Annual Flagship Conclave

Five hours to
reset your wealth & practice decisions

A half-day, invite-only forum for senior doctors, medical entrepreneurs, and hospital founders to align protection, taxation, investments, and practice growth for 2026 and beyond.

  • Promoter-ready indemnity, legal risk, and governance frameworks.
  • Tax and compliance structures tuned for ambitious expansion.
  • Markets and alternates decoded for long-term HNI portfolios.

150 seats (Invite-only Forum for Doctors & Medical Entrepreneurs)

⚡

Half-day, high-signal

Short power sessions + live Q&A keep every minute meaningful.

👥

150 busy doctors

Invitation-only consultants, founders, and medical entrepreneurs.

🎯

6 actionable tracks

Risk, compliance, markets, alternates, entrepreneurship, community.

🌱

18+ yrs Finnovate insight

Doctor-first advisory depth built with 3,500+ medical families.

Why this conclave stands out

The agenda, curation, and follow-through are designed around the realities of senior doctors who straddle clinic, practice, and wealth roles.

🧭 Clarity, not noise

Step away from the day-to-day rush and align wealth, taxation, risk, and practice calls through real-world playbooks.

🤝 Peer-calibrated

Connect with hospital founders, senior consultants, and Medical Monarchs who are solving the same growth questions.

📋 Action-ready follow-up

Walk out with a clear blueprint and exclusive access to Finnovate's Advisory Team for long-term Wealth Planning.

Powered by trusted partners

Organised by
Powered by

Speakers

Meet the confirmed voices joining us in Pune.

Prominent Speakers & Panelists

Adv Dr. Hitesh Bhatt
Adv Dr. Hitesh Bhatt
B & S Medicolegal Consultant
Key Speaker
Mr. Saurabh Mehta
Mr. Saurabh Mehta
Regional Head - Mumbai, ICICI Prudential AMC Ltd.
CA Jayant Furia
CA Jayant Furia
Head of Taxation Advisory, Finnovate
Sagar Meheshwari
Sagar Meheshwari
AVP - Growth, Finnovate
CA Vivek Jain
Dr. Raju Varyani
Jt. Secretary SSS, IMA Maharashtra State
CA Vivek Jain
CA Vivek Jain
Partner at RANK Group

Organizers & Hosts

Dr. Lalit Dhoka
Dr. Lalit Dhoka
President - IMA PCB
Dr. Milind Sonawane
Dr. Milind Sonawane
Secretory - IMA PCB
Nehal Mota
Nehal Mota
Co founder, Finnovate
Gosal Sangole
Gosal Sangole
Senior Manager, Finnovate

Agenda

Six focused segments keep the conversations sharp while leaving time for peer learning and Q&A.

Topic Speaker
Registration + Morning Tea
-
Welcome Note + Inauguration
Host
White is Beautiful - How to File Higher Returns & still pay lower Taxes
CA Jayant Furia, Head of Taxation Advisory, Finnovate
Gold, Silver & Market Uncertainty: A Practical View for Long-Term Investors
Mr. Saurabh Mehta, Regional Head - Mumbai, ICICI Prudential AMC Ltd.
Understanding Medicolegal Exposure in Medical Practice: Practical Guidance for Doctors
Adv Dr. Hitesh Bhatt, B & S Medicolegal Consultant
10 Big Mistakes to Avoid in 2026
Sagar Maheshwari, AVP - Growth, Finnovate
Debt for Growth: Using Loans to Build a Stronger Medical Practice
CA Vivek Jain, Partner, RANK Group
Social Security Scheme of IMA & It's Benefit
Dr. Raju Varyani Jt. Secretary SSS, IMA Maharashtra State
Closing Note + Felicitation
Host
Networking Lunch
-

Who should attend

  • Senior consultants and specialists making big 2026 wealth decisions.
  • Clinic or hospital promoters planning expansion with tax-smart structures.
  • Doctors wanting clarity on living wills and family protection.
  • Entrepreneurial doctors seeking a 10x-in-10-years wealth blueprint.
  • Practitioners keen to optimise “white” income filings and avoid compliance pitfalls.

What you'll take back

  • The 10 biggest mistakes to avoid in 2026 and how to sidestep them.
  • Where doctors should invest in 2026—practical guardrails from an AMC manager.
  • A living-will playbook and “what money means to me” reflection kit.
  • A 10x-in-10-years roadmap tailored for medical professionals.
  • A tax-and-compliance playbook to file higher returns and stay audit-ready.

FAQs

Tap a question to see how the day works. If you still have a query, the Finnovate team is a message away.

  • Yes. Seats are reserved for consultants, surgeons, founders, and senior medical professionals. If you wish to bring a spouse or partner, mention it in the form and we'll confirm based on availability.
  • No. Sessions are educational and framework-driven. Individual advice follows through Finnovate's onboarding process.
  • Once your seat is confirmed, you'll get the venue, parking, and travel guidance via WhatsApp and email.
  • Tap “Register · 18 Jan · Pune” (opens the form link in a popup modal) or scan the QR code to register. You'll receive confirmation on WhatsApp/email; we'll call only if we need any details.
  • This is a free webinar. Please complete the form to confirm your seat.
18 Jan · Pune Event in 00d 00h 00m 00s