Overview

Event Theme – Client First, Products Next !

One of the best ways for financial advisors to thrive in new environment is to adopt the Client First, Products Next approach. This is easier said than done. Most advisors have started their career in this field as product sellers/agents/distributors and many are trying to evolve from a product seller to a solutions provider. Adopting a Client First approach might require one to adopt robust processes for product recommendations, acquire specific knowledge and skills & charge fees to clients. This may also require one to register and adhere to RIA (Registered Investment Advisor) regulations by the capital markets regulator.

Network FP National 2017 will bring to the delegates many of the existing successful practitioners as speakers and panellists to unearth the existing problems faced, discover opportunities, analyse impact of Direct, Digital and Disclosures for advisors, regulatory advocacy required, and find practical & economically feasible ways for existing agents/distributors to transition into RIAs. NFP National 2017 will try and answer many of these questions which are emerging in the new environment. Check Out Schedule

  • NFP National 2017
    January 25, 2017 – Open for All, Complimentary for Members
    As a full day conference with 500 Delegates, Network FP National 2017 promises to be India’s finest knowledge sharing, thought provoking and networking platform for personal financial professionals. View more
  • IFA Exposition 2017
    January 24, 2017 – Free Entry for all IFAs, RSVP Required
    IFA Exposition 2017 with over 20 exhibitors is a one stop marketplace for financial advisors to research latest offerings and figure out the right technologies, services and IFA solutions to grow your practices. View more
  • Transition Workshops
    January 24, 2017 – Complimentary for NFP ProMembers
    This One Hour Workshop will help IFAs understand the requirements & steps of registering as a RIA with SEBI, maintaining armslength between advisory & distribution, various fee-based models & a transition pathway View more
  • Best of MasterClasses 2016
    January 24, 2017 – Complimentary for NFP ProMembers
    MasterClasses are high quality and high impact sessions on one focused topic of interest / relevance to financial advisors delivered by the best of the experts.  Will be conducting best rated MasterClasses from 2016. View more
  • RIA Summit 2017
    January 24, 2017 – Open for RIAs, Complimentary For ProMembers who are RIAs
    Network FP presents India’s first RIA Summit for SEBI Registered Investment Advisors. The Summit structured in a World Cafe format with 100 delegates will foster brainstorming, networking and collaborations. View more

Speakers

Marc Freedman

KeyNote Session - Getting to the Heart of Client Expectations!   Marc Freedman based out of Boston, Massachusetts is a well-known financial planner, author, and speaker. Marc has spoken to financial advisors on 6 continents. He is a regular media personality on television, blogs, magazines, and newspapers. He hosts a radio show, "Dollars & Sense" and has authored of 2 books “Retiring for the Genius” and best-seller Oversold and Undeserved – a Financial Planner’s Guidebook to Serving the Mass Affluent. During the keynote session, Marc will show you that your greatest value comes from managing client expectations, building life-long relationships and helping your clients achieve their personal financial success. Truly an example of Clients First, Products Next approach! Back in Boston, Marc is a second-generation financial planner with more than 25 years serving more than 450 households and managing more than $300Million....
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A Balasubramanian

Chairman, AMFI
Mr. A. Balasubramanian is the Chief Executive Officer for Birla Sun Life Asset Management Company an...
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Amit Trivedi

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

Ashish Chadha

Founder, Chadha Investment Consultant Pvt Ltd (RIA)
Major Ashish Chadha graduated from the National Defence Academy, joined the Regiment of Artillery, s...
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Brijesh Dalmia

Founder, The Brijesh Dalmia Leadership Company
Brijesh is an author and motivational speaker in the area of Life, Leadership and Personal Developme...
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Chintan Haria

Head- Product Development & Strategy, ICICI Prudential AMC
Chintan joined the Investment team at ICICI Prudential AMC in October 2005 as a member of Equity dea...
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Devang Shah

Partner, Right Returns Financial Planning LLP
Devang founded Right Returns in June 2000. He is an MBA from IIM Ahmedabad. He is amongst the first ...
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Dhaval Kapadia

Director, Portfolio Specialist Morningstar Investment Adviser India Pvt. Ltd.
Dhaval   Kapadia   is   director   of   investment   advisory   for   Morningstar ...
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Dilshad Billimoria

Director, Founder & Principal Advisor, Dilzer Consultants Pvt Ltd
Dilshad Billimoria has over 14 years of experience in the financial planning and investment advisory...
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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...
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Gaurav Mashruwala

Owner A Cutting Edge

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

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Gurumoorthy Mahalingam

Executive Board Member, SEBI
Mr. Gurumoorthy Mahalingam is a Whole Time Member (Executive Board Member) of Securities and Exchang...
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Harsh Roongta

