About Us

Wealth Forum is owned by Java Wealth Solution Pvt Ltd, Mumbai. The company is owned by Vanitha and Vijay Venkatram.

Wealth Forum was set up in October 2008, as the first exclusive forum for India’s wealth management industry, comprising fund houses, advisors, wealth managers and distributors, to share ideas and insights that contribute to individual and collective growth.

Over time, Wealth Forum Ezine has become the definitive voice of India’s wealth business, with every stakeholder big or small from every part of the country being provided a high quality platform to shares ideas and insights that help scale up business and serve investors better, raise important industry issues and discuss potential solutions and contribute towards the industry’s growth.

Wealth Forum’s annual Platinum Circle Advisors Conference – a conference where India’s leading advisors from across the country are invited – has become a much sought after annual event which brings together the finest minds of the business to discuss and deliberate ideas focused on our two missions : scale the business higher and serve investors better.

Wealth Forum’s annual Advisor Awards recognize distribution champions who have contributed each year to the mutual fund industry’s growth across diverse objective parameters. Our Emerging Advisor Awards recognize young emerging talent who can go on to become business leaders of tomorrow.

Wealth Forum’s annual Advisor Confidence Survey has come to be regarded as the most definitive survey that indicates trends in advisor confidence across several parameters including markets, products, business and product providers.

Wealth Forum is seen as a high quality, responsible and responsive B-2-B platform that acts as a solid bridge between fund houses and their distribution partners and a thought leader that consistently promotes best practices in the advisory, distribution and wealth management businesses, with a view to helping industry stakeholders scale their business higher and serve investors better.

We are grateful to the entire industry for embracing us with open arms and for making Wealth Forum YOUR forum. We will remain focused on working towards achieving our mission : to help you scale your business higher and serve your investors better. We are keen to hear from you about what more you would like Wealth Forum to do, to help you on your journey towards greater success and to help you create happy investors.

Wealth Forum's co-founder Vijay Venkatram has rich experience of over 25 years in the Indian asset and wealth management businesses, having served as Executive Director of Fidelity International's Indian mutual fund business responsible for sales and marketing and as Senior Vice President and Head of Wealth Management (India) for HSBC, with responsibility for private banking, wealth management and retail distribution of investment and insurance products across the bank's franchise in India.

Copyright 2017   All Rights Reserved.Wealth Forum Ezine