As the Managing Director of Motilal Oswal AMC, Aashish is responsible for strategizing and growing the operations of the business as a niche focused expert equity boutique based on its unique and time tested BUY RIGHT : SIT TIGHT investment style.

Starting with about Rs 1,300 crs (USD 150 mn) in 2013, Motilal Oswal AMC is today the fastest growing AMC in India managing over Rs. 13,000 crs (USD 1.9bn) of equity assets across managed accounts (DPMS), alternative investment funds (AIF), offshore funds (FPI) and domestic Mutual Funds. Amongst India's largest specialized equity investment managers and the largest provider of discretionary equity portfolio management services (PMS) to HNIs. India's one and only 100% equity AMC with a sharply articulated investment philosophy.

Aashish has 17 years experience in general management, process driven sales, distribution, product development and marketing of mutual funds across retail and institutional segments.

Have been responsible for sales and distribution of India's largest AMC; ICICI Prudential Mutual Fund; and their PMS and Real Estate offerings through multiple distribution channels across India and Middle East. Led new product development, product management, communication and channel delivery over a number of years.

He is passionate about Traveling, Reading, Sales, Communication, Training, Teaching, Writing and Public Speaking.

Aditi Kothari Desai- Exec. Vice President, Head - Sales and Marketing, DSP BlackRock Investment Managers Pvt. Ltd.

Aditi Kothari Desai is the head of Sales and Marketing at DSP BlackRock Investment Managers Pvt Ltd . An Executive Vice President, she is also a member of the Executive Committee. She joined Merrill Lynch’s investment banking group in New York in 1998, primarily working on M&A activities in the Financial Institutions Group. Subsequently Aditi worked in DSP Merrill Lynch as part of the fixed income sales team and later joined DSP BlackRock in 2002 (then DSP Merrill Lynch Fund Managers), working on various initiatives, including establishing an offshore fund for foreign investors.

Aditi is actively involved in social initiatives. She is a member on the Advisory Board of Dasra, India's leading strategic philanthropy foundation and also a trustee of the Hemendra Kothari Foundation and Wildlife Conservation Trust, actively involved with their educational initiatives in both urban and rural areas, as well as initiatives on saving India’s forests and wildlife.

Aditi holds a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School.

Anthony Heredia is the Chief Executive Officer of Baroda Pioneer Asset Management.

He has spent over twenty years in the investment management industry. Before joining Baroda Pioneer in 2015, Anthony was a Managing Director with Morgan Stanley, and was responsible for the investment management business in India. Prior to this, he was with HSBC Asset Management India as the Head of Sales and Distribution. In this capacity, he was instrumental in helping HSBC become one of the fastest growing asset managers at the time.

Anthony started his career with Birla Sun Life Asset Management in 1995 and spent six years in the firm across varied roles in distribution and marketing. Over the years, he has also contributed at various industry forums, including the ARN Committee within AMFI, as well as the Mutual Fund and Capital Market Committees at the Confederation of Indian Industries (CII). Anthony is a rank holding Chartered Accountant and holds a graduate degree from the University of Mumbai. He loves traveling and enjoys watching soccer in his leisure time.

Asit Bhansali a Chartered accountant by profession and a Law graduate is an inborn entrepreneur and professional. He has over 30 years of vast experience in the field of Finance, Accounts and Law.

With his expertise he has been able to successfully bring the concept of Family Office to India. Family Office in true sense includes all aspects of a family or SME segment’s need of Accounts, Finance and legal issues which are faced by them. Not only locally but globally he is well travelled and manages family office for various clients of his.

Being a Founder Member and Director of F.I.F.A. (Foundation of Independent Financial Advisors) he has been instrumental in promoting and protecting the interest of Investors.

Brijesh is the founder of ‘Dalmia Advisory Services Pvt. Ltd’, which is among the leading distributor of financial products in India.

A CFPCM, LUTCF and LMF, Brijesh has authored 8 books till now on investments, business practices and personal growth, reaching over 1,00,000 readers. He is considered to be an opinion maker in the industry. His views and articles are regularly published by several leading publications and websites.

Brijesh has conducted over 500 IFA programs in over 100 cities in India, reaching out to over 25,000 IFAs. His short motivational and strategy videos and messages under ‘Masterstroke for IFAs’ are having deep impact on IFAs across.

Brijesh is also the founder of ‘The Brijesh Dalmia Leadership Company’. As a writer and motivational speaker in the area of Life, Leadership and Personal Development. Brijesh has transformed several lives through his coaching, workshops and keynote speaking. Till now, over 50,000 participants have benefitted from his powerful speaking, workshops and seminars.

