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Mumbai is once again set to host one of the country's most influential gatherings of family office leaders, investment decision-makers, and wealth creators.
The VCCircle Family Office Summit 2026 returns on 23 - 24 July at Taj Lands End, Mumbai, bringing together the minds shaping the future of private capital, succession planning, governance, alternative investments, philanthropy, and long-term wealth creation.
This isn't just another industry event.
It's a forum where family office principals, promoters, investors, CIOs, and advisors engage in meaningful conversations, challenge conventional thinking, and exchange perspectives that influence strategic decisions beyond boardrooms.
The summit brings together:
• 400+ Family Office & Investment Leaders
• 30+ Distinguished Industry Speakers
• High-impact sessions focused on the evolving family office ecosystem
• Exclusive networking with peers driving India's wealth landscape
If you are part of the family office ecosystem or aspire to understand where long-term capital is headed this is where the conversation begins.
Join the leaders who aren't just participating in the future of wealth they're shaping it.
📅 23 - 24 July 2026
📍 Taj Lands End, Mumbai
Register Now: https://t.co/v55pJCj7hx and be part of India's premier gathering for the family office community.
#FamilyOfficeSummit #FamilyOffice #WealthManagement #AlternativeInvestments #PrivateCapital #SuccessionPlanning #InvestmentLeadership #VCCircle #ThoughtLeadership #MumbaiEvents #Leadership #Networking #FamilyBusiness #PrivateWealth #InvestmentStrategy
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Family offices occupy a rare structural position: enough capital to matter, enough flexibility to move without a committee. Unlike institutional allocators, they are not bound to benchmark-hugging mandates or quarterly redemption pressures, which raises a genuinely strategic question rather than a tactical one. What should a family office actually do with that freedom in public markets?
The choice set is wider than it has ever been. Active or passive. Direct stock-picking or fund structures. Primary allocations or secondary opportunities. ETFs or traditional mutual funds. Each axis carries a different trade-off between cost, control, and conviction, and the right answer looks different depending on the family's time horizon, governance maturity, and appetite for concentration risk.
Two questions cut to the center of this debate. First, are ETFs displacing mutual funds as the more rational vehicle, given the persistent drag of fees on long-term compounding? Second, and less discussed, is there a point at which diversification stops protecting capital and starts diluting the very insight that justified direct public market exposure in the first place?
We take on both, with practitioners actively managing these allocations:
- Nikhil Chandak — Chief Investment Officer, Shanghvi Family Office
- Vedant Loyalka — CIO, Loyalka Family Office
- Rahul Mehta — Advisor, George Kaiser Family Office
- Sujay Kotak — Family Office Investments, Varun Beverages Ltd. (RJ Corp Group)
- Dheeraj Gaur — Executive Vice President, Choice Wealth
A candid look at how family offices are building conviction based public market portfolios, and where the line between diversification and dilution actually sits.
📍 Taj Lands End, Mumbai | 24 July, 2026
🔗 Register: https://t.co/Yv1FgVhzZ9
hashtag#FamilyOffice hashtag#PublicMarkets hashtag#WealthManagement hashtag#ETFvsMutualFunds hashtag#InvestmentStrategy
Every family office is, at its core, an exercise in intergenerational governance, long before it is a portfolio strategy.
The first generation optimizes for continuity: capital preserved across cycles, risk underwritten by memory. The next generation inherits not just wealth, but a different information environment, a different risk calculus, and a different definition of return. Two rational actors, operating from different data sets, arriving at different conclusions.
The professionals who sit between them are not mediators. They are translators of risk logic, converting preservation instincts into language the next generation can build on, and growth ambitions into frameworks the previous generation can trust.
This raises a harder question than most succession conversations acknowledge: how do you prepare an heir to be a steward, not just a beneficiary? Financial literacy is necessary but insufficient. The deeper work is instilling judgment, values, and a governance mindset before capital changes hands, not after.
We explore this with four practitioners who navigate it directly:
Aditya V Somani — Chairman, Somani Family Office
Amrit Monga — Head, UKPI (Berger Paints Family Office)
Sreedhar KV — CFO, Nilekani Family Office
Harsh Kr. Dhanuka — CIO & Head of Family Office, SAR Group Family Office
DHRUV SURI — Chief Investment Officer, Asia Titans
Tarun Bhatia — Regional Managing Director, Kroll
A conversation for principals, advisors, and next-gen stewards alike, on what it actually takes to transfer not just wealth, but wisdom.