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

Director at Ark Primary Advisors Pvt. Ltd.
Hemant serves as Principal Financial Planner. He entered in Financial Industry as Management Grad...
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K S Rao

Head- Investor Education and Distribution Development, Birla Sun Life Asset Management Company
K S Rao is Head- Investor Education and Distribution Development at Birla Sun Life Asset Management ...
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Kavitha Menon

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

Khyati Mashru

FOUNDER & CHIEF FINANCIAL COACH, PLANT RICH CONSULTANCY LLP
Khyati Mashru specializes in discovering Financial DNA’s of individuals. She founded Plantrich Con...
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Kiran Telang

Co-Founder & Director Dhanayush Capital Advisors Pvt Ltd
Kiran Telang is a Certified Financial PlannerCM and SEBI Registered Investment Adviser. S...
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Lovaii Navlakhi

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

Author and Founder at Jagoinvestor,com
Manish & his team works in the area of Financial Literacy and Investor Education. With their web...
Narayan Krishnamoorthy

Narayan Krishnamoorthy

Editor, Outlook Money
  Narayan is the Editor of Outlook Money, India’s First and the largest selling Personal F...
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Naveen Rego

CERTIFIED FINANCIAL PLANNER
Naveen is a Certified Financial Planner and SEBI Registered Investment Advisor. He has more than a d...
Navneet Munot

Navneet Munot

Chief Iinvestment Officer, SBI Mutual Fund
Navneet joined SBI Funds Management Private Limited as Chief Investment Officer in December 2008. He...
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Neeraj Choksi

Co-founder & Promoter, NJ Group
Mr. Neeraj Choksi is the co-founder & promoter of the NJ Group, a diversified business Group, he...
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Nikhil Kothari

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

Chief Growth Officer Naikwealth Planners Pvt. Ltd
Nikhil is the Managing Director of Naik Wealth Planner Pvt Ltd. He inherited this profession of the ...
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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 ...
Paul Resnik

Paul Resnik

Co-founder & Director, Finametrica
  Paul Resnik, Co-founder & Director, Finametrica, commenced in the financial services indus...
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Raamdeo Agrawal

Co-Founder & Joint MD Motilal Oswal Financial Services
Raamdeo Agrawal is the Joint Managing Director of Motilal Oswal Financial Services Limited (MOFSL) a...
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Raghav Iyengar

Executive Vice President, ICICI Prudential AMC
Raghav joined ICICI Prudential AMC in December 2006. In his current role, at ICICI Prudential AMC...
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Rajendra Kalur

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

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

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Rajesh Krishnamoorthy

Managing Director, iFAST Financial India Pvt. Ltd.

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

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Ramesh V

Managing Director & CEO, MF Utilities India Private Limited
The alumnus of IIM Bangalore and ESADE Barcelona, Mr. Ramesh V has an overall experience of over thr...
Renu Maheshwari

Renu Maheshwari

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

Founder & CEO Getting You Rich

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

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Sadique Neelgund

Founder & CEO, Network FP

Sadique Neelgund, is the Founder & CEO of Network FP- which is a Pan-Ind...

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Sandip Ghose

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

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

Financial Planner & Head - Knowledge Management Plan Ahead Wealth Advisors
Prior to co-founding Plan Ahead, Shalini was part of the Markets team at Ernst & Young Pvt. Ltd....
Shyam Sekhar

Shyam Sekhar

Chief Ideator & Founder, iThought (RIA)
...
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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...
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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 ...
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Sunil Jhaveri

CHAIRMAN MSJ CAPITAL & CORPORATE SERVICES PVT LTD
Investment Advisor, Author & Coach. Successfully published 1st & 2nd edition of book on Fina...
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Suresh Sadagopan

Founder, Ladder7 Financial Advisories
Suresh Sadagopan, CFP is the founder of Ladder7 Financial Advisories, which is a Fee-based Financial...
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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...
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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...
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Uday Dhoot

Founder oyepaisa.com
Uday Dhoot has 13+ years of experience in the field of Wealth Management & Investment Advisory....
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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...
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Vishal Dhawan

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

Founder Safal Niveshak
Vishal Khandelwal is the founder of Safal Niveshak, an investor education initiative. He is an indep...
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Vivek Rege

Founder & CEO V R Wealth Advisors Pvt Ltd
Vivek has functional experience as an Investment Adviser for over 10 Years in the Investment Advisor...
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Vivek Shah

Founder & CEO Finrise Financial Planners
Vivek Shah is the founder of Finrise. A passionate Financial Planner by profession, Vivek's belief o...
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Yogesh Chabria

Yogesh Chabria is one of the world's most loved and sought-after speakers, bestselling author, succe...
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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
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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
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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
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Testimonials

  • 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, Jagoinvestor.com
  • 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

Supporters

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