NFP National 2018 - Schedule of Events

Live Webcast LinkJanuary 18IFA Expo Product Demos

Sr.No.Date & DayEvent NameModeWho can attendEstimated DelegatesAgenda / Schedule
1January 18 (Thursday)IFA Exposition 2018Physical & WebcastFree & Open to all IFAs/RIAs/CFPs etc1000+Know More & Register
2January 18 (Thursday)Best of MasterClasses 2017PhysicalFree for Outstation NFP ProMembers50 EachKnow More / Schedule
3January 18 (Thursday)RIA Summit 2018PhysicalOpen for only RIAs 120-150Know More / Schedule
4January 19 (Friday)NFP Annual Conference 2018Physical & WebcastComplimentary for NFP ProMembers700+Know More / Schedule
5January 19 (Friday)RIA Office VisitsPhysicalOpen & Free for all NFP ProMembers50 EachKnow More / Schedule
6January 20 (Saturday)Professional Workshops (6)PhysicalOptional Paid Workshops for Members15 -40 EachKnow More & Register

2018 Conference Theme

Ethics at Heart, Growth on Mind!

Growth is the ultimate measure of one’s success and is also essential for survival. After years of hard work, in the last couple of years, financial advisors in India have been witnessing a huge growth in both – inflow of clients and mutual fund assets. It’s a reward which was long due. The question now in front of us is how do we make this growth sustainable and continuous. A growth which is not dependent on market highs, government policies and performance of other asset classes.

Ethical & professional conduct by a financial advisor (however boring it may sound), is the ultimate foundation to a long-term and sustainable growth of his/her practice. Principles of ethics generally prescribed by professional bodies and regulators like “client-centricity, integrity, objectivity, professionalism, competence, fairness, confidentiality, diligence” should not just remain on paper but should consciously be engraved into day-to-day functioning and dealing with clients.

Network FP National 2018 with the theme “Ethics at Heart, Growth on Mind” will encourage & guide its members and delegates in imbibing ethical practices which will help them build a solid foundation for sustainable growth. The conference will focus on Growing Your Practice in the right way. A growth which is not dependent on external factors but based on our inherent strengths and value proposition!

Speakers / Trainers / Presenters


Julie Littlechild - The Pursuit of Absolute Engagement

Tony Mahabir - Growing Beyond Yourself with Values

Susan Bradley - The Future is Being More Human

Dr. Pawan Agrawal - Work is Workship

Dr. Radhakrishnan Pillai -The Secret Leader


Aashish Sommaiyaa

MD & CEO, Motilal Oswal AMC
Responsible for strategizing, growing and managing the operations of Motilal Oswal AMC - a niche, fo...

Aditya Agarwal

Managing Director, Morningstar India
Aditya Agarwal is the country manager of Morningstar India, who joined Morningstar in August 2008 to...

Akhil Chaturvedi

Executive VP, Motilal Oswal AMC Ltd

Amit Kukreja

Founder, WealthBeing Advisors
      Amit Kukreja is a Registered Investment Adviser (with SEBI) and a CERT...

Amit Trivedi

Owner Karmayog Knowledge Academy
Amit Trivedi has more than two decades of professional experience in capital markets. As a traine...

Anil Rego

Founder & CEO, RIGHT HORIZONS Investments Advisory Services Pvt Ltd

 The Right Horizons Investment Advisory Services Pvt Ltd(RHIASPL) is...

Anup Bansal

MD, Mitraz Financial Services Pvt. Ltd. (RIA)
Anup Bansal, a CFA by profession is the Co-Founder & MD of Mitraz Financial Services Pvt Ltd. An...

Chenthil R. Iyer

Founder & Chief Strategist, Horus Financial Consultants Pvt. Ltd.
Author of - Everyone has an Eye on Your Wallet!  Do you?...

Dr. Radhakrishnan Pillai

Deputy Director - Masters In Leadership Science, University of Mumbai
Dr.Radhakrishnan Pillai is a Ph.D from the University of Mumbai, Department of Philosophy. He train...

Gajendra Kothari

Managing Director & CEO Etica Wealth Management Private Limited
Mr. Gajendra Kothari, CFA, CAIA, ICFA is Managing Director & CEO of Etica Wealth Management Pv...

Gaurav Mashruwala

Owner A Cutting Edge

Certified Financial Planner and Practitioner, Gaurav Mashruwala, has...

Harsh Gahlaut

Co-Founder & CEO, FinEdge Advisory
An extensive 18+ years of work experience with large Banking & Financial Services organizations....

Harsh Roongta

SEBI Registered Investment Advisor
Harsh is an experienced financial coach delivering valuable insights and assisting clients, discover...

Harsha k

Head, Digital Platforms Axis AMC Ltd

Julie Littlechild

The Pursuit of Absolute Engagement
Julie Littlechild is a speaker, writer and researcher based out of Canada. Her firm, Absolute Engage...

Kalpesh Ashar

CFP-Proprietor, Full Circle Financial Planners & Advisors
Kalpesh started his journey as an associate with a Financial Services company based in South Mumbai....