Brijesh’s mission in life is to spread happiness in world, infuse positivity among people and motivate one and all to find the purpose of life and achieve it. He enjoys reading, writing, swimming and listening to music.

CVR Rajendran has been the CEO of AMFI (Association of Mutual Funds in India) since August, 2015.

Rajendran began his illustrious banking career in Corporation Bank in 1978. He worked as Branch Manager in various Rural, Urban, and Metro Branches from the year 1985 to 1996 and headed Industrial Finance Branch at New Delhi & Bengaluru. He worked as Zonal Manager of Maharashtra Zone and was in charge of Managing Director, Corp Bank Securities, Mumbai during 2004 to 2006. Next he took up as Dy.General Manager, Investment & International Banking and Collection & Payment services from 2006 to 2008.

He was elevated as General Manager of IIBD in May 2008 and worked as General Manager, Information Technology Division from May 2011 to February 2012.

Rajendran was appointed as Executive Director Bank of Maharashtra on 01st March 2012.

Rajendran is a passionate banker with rich experience of more than three decades in various capacities in versatile area spanning from Rural Banking to International Banking, Investment Banking, Merchant Banking, SSI/SME/Agricultural Lending, Industrial Finance, Commercial Lending, Infrastructure Financing & Information Technology. During his eventful career, he has received several accolades and prestigious Awards like Chairman’s Club Membership, Super Productivity Award, SOGian Award, Millennium Award and Best Branch Award.

He took over as Chairman and Managing Director of Andhra Bank on 13th December 2013. During this short span Sri Rajendran has brought about an organizational overhaul and created new nine zones outside Bank’s home turf to accord a pan India character to the Bank followed by a massive Branch expansion beyond Andhra Pradesh. During the financial year Bank under his leadership plans to open 500 Branches with on-site ATMs. He put thrust on growth of MSME sector through launching of new scheme and also by empowering the grassroots delivery channel through delegation of lending decision making. A tech-savvy workaholic, Shri Rajendran ingrained a culture of promoting alternative delivery channels and reduction of turnaround time in branch transactions.

Rajendran has earned an enviable name in the Banking circle in India as an outstanding orator and analyst on topics related to Banking and finance. He attends various Seminars, Symposium being organized by RBI’s Research Wing, CAFRAL, National Institute of Banking Management and various fora as distinguished speaker and Panelist.

Dhruv L Mehta, Independent Financial Advisor

Also holds positions:

• Director, Malabar Capital Advisors Pvt Ltd.
• Director on the board of ‘Shriram Asset Management Co Ltd’
• Chairman, Foundation of Independent Financial Advisors (FIFA)

Mr. Dhruv Mehta’s professional career spans over 25 years in multinational and Indian companies. He is an Associate member of The Institute of Chartered Accountants of India and The Institute of Cost & Works Accountants of India.

Mr. Mehta Sets up an Investment Advisory in 2003 covering all the gamut of investment products for corporate treasury, family office and HNIs.

Asset under Management: Initiated advisory services for a corpus of $ 6.7 Million which has grown to over $ 167 Million.

He has spent 2 years with A.F. Ferguson & Co; a renowned accounting and auditing firm.

• Post that he was with the Corporate Finance Department of Searle (I) Ltd, a Pharmaceuticals & Agrochemicals Multi-National for about 5 years.
• In 1991 he joined the Savita Group a leader in petroleum specialties as Finance Controller.
• Post that he started an investment advisory firm serving family businesses and SMEs.

G Pradeepkumar has been the Chief Executive Officer of Union KBC Asset Management Co. Pvt. Ltd. (Union KBC) since March 2010. He has 25 years of experience in structuring and marketing investment funds in India and internationally.

Prior to joining Union KBC, Pradeepkumar was the Chief Marketing Officer at IDFC Investment Advisors Ltd. which was part of IDFC Ltd., one of India’s premier infrastructure financing companies. During the period 2005 to 2010 that he spent at IDFC, Pradeepkumar built up the offshore funds and PMS business in the public market space for IDFC.

Pradeepkumar started his career at UTI Asset Management Co. Ltd. (erstwhile Unit Trust of India) in 1991. Starting as a Management Trainee, he grew to become a Senior Vice President in charge of Western Region and International Sales. He set up and head the first foreign office of UTI. He functioned as the Director and Chief Executive Officer of UTI International based out of London from 1997 to 2004.

Pradeepkumar holds PGDM from the Indian Institute of Management Ahmedabad and B. Tech from the University of Calicut.

Harsh Gahlaut is the CEO of FinEdge Advisory, one of India’s leading Financial Planning companies and one of the country’s largest distributors of Goal Based SIP’s.

