National Conference 26^th August 2022
9:00 AM onwards

Navneet Munot is the MD & CEO of HDFC Asset Management Company Limited, a joint venture of HDFC Ltd. with abrdn Investment Management Limited. He joined the firm in February 2021.

Navneet has 28 years of rich experience in Financial Markets. Prior to joining HDFC AMC, he was the Executive director and Chief Investment officer of SBI Funds management Private Limited. Navneet was a key member of the executive committee and was responsible for overseeing investments worth over $ 150 billion across various asset classes in mutual funds and segregated accounts. Navneet was a Director on the board of SBI Pension Funds (P) Limited.

In his previous assignments, he was the Executive Director & Head – multi-strategy boutique with Morgan Stanley Investment Management and Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund.

Navneet has a master’s degree in accountancy and Business Statistics and a qualified Chartered Accountant. He is a Charter Holder of the CFA Institute and CAIA Institute. He has also done Financial Risk Management (FRM).

Nimesh Shah has nearly three decades of experience in the banking and financial services industry and most of which has been with ICICI Group. He joined ICICI Prudential AMC (IPAMC) in July 2007 as the MD & CEO. Under his leadership the AMC has emerged as one of the largest, most respected, and trusted Investment Managers in India; having contributed significantly to the growth of the Indian Mutual Fund Industry.

Over the past 15 years, under Nimesh’s leadership, IPAMC has transformed into India's premier investment manager aligned to investor interest and leveraged digital innovations to improve its customer’s investment experience. Nimesh’s focus has always been on investor centricity, consistent investment performance, maintaining high levels of transparency and disclosures besides sticking to basics.

In 2018 he was the Elected Chairperson of the Association of Mutual Funds in India (AMFI). He is currently a Director with AMFI and also serves as a Governing Council Member with ICICI Foundation.

Nilesh Shah is the Group President & Managing Director of Kotak Mahindra Asset Management Co. Ltd.

He has over 30 years of experience in capital markets having worked in ICICI Group, Axis Bank Group and Franklin Templeton.

He has been part of the teams that received the “Best Fund House of the Year” Award at Franklin Templeton, ICICI Prudential and also at Kotak Mutual Fund.

Nilesh is a Board Member of AMFI, a Member of SEBI's CoBoSAC committee and a part-time member of the Economic Advisory Council to the Prime Minister.

Rashesh Shah, Chairman, Edelweiss Group, has three decades of diverse experience in the financial markets and has been instrumental in building Edelweiss into one of India’s leading diversified financial services organisations.

Rashesh is passionate about financial services and the role it plays in translating India's vast savings into investments; thereby powering economic growth and development. A regular commentator on macro-economic policies, Rashesh has served as President of FICCI, which is India's apex industry association, in 2017-18.

He has also been a part of the High Level Task Force on Public Credit Registry for India, the Insolvency Law Committee, Executive Committee of the National Stock Exchange as well as the committee to review Insider Trading Regulations set up by SEBI – the country's capital markets regulator.

An MBA from Indian Institute of Management, Ahmedabad, he also holds a Diploma in International Trade from the Indian Institute of Foreign Trade, New Delhi.

Mr. Shankar Sharma is the founder of Gquant Investech & First Global, a global fintech and asset management company. He is widely known for his expertise in international investing.

Some of Mr. Sharma's major calls in the past 20 years, have been

He has done his MBA from Asian Institute of Management, Manila where he finished on Dean’s List (Top 10 percent of the Class).

Mr. Sharma has been called "The Alchemist of Dalal Street" by Forbes magazine.

A Chartered Accountant by qualification, Mr. Sanjay Shah is the Founder of the Prudent Group and Chairman & Managing Director of Prudent Corporate Advisory Services Ltd.

He previously worked with various Industries before laying the foundation of Prudent in 2000.

He has spearheaded various initiatives of the group and established various verticals over the past two decades. Under his leadership Prudent has emerged as a leading integrated financial services group in India. He visualized the growth of the Mutual fund and Financial Services sector through the power of technology at an early stage of his entrepreneurship journey.

Dhruv Mehta is the Chairman of Foundation of Independent Financial Advisors (FIFA), a national level association for mutual fund distributors in India.

