RiaFin Summit 2026
The definitive B2B conference for SEBI RIAs, CFPs, and Wealth Advisory Firms. Connect, learn, and elevate your fiduciary financial advisory practice.
Early Bird Registration: Save up to ₹5,000 on conference tickets. Limited seats available for India's most exclusive fiduciary financial advisory and planning event.
Join 200+ leading fiduciary financial advisors and planners, industry experts, and thought leaders for three days of intensive learning, networking, and business growth opportunities.
Elevate Your Advisory Practice
Two intensive days designed exclusively for serious financial advisors ready to scale their practices, deepen client relationships, and stay ahead of regulatory changes in India's evolving financial landscape.
Why Leading Advisors Attend RiaFin Summit
Join India's most exclusive gathering of fiduciary financial advisors, where industry leaders share cutting-edge strategies, regulatory insights, and business growth tactics.
Elite Networking Opportunities
Connect with 200+ verified SEBI RIAs, CFPs, and wealth management professionals. Build relationships that drive referrals and strategic partnerships.
Cutting-Edge Industry Insights
Learn from top industry experts about regulatory changes, market trends, and innovative advisory strategies that drive client acquisition and retention.
Business Growth Strategies
Discover proven methodologies to scale your advisory practice, optimize client onboarding, and implement technology solutions that increase efficiency.
SEBI Regulatory Updates
Stay compliant with the latest SEBI regulations, understand upcoming changes, and learn best practices for documentation and client communication.
Portfolio Management Mastery
Advanced sessions on portfolio construction, risk management, and performance measurement tailored for India's fiduciary advisory landscape.
Technology & Innovation
Explore fintech solutions, digital client onboarding, robo-advisory integration, and automation tools that modernize your advisory practice.
Summit Agenda
Two intensive days of cutting-edge insights, regulatory updates, and practical strategies designed exclusively for elite financial advisors.
Day 1 - Friday, October 23, 2026
Regulatory Excellence & Strategic Innovation
Opening Keynote
Summit opened by a keynote from Industry's top professional(s).
SEBI RIA Regulatory Updates & Compliance Framework
Latest SEBI regulations, upcoming changes, documentation requirements, and audit preparation strategies for 2026 and beyond.
AI-Powered Investment Research & Analysis
Robo-advisory integration strategies, algorithmic portfolio rebalancing, and AI tools for client onboarding and servicing.
Client Acquisition Strategies for RIAs
Digital marketing strategies, referral programs, network building, and client segmentation techniques for sustainable growth.
ESG Integration in Indian Portfolio Construction
ESG framework implementation, impact measurement and reporting, and client communication on sustainable investing strategies.
Day 1 Concludes
8:40 PM - 10:00 PM: Exclusive Welcome Reception & Industry Leaders Dinner
Networking continues with premium dining
Event Details
When
October 23-25, 2026
Friday - Sunday
9:00 AM - 8:00 PM
Where
ITC Gardenia or Aloft Whitefield (Tentative)
Bengaluru, Karnataka
Who
200+ Advisors
SEBI RIAs, CFPs
Wealth Advisory Firms
Registration Pricing
All registrations include masterclasses, VIP networking lounge access, and networking dinner with speakers.
Standard Registration
- Complete 3-days conference access
- All masterclass sessions included
- VIP networking lounge access
- Networking dinner with speakers
- All meals & refreshments
- Digital session recordings
- Welcome gift package
Premium Registration
- Everything in Standard included
- 2 nights hotel stay included
- Priority front-row seating
- Extended expert consultation slots
- Post-conference follow-up sessions
- 6-month RiaFin Pro [Bronze] access or upgrade to next plan
- Exclusive welcome gift package
Early Bird pricing valid until July 31, 2026. Group discounts available for 5+ registrations from the same firm.
Secure Your Spot at RiaFin Summit 2026
Join 200+ leading financial advisors for three days of intensive learning, networking, and business growth. Early bird pricing ends July 31st, 2026.
200+
Expected Attendees
12+
Expert Speakers
15+
Hours of Learning
1
Premier Venue
Why Financial Advisors Are Excited for the Inaugural Summit
Historic First-of-its-Kind Event
"Finally, a conference designed exclusively for fiduciary advisors and planners in India. This is exactly what our community has been waiting for to establish our identity."
Pioneer Networking Opportunity
"The opportunity to connect with 200+ verified RIAs and CFPs in one place is unprecedented. We're building the foundation of India's fiduciary advisory and planning community."
Future-Shaping Content
"The agenda covers everything from next-gen SEBI regulations to AI-powered advisory tools - exactly what we need to lead India's financial advisory and planning revolution."
Questions About RiaFin Summit?
Our team is here to help you make the most of your conference experience. Get in touch with any questions about the agenda, accommodations, or registration.