11.11.2022

6:15 PM onwords

Mahal Hall, Sayaji Hotel Vadodara, Near Bhimnath Bridge, Opp. Parsi Agiyari, Sayajigunj, Vadodara, Gujarat – 390005.

We have been organizing investor awareness programs, samvaad with investors, experts talk, periodic market outlook sessions as well as talks on financial fitness and philanthropic activities since 2005. We have conducted nearly 150+ small to large scale client engagement sessions.

After few years of webinars and virtual events we are ready with a mega scale conclave for the first time in city like Vadodara showcasing our wealth solution ideas and exchanging opportunities from our platform with the UpperCrust Wealth Conclave ’22. We will introduce fund management, various equity investing strategies and opportunities in alternative investments. We will touch upon all investment avenues attractive to high net worth individuals.

Convlave 2022 05:00 pm to 06:15 pm

Open Networking session

Open Networking session
Convlave 2022 06:15 pm

Opening Note

Founder, UpperCrust Wealth

Session 1 - Alternative Investment Opportunities

Convlave 2022 06:30 pm

Keynote Speaker 1

Mohamed Irfan Mohamed Irfan

Mr. Mohamed Irfan

Fund Manager
Vivriti Asset Management
Convlave 2022 06:45 pm

Panel Discussion 1

Mr. Amit More Mr. Amit More

Mr. Amit More

Founder & CEO
Finzy
Mr. Vaibhav Laddha Mr. Vaibhav Laddha

Mr. Vaibhav Laddha

CBO
Grip
Mr. Ekmmeet Singh Mr. Ekmmeet Singh

Mr. Ekmmeet Singh

Co-founder and CEO
Lendbox
Mr. Yash Joshi Mr. Yash Joshi

Mr. Yash Joshi

Co-founder
UpperCrust Wealth

Moderator

Session 2 - Equity Investing: Wealth Creation Strategies

Convlave 2022 07:15 pm

Keynote Speaker 2

Mr. Jeevan Patwa Mr. Jeevan Patwa

Mr. Jeevan Patwa

Director
Sahasrar Capital
Convlave 2022 07:30 pm

Panel Discussion 2

Mr. Suraj Nair Mr. Suraj Nair

Mr. Suraj Nair

Co-founder
Moat Financial Services
Mr. Pritam Deuskar Mr. Pritam Deuskar

Mr. Pritam Deuskar

Fund Manager
Moat Financial Services
Mr. Rashesh Lehru Mr. Rashesh Lehru

Mr. Rashesh Lehru

National Sales Head
Buoyant Capital
Mr. Manish Shah Mr. Manish Shah

Mr. Manish Shah

Co-founder
UpperCrust Wealth

Moderator

Session 3 - Family Office Practice in India

Convlave 2022 08:00 pm

Panel Discussion 3

Mr. Aditya Gadge Mr. Aditya Gadge

Mr. Aditya Gadge

Founder
Priwexus
Mr. Rahul Agarwal Mr. Rahul Agarwal

Mr. Rahul Agarwal

Founder
Ideal Insurance
Mr. Jeevan Patwa Mr. Jeevan Patwa

Mr. Jeevan Patwa

Director
Sahasrar Capital
Mr. Durgesh Pandya Durgesh Pandya

Mr. Durgesh Pandya

Founder & CEO
UpperCrust Wealth

Moderator

Convlave 2022 08:30 pm

Rewards & Recognition and Dinner session

Rewards & recognition Dinner