Kanak Jain

IFA, Trainer, Speaker, Author – The Volatility Game
Kanak Kr Jain is a wealth coach, trainer and an author. In addition to being a Certified Financial A...

Karan Datta

Chief Business Officer, Axis AMC

Kavitha Menon

Investment Adviser, SEBI Registered.
Kavitha Menon, Founder - Probitus Wealth, is a Certified Financial Planner as well as a Chartered Fi...

Lovaii Navlakhi

Founder & CEO International Money Matters Pvt Ltd
Lovaii Navlakhi is the Founder and CEO of International Money Matters, a SEBI Registered Investment ...

M S Shabbir

SenSage Financial Services Pvt Ltd

Nikhil Kothari

Chief Financial Planner - Etica Wealth Advisors
Mr. Nikhil Kothari, CFA, CFP is Director & Chief Financial Planner of Etica Wealth Management Pv...

P V Subramanyam

Author- You Can be Rich With Goal-Based Investing
Subramanyam coaches people and convinces them 'You Can Be Rich too' - with Goal based Investing, He ...

Rajendra Kalur

Founder Director & Chief Executive Officer TrustPlutus Wealth Managers (India) Pvt Ltd

Rajendra Kalur is the Founder Director & CEO of TrustPlutus Wealth ...

Rajesh Krishnamoorthy

Managing Director, iFAST Financial India Pvt. Ltd.

Rajesh is the Managing Director of iFAST Financial India Pvt. Ltd. since its incep...

Renu Maheshwari

SEBI Registered Investment Advisor
Renu Maheshwari is the first SEBI Registered Investment Adviser (individual) in Tamilnadu. An MBA (...

Rishi Ganguly


Rohit Shah

Founder & CEO Getting You Rich

Rohit founded Getting You Rich. Rohit is a CFPCM & a SEBI Registered Investment Adv...

Sadique Neelgund

Founder & CEO, Network FP

Sadique Neelgund is the Founder Director & CEO of Network FP, a Pan-Indi...

Sandip Ghose

Director, NISM
Mr. Sandip Ghose is the Director of the National Institute of Securities Markets (NISM), an educatio...

Sanjeev Govila

CEO Hum Fauji Initiatives
Col (Retd.) Sanjeev Govila is a SEBI registered financial advisor and has many financial credits to ...

Shreenivas Kunte

Content Director, CFA Institute
Shreenivas Kunte, CFA, is director of content at CFA Institute, where he contributes financial marke...

Sonesh Dedhia

Managing Director Manek Financial Advisors Pvt Ltd
Sonesh is the Managing Director at Manek Financial Advisors Pvt Ltd. He is a CFP and has been into t...

Soumya Rajan

Co-Founder & CEO, Waterfield Advisors
An experienced finance professional with over 20 years of work experience. Co-founded Waterfield Adv...

Srikanth Bhagavat

Managing Director & Principal Advisor, Hexagon Wealth
Love All and Serve All has been a guiding philosophy for Srikanth in personal and business life. In ...

Suresh Sadagopan

Founder, Ladder7 Financial Advisories
Suresh Sadagopan is the Founder of Ladder7 Financial Advisories, a specialist Financial Planning/ ad...

Susan Bradley

The Future is Being More Human
Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute & Financial Transiti...

Tarun Birani

Founder & Director TBNG Capital Advisors Private Ltd
Tarun is the Founder and Director of TBNG Capital Advisors Pvt Ltd. He has over 13 years of experien...

Tony Mahabir

Growing Beyond Yourself with Values
Tony is the Chairman and CEO of Canfin Financial Group of Companies, an entity with 100+ Advisors wh...

Trupti Muralidhar

Director, BITS Portfolio Advisors Pvt. Ltd.
Trupti is the director at BITS Portfolio Advisors Pvt. Ltd. She has more than 23 years of work exper...

Vidhu Shekhar

CFA, Country Head, India CFA Institute
Vidhu Shekhar, CFA, is the country head of CFA Institute in India. He is responsible for advancing C...

Vinayak Sapre

Co-Founder, IFA Insights
A graduate in Management with over 10 years of work experience in the financial industry. Worked wit...

Vishal Dhawan

Founder & CEO Plan Ahead Wealth Advisors
Vishal Dhawan is a Certified Financial Planner and founder director of Plan Ahead Wealth Advisors. V...

Yogendra Joshi

Director, Moneybolism Financial Services Pvt Ltd
Yogendra is one of the founders and directors of Moneybolism and offers more than two decades of exp...

Yogin Sabnis

Managing Director VSK Financial Consultancy Services Pvt. Ltd.
Yogin Sabnis, a Certified Financial Planner CM is a Co-Promoter and Managing Director of ...

