Network FP National 2017 – Jan 25 Schedule


Network FP National 2017 promises to be India’s finest knowledge sharing, thought provoking and networking platform for personal financial advisors. In its 6th edition, this year’s national conference is bigger and better than the previous editions. The theme for this year’s conference is Client First, Products Next, emphasizing the importance and need for industry and advisors to transition to absolute client-centric practice models. Below are the details and schedule of the conference;

Date: Wednesday, January 25th, 2017
Timings: 8.15 AM to 6 PM
Venue: The Lalit Hotel, Andheri East, Mumbai
Live Webcast: For those NFP ProMembers who are not able to attend physically in Mumbai
Number of Delegates: Around 500
Who should attend: IFAs, CFPs, RIAs and other Personal Financial Advisors
Registration Fees: Complimentary for NFP ProMembers. Rs. 4500 for Non-Members

Schedule, Agenda and