FinEdge was set up with a strong belief that quality financial planning is no longer an option, but a necessity for people across the country. Their core strength lies in providing conflict free, quality financial advice which is easy to understand and implement. FinEdge has grown rapidly over the past few years and now employ over 100 professionals across diverse functions.

Harsh has an extensive 16+ years of work experience with large Banking & Financial Services organisations such as Standard Chartered Bank & Religare Macquarie Private Wealth, where he was a Senior Vice President prior to founding FinEdge.

Harsh is an MBA from Symbiosis Institute of Management Studies with in depth knowledge in financial markets and instruments, setting up business verticals, managing P&L's, large geographies and multiple territories.

He has a strong ability to set up business and overcome challenges, high sales orientation and people management skills.

Mr. Jaideep Bhattacharya, Founder & CEO of Top3Choice,is a name to reckon with in the Banking and Financial sector in India. During his illustrious stint of over two decades in the BFSI sector, Jaideep has been associated with several renowned financial institutions, both domestic and international. Cementing the foundation of his career in the BFSI sector was his spell with foreign banks of repute such as Standard Chartered Bank, ANZ Grindlays Bank and HSBC. Soon after, Jaideep moved on to one of India's largest domestic banks, ICICI Bank. His stint at ICICI Bank is particularly noteworthy, as he was one of the founding members of the bank’s SME team, and lead the Products, Channels and Marketing Group, SME Division, as Country Head.

After this highly successful run in the banking arena, Jaideep ventured into the niche investment management space, with UTI Mutual Fund, where he was Group President and Chief Marketing Officer, and played a key role in the company's turnaround. At UTI, he was credited with, among other things, successfully launching Swatantra, an investor education initiative to create awareness among people about the concepts of financial planning and benefits of investing in mutual funds. His next assignment was as Managing Director of Baroda Pioneer Asset Management Company Limited, a joint venture between Bank of Baroda, one of India's largest PSU Banks, and Pioneer Investments.

Bearing testimony to the name he has carved for himself in the highly specialized BFSI sector, are some of his other achievements. He has been Director on the Board of AMFI, Member of the SEBI Advisory Committee on Mutual Funds, Chairman of the AMFI Committee on "Common Industry Platform for Improving Operational and Service Efficiency for Mutual Funds in India” and Chairman of the AMFI committee on Financial Literacy. He has also been the recipient of many laurels, such as Marketing Personality of the Year for Asia (2009), awarded by Asia Asset Management, Hong Kong.

Mr. Pandya has a rich industry experience of 17 Years. Prior to joining PFMCL, Mr. Killol Pandya was Senior Fund Manager- Debt at LIC Nomura MF, and was responsible for management of the liquid and fixed income products with an AUM of around Rs.9000 crores. He was also instrumental in conceptualizing and managing India’s first G-sec ETF. Prior to LIC Nomura MF, Mr. Killol has also worked with Daiwa and SBI Mutual Funds.

Mr. Killol Pandya has completed his Masters in Management Studies with specialization in Finance from K. J. Somaiya Institute of Management Studies and Research. He has also completed a Diploma Program in Capital Markets from The Institute of Chartered Financial Analysts of India (ICFAI).

Mr. Kannan Subbiah is the Chief Technology Officer with MF Utilities India Pvt Ltd (MFU). He has been part of MF Utilities since inception and has played a key role in designing and implementing the System. MF Utilities is a unique initiative by the Mutual Funds in India to benefit all the stakeholders, including the Distributors and Investors.

Mr. Kannan is a commerce graduate from Madurai Kamaraj University and a Chartered Accountant (1987). He also holds the highly acclaimed certifications Certified Information Systems Auditor (CISA) and Certified in Governance of Enterprise IT (CGEIT) awarded by the Information Systems Audit and Control Association (ISACA), USA.

Being a techno functional professional, Mr. Kannan has close to three decades of professional experience, of which over 20 years is in wide ranging IT related roles from developer to CTO. His strengths include product & program management, solution architecture and information security.

Earlier Mr. Kannan was heading the India Development Center for Knowledge Universe Technologies India Pvt Ltd delivering and managing IT solutions for the Knowledge Universe group, a leading childcare service provider with the brand name KinderCare with over 2000 centers in the US and worldwide.

Mr. Kannan has played a vital role with Acsys Software (CAMS group company and now named as Sterling Solutions), primarily designing and delivering technology solutions for CAMS. Has also delivered solutions for mutual fund distributors in India and Europe. Mr. Kannan was instrumental in introducing certain key capabilities in the Transfer Agency System for CAMS, resulting in significant improvement in service delivery.

