Wealth Expo 2026 will bring investment selection, financial protection and family succession into focus when its first-day programme opens on October 30 at NESCO, Mumbai. The planned sessions range from artificial intelligence and portfolio diversification to retirement funding, couples’ finances and the transfer of assets between generations.
Key Takeaways
- The two-day event is scheduled for October 30–31, 2026, at NESCO, Mumbai.
- Day 1 will cover investment vehicles, commercial-property exposure and international diversification.
- Separate panels will examine tax planning, longer retirements and family wealth transfer.
Table of Contents
- Wealth Expo 2026: What the opening day covers
- Investment sessions compare vehicles and geographic exposure
- Financial protection extends beyond investment returns
- Succession planning puts family arrangements in focus
- Conclusion
Wealth Expo 2026: What the opening day covers
The organizer’s event schedule lists a two-day gathering beginning at 10 a.m. on October 30. The opening-day programme brings together fund managers, financial planners, tax specialists and legal professionals to discuss decisions across the wealth-management lifecycle.
S Naren, Executive Director and Chief Investment Officer at ICICI Prudential AMC, is scheduled to deliver a keynote on building wealth in the age of artificial intelligence. Vijay Kedia, Managing Director of Kedia Securities, is due to close the day with an address on how to think about money.
| Item | Details |
|---|---|
| Event dates | October 30–31, 2026 |
| Venue | NESCO, Mumbai |
| Listed start time | 10 a.m. onwards |
| Programme covered | Day 1, October 30 |
Investment sessions compare vehicles and geographic exposure
A panel featuring Vikas Khemani, Aashish P. Somaiyaa, Swarup Mohanty and Naveen Kulkarni will examine mutual funds, portfolio management services, alternative investment funds, exchange-traded funds and direct stocks. Its planned scope includes equities, debt, gold, property and private markets.
Ramesh Nair, Managing Director and CEO of Mindspace Business Parks REIT, will discuss access to commercial real estate through real estate investment trusts. First Global founder Devina Mehra will address international allocation, including US equities, dollar exposure and global ETFs.
These discussions cover two distinct portfolio questions: which investment structure to use and how widely to spread exposure across assets and countries. They are scheduled discussions, not announced return forecasts or investment recommendations.
Financial protection extends beyond investment returns
A couples’ finance panel will address joint financial arrangements, tax efficiency and preparation for death, disability or divorce. Participants include Aditi Sharma of Khaitan & Co., CA Nitin Kaushik, Ladder7 Financial Advisories founder Suresh Sadagopan and EY India tax partner Hiten Shah.
A separate CEO roundtable will examine the financial implications of living to 90, focusing on retirement savings adequacy and healthcare costs. Another panel will discuss choosing between India’s old and new income tax regimes, capital gains planning and tax considerations for freelancers, consultants and content creators.
Succession planning puts family arrangements in focus
Ganesh Mohan, Managing Director of Bajaj Asset Management, is scheduled to discuss whether intergenerational wealth transfer is becoming a major trend in India.
A dedicated succession panel will examine nominations, wills, trusts and tax-efficient transfers. Its focus is the legal and administrative preparation needed to pass assets between generations, rather than portfolio selection alone.
Conclusion
The next scheduled milestone is the opening programme on October 30. Its agenda pairs investment choices with the retirement, tax and succession arrangements that determine how wealth is managed beyond the portfolio.
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Disclaimer
This FinanceVelix article provides general information, not personalized financial, investment, legal, or tax advice. Market prices, interest rates and economic conditions can change; investments carry a risk of loss. Facts reflect the material available when published and may change. Check important information independently and consult a qualified professional when needed. Mentioning an asset, company, or service is not an endorsement.
