Key Takeaways
- • ET Wealth Expo 2026 Day 2 is scheduled for October 31 at NESCO, Mumbai, under the theme "Multiply, Freedom, Life," bringing together investment leaders, wealth managers, real estate experts, legal professionals and financial influencers.
- • The opening keynote, "Beyond Equities: The New Indian Portfolio," will be delivered by Saurabh Mukherjea, Founder and CIO of Marcellus Investment Managers, covering REITs, InvITs, private markets and alternative assets.
- • A panel on alternative investments will feature executives from Aditya Birla Sun Life AMC, Northern Arc Capital, Nuvama Asset Management, ASK Private Wealth and CoinDCX, examining PMS, AIFs, private credit, private equity and startup investing.
- • Sessions also cover real estate allocation with Colliers India and Knight Frank India, legal risks in property and divorce, FIRE-style early retirement, creator monetisation and AI-driven wealth creation.
Summary
The day opens with a keynote, "Beyond Equities: The New Indian Portfolio," by Saurabh Mukherjea, Founder and Chief Investment Officer of Marcellus Investment Managers. The session will examine how affluent investors can look beyond listed equities through REITs, InvITs, private markets and alternative assets. A panel titled "Emerging Arsenals of India's Rich" follows, featuring A. Balasubramanian of Aditya Birla Sun Life AMC, Ashish Mehrotra of Northern Arc Capital, Anshu Kapoor of Nuvama Asset Management, Rajesh Saluja of ASK Private Wealth and a representative of CoinDCX. It will consider the role of portfolio management services, alternative investment funds, private credit, private equity and startup investing.
Real estate is a further focus, with the panel "Are You Invested Enough in Real Estate?" featuring Vishal Dhawan of Plan Ahead Wealth Advisors, Ajay Sharma of Colliers India and Vivek Rathi of Knight Frank India. The session will address how much of a portfolio should be allocated to property and which forms of real estate exposure may suit different investors. Legal sessions cover homebuyer rights, title assurance, multi-stakeholder property sales, succession and divorce asset division. Other sessions address FIRE-style early retirement, credit card use in financial planning, creator-led businesses and the implications of artificial intelligence for wealth creation and markets.
The programme is aimed at affluent individuals, investors, family offices and financial decision-makers. The article is a event preview and does not report outcomes, figures or fund-level data.
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