Soon after qualifying as a Chartered Accountant in 1987, Mr. Kannan was practicing as a Chartered Accountant in Coimbatore for few years, before pursuing his career in Information Technology.

Mr. Kannan has been the Founder Vice President of the Coimbatore Chapter of ISACA in 1998 and Honorary Chairman of Coimbatore Branch of ICAI in 1997. Under his Chairmanship, the Coimbatore Branch of ICAI bagged the All India Best Branch Award. He is also an all India rank holder in the CA Intermediate examination held in 1985.

Reading and sharing information is his passion and Mr. Kannan is an active blogger. He publishes a daily digest of news / articles in the areas of Information Technology and Management.

Mr. Kannan is active on twitter and his twitter handle is @kannagoldsun

Mr. Leo Puri is the Managing Director of UTI Asset Management Co. Ltd.

Mr. Puri, 52, is a dual Masters degree holder from Oxford and Cambridge University, UK. In his professional career of more than 30 years, Mr. Puri has worked as Director and Senior Advisor with McKinsey & Company and as Managing Director with Warburg Pincus.

Mr. Puri has extensive experience of leading strategy and transformation engagements in the context of economic reforms and deregulation. This includes the largest public and private sector financial institutions in India.

Mr Puri has held non-executive board positions in Infosys, Bennett Coleman & Co., Max New York Life and Max Bupa Health Insurance.

Lovaii Navlakhi is the Founder and CEO of International Money Matters, a SEBI RegisteredInvestment Advisory firm. With over 30 years of top-notch industry experience, an MBA (Finance) from SP Jain Institute of Management, an ICWA, the distinction of being one of the first Certified Financial Planners (CFP) from India and a stellar reputation in the world of personal finance, Lovaii firmly believes in continuing education as a way of life.

He has recently qualified as a Certified Financial Transitionist (CeFT) from the Sudden Money Institute, USA and helps clients going through transition.

He is oft quoted and widely read across publications and personal finance websites and heard across personal finance shows on television. He has authored a book "A Layman's Guide to Retirement Planning" published by Outlook Money in 2007.

He was a Board Member of Financial Planning Standards Board, (FPSB) India from 2009 to 2011. He has also founded "The Financial Alphabet" which focuses on financial literacy.

International Money Matters currently has a team of 50+ spread over its offices in Bangalore, Mumbai and New Delhi, which services its client base spread across India and the globe. Recently, his firm won the awards for the Best Investment Advisor at the Outlook Money Awards 2015 and Best Performing Regional Financial Advisor at the coveted UTI MF and CNBC TV 18 Financial Advisor Awards 2014-15. Individually, Lovaii brought laurels to the country by winning the runner-up award for the Plan Plus Global Financial Advisor Awards, 2014 for Asia-Pacific region.

Seasoned professional with over 18 years of experience in the Financial Services industry in India and the US, post an MBA degree from IIM Ahmedabad.

Unsecured and secured assets experience in personal loans (Citibank) and mortgage (Citi US) businesses. Drove P&Ls running distribution, operations and collection set-ups spanning large geographies in India and direct to consumer mortgage business, using data analytics and predictive modelling in the US market.

Liabilities experience in wealth management (Citibank) and life insurance (AEGON Religare). P&Ls driven largely by pan India distribution with intense focus on customer acquisition. Also had a stint leading institutional business development efforts including the search for potential JV partners.

CEO of Bigdecisions.com, one of India’s largest financial robo-advisory platforms, that was acquired by News Corp, making it one the earliest exits to a global corporation in the Indian Fintech start-up space..

In an earlier life, was an aspiring cricketer playing for Mumbai at the under 15, 17, 19 and 21 levels apart from school and college teams. Live in Mumbai with my wife and 2 boys.

Dr. Mohit Batra is an MBA (Finance- Gold medalist) and PhD (FinTech) with 20 years of financial services experience.

During his 20 years he has primarily been a serial entrepreneur, both with his own ventures and also creating the same spirit in larger companies that he has been with. He started his career in 1996 with Tata Interactive Systems and grew to head their financial projects division. In late 1998, he co-founded Moneycontrol.com and post its CNBC merger he was CEO of Web 18 till 2004.

Dr. Batra then had a short stint with United Health Group (Fortune 500 company) as their India COO before moving on to ABN AMRO Bank as their Program Head India for the Wealth Management Business.

Dr. Batra joined Motilal Oswal in 2007 as a Director to set up their Wealth Management and Private Banking Business. In late 2009 he joined Alchemy Capital Management as their Group CEO and was with them till 2015.

