
IPV Wealth Wise Partner Summit 2025: A Key Event for Wealth Management in India
On July 19, 2025, Inflection Point Ventures (IPV) welcomed wealth advisors, investors, and industry professionals for the IPV Wealth Wise Partner Summit and Awards 2025 (South Region) at the Taj MG Road in Bengaluru.
The event was attended by South India's top wealth advisors and industry stakeholders, who gathered for an evening hosted by Inflection Point Ventures, one of India's largest Angel investing platform with over 24,000 investors from 45+ countries, nearly a $100M investment in more than 280 startups, and 50 successful exits. Atul Shinghal, Founder & CEO, Scripbox, at the IPV Summit 2025.
A key aspect of the evening was the recognition of wealth professionals across 10 distinct categories, including Wealth Management firm of the year and Outstanding Client Portfolio and Relationship Management, among others. From several competitive nominations, wealth advisors were recognized and awarded based on parameters such as expanding Assets Under Management (AUM) and Client Portfolio Curation.
The summit acknowledged achievements and served as a networking platform - highlighting the role of wealth managers in facilitating strategic investments in India's startup ecosystem. IPV Wealth Wise Partner Summit 2025
Gaurav Nayak (SVP, IPV) began the event with a warm welcome, encouraging attendees to consider the evening an opportunity to develop partnerships and explore investment areas. Small group discussions and live Q&A segments were encouraged to foster engagement and insight.
A notable session was the panel discussion on 'Navigating the new age of wealth management,' featuring Atul Shinghal (Founder & CEO, Scripbox),Tushar Agrawal (CIO, Nuvama Wealth)and Rohan Bajaj (Seasoned Angel Investor) moderated by Ankur Mittal, Co-Founder, IPV.
Atul Shinghal highlighted how digital platforms are reshaping investor behavior, with clients increasingly exploring options beyond traditional mutual funds and bonds. Tushar Agrawal built on this by stressing the importance of focusing on overall portfolio strategy rather than individual products—encouraging investors to diversify with high-risk, high-return asset classes like startups. Rohan Bajaj, an investor in companies such as OpenAI and Nutanix, added that allocating a portion of wealth to startups not only enhances portfolio diversity but also provides exposure to innovation and the potential for outsized returns. Wealth advisors, investors, and industry professionals for the IPV Wealth Wise Partner Summit and Awards 2025.
The summit acknowledged performance in relationship and portfolio management, recognising professionals who combine integrity with innovation. Emerging startup success stories provided inspiration, illustrating how collaboration contributes to India's startup ecosystem.
IPV's Role in Portfolio Transformation
In his keynote, Vinay Bansal (CEO & Founder, IPV) explained how IPV's platform aims to provide access to startup investing, managing risk and consistently delivering results over past several years since its inception by providing best in class portfolio returns, allowing wealth managers to integrate growth opportunities alongside traditional assets. To learn more about becoming a partner, click the following : https://ipventures.in/become-a-partner/
'Today, advisors can offer clients vetted startup deals with the same rigor as equity or debt,' he explained.
By curating high-conviction startup deals and delivering successful exits in the past year, IPV enabled advisors to potentially spread risk across uncorrelated assets and aim for market returns.
Informal Learning and Connections
Following the knowledge sharing sessions, guests attended a gala dinner. Discussions, brainstorming, and new connections continued into the evening, reflecting the summit's focus on engagement.
The Future of Wealth Management
As India's wealth sector continues to grow at a projected 12–15% CAGR, this summit suggested that integrating startup investments can benefit both client portfolios and professional practice. The IPV Wealth Wise Partner Summit aims to set a standard, suggesting that the industry's evolution involves combining traditional expertise with innovative opportunities. To learn more about becoming a member, click the following: https://ipventures.in/invest-in-startups/
Disclaimer: You acknowledge and agree that you shall be subjected to the policies that are applicable to the Platform and by mere use of the Platform, You shall be contracting with IPV and these terms and conditions including the policies constitute Your binding obligations, with IPV.
Note to the Reader: This article is part of Mint's promotional consumer connect initiative and is independently created by the brand. Mint assumes no editorial responsibility for the content.
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Angel investment platform Inflection Point Ventures (IPV) on Thursday announced the launch of a $110 million Category I Angel Fund—IPV International—under the International Financial Services Centres Authority (IFSCA) framework at GIFT City. The fund will lead or participate in early-stage to pre-Series A funding rounds, with investment ticket sizes ranging from $100,000 to $1 million. The fund recorded its first close in April. First investment in Singapore's Cellivate Technologies IPV International has already made its maiden investment in Singapore-based deeptech startup Cellivate Technologies. The company is developing an ethical and scalable alternative to fetal bovine serum using magnetic stimulation, targeting applications across biotech, pharma, and adjacent sectors. 'A presence in GIFT City enables us to scale beyond national borders, engage with global startup ecosystems, and remain aligned with the rapidly shifting dynamics of the venture capital and private equity markets,' said Vinay Bansal, Founder and CEO of IPV. Bansal added that the fund has attracted significant interest not just from Indians and NRIs but also from non-Indian investors looking to enter India's booming startup ecosystem, with the GIFT City framework providing a favourable gateway. Backed by 50 successful exits, IPV aims to scale globally 'With a proven track record including 50 successful exits from a portfolio of over 220 startups, IPV is now set to leverage this experience and scale its platform to reach both national and international investors through IPV International,' said Mitesh Shah, Co-founder of IPV. In addition to IPV International, the firm has launched a $50 million Category II venture capital fund—Physis Capital—to back Pre-Series A to Series B growth-stage startups. The fund has so far invested in six startups, with several other deals in advanced stages. 'By leveraging the global access provided by the GIFT City platform, we're now well-positioned to invest in innovative ventures across international markets, enhancing both portfolio diversification and investor value,' said Ankur Mittal, Co-founder of IPV.