📍 Taj Lands End, Mumbai | Family Office Summit 2026, July 2026
🔗 Register: https://t.co/yUyPhIvwz7
#FamilyOffice #WealthGovernance #Succession #NextGenLeadership
#GenerationalWealth
We are privileged to welcome Rahul Singh, Country Head Private Banking, IDFC FIRST Bank, to the VCCircle Family Office Summit 2026, presented in association with IDFC FIRST Bank.
At a time when family wealth is becoming more global, more sophisticated and increasingly intergenerational, private banking must move beyond managing portfolios. It must understand intent, preserve discretion and build financial relationships designed to endure.
Rahul brings to the summit a vantage point shaped by his close engagement with India’s wealth creators and family enterprises. His perspective will add significant depth to conversations around bespoke wealth solutions, long-term capital allocation, succession and the evolving expectations of modern family offices.
A distinguished voice from the institution presenting this year’s summit, Rahul’s presence reflects the calibre of insight at the heart of this invitation-only gathering.
📍 Taj Lands End, Mumbai
📅 23-24 July 2026
Reserve your place among the leaders shaping the next chapter of private wealth in India : https://t.co/ji06BBa0Qc
#VCCircle #FamilyOfficeSummit2026 #IDFCFIRSTBank #PrivateBanking #FamilyOffice #WealthManagement #PrivateWealth #LegacyPlanning #InvestmentLeadership
We are pleased to welcome Bhavesh Jatania, Head Startup Banking, IDFC FIRST Bank, to the VCCircle Family Office Summit 2026, presented in association with our Presenting Partner, IDFC FIRST Bank.
With a close view of India’s startup and founder ecosystem, Bhavesh brings a valuable perspective on how emerging enterprises are evolving, how capital requirements are changing, and where family offices can participate meaningfully in the next generation of value creation.
His presence will add depth to conversations around founder-led businesses, institutional capital, long-term partnerships and the growing intersection between private wealth and India’s innovation economy.
Join an exclusive gathering of family office principals, investment leaders and wealth stewards shaping the future of private capital.
📍 Taj Lands End, Mumbai
📅 23–24 July 2026
Seats are limited. Reserve yours now. : https://t.co/iikHmRLqF4
#VCCircle #FamilyOfficeSummit2026 #IDFCFIRSTBank #FamilyOffices #PrivateCapital #StartupEcosystem #WealthManagement #InvestmentLeadership #MumbaiEvents
We are delighted to welcome IDFC FIRST Bank as the 𝐓𝐢𝐭𝐥𝐞 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 of the VCCircle 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟔, taking place on 23-24 July 2026 at Taj Lands End, Mumbai.
This year's summit "𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐚 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 𝐏𝐥𝐚𝐲𝐛𝐨𝐨𝐤 𝐀𝐦𝐢𝐝𝐬𝐭 𝐏𝐞𝐫𝐟𝐞𝐜𝐭 𝐒𝐭𝐨𝐫𝐦" could not have found a more fitting partner. As one of India's most trusted banking institutions, @IDFCFIRSTBank brings deep expertise in wealth management, private banking, and long-term relationship-driven financial stewardship values that sit at the very heart of every family office's journey.
Their partnership as 𝐓𝐢𝐭𝐥𝐞 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 is a powerful signal of intent: to bring together India's family offices, HNIs, and wealth custodians for candid conversations on resilience, legacy, and strategic capital allocation in a rapidly shifting global landscape.
And here's a preview worth watching for: expect FIRSTWINGS by IDFC FIRST Bank's dedicated private banking proposition, to take centre stage over the two days bespoke portfolio strategies, access to alternative investments, and a relationship model built for families managing serious wealth. For a room full of family offices, this isn't just a partnership. It's an introduction to a wealth partner built for exactly this audience.
Over two days, in the company of India's leading family offices and investment voices, we'll explore what it truly takes to build portfolios and legacies that endure.
📅 23–24 July, 2026
📍 Taj Lands End, Mumbai
🤝 Presented by VCCircle & IDFC FIRST Bank
#FamilyOfficeSummit2026 #IDFCFIRSTBank #VCCircle #TitlePartner #WealthManagement #FamilyOffice #PrivateBanking #StrategicPartnership
We are pleased to welcome Dheeraj Gaur, Executive Vice President, Choice Wealth Pvt. Ltd., to the VCCircle Family Office Summit 2026.
With more than 25 years of experience across financial services, investment management and wealth advisory, Dheeraj brings a practitioner’s understanding of how investor priorities evolve across market cycles.
