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
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
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.