Invitation-Only Investor Round Table — Power Breakfast at The Ashok, New Delhi

A closed circle of high-net-worth investors and senior business principals invited the India Federation for Investors & Global Traders (IFIGT) to preside over a private Investor Round Table, held over a power breakfast at The Ashok, New Delhi — a candid, off-the-record conversation on building and protecting serious wealth.

Designed as an intimate, by-invitation engagement rather than a conference, the round table created the kind of room where India’s promoters and family principals could speak openly — and go deep on the questions that rarely get addressed in larger forums.

The discussion centred on three themes that matter most to wealth at this scale:

• • Global wealth frameworks and strategies — moving beyond a single-country, single-currency portfolio to the allocation architecture that sophisticated global investors actually use.
  • Estate and legacy structures — trusts and holding structures designed around control, continuity and protection of the family and the business.
  • Succession planning — passing on not just wealth, but a business intact, to the next generation, on the principal’s own terms.

IFIGT was invited to preside over the session by the investor group. Rtn. Rohini Raina, Director General, IFIGT, presided over the engagement on behalf of the federation, and Rajat Dhar, Director – Investments, IFIGT, led the session across the global wealth, estate and succession themes.

True to IFIGT’s education-first mandate as a Section 8 federation, the round table was a frameworks-and-strategy conversation — no products, no pitches — focused entirely on giving participants a clearer architecture for their own decisions.