At the summit, his experience will add depth to conversations around building portfolios that can withstand volatility without losing sight of growth. From navigating increasingly complex investment choices to aligning risk, liquidity and return expectations, his perspective will be particularly relevant for family offices seeking to make sharper capital-allocation decisions in an uncertain environment.
This is precisely what the VCCircle Family Office Summit 2026 has been curated to enable: considered exchanges between family principals, next-generation leaders, CIOs, wealth advisers and institutional experts who are shaping how private capital will be managed for the decades ahead.
With the summit now just days away, the opportunity to be part of these conversations is narrowing. Secure your place while registrations remain open.
📅 23–24 July 2026
📍 Taj Lands End, Mumbai
🔗 Book your seat today: https://t.co/a8LLQ1Mtxd
#VCCircle #FamilyOfficeSummit2026 #DheerajGaur #ChoiceWealth #FamilyOffice #WealthManagement #InvestmentManagement #PortfolioStrategy #AssetAllocation #PrivateWealth #PrivateCapital #InvestmentAdvisory #NextGenLeaders #FamilyBusiness #MumbaiEvents
We are delighted to welcome Gaurav Agarwal, Head - Family Office & Corporate Treasury, Oswal Nahar Group, to the VCCircle Family Office Summit 2026.
His role places him at a particularly interesting intersection where the long-term priorities of family wealth meet the day-to-day rigour of corporate treasury. It is a vantage point that demands clarity on liquidity, risk, timing and capital deployment, especially when markets are uncertain and every decision carries a longer-term consequence.
At the summit, Gaurav will bring a grounded practitioner’s perspective to the conversations shaping today’s family offices: how to balance preservation with growth, how to stay liquid without becoming overly cautious, and how to build investment frameworks that serve both enterprise needs and generational ambitions.
This is the kind of perspective the summit has been curated around not broad commentary, but insights from leaders who are making real allocation decisions and navigating real trade-offs.
📅 23–24 July 2026
📍 Taj Lands End, Mumbai
🎟️ Book your seat before registrations close : https://t.co/pkKsZpZdLj
#VCCircle #FamilyOfficeSummit2026 #GauravAgarwal #OswalNaharGroup #FamilyOffice #CorporateTreasury #PrivateWealth #CapitalAllocation #LiquidityManagement #InvestmentStrategy #PortfolioConstruction #FamilyBusiness #PrivateCapital #WealthManagement #MumbaiEvents
We are pleased to welcome Ashutosh Sharma, Chief General Manager, Department of Development, IFSCA, to the VCCircle Family Office Summit 2026.
With his vantage point at the intersection of financial-market development, regulation and institutional growth, Ashutosh Sharma will bring a valuable policy and ecosystem perspective to the summit. His insights will help move the conversation beyond opportunity alone towards understanding the structures, frameworks and strategic considerations that family offices must navigate as they build globally connected, future-ready portfolios.
At a time when private wealth is becoming more sophisticated and internationally oriented, access to informed regulatory perspectives is not merely useful; it is essential.
The VCCircle Family Office Summit 2026 has been thoughtfully curated to bring family principals, next-generation leaders, CIOs, investment heads, policymakers and market experts into one room for conversations that are rarely available in public forums.
With the summit just days away, this is your opportunity to be part of the room where India’s evolving family-office playbook will be examined, challenged and shaped.
📅 23–24 July 2026
📍 Taj Lands End, Mumbai
🔗 Book your seat and join the conversation : https://t.co/VYBT8WOACg
#VCCircle #FamilyOfficeSummit2026 #FamilyOffice #IFSCA #GIFTIFSC #PrivateWealth #WealthManagement #GlobalInvesting #AlternativeInvestments #InvestmentStrategy #FamilyBusiness #NextGenLeaders #PrivateCapital #MumbaiEvents
We are delighted to welcome Gaurav Agarwal, Head - Family Office & Corporate Treasury, Oswal Nahar Group, to the VCCircle Family Office Summit 2026.
His role places him at a particularly interesting intersection where the long-term priorities of family wealth meet the day-to-day rigour of corporate treasury. It is a vantage point that demands clarity on liquidity, risk, timing and capital deployment, especially when markets are uncertain and every decision carries a longer-term consequence.
At the summit, Gaurav will bring a grounded practitioner’s perspective to the conversations shaping today’s family offices: how to balance preservation with growth, how to stay liquid without becoming overly cautious, and how to build investment frameworks that serve both enterprise needs and generational ambitions.
This is the kind of perspective the summit has been curated around not broad commentary, but insights from leaders who are making real allocation decisions and navigating real trade-offs.