Mint
25-07-2025
- Mint
IPV Wealth Wise Partner Summit 2025: A Key Event for Wealth Management in India
A Night of Insight, Recognition, and Collaboration On July 19, 2025, Inflection Point Ventures (IPV) welcomed wealth advisors, investors, and industry professionals for the IPV Wealth Wise Partner Summit and Awards 2025 (South Region) at the Taj MG Road in Bengaluru. The event was attended by South India's top wealth advisors and industry stakeholders, who gathered for an evening hosted by Inflection Point Ventures, one of India's largest Angel investing platform with over 24,000 investors from 45+ countries, nearly a $100M investment in more than 280 startups, and 50 successful exits. Atul Shinghal, Founder & CEO, Scripbox, at the IPV Summit 2025. A key aspect of the evening was the recognition of wealth professionals across 10 distinct categories, including Wealth Management firm of the year and Outstanding Client Portfolio and Relationship Management, among others. From several competitive nominations, wealth advisors were recognized and awarded based on parameters such as expanding Assets Under Management (AUM) and Client Portfolio Curation. The summit acknowledged achievements and served as a networking platform - highlighting the role of wealth managers in facilitating strategic investments in India's startup ecosystem. IPV Wealth Wise Partner Summit 2025 Gaurav Nayak (SVP, IPV) began the event with a warm welcome, encouraging attendees to consider the evening an opportunity to develop partnerships and explore investment areas. Small group discussions and live Q&A segments were encouraged to foster engagement and insight. A notable session was the panel discussion on 'Navigating the new age of wealth management,' featuring Atul Shinghal (Founder & CEO, Scripbox),Tushar Agrawal (CIO, Nuvama Wealth)and Rohan Bajaj (Seasoned Angel Investor) moderated by Ankur Mittal, Co-Founder, IPV. Atul Shinghal highlighted how digital platforms are reshaping investor behavior, with clients increasingly exploring options beyond traditional mutual funds and bonds. Tushar Agrawal built on this by stressing the importance of focusing on overall portfolio strategy rather than individual products—encouraging investors to diversify with high-risk, high-return asset classes like startups. Rohan Bajaj, an investor in companies such as OpenAI and Nutanix, added that allocating a portion of wealth to startups not only enhances portfolio diversity but also provides exposure to innovation and the potential for outsized returns. Wealth advisors, investors, and industry professionals for the IPV Wealth Wise Partner Summit and Awards 2025. The summit acknowledged performance in relationship and portfolio management, recognising professionals who combine integrity with innovation. Emerging startup success stories provided inspiration, illustrating how collaboration contributes to India's startup ecosystem. IPV's Role in Portfolio Transformation In his keynote, Vinay Bansal (CEO & Founder, IPV) explained how IPV's platform aims to provide access to startup investing, managing risk and consistently delivering results over past several years since its inception by providing best in class portfolio returns, allowing wealth managers to integrate growth opportunities alongside traditional assets. To learn more about becoming a partner, click the following : 'Today, advisors can offer clients vetted startup deals with the same rigor as equity or debt,' he explained. By curating high-conviction startup deals and delivering successful exits in the past year, IPV enabled advisors to potentially spread risk across uncorrelated assets and aim for market returns. Informal Learning and Connections Following the knowledge sharing sessions, guests attended a gala dinner. Discussions, brainstorming, and new connections continued into the evening, reflecting the summit's focus on engagement. The Future of Wealth Management As India's wealth sector continues to grow at a projected 12–15% CAGR, this summit suggested that integrating startup investments can benefit both client portfolios and professional practice. The IPV Wealth Wise Partner Summit aims to set a standard, suggesting that the industry's evolution involves combining traditional expertise with innovative opportunities. To learn more about becoming a member, click the following: Disclaimer: You acknowledge and agree that you shall be subjected to the policies that are applicable to the Platform and by mere use of the Platform, You shall be contracting with IPV and these terms and conditions including the policies constitute Your binding obligations, with IPV. Note to the Reader: This article is part of Mint's promotional consumer connect initiative and is independently created by the brand. Mint assumes no editorial responsibility for the content.


Time of India
17-07-2025
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