Over the last 1 year Dr. Batra has launched his own venture focused towards Investments and Markets which went live 2 months back- www.marketsmojo.com

Nikhil Naik, CEO of Naik Wealth, inherited this profession of financial advisory from his late father Shri. Ashok Naik in the year 1996.

Apart from more than 17 years of experience in the field of advisory, he has pursued graduation from Mumbai University & for best advisory expertise, completed his AFP from FPSB. Today, NaikWealth has 11,000 Clients & multiple Financial Advisory Branches in Goregaon, Malad, Kandivali & Thane.

Nikhil appears on ABP Maza Marathi a regional TV show ‘Paisa zhala motha’ every Sunday at 4.30 pm, and has addressed as a panelist over 12,000 people through investor education forum events. He also received an award from HDFC Mutual Fund for The Best Fund Distributor of year 2006.

For the benefit of his investing clients, NaikWealth organizes many public seminars on the contemporary issues like budget analysis, share market, career guidance, how to grow your child, inflation etc in collaboration with leading dailies and news channels like Maharashtra Times & Star Maza.

Learning is a never ending process for Nikhil, and he always grasps opportunities to attend various trainings and seminars on national and international level. Squash is his passion and reading and traveling are his hobbies.

Mr. Nilesh Shah is the Managing Director (MD) of Kotak Mahindra Asset Management Co Ltd. He has over 25 years of experience in capital markets and market related investments, having managed funds across equity, fixed income securities and real estate for local and global investors.

In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management , Franklin Templeton and ICICI securities. Nilesh is the recipient of the inaugural Business Standard Fund Manager of the year award - Debt in 2004.

He was part of the team that received the best fund house of the year award at Franklin Templeton as well as at ICICI Prudential. Nilesh is a gold medalist chartered accountant and a merit ranking cost accountant.

His hobbies include reading and educating investors on financial planning. He has co-authored book on Financial Planning called "A Direct Take".

P V Subramanyam is a Chartered Accountant by qualification and a financial trainer by profession. After a 15 year career serving in the trenches of the financial services industry – from Equity broking, mutual fund advising, corporate finance advising, personal financial planning, he turned to training. He has been in the training profession for the past 17 years, and done upwards of 1000 training sessions so far.

Subramanyam has trained in most mutual funds, life insurance companies, private sector banks, brokerage houses, and many companies. He also conduct financial planning workshops within corporate India, helping employees save better, invest better, equipping smart people with the tools to get richer. He has done trainings on 'Finance for Non Finance companies' - across manufacturing companies, BPOs, NBFCs, as well as open programs for training companies. This gives a broad view of the accounting, costing and cash flow concepts. The people who attend have ranged from operations, HR and sales managers.

Subramanyam wrote a book on wealth creation called 'Retire Rich Invest Rs. 40 a day. It has so far sold upwards of 150,000 copies. He has also appeared on business channels like Cnbc, ET Now, Bloomberg, Zee business, Cnbc awaaz, Magicbricks, on their personal finance shows.

Priya Sunder is the Director and co-founder of PeakAlpha Investments. PeakAlpha is a 11-year old wealth management company based in Bangalore, serving more than 3500 customers. PeakAlpha was awarded the country’s best individual financial advisor award by UTI CNBC TV 18 in 2015. In the same year, it also won the award for the best performing individual financial advisor for the South. PeakAlpha also won the coveted Distributor of the Year—South award by Wealth Forum in 2015 in addition to a slew of other awards by the forum in the same year and in previous years.

Prior to PeakAlpha, she worked for several years with Fragomen, Del Rey, Bernsen and Loewy LLP, one of the largest corporate law firms in the United States. Priya holds a Bachelors and a Master’s Degree in Economics, as well as a second Master’s Degree in Business and Economic Journalism from the prestigious Medill School of Journalism, Northwestern University, Chicago.

Priya is regularly interviewed and quoted by leading publications for articles on personal finance. She has been a columnist for the Economic Times and her articles have appeared in the Times of India, Savvy and other leading Indian publications. Priya has also been invited as an expert on personal finance for a radio show and has moderated an Economic Times panel discussion.

Priya is passionate about music, animals and food. She is also a singer in an all-girl band!

Rahul Parikh has over 15 years of experience in the financial services. He has been spearheading the category creation of Online Personal Finance Space in India for digitally savvy but financially not so savvy young Indians through his role as Head Aditya Birla Money MyUniverse since April 2012. At this new and unique venture from Aditya Birla Financial Services Group, he is looking to build a cutting edge fintech business by developing innovative product to solve personal finance problems and also build market for Aditya Birla Money MyUniverse; in addition to shouldering the business growth, fund raising and P&L responsibilities.

