Inflection Point Ventures (IPV), one of India's leading angel investment platforms, successfully concluded the IPV Wealth Wise Summit & Partner Awards 2025 for the western region in Mumbai. This significant gathering brought together the nation's top wealth advisors, financial planners, and industry leaders to foster growth within India's wealth and financial ecosystem.
A Night of Recognition and Strategic Dialogue
On November 29, 2025, the Novotel in Mumbai buzzed with activity as IPV hosted a dual event: the Wealth Wise Partner Summit and Awards alongside the Wealth Wise Investor Summit. The evening commenced with a warm welcome address from Anmol Sawhney, Lead of Investments & Investor Relations at IPV, who set the stage for a night filled with insightful discussions and well-deserved recognitions.
The summit featured powerful sessions on startup investing and market insights, led by prominent figures including Ashish Fafadia from Blume Ventures and Amit Lakhotia from Park+, as well as IPV's own co-founders. These sessions were designed to bridge the gap between wealth advisors and aspiring investors, facilitating crucial conversations about wealth creation.
Celebrating Excellence in Wealth Advisory
The focal point of the evening was the felicitation of top-performing wealth professionals across ten distinct award categories. The awards were determined through a stringent assessment process where judges evaluated critical factors such as Assets Under Management (AUM) growth, portfolio curation excellence, and client management capabilities.
Notable winners included Dezerv, which was honored as the 'Wealth Management Firm of the Year', and Cyclo Investments, which received the 'Best Family Office Advisor' award. This ceremony highlighted the pivotal role wealth managers play in guiding strategic investments, especially within India's rapidly expanding startup ecosystem.
Keynote and Panel Insights
In his keynote speech, Vinay Bansal, CEO and Founder of IPV, detailed how the platform has been meticulously structured to democratize access to startup investing while effectively managing risk. "Today's advisors can present clients with vetted startup investment opportunities with the same level of rigor traditionally reserved for equity or debt instruments," Bansal noted, emphasizing IPV's portfolio track record.
A standout panel discussion, titled "Navigating the New Age of Wealth Management," featured Tushar Agrawal, CIO of Nuvama Wealth, and Vaibhav Porwal, Co-Founder of Dezerv. The discussion was moderated by IPV Co-Founders Mitesh Shah and Ankur Mittal.
Porwal highlighted the shifting investor preferences driven by digital platforms, noting that clients are increasingly looking beyond conventional options like mutual funds. Agrawal complemented this by stressing the importance of holistic portfolio architecture over isolated product selection, advocating for diversification into high-risk, high-reward asset classes such as startup investments.
Building a Collaborative Future for Wealth
Following the formal sessions, the event transitioned into a gala dinner, providing a relaxed environment for delegates to engage in meaningful dialogue, collaborative exchange, and deeper relationship-building. The networking interactions extended well into the evening, reinforcing the summit's core mission of fostering strong professional connections.
With India's wealth management sector projected to grow at an impressive 13-14% CAGR, the summit powerfully underscored how the strategic integration of startup investments can significantly enhance both client portfolios and the advisory practice itself. The event set a new benchmark, demonstrating that the industry's future evolution lies in a skillful blend of traditional expertise and innovative, high-conviction investment opportunities.
Inflection Point Ventures, the force behind this landmark event, is a titan in the angel investing space. The platform boasts a network of over 24,000 investors across more than 45 countries. It has deployed nearly $100 million into over 280 startups and has achieved 51 successful exits, solidifying its position as a key driver of India's startup and investment landscape.
