CFA Society India

20/08/2026

A Look Back at IWMC 2025

The 10th India Wealth Management Conference brought together leading voices from across the wealth management and investment ecosystem for insightful conversations, fresh perspectives, and meaningful connections.

Take a look back at the highlights from this landmark edition and relive the conversations that shaped IWMC 2025. 🎥

▶️ Watch the video: https://youtu.be/_XjLHuMuzu4

Gear up for the next edition! Registrations are open. Early bird offer ends on 31 August, 2026 - https://cfasocietyindia.org/events/11th-india-wealth-management-conference/

The 10th India Wealth Management Conference brought together leadin...

19/08/2026

🌱 Shape the Future of Sustainable Finance in India

Bharti Chhatre Krishnan, CFA, Founder, FineTrain Capital Advisors, will be joining us at the Sustainable Finance Conference 2026 for a day of insightful conversations on how sustainability is reshaping investment decisions, capital allocation, risk management, and long-term value creation.

📅 22 August 2026
⏰ 9:00 AM – 5:30 PM
📍 Taj MG Road, Bengaluru

🔗 Register now:

Date – Saturday, 22 August 2026 Venue – Taj MG Road, Bengaluru 560001 As India pursues its high-growth development amid mounting climate risks, resource constraints, and social inequalities, sustainable finance has become a pivotal lever for securing the country’s long‑term economic resilien...

18/08/2026

Join our webinar “Investment in Indian Equities: Success Factors for Long Term Wealth Creation,” 31 August 2026, 5:30 p.m. IST.

In this webinar, Sampath Reddy, CFA, founder and CIO, Azurean Investment Managers, will discuss his key insight about investment decision-making and how Indian equities are placed to create wealth for investors in the medium to long term.

The webinar will cover key questions, including why India presents a macro-opportunity and why Indian equities are notable, as well as other important questions investors should be asking.
Register now - https://cfainst.is/4q6tJYR

18/08/2026

Sustainable Finance Conference 2026 - Opening Keynote

Hear from Jayant Sinha, President, Everstone Group and Visiting Professor in Practice, LSE, as he examines how sustainability is reshaping capital allocation, risk management, and investment decision-making—and what it means for investors in practice.

📅 22 August 2026 | Saturday
📍 Taj MG Road, Bengaluru

🔗 Register now: https://cfasocietyindia.org/events/sustainable-finance-conference-2026/

18/08/2026

🌍 Global Investment Opportunity and Risks | Delhi

As global markets evolve, understanding international exposure is becoming increasingly important for investors. Join Natraj Sankaranarayanan and Nitin Verma for an insightful session exploring the opportunities and risks of global investing.

The session will cover:
🔹 Why consciously build non-India exposure?
🔹 The role of passive strategies in global allocation
🔹 Nuances of active global investment strategies
🔹 Breaking common misconceptions around international investing

📅 22 August 2026
⏰ 10:30 AM – 1:30 PM
📍 Holiday Inn, Aerocity, Delhi

Register now - https://cfasocietyindia.org/events/global-investment-opportunity-and-risks-delhi/ #

17/08/2026

🌱 The Sustainable Finance Conference 2026 is almost here!

Join us on for a day of thought-provoking conversations on the future of sustainable finance in India.

From India’s sustainable finance landscape and carbon markets to private capital, sustainable investing, climate-related risks, and founder perspectives, the conference brings together leading voices from across the investment and sustainability ecosystem.

📅 22 August 2026 | Saturday
📍 Taj MG Road, Bengaluru

Explore the full agenda and register today: https://cfasocietyindia.org/events/sustainable-finance-conference-2026/

14/08/2026

🌱 Sustainable Finance Conference 2026 | Bengaluru

Join us for the inaugural Sustainable Finance Conference 2026, bringing together investors, industry practitioners, policymakers, and thought leaders for a day of meaningful conversations and actionable insights.

Agenda out on the website!

📅 22 August 2026
⏰9 AM – 5:30 PM
📍 Taj MG Road, Bengaluru

🔗 Register now: https://cfasocietyindia.org/events/sustainable-finance-conference-2026/

13/08/2026

Join us for 'Sustainable Investing in Practice – Perspectives from the Deal Table' as investment deal makers, advisors, lawyers, and sustainability experts unpack how sustainability and impact considerations are shaping transactions.

The panel will explore:
🔹 Integrating sustainability into deal sourcing and structuring
🔹 The role of sustainability in due diligence
🔹 What investors look for in sustainability-oriented transactions
🔹 How enterprises can better position themselves to access sustainability-aligned capital

📅 22 August 2026 | Saturday
📍 Taj MG Road, Bengaluru

Join us - https://cfasocietyindia.org/events/sustainable-finance-conference-2026/

13/08/2026

📘 India Insights | July 2026 Edition is here!

The Case for Rigour
Research, attribution and practitioner judgment in Indian markets.

Explore the latest ideas shaping India’s financial services landscape, with insights across Research, Wealth Management, Asset Management, Capital Markets, and Advocacy with Regulators.

In this edition, we cover:
💰 Is Smart Money Really Smart? A Behavioural Perspective
💰 The Concentration Indian Investors Did Not Choose
💰 The Alpha Mirage: Why Indian Wealth Managers Must Adopt Factor Attribution..and many more.

Read here - https://cfasocietyindia.org/india-insights/

12/08/2026

At the Sustainable Finance Conference 2026, join us for 'Mobilizing and Deploying Private Capital – Insights from Private Markets Investors', a timely discussion on how private capital can accelerate sustainable and impact investments in India.

The panel will explore:
🔹 The role of patient capital in closing the sustainable financing gap
🔹 Emerging investment opportunities and market trends
🔹 Investor perspectives on scaling sustainable & impact investments
🔹 Engaging portfolio companies on capital allocation, disclosure and impact
🔹 Balancing sustainability objectives with robust return expectations

📅 22 August 2026 | Saturday
📍 Taj MG Road, Bengaluru

Register now - https://cfasocietyindia.org/events/sustainable-finance-conference-2026/