Aditya Birla Money MyUniverse is a unique and innovative integrated online platform, offering customers the opportunity to manage scattered finances more smartly, through a financial aggregation, analysis & advice and transaction platform thereby providing them with one stop shop for ll their money management needs. The core purpose of Aditya Birla Money MyUniverse is to “empower Indians to make better financial decisions” and partner them in their journey towards financial freedom and wealth creation. The platform has earned several awards and accolades to its credit.

In a short span of less than 4 years since launch of Aditya Birla Money MyUniverse, it has become India’s no. 1 Personal Finance Platform enjoying trust of ~ 2.7 million users managing ~ 19,000 crores of money on the platform. It also become the 7th largest SIP distributor in the industry in less than a year from launch of its paperless one click SIP portfolio proposition – ZipSIP achieving positive unit economics and scale.

Rajesh is the Managing Director of iFAST Financial India Pvt. Ltd. since its inception in July 2008.

Rajesh has more than 14 years of work experience in the Indian financial markets, spanning treasury management, securitization, institutional sales and private wealth management. A considerable part of his work experience deals with personal finance-related transactional and advice platforms. His previous stints have been with well-known brands such as ICICI Bank and Fidelity Fund Management Pvt. Ltd.

Being an articulate speaker with a passion for training and imparting knowledge, he is naturally inclined to interact closely with mutual fund distributors and independent advisors, as well as investors, in their areas of interest. He has been a member of the Investment Advisors examination committee as well as Retirement Advisors examination committee of NISM and the working group constituted by SEBI for the Investment Advisor Regulations 2013.

Rajesh graduated with a Masters in Business Administration (Finance) from Mahatma Gandhi University, Kerala. He is a Licensed International Financial Analyst (LIFA) charter holder from the International Research Association, Massachusetts. He has been conferred an honorary membership as a Chartered Wealth Manager (CWM).

Rajesh Sodhani is a Jaipur based IFA who has built up a SIP book of nearly 1 Crore, mainly focusing on Retirement Solutions.

Rajesh has taken up retirement planning as a key proposition for his firm. Being enthusiastic is one thing, delivering results is quite another. Rajesh has already completed more than 300 retirement plans in a short span of time, and has a target of completing 1000 retirement plans. He is well on his way to achieving this.

Rajesh’s is a unique example of an Advisor who focused predominantly on Life Insurance who shifted his focus to value creation through SIP’s.

His near term target is a SIP book of Rs. 3 Crore and an AUM of 200 Crores.

Ranjeet S. Mudholkar is currently serving as Vice Chairman and CEO of Financial Planning Standards Board India since 2002. He has been instrumental in ensuring the growth of the organization while keeping all the stakeholders aligned. He is also the Editor of Financial Planning Journal, a leading monthly publication for the Financial Planning community.

He is a graduate in Statistics and Computer Programming with Post Graduation in Management, and he has also served as the Director of Symbiosis Institute of Management Studies (SIMS), Pune.

During his professional career, he has gathered experience across various disciplines, from Education, Financial Planning, Human Resources and Mutual Funds to Research.

Ranjeet’s accomplishments have been well recorded in the Media: viz., “Mr. Turnaround” by Times of India, “Smart People” by Business Standard, “Front Runner” by Business India etc. His name is also published in the “World’s Who’s Who” - Marquis 19th edition, for being the youngest Director of any Business School in the World. He participates in various shows organized by Business Channels on Finance – viz. CNBC etc. He has also been invited to deliver talks by organizations including Indian Institute of Public Administration (IIPA).

Ronak Hindocha is the founder of IFAnow a money management platform built for the personal finance and wealth management industry in India. Ronak founded IFAnow to help IFAs and CFPs grow their practice amid growing financial advisory regulations.

Ronak has over 10 years of experience in the financial services industry. In his earlier avatar, Ronak was an ex-investment banker.

In a short span of 10 years Ronak was fortunate to gather immense experience in various domains of management - from Finance to Technology, Design to Programming and Product Management. At IFAnow, Ronak takes care of day to day functioning of the business while keeping a constant focus on the big picture. He is a management graduate from NMIMS - Mumbai and an avid reader.

Sadique Neelgund, is the Founder & CEO of Network FP - which is India's premier professional membership organisation for financial planners & personal financial advisors. Network FP conducts professional development programs & conferences for financial advisors in India. Under its Financial Wellbeing Campaign, Network FP Members organize and conduct Investor Awareness Programs across India.

Prior to launching Network FP in 2011, he was designated as the Head of Sykes & Ray Financial Planners of SRE Group. He started his career with Financial Planning Standards Board India (FPSB India) in 2005 and designated as the Asst Editor and managing the editorial of Financial Planning Journal. He holds MBA degree from a leading management institute in Pune and is a Certified Financial Planner (CFP).