📅 23–24 July 2026
📍 Taj Lands End, Mumbai
🎟️ Book your seat before registrations close : https://t.co/SZftUsIFSV
#VCCircle #FamilyOfficeSummit2026 #GauravAgarwal #OswalNaharGroup #FamilyOffice #CorporateTreasury #PrivateWealth #CapitalAllocation #LiquidityManagement #InvestmentStrategy #PortfolioConstruction #FamilyBusiness #PrivateCapital #WealthManagement #MumbaiEvents
We are pleased to welcome Choice Wealth as the Session Partner for the VCCircle Family Office Summit 2026.
As family offices navigate a more complex investment environment, the ability to evaluate opportunities with discipline, manage risk thoughtfully and build portfolios for long-term resilience has become increasingly important.
Choice Wealth brings a wealth-focused perspective to this evolving landscape, contributing to conversations around investment strategy, portfolio construction and the changing priorities of India’s affluent investors and family offices. Their participation will add practical insight to a summit designed to move beyond broad narratives and examine the decisions shaping private wealth today.
Their association with the VCCircle Family Office Summit 2026 reflects a shared commitment to enabling sharper dialogue, informed decision-making and meaningful exchange among family office principals, CIOs, investment leaders and wealth professionals.
📅 23–24 July 2026
📍 Taj Lands End, Mumbai
🔗 Register now: https://t.co/i4b8odKgs1
#VCCircle #FamilyOfficeSummit2026 #ChoiceWealth #SessionPartner #FamilyOffices #PrivateWealth #InvestmentStrategy #PortfolioManagement #WealthManagement #StrategicPartnerships
We’re pleased to welcome TRIBE Kombucha as the Beverage Partner for the VCCircle's Family Office Summit 2026.
With its contemporary approach to mindful refreshment, TRIBE is a natural fit for a summit designed around sharper thinking, purposeful connections and forward-looking conversations among India’s leading family offices, wealth stewards and next-generation leaders.
We look forward to having TRIBE elevate the delegate experience across two days of insight, exchange and relationship-building.
23–24 July 2026
Taj Lands End, Mumbai
#VCCircleFamilyOfficeSummit #TRIBEKombucha #BeveragePartner #FamilyOffice #PrivateWealth #StrategicPartnerships
We're delighted to welcome Harsh Dhanuka, Chief Investment Officer & Head, SAR Group Family Office, to the VC Circle Family Office Summit 2026.
With extensive experience in managing long-term capital and navigating complex investment landscapes, Harsh brings a perspective shaped by balancing conviction with prudence. His expertise across portfolio construction, strategic asset allocation, and identifying opportunities amidst uncertainty makes him an invaluable voice for today's family office ecosystem.
At the summit, Harsh will contribute to an insightful discussion on building resilient investment strategies that can withstand market volatility while continuing to create long-term value. His practical approach to institutionalizing family office investing and aligning portfolios with evolving economic realities will offer valuable perspectives for family offices, wealth managers, and investment professionals.
Join us in welcoming Harsh Dhanuka to what promises to be a thoughtful exchange of ideas at the VC Circle Family Office Summit 2026.
📍 Venue: Taj Lands End, Mumbai
📅 Dates: 23–24 July 2026
🔗 Reserve your seat: https://t.co/stwgsHuYgN
We look forward to welcoming you.
#VCCircle #FamilyOfficeSummit2026 #FamilyOffice #WealthManagement #PrivateCapital #InvestmentStrategy #AssetAllocation #LongTermInvesting #Leadership #FamilyBusiness
We're pleased to welcome Sagar Tanna, Chief Investment Officer at Alchemie Ventures, as a speaker at the VCCircle Family Office Summit 2026.
In an environment where capital is abundant but quality opportunities remain scarce, the ability to identify businesses with durable fundamentals and back them through changing market conditions has become a defining advantage for long-term investors.
As family offices continue to broaden their investment horizons, conversations around identifying scalable businesses, managing downside risk, and allocating capital with greater precision have never been more relevant.
At the summit, Sagar will join leading family office principals, CIOs, investors, and industry leaders to discuss the ideas, frameworks, and investment philosophies shaping the next generation of wealth stewardship.
📍 VCCircle Family Office Summit 2026
🗓 23–24 July 2026
📍 Taj Lands End, Mumbai
Be part of the conversations defining the future of family office investing.
Register now: https://t.co/QvrDfzn1W4
#VCCircle #FamilyOfficeSummit2026 #FamilyOffices #PrivateMarkets #AlternativeInvestments #WealthManagement #AssetAllocation #LongTermInvesting #InvestmentStrategy #InstitutionalInvesting