset class? What has been the experience to date from the asset and has it met expectations of the family offices?

  • 11:50 AM – 12:15 PM

    Fireside Chat: Need for a professional touch

    Just like managing a company or business group, promoters need to take a call on how to professionalise the management of their family office. While in some cases the next generation are equally capable of running the show, in many instances bringing an external voice helps in taking the right investment calls. When and to what extent do family offices need to bring a professional touch to the system?

  • 12:15 PM – 12:55 PM

    Panel Discussion: Growing wealth more efficiently

    It is not just important to grow the money but also plan it out so that it is tax efficient at the time of monetisation. Those investing in India have moved on from a defacto Mauritius domiciled entity to make bets. As regulators have become more vigilant about round tripping and opening of new opportunities such as the Gift City, family offices now have a bigger canvas to chart out how they route their investments. What are the learnings and what do pundits advise for the future?

  • 12:55 PM – 2:00 PM

    Networking Break

  • 2:00 PM – 2:25 PM

    Fireside Chat: Shaping your family legacy with successful succession planning

    What are the key factors in creating an effective and fitting succession plan. The best education to create the next generation of family office leaders. How to deal with change and conflict for a stable family office future.

  • 2:25 PM – 3:05 PM

    Panel Discussion: Lure of the old and new

    New asset classes such as NFTs and bitcoins have seen their highs and lows. At the same time, family offices also have to juggle with the availability of other unconventional and nuanced investment classes such as art, antiques etc. How should family offices handle such assets and create the guardrails from tripping over momentum driven plays or the FOMO act?

  • 3:05 PM – 3:45 PM

    Panel Discussion: Real world assets

    Real estate has been traditionally the first choice for anyone with extra cash. But the character of real estate investing has changed from the plain vanilla land to multiple opportunities with family offices having to choose between residential and commercial assets; one project or a bunch of income generating assets under REIT and more. What is the right mix for those looking for the touch and feel of a real estate asset?

  • 3:45 PM – 4:05 PM

    Networking Break

  • 4:05 PM – 4:25 PM

    Special Address

  • 4:25 PM – 4:50 PM

    Fireside Chat: Regulatory Compliance and Tax Obligations: Guiding Business Families Through Complexity

    The intricate landscape of regulatory compliance and tax obligations facing business families, providing essential guidance to navigate through complexity and ensure legal adherence while optimizing financial strategies. As regulatory frameworks evolve and tax laws undergo frequent changes, staying informed and compliant is crucial for preserving wealth and safeguarding family legacies.

  • 4:50 PM – 5:30 PM

    Panel Discussion: Building Operational Resilience in Family office

    In this session, we will delve into the critical aspects of building operational resilience within family offices, equipping participants with the knowledge and strategies necessary to navigate challenges, mitigate risks, and ensure continuity in the face of adversity. As family offices become increasingly complex and interconnected, the need to establish robust operational frameworks has never been more imperative.

  • 5:30 PM – Onwards

    End of Conference

  • 6:00 PM – Onwards

    Cocktails & Dinner

Speakers 2024


Adrija Agarwal

Founder, Sattva Ventures

Anoop Tulsyan

Group CFO, Ashok Goel Family Office

Dr. Aarti Gupta

CIO - Family Office, DM Gupta & Anikarth Ventures

Deepak Padaki

President, Catamaran

Girish Singhi

Co-Chief Investment Officer, Welspun One

Jai Rupani

Head, Dinesh Hinduja Family Office

Kunal Palta

Head of Investments, Dhanuka Agri Family office

Naveen Sharda

Director & Head of Family Office, LNB Group

Nikhil Chandak

Managing Director & Head Investments (Family Office), JM Financial Ltd

Nirali Solani

Head, Chona Family Office

Rishabh Mariwala

Managing Partner, Sharrp Ventures | Harsh Mariwala Family Office

Sachin Jain

CIO / Head of Investment (Family Office), SUKVI Ventures

Sandeep Sinha

Co-CEO & Co-Founder, Oister Global

Siddharth Kothari

Chief Investment Strategist, Om Kothari Group Family Office

Vatsal Kanakiya

CEO, 100X.VC & Partner, Mehta Ventures

Vishesh Narang

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

Vivek Tolat

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

Yash Poddar

Co-Principal and CIO, Vikas Poddar Family Office

Want to be part of it?

VCC Events opens up the avenues for participation. Join hands to be a part of India’s largest gathering of alternative investments leaders, industry stakeholders and Asia’s influential limited partners, general partners and marquee advisors. Your chance to actively participate and augment yourself as thought leaders.


Do you have any queries?

Drop us a line and we will call you.