S Naren is Executive Director & CIO, ICICI Prudential AMC. Naren joined ICICI Prudential AMC in October 2004.

At ICICI Prudential AMC, Naren oversees the entire investment function across the Mutual Fund and the International Advisory Business. He is instrumental in overall investment strategy development and execution. He also directly manages the ICICI Prudential Dynamic Plan and the ICICI Prudential Top 100 Fund.

Naren has rich experience of around 23 years in almost all spectrum of the financial services industry ranging from investment banking, fund management, equity research, and stock broking operations. His core competency lies in being involved in the entire gamut of equity market space with extensive knowledge of Indian equities and the economy.

After obtaining a B. Tech degree from IIT Chennai, Naren finished MBA in finance from IIM Kolkota and worked with financial service organizations like Refco Sify Securities India Pvt. Ltd., HDFC Securities Ltd. and Yoha Securities in various positions prior to joining ICICI Prudential AMC.

Naren has many laurels to his credit. He is a leading voice on the Indian economy/ equity markets across the investment and financial services fraternity.

Sanjeev Sinha is President, India Japan Investment Partnership (IJIP) and Executive Managing Director Kuni Umi Asset Management. Born in a desert town of Barmer in Rajasthan in 1973, Sanjeev was the first from the region to go to the prestigious IIT (Indian Institute of Technology) after his high school.

Acquiring another master degree in Finance, Sanjeev built a career in Finance industry working with Goldman Sachs, Mizuho Securities, UBS and then as Chief Country Representative in Japan for Tata Asset Management and Tata Realty and Infra, raising around a billion USD from Japanese investors.

Over the two decades, Sanjeev has been promoting bilateral interactions among the industrialists, Ministers/Members of Parliaments, bureaucrats and academicians between the two countries with specific work on DMIC, Ahmedabad-Mumbai Shinkansen, Andhra Pradesh New Capital project, Kyoto-Kashi collaboration, IIT Ganghinagar collaboration with JAIST and Japanese support of about 400 million USD for IIT Hyderabad among others.

Sanjeev has authored two bestselling books in Japanese “Amazing India” (すごいインド http://amzn.to/1XBlsrB ) published in 2014 and “India-Japan: The Most Powerful Combination” (インドと日本は最強コンビ http://amzn.to/1Q4WIX2 ) in January 2016 promoted by former prime minister, incumbent cabinet ministers, diplomats, top investors, academicians and CEOs (www.SanjeevSinha.com).

After working on various initiatives of infrastructure and financing from Japan to India as a Director at PwC Japan, from 2016 Sanjeev has taken up as President of IJIP Asset Management and Executive Managing Director at Kuni Umi Asset Management based in Marunouchi to pursue a holistic financial collaboration between the two countries.

Married to his Japanese wife Mii, the couple have a cute baby daughter Maya, named after the mother of Bhagwan Buddha.

Shyam Sunder is the Managing Director of PeakAlpha Investment Services, a financial planning and wealth management firm based in Bangalore. PeakAlpha, founded in 2005, works with individuals and families to help them achieve their financial goals. At PeakAlpha, apart from advising clients, Shyam is also responsible for driving its business strategy and technology initiatives, as well as managing the finance and operations functions. Shyam is passionate about ensuring that all parts of PeakAlpha pull together to deliver a great experience to its customer, one that places the customer’s interest at its heart.

Prior to founding PeakAlpha, Shyam worked in senior positions in the management consulting industry, helping companies in the financial services and capital markets industries to develop and implement business and technology strategies. Shyam was a Senior Vice President at Mphasis, a mid-sized technology company, where he led its financial services practice. Before that, Shyam was a Director in Accenture’s strategy and business process outsourcing competencies, based in Chicago and then in London. Shyam has an MBA in finance from The Wharton School, University of Pennsylvania.

Apart from PeakAlpha, Shyam’s other interests are music, food, cricket, football and dogs.

Sunil Jhaveri aka MisterBond, is a Mentor, a Coach, an Author & an Advisor. He is extremely popular with his peers, colleagues, business partners & his investors. In the words of one of his IFA friends “The biggest plus point with him is that he is grounded to earth and is very accessible. Gives a Big Broad Smile whenever you meet him. True Inspiration.”

As an author he has penned two books viz. “Make Your Destination a Journey to Remember – Through Financial Planning” an easy guide for Investors to maneuver their way through complex world of Financial Planning & Investment & the second one Titled “Pearls of Financial Wisdom” a Bible for anyone who is in Mutual Fund Business. Combined sales of both books is more than 20,000 copies.

