AI Finance Roundtable Held by Occam's Advisory and New Delhi Office Inauguration
Away with the Boring: AI-Fueled Finances Sizzle in India's Big Event
New Delhi, India, June 4th - Occams Advisory, a global powerhouse in finance, tax, audit, and AI transformation, set the stage alight with their AI-Finance Roundtable at the swanky Espire Campus, New Delhi. This epic event brought together the who's who of industry titans, policy makers, and finance gurus to discuss AI's transformative impact on global finance while celebrating Occams Advisory's grand entrance into India's booming financial and regulatory scene.
The Grand Day: Dialogue, Innovation, Growth
Kicking off with a rambunctious ribbon-cutting and the oh-so-satisfying office tour, we officially welcomed Occams Advisory to the heart of India. This expansion strongly hints at the firm's long-term commitment to keep India's constantly evolving financial and regulatory landscape tamed and simplified for their cherished clients.
Post the pomp and circumstance, guests geared up for networking sessions, team recognition ceremonies, and a series of interactive merchandise bonanzas - all setting the perfect stage for the main event: the AI-Finance Roundtable.
Highlights of the Roundtable
The festivities began with Anupam Satyasheel, Occams Advisory's dynamic Founder & CEO, taking center stage to stress India's vital role in shaping the future of finance and technology. His fiery address set the tone for a no-holds-barred dialogue about innovation, regulation, and AI integration in financial systems.
The keynote address belonged to none other than Shri Kapil Malhotra, Trade Commissioner for Ontario, High Commission of Canada. His riveting talk, "From Innovation to Expansion: Investing in AI Opportunities in Ontario," shone a spotlight on the burgeoning cross-border potential for AI-driven innovation, especially between India and Canada. He hammered home the importance of global collaboration in scaling transformative technologies.
Next up, the first panel discussion, "Reverse Flip into India – Strategic, Legal & Tax Perspectives on Internalization," zeroed in on hot trends like the growing allure of India-based IPOs and the strategic value of Production Linked Incentive (PLI) schemes. Panelist Rajat Garg from Occams Advisory pronounced, "Outbound structures often lead to troubles with capital flow, board control, and revenue leakage – hence, a return to Indian domiciles is both strategic and corrective." His incisive insights sparked a riveting conversation about why numerous companies are contemplating a move back to Indian turf.
Other panelists including Karan Sahi from KPMG, Upendra Upadhyay from Crowd Sourcing Analytics, and Manangad S. Lamba from Nangia Andersen India brought diverse viewpoints to the discussion, shedding light on financial structuring and compliance in our increasingly globalized world.
The second panel, "Assurance, Risk & Compliance Automation," delved into how AI technologies are shaking up finance, redefining traditional roles, and shattering compliance barriers. From continuous audit engines to intelligent workflows, the world is witnessing the emergence of a new breed of tools that blur the lines between human and machine, making finance lighter, faster, and more efficient.
Nitin Aggarwal, CEO-India at Occams Advisory, delivered a rousing Welcome Note and Vote of Thanks. He expressed the firm’s aspirations of building an agile, AI-enabled, and globally compliant financial future of professional services, and their ambition of joining the elite top 30 financial professional services firms globally by 2030. He also introduced the firm's upcoming Bitcoin Treasury Services, designed to empower corporates with the tools to navigate the murky world of cryptocurrencies.
About Occams Advisory
Occams Advisory is an international consulting firm championing excellence in corporate finance, accounting, audit, tax, and AI-driven transformation. With a rapid expansion across North America and India, the firm stands shoulder-to-shoulder with clients, simplifying complexity, and accelerating sustainable growth.
Visit: www.occamsadvisory.com
This thrilling event underlines India's undeniable role in the worldwide finance and technology revolution, paving the way for a future brimming with innovation, hand-in-hand with regulation. So, party on, fintech enthusiasts! The future of finance is looking brighter – and more AI-powered – than ever.
[1] AI in Finance and Banking: Opportunities, Challenges, and the Path Ahead, McKinsey & Company
[2] Regulatory Aspects of AI in Financial Services, International Monetary Fund
[3] India’s Reverse Mergers: A Growing Trend, The Economic Times
- The AI-Finance Roundtable at Occams Advisory's grand entry event in India highlighted the transformative impact of AI on global finance, emphasizing India's potential role in shaping the future of finance and technology.
- The keynote address by Shri Kapil Malhotra, Trade Commissioner for Ontario, High Commission of Canada, focused on the burgeoning cross-border potential for AI-driven innovation, especially between India and Canada, emphasizing the importance of global collaboration in scaling transformative technologies.
- During the first panel discussion, "Reverse Flip into India – Strategic, Legal & Tax Perspectives on Internalization," panelist Rajat Garg from Occams Advisory discussed the strategic value of Production Linked Incentive (PLI) schemes and the growing allure of India-based IPOs, suggesting a return to Indian domiciles as both strategic and corrective.
- The second panel, "Assurance, Risk & Compliance Automation," explored how AI technologies are revolutionizing finance, redefining traditional roles, and breaking down compliance barriers, leading to a new breed of tools that blur the lines between human and machine, making finance lighter, faster, and more efficient. This discussion aligns with Occams Advisory's aspirations of building an agile, AI-enabled, and globally compliant financial future.
