In a closed-door gathering, the ET Alpha Wealth Summit on June 4 in Mumbai will bring together India’s most influential wealth minds, HNIs, and family offices to examine the forces shaping capital markets and investment decisions over the next decade.In an environment defined by shifting cycles, evolving macro signals, and competing narratives on India’s growth, the summit focuses on one core objective: helping investors think more clearly about risk, timing, and long-term allocation in a rapidly changing world.Across sessions, speakers will examine how today’s macro turning points translate into real investment decisions, covering when to reduce risk, where conviction in India’s growth story is justified, and how to separate structural trends from cyclical noise in portfolios.Rajeev Thakkar’s masterclass on “The Contrarian’s Playbook: When to Exit” explores how knowing what to buy is only half the investing journey, while knowing when to step aside ultimately defines outcomes. This session offers a disciplined, real-world framework to help investors protect capital in overheated markets, recognize early signs of overstay risk, and strengthen sell discipline alongside buy decisions, with a focus on building conviction around exits driven by logic rather than emotion and navigating portfolio risk through late-cycle market behavior.The durability of India’s growth story will be explored in a panel discussion featuring Garima Kapoor, Dr. Aurodeep Nandi, Sakshi Gupta, and Dharmakirti Joshi. The panel will examine whether India’s growth engine is entering a new structural phase or simply navigating shifting expectations, while unpacking key tensions in today’s macro narrative, including the balance between consumption-led and investment-led growth, and whether the recent revival in private capex reflects a durable trend or early-stage optimism. It will also explore how long-term investors should interpret India’s trajectory through the lens of both conviction and cyclical caution, with a focus on the broader macro outlook, the sustainability of key growth drivers, evolving inflation and interest rate dynamics, and their implications for long-term asset allocation.