Conference schedule

10:00 AM 25-12-2016

Workshop: People’s relationship with Money

Understand People's relationship and their behaviour with Money. Introduction to Yogic Wealth & the four kinds of wealth from our scriptures, balancing and meeting the harmony with all kinds of wealth to live a blissful life. When one of the speaker post types is marked as featured speaker its located here. Nundia’s renowned Financial Planner Gaurav Mashruwala’s book Yogic Wealth has b... GAURAV MASHRUWALA / FOUNDER - A CUTTING EDGE, The Lalit, Andheri(E) , Mumbai
12:10 PM 25-12-2016

Workshop: The Four Pillars of Personal Finance

Understand Types of Income, Expenditure, Assets & Liabilities. Learn Income Expenditure / Budgeting Statement and Assets & Liabilities Statement / Net worth Statement. How these four pillars affects the individuals' and families' lives. Understand the difference between Accounts & Finance.   At ABT Capital Advisors, we go beyond numbers and believe in working closely with ou... Kiran Telang / SEBI Registered Investment Adviser, Co-Founder & Director at Dhanayush Capital Advisors Pvt Ltd, The Lalit, Andheri (E), Mumbai
02:10 PM 25-12-2016

Workshop: The Ethics & Client First

Suresh Sadagopan CFP is the founder of Ladder7 Financial Advisories, which is a Fee based Financial planning firm since 2004. Suresh Sadagopan was on the board of directors at FPSB India between 2013-15, the certifying body for CFP Certification in India. He is also the Founder President of The Financial Planners' Guild, India, a premier organisation for practising financial planners formed to spr... Suresh Sadagopan / FOUNDER- LADDER7 FINANCIAL ADVISORIES, The Lalit, Andheri (E), Mumbai


  • I got more clarity when I saw fellow advisors doing great things for their clients. Network FP team, you guys are just fabulous. Learnt lot from you guys.

    Gajendra KothariMD, Etica Wealth Management, Mumbai
  • Well organized with the best contents excellent speakers. All was well. Well done Network FP. I never miss any of your  programs because there is always something as a take away for me.

    Narayan SindheeProprietor, Jyoti FInancial Services
  • Network FP for me is a catalyst in the financial planning profession emerging in India. Your programs and conferences, keeps reminding me on how to become a noble professional.

    Vinay SinghFounder & CEO, Value Wealth Advisory Services
  • Fantastic Platform! First time for me and I wish I can be there for all such sessions. First time opportunity to interact with biggies and veterans in this industry. Confirmed my conviction about great future for financial planning & life planning in India.

    Rohit BornarkarFounder & Chief Financial Planner, ArthaPurna Solutions
  • The conference organisation is fantastic ! Involving everyone in one form or the other in terms of volunteer work or calling them on stage to hand over tokens of appreciation to speakers is wonderful – gives a greater sense of belonging.

    Kiran Telang Co-Founder & Director, Dhanayush Capital Advisors Pvt Ltd
  • All the discussions were so relevant and useful unlike most of other conferences, where majority of the time people talks only about “GLOBAL GYAN”. Fantastic !

    Jigar ParekhFounder & Director, AnchorEDGE Trainings
  • As usual, an excellent knowledge sharing at this mega event . This is an event which will helps me in my future decision making.

    Ashwini BidwalkarCertified Financial Planner
  • Very professional. Immense value addition. Congratulate & commend Network FP for pioneering this format of Conference in India.

    Priti KucheriaDirector, Wealth Guardian Services Pvt Ltd
  • It is a great platform for connecting with all quality financial planners across India. This Conference gave new ideas to expand my business. Applaud your efforts in every aspects of running the show upto micro level.

    Sridevi GaneshSEBI Registered Investment Adviser, Chamomile Investment Consultants
  • Network FP team are one fully dedicated & selfless people I have encountered who work for the advisors upliftment. Network FP is one of the fastest growing and adapting network presently in India.

    Venkatesh PuthigeChief Financial Advisor Go Financial Plan
  • Always look forward  to this annual event of Network FP, Only platform in the country which has such huge turn around to informative topics with best of the speakers. Keep up the good work, team Network FP!!!

    Nisha SanghaviProduct Manager, S.K.Securities & Investments
  • Network FP national conference is one of  the most enriching for financial planners to attend. It always provides lots of Knowledge for advisor to implement

    Shalini DhawanCo Founder & Director, Plan Ahead Wealth Advisors
  • I am fortunate to come across Network FP very early. The site has changed my perception & exposed to a different world. Looking forward for a very active participation in future on Network FP-You are the Best

    Rakesh RathodFounder, Finapple Ideas
  • Network FP National is a platform that empowers & inspires financial planning community. It is a place where ideas are exchanged & knowledge is shared.

    Nandish DesaiPartner,
  • The conference was well organized & had good & interesting topics. Good learning’s which otherwise does not happen as we get preoccupied in life’s normal chores & operations

    Suresh SadagopanFounder, Ladder 7 Financial Advisories
  • Once again a truly enriching experience & great learning experience. Client engagement, life planning, Regulatory environment. Excellent set up and the flow of the conference. The learnings and the take away was excellent. You never seize to amaze us!

    Dilshad BillimoriaDirector, Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
  • It is a wonderful initiative and support to the profession. Brainstorming opportunity for the challenges faced by financial planners community in India.

    Prakash PraharajFounder & RIA, Max Secure Financial Planners
  • Attending Network FP annual conference is a compulsory must for any serious financial planner. The topic selection, Speaker, Arrangements are almost perfect. It’s a genuine conference which is a royalty. It’s almost world standards!

    Mukesh Dedhia Director, Ghalla Bhansali Group