Dhruv’s professional career spans over 25 years across multinational and Indian companies. He is a member of The Institute of Chartered Accountants of India and The Institute of Cost & Works Accountants of India. He has in depth knowledge on a range of financial products including bonds, equities, mutual funds, private equity funds, real estate funds & structured products. He has actively contributed to the Annual Wealth Creation Studies conducted by Motilal Oswal Securities (One of India’s leading Financial Services Company) as a Professional Consultant.

Mr Kirtan Shah is a serial entrepreneur running businesses in the areas of Wealth Management & Financial Education

As a formal Executive Director with a BSE Listed NBFC, he brings deep insights into Banking & Treasury Management. He has been awarded the Young Entrepreneur Award and Mother Teresa Excellence Award for his contribution to BFSI.

In his current role, he is building Credence Wealth Advisors (AUM of upwards of Rs.5,000 cr. at group level) & education brands like Ambition Learning Solutions, Financial Planning Academy & Pass4sure which are hosted under the company SREdupro Pvt. Ltd.

Shah is on the board of studies & academic council of multiple reputed colleges in Mumbai & a sub committee member of Rashtriya Uchchatar Shiksha Abhiyan (RUSA), a scheme for higher education in India initiated by the Ministry of Human Resource Development, Government of India.

In his quest to both learn and share knowledge and experience, Shah has co-authored 3 books on Capital Markets and is a frequent guest on CNBC TV 18, CNBC Bajar, ET Now, ET Now Swadesh, Zee Business, Bloomberg Quint, ET Wealth, LiveMint & Money Control.

Amit is CEO & Founder Director of Sapient Wealth Management . Sapient manages wealth to the tune of 12000 crores from their clients located across 6 offices . It is a happy home to 127 employees . Currently it runs a 32 crore SIP book & handles 32000 clients impeccably. Sapient is a AMFI registered mutual fund distributor and a SEBI registered Investment advisor. Amit is adept with playing not just the laptop keyboard but the music keyboard as well since he is an avid music enthusiast

It takes 20 years to build a reputation and five Minutes to ruin it. If you think about that, you will do things differently.
- Warren Buffet.

Jainy lives by this principle, be it her professional life or personal. Born to a Gujarati stockbroking family teaches you powerful money lessons unlike any school. She started working in 2004 and looked after the treasury of her family. By investing her own money, she played a dual role – an investment manager and her own client. This set her apart. While onboarding clients and with Assets Under Management growing, Jainy achieved many accolades.

With a goal to educate, Jainy conducts Investor Awareness Programs for Industry bodies and Charitable Organisations. Jainy’s client-centric approach is liked by investors who are looking for long term wealth creation.

A Certified Financial Planner, (CFP) Prakash Lohana manages assets of R.500 crores with 200 families through his company, Ascent Financial Solutions. He has been an active financial planner since 2004.

He is the author of the blog “Financial Fundaz” and regularly writes for leading newspapers like Economic Times, Outlook Money, Sandesh. He also writes in IMA Vadodara magazine , IMA Gujarat magazine.

Dilshad is the Founder, Principal Officer, and Certified Financial Planner, and Managing Director of Dilzer Consultants Private Limited. She has 20+ years of experience in the financial advisory domain. With over 350 families, she believes she has created financial peace and independence in many people's lives and helped them realise their financial goals.

Dilshad’s articles and views are regularly published in Outlook Money, Moneycontrol.com, ET wealth, Mint Newspaper, Financial Planning Standards Board of India Magazine, The Hindu, and Economic Times.

She sits on the Board of Registered Investment Advisors (ARIA) Association to work with SEBI to improve the RIA community. Dilshad is also on the Founder Executive Committee member of the Council of Financial Planners, an association to help foster financial advisory services industry growth.

She is also a Life Underwriter Training Council Fellow LUTCF American College USA and IAIFM since June 2007. She is currently pursuing PGDM in Finance 2 year Master’s Program. (MBA Finance).

Achievements:

Prabin Agarwal is an entrepreneur and founder of Prabin Agarwal - Empowering Investors, one of the leading financial services firms in North Bengal and Sikkim. A Certified Financial Planner by qualification, he has over 15 years of experience inf the financial services industry.

His aim is to positively impact the lives of the investors with my simple yet profound approach to investing. He wishes to assist people to build wealth, reach their financial goals to secure their future, and turn their savings into wealth.

He has featured in Outlook Money, Dalal Street, Dainik Jagran, Dainik Purboday, Janpath Samachar, The Sikkim Express, Uttarbanga Sambad and Purvanchal Prahari.

