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By invitation only

UpperCrustWealth Conclave ’26

For a few families. For the decades ahead.

Date
Saturday, 10 October 2026
Time
9:30 am to 1:30 pm
Venue
Waves Club, Vadodara
Request an invitationConfirm your presence See the agenda
With Romit Barat, Ghazal Jain, Dhruv Pawashe and Deepak Jain

A private morning for families who plan in decades, not quarters.

The Wealth Conclave is UpperCrust Wealth’s half-day gathering for a small circle of investors and their families. Four speakers take one question each: how wealth multiplies, where gold belongs in the next decade, how we invest, and how to pass it all on without friction.

After the last session, lunch is served in Pacific Hall. Time to talk with the speakers, with our team, and with people who think about money the way you do.

The voices in the room

Four speakers, one question each.

  • Portrait of Mr. Romit Barat

    Mr. Romit Barat

    Director, AAFM India

    Session IThe Missing Wealth Multiplier

  • Portrait of Ms. Ghazal Jain

    Ms. Ghazal Jain

    World Gold Council, former gold fund manager

    Session IIGold: Reimagined for the Next Decade

  • Portrait of Mr. Dhruv Pawashe

    Mr. Dhruv Pawashe

    Fund Manager, UpperCrust PMS

    KeynoteThe UpperCrust Way

  • Portrait of Dr. Deepak Jain

    Dr. Deepak Jain

    Estate and succession planning expert

    Session IIILeave a Legacy, Not a Mess

Order of the day

Saturday, 10 October, Ocean Hall

  1. Registration and welcome tea UpperCrust PMS booth open

  2. Opening by the anchor

  3. Lamp lighting and welcome address Mr. Durgesh Pandya

  4. Why this Conclave Mr. Yash Joshi

  5. Session I

    The Missing Wealth Multiplier

    Mr. Romit Barat Director, AAFM India

    Why some portfolios compound while others only grow, and the piece most families leave out.

  6. Session II

    Gold: Reimagined for the Next Decade

    Ms. Ghazal Jain World Gold Council, former gold fund manager

    Once the family’s safe keeping, now a portfolio decision. Where gold fits over the next ten years.

  7. Keynote

    The UpperCrust Way

    Mr. Dhruv Pawashe Fund Manager, UpperCrust PMS

    How we think, invest and manage risk, explained by the person who runs the portfolio.

  8. Session III

    Leave a Legacy, Not a Mess

    Dr. Deepak Jain Estate and succession planning expert

    Wills, trusts and succession, so that what you built reaches the people you built it for.

  9. Vote of thanks and group photograph Mr. Manish Shah

  10. Grand lunch Pacific Hall

Seating is limited, and every request is reviewed by our team.Your seats await your confirmation.

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Who the Conclave is for

A room kept small on purpose.

  • Business families

    Planning for the next generation as carefully as the next quarter.

  • Founders and promoters

    Wealth concentrated in one company, and ready to build beyond it.

  • Senior professionals

    Strong income, little time, and a portfolio that deserves more attention.

  • Those handing it on

    Moving from building wealth to living on it, and passing it forward well.

Your hosts

  • Mr. Durgesh Pandya

    Chairman & MD

  • Mr. Yash Joshi

    Executive Director

  • Mr. Manish Shah

    Director

Waves Club, Vadodara

Saturday, 10 October 2026

9:30 am
Registration and welcome teaUpperCrust PMS booth open
10:00 am
Sessions in Ocean HallThree sessions and a keynote
1:30 pm
Grand lunch in Pacific Hall
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Seating is limited.Namaste, , you are on our guest list.

Let us know if you will join us, and how many seats to hold for your family.

  1. Send your requestThree quick choices, then your details. Under a minute.
  2. We review itEvery request is read by our team personally.
  3. We call to confirmYour seat is confirmed over a call from UpperCrust Wealth.

Questions? Call +91 97277 53518 or write to yash@uppercrustwealth.com

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