Mumbai, India
India BFSI & Finance PPM Summit 2026
Aligning regulatory, digital, data, and AI investments with measurable value
KEY INFORMATION
Fairfield by Marriott, Mumbai International Airport, India
Jun 2-3, 2026
08:00 - 18:30 Local Time
Why is this event right for you
Financial institutions in Mumbai and across India face a complex landscape of transformation demands, including core system replacements, digital
innovation, AI adoption, regulatory pressures, and operational resilience. This conference unites portfolio leaders, transformation executives, risk
managers, and technology specialists to explore how disciplined Strategic Portfolio Management can serve as core infrastructure to drive value, balance regulatory requirements, and ensure execution reality. The event focuses on building a unified, transparent portfolio that delivers predictable benefits and earns trust from executives, regulators, and customers alike.
innovation, AI adoption, regulatory pressures, and operational resilience. This conference unites portfolio leaders, transformation executives, risk
managers, and technology specialists to explore how disciplined Strategic Portfolio Management can serve as core infrastructure to drive value, balance regulatory requirements, and ensure execution reality. The event focuses on building a unified, transparent portfolio that delivers predictable benefits and earns trust from executives, regulators, and customers alike.
Conference format
This 2-day summit addresses the most urgent challenges in delivering strategic portfolios within banking and financial services, with themes including:
Managing complex, multi-entity project and programme portfolios
Aligning regulatory, digital, data, and AI investments for measurable value
Optimizing resource capacity, delivery risk, and cross-functional dependencies
Embedding a culture of change adoption across the organization
Alongside our signature keynotes, panel discussions, and case study presentations, this year’s event features highly interactive sessions including hands-on workshops and peer roundtables designed to maximize practical learning and real-world application. Attendees will actively engage with tools, frameworks, and proven approaches for solving the most pressing challenges in modern PPM.
Event speakers
Nikhilesh Garnepudy
Enterprise Account Director
Planview India
Rajeev Chadha
VP & Country Manager
Planview
Sushant Kulkarni
Senior Vice President
Razorpay
Harsha Jhunjhunwala
Vice President Digital Transformation
Axis Bank
Dr. Soumya Kumar Misra
Head - Health Agency
IndusInd General Insurance
Mayur Trivedi
Senior Vice President
HDFC Bank
Amit Gupta
Head - Corporate Digital Channels
HDFC Bank
Jaya Janardanan
Independent Director
Swasti Microfinance & Avasara Finance Ltd.
Event HIGHLIGHTS
Keynotes & Case Studies
Roundtables
Workshops
Panel discussions
Networking
Post-conference networking
Key takeaways
Integrate diverse initiatives into a single portfolio view for better decisionmaking
Balance regulatory mandates with strategic transformation efforts
Manage capacity, dependencies, and delivery risks across complex programs
Track and communicate benefits effectively to stakeholders and boards
Embed a culture of change adoption to ensure transformation delivers frontline impact
Everything you need to know about This event in one spot.
Join us at the Strategic PPM in Financial Services Summit, London 2026, and take home the insight, strategies, and connections you need to deliver smarter portfolios, resilient programmes, and future-ready financial transformation.
PAST AND PRESENT
Our valued partners
TESTIMONIALS
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“Always Be curious”
Who should attend?
This summit is crafted specifically for senior leaders and experts driving transformational change and strategic portfolio management across the financial sector:
- Banking, Finance & Insurance:
VPs, Directors, and Heads of Portfolio Management, Programme Management, Regulatory Affairs, Compliance, Digital Transformation, Data & Analytics, and Risk across banks, insurers, asset managers, and diversified financial institutions. - Technology Providers:Senior solution providers, vendors, and partners delivering PPM platforms, analytics, digital governance tools, and enterprise transformation technologies for financial institutions.
- Consultancies & Advisors:
Experts in change management, regulatory compliance, business transformation, and large-scale project delivery supporting financial services modernization.
Whether you are leading regulatory portfolios, digital and AI-driven transformation, or implementing the tools that keep financial organizations resilient, this is your essential gathering to connect, collaborate, and accelerate the shift toward smarter, more disciplined portfolio management.
Join us in London to be part of Europe’s premier community shaping the future of banking and finance transformation.
Event partners
Title Partner
Planview has one mission: to build the future of connected work, from ideas to impact. Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100. Planview empowers enterprises to improve time-to-market and predictability, increase efficiency to unlock capacity, and ensure their most strategic initiatives deliver the desired business outcomes.
Event registration
2 DAY CONFERENCE
DELEGATE REGISTRATION
$
599
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Access to all conference sessions
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Access to all networking activities during the conference
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Conference materials
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Coffee breaks with snacks and refreshments
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Networking lunch
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Position Your Brand Where Projects & Portfolios Take Shape.
Get in front of the leaders driving the biggest banking and finance transformation programmes. Explore sponsorship and exhibition opportunities at the Strategic PPM in Financial Services Summit, London 2026.
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