Equalifi

22/08/2026

✨ Meet the Delegation Leading the BVI-India Financial Services Roadshow 2026!

We are pleased to introduce the high-level BVI delegation participating in the inaugural four-city mission from August 24–31, 2026.

The delegation is led by:
🔹 Premier Dr. the Honorable Natalio D. Wheatley – Premier and Minister of Finance
🔹 Honorable Lorna Smith, OBE, TEP, FCG – Minister for Financial Services, Economic Development and Digital Transformation

Also joining:
🔹 Senior Government Officials
🔹 BVI Financial Services Commission – represented by Mr. Kenneth Baker, Managing Director & CEO
🔹 BVI Finance Limited – the voice of the BVI's financial services industry
🔹 Representatives of the BVI's financial services industry

◽ Roadshow Schedule:
📅 August 24 – New Delhi
📅 August 26 – GIFT City
📅 August 28 – Mumbai
📅 August 31 – Bengaluru

📍 Event Details: https://bviroadshow.com/

👉 To attend, please register your interest here: https://shorturl.at/Tvzbk

20/08/2026

📢 BIG ANNOUNCEMENT!

We are thrilled to announce that Premier Dr. the Hon. Natalio D. Wheatley will be the Keynote Speaker and Chief Guest at the inaugural BVI-India Financial Services Roadshow 2026!

Premier Wheatley will lead a high-level delegation across New Delhi, GIFT City, Mumbai, and Bengaluru from August 24-31 to discuss:

🔹 Investment funds & cross-border structures
🔹 Access to international capital
🔹 Family offices & succession planning
🔹 Fintech & digital assets

With over 370,000 companies registered, the BVI is a global leader in facilitating cross-border investment—and we're ready to build a strategic partnership for India's global expansion.

📅 Event Dates:
📍 Delhi- August 24
📍 GIFT City- August 26
📍 Mumbai- August 28
📍 Bengaluru- August 31

📎 Event Details & Registration Link-
https://bviroadshow.com/

BVI Hong Kong Office B.V.I. Financial Services Commission

09/07/2026

📢 Call for Organizing Team Members – BVI-India Financial Services Roadshow 2026

We are thrilled to invite Equalifi Corporate & Charter Members to be part of the organizing team for the historic BVI-India Financial Services Roadshow 2026, organized by Equalifi in partnership with the BVI Government and its delegation led by the Premier and Minister of Finance.

This landmark initiative will take place across the following 4 cities:

📅 New Delhi: August 24-25
📅 GIFT City: August 26
📅 Mumbai: August 27-28
📅 Bengaluru: August 31st

This is a unique opportunity for Equalifi Charter & Corporate Members to contribute to a high-level trade mission shaping the future of BVI-India financial services cooperation.

To join, please register your interest here – https://shorturl.at/M7JeE

29/05/2026

🏏 A Spectacular Catch You Didn't See Coming.

The legendary cricketer Jonty Rhodes joins Equalifi's 14th Indian Family Office Summit- India's premier-most gathering of family office leaders to showcase an opportunity to invest in his Rotterdam Team (European T20 Premier League).

⏳ Limited seats. Register now.

Register Now → https://equalifi.org/events/ifos-2026/

29/05/2026

We are pleased to announce that we are supporting Hindu Economic Forum Pune District Chapter (HEF Pune) (www.hindueconomy.org/pune) for their upcoming SHAKTI Summit 2026.

HEF Pune brings together leaders across business, investment, and knowledge ecosystems to enable collective growth and long-term economic strength.

HEF believes that Bharat is entering a phase where collaborative economic participation will define its trajectory.

Vision: Grow Together. Share Together.

Mission: Create wealth with 100 hands and share with 1000 hands

Philosophy: Dharmasya Moolam Arthah (Economy is the Strength)

About SHAKTI Summit 2026 (https://hefpune26.zohobackstage.in/SHAKTISummit #/?lang=en)

As Bharat advances under the Atmanirbhar Bharat mission, sectors such as Defence, Infrastructure, AI, and advanced manufacturing are becoming central to long-term growth.

SHAKTI represents:

- Strategic Aerospace & Defense
- Hindu Temple Economy
- Artificial Intelligence
- Knowledge & Media
- Technology
- Infrastructure

The Summit brings together entrepreneurs, industrialists, investors, policymakers, professionals, and ecosystem leaders from across Bharat to explore opportunities across high-growth sectors such as Aerospace & Defense, Hindu Temple Economy, Artificial Intelligence, Knowledge & Media, Technology and Infrastructure. The discussions are closely aligned with national priorities including Atmanirbhar Bharat, Defence Indigenisation, Digital Bharat, and the India AI Mission.

21/05/2026

📖 Every participant takes home more than insights.

Thanks to Sarcha Advisors, every attendee of Equalifi's 14th Indian Family Office Summit receives a complimentary copy of Dil Se Family Office.
A book worth reading. A partnership worth celebrating.

Thank you, Rohit Chanana & Ishani Chanana Talwar, for this thoughtful contribution.

🎁 See you at the 14th Indian Family Office Summit 2026.

📍 Learn more about the summit here- https://equalifi.org/events/ifos-2026/

13/05/2026

What do family offices truly seek in wealth managers? We asked. They answered.

🎥 Catch the full session video from Equalifi's 14th Indian Wealth Management Summit 2026 for candid perspectives on trust, alignment, and beyond-returns expectations.

Watch here:

Fireside Chat: What Family Offices Truly Seek in Wealth Managers

12/05/2026

🎉 Thrilled to welcome Aurtus Consulting LLP as our newest Corporate Member!

About Aurtus:

Aurtus is a full-service boutique firm providing well researched tax, transaction and regulatory services to clients in India as well as globally. The company's name reflects its philosophy — ‘Aurum’ for gold-standard quality, and ‘Ortus’ for the emergence of fresh, original thinking. Aurtus's clients include reputed Indian corporates, MNCs, family offices, HNIs, start-ups, venture capital funds, private equity investors, etc.

Website: https://www.aurtus.com/

We look forward to a powerful partnership in advancing financial knowledge, professional excellence, and industry collaboration.

Learn more about Equalifi Corporate Memberships here- https://equalifi.org/memberships/corporate-memberships/

10/05/2026

⌛ Closing Today: Charter Member Onboarding Gateway 2026

India's financial services landscape is changing. And the professionals who stay ahead aren't doing it alone.

They're part of EqualifiEqualifi – India's premier community for financial services professionals.

Now, you can join at half the cost.

Get 50% waived on your EqualifiEqualifi Charter Membership between May 5–10 only. 📉📈

Upgrade your global credentials, access elite networking, and unlock exclusive learning resources—at half the cost.

📍 Don’t miss out.

🔗 Charter Membership Benefit Details & Registration Link- https://equalifi.org/charter-members/

06/05/2026

🎉 Big News for Finance Professionals!

Get 50% waived on your Equalifi Charter Membership between May 5–10 only. 📉📈

Upgrade your global credentials, access elite networking, and unlock exclusive learning resources—at half the cost.

⏳ Don’t miss out.

🔗 Charter Membership Benefit Details & Registration Link- https://equalifi.org/charter-members/

India's financial services landscape is changing. And the professionals who stay ahead aren't doing it alone.

They're part of Equalifi – India's premier community for financial services professionals.

Now, you can join at half the cost.