His articles & his professional journey are motivational, thought provoking & always evokes positive vibes for his readers & friends. His awe inspiring video of his story from “HERO TO ZERO TO HERO” (available for viewing on his website www.misterbond.in) are what motivates many IFAs across the country who are currently confused due to too many Regulatory changes affecting their MF Business. In words of another IFA friend “I am a big fan of yours. This video has increased my faith and trust in our industry. Cleared all my doubts; I am in best field & can do anything. Your Story is very inspiring for everyone”.

His articles & views always have a different twist & positive messages even in worst of crisis which is evident in a series of articles he wrote during JSPL & Amtek Auto Debt Downgrade & default fiascos. His Letter to the Editor of The Economic Times shows how passionate he is about his profession & has the ability & courage to speak on behalf of the entire IFA Community (http://goo.gl/WocEtd) He contributes towards the betterment of the MF Industry without any strings attached & without any expectations Comment by one of the IFAs to his article on JSPL Downgrade reads as: “The most amazing analysis from the most amazing analyst you will ever come across....views very different from momentum followers...an eye opener...Sunil Jhaveri Sir (MisterBond) should be made the guru of all IFAs...lot to learn from him....if IFAs follow him rigorously they are bound to create great wealth for themselves & their clients”

Such responses, love, respect & request for him to become a Mentor for the IFA Community has helped him create a Platform for his IFA friends viz. Advisor 2 Advisor (A2A) Platform through his website www.misterbond.in. He now conducts (besides zipping across the country for his Workshops) his workshops on this Platform wherein IFAs are subscribing to it for their Knowledge Enhancement & Outsourcing.

He has recently received two awards at Wealthforum Conference held in Mumbai on July 1 & 2’2016:

For contributing Best Articles – voted by the IFA Community

Oracle Award for Best Mentor – For Empowering IFAs across the country

Mr. Suresh Soni is the Chief Executive Officer (CEO) of DHFL Pramerica Asset Managers. As the CEO, he is responsible for the direction and leadership of the business and growth strategy.

Mr. Soni has over 23 years of experience in Indian financial markets, holding senior positions across investments and general management. Until recently Mr. Soni was MD & CEO of Deutsche Asset Management India a post he held since 2008. He is credited with increasing the AUM at Deustche by over 3 times over the last 7 years. Mr. Soni also headed the investment team at Deutsche Asset Management as CIO since 2004. During his tenure as an Investment Head, Mr. Soni has won several awards for investment performance.

A Chartered Accountant and Cost & Works Accountant by qualification, Mr. Soni has a deep understanding of the Mutual Fund industry.

Mr. Swarup Anand Mohanty is Chief Executive Officer, Mirae Asset Global Investments (India) Pvt. Ltd.

He has over 21 years of experience in the field of financial services including 17 years plus experience in Asset Management Sales. He is overall responsible for the India AMC. He has been associated with the AMC as Head- Sales from July 2011.

Prior to this assignment, Mr. Mohanty was National Sales Head - Retail, India with Religare Asset Management Co. Ltd. He has also been associated with organizations like Birla Sunlife Asset Management Co. Ltd, Franklin Templeton Asset Management (India) Pvt. Ltd & Kotak Mahindra Asset Management Company Ltd. in sales responsibilities.

Vikaas M Sachdeva, CEO, Edelweiss Asset Management Ltd., has over two decades of rich experience in the Indian financial eco-system. After a brief stint in investment banking, he moved to the Asset Management Industry in 1995 when he joined Birla Sun Life International AMC Ltd. as one of the founder members and stayed there for over a decade.

His subsequent stints included ING Investment Management India Ltd, BoI AXA Investment Managers Ltd and now Edelweiss Asset Management Ltd. He brings to the table a vast repertoire of knowledge and experience across sales and distribution, marketing, product development, compliance, operations, investments and investor servicing.

Over the years, Vikaas has received several awards and recognitions the latest being that of the 2nd CMO Asia Awards for best marketing campaign of the year with Edelweiss Absolute Return Fund. He has also been instrumental in launching several innovative and award winning investment product and is a regular in all industry forums and events.

Apart from being a director on the board of AMFI, he is also actively involved as a committee member in two significant AMFI initiatives (MF Utility initiative and Customer Engagement initiative). He is also on the board of the Mutual Fund Advisory Committee appointed by SEBI, which has been instrumental in coming out with several initiatives for the growth of the Asset Management industry. Vikaas is currently heading the AMFI working committee on "Exchange Traded Funds".

Apart from financial investments Vikaas is a strong believer in investing in a healthy lifestyle. He is married with a teenage son.