Industry Awards:

Gajendra Kothari has more than 17 years of experience encompassing both Indian & overseas capital markets and is Chartered Financial Analyst (CFA) charter holder and has successfully completed He has been leading Etica Wealth since 2011. His typical day at work involves overseeing the strategy of the firm, meeting the firm’s esteemed clients & managing their personal finance portfolios. Prior to heading Etica Wealth, he was Vice-President and Head - Products for the Portfolio Management Division at UTI Mutual Fund. He was also Business Development Head for the UK and European Markets for UTI International Ltd in London for a span of 3 years.

Kothari’s passion is to create financial awareness and empowerment amongst the youth of India. He has so far empowered more than 25,000 participants in the last 15 years. He has conducted more than 200 training sessions in the areas of Personal finance, Mutual Funds, Insurance etc. at SEBI Regional seminars, BSE, Inter-Connected Stock Exchange, Institute of Chartered Accountants of India (ICAI), and at various B-schools, colleges and corporate houses in the country. Kothari has also conducted more than 75 training sessions for advisors across the country guiding them on practice management and importance of technology for advisors.

Kothari has been featured in the e-book “Top 10 Financial Planners in India” by jagoadvisor.com. He has also been felicitated the Wealth Forum Rising Star Award 2013. Mr Kothari is regularly invited as a thought leader at many industry forums & events.

Roopa Venkatkrishnan has been a part of the mutual fund industry since 2003 and has been impacting the lives of her diverse set of clients placed across the continuum of economic strata and financial background. She takes pride in creating HNIs and spreading financial literacy across all sections of the society.

She is a passionate relationship maker with a focus on creating long term abundance harnessing the power of compounding embedded in equity investing. She believes that managing emotions of her clients is a key deliverable which plays a significant role in wealth creation in the long term.

Aotable Achievements

Roopa has been appearing in several TV and Radio shows to promote and inculcate a habit of investing in MF during the last many years.

Amit Trivedi has More than 28 years of professional experience in capital markets. He has trained more than 1,50,000 participants through 1,500+ workshops (for mutual fund distributors, CFPs and regulators; as well as for investors) across 130 different locations across the country, as well as online. He has done. extensive work in the area of investor education along with SEBI, NISM and various Asset Management Companies.

Trivedi is also the author fo the following books:

Karan Datta spent more than 25 years in financial services across corporate finance, distribution of financial products and asset management. He worked with domestic and global marquee names such as Goldman Sachs, Franklin Templeton, Axis Mutual, Aditya Birla Financial Services and Tata Finance.

Datta was among the first 3 employees of Axis mutual fund and part of the founding members team of Axis in 2009. By the time he left his last role as the Chief Business Officer in 2019, Axis MF was the 9th largest in the country.

Harish Rao is a Money Management Coach having his own Investment Advisory and Financial Planning Training unit, Simple Equation.

He has conducted over 1500 training and mentoring programmes for leading Asset Management Cos. and Banks at over 140 locations across India. This has given him an excellent understanding of the practice of Investment Advisory across the investing populace of India. He has also addressed over 200 Investor Education and Awareness Programmes in partnership with several leading Asset Management Cos and Media houses.

He regularly contributes articles to various financial planning and industry publications and blogs. He has also overseen a special elective on Investment Management and Financial Planning, for students of Management Institutes.

He is a keen quizzer, having featured in the internationally renowned Mastermind in BBC. He conducted the first ever National Financial Literacy Quiz in 2016 for Management Students on behalf of NISM, all across India.

Vijai Mantri is the Co-Founder, Chief Investment Strategist and the Mentor for Jeevantika , a unique platform which has put 15 lacs folio valuing around Rs.30,000 crs worth of shares which got transferred to IEPF on its website. He also co-promoted JRL Money, a very well integrated FinTech/Robo Advisory – online B2B business platform - one of its kind in India. He is also a rank-holding Chartered Accountant and AMP from the Indian School of Business (in collaboration with Kellogg and Wharton Business School).

Overall, he has 28 years of experience in Mutual Fund and Capital Markets. He has rich experience of creating and building businesses with top class Indian and international brands. He appears regularly on various business channels, giving his views on the economy and the stock markets. Many of his articles have appeared in leading business dailies. He has an insightful and unconventional way of looking at the markets and the economy.

He is part of elite panellist for Zee Business and Bloomberg Quint.

He is currently advising top 5 Mutual Funds on product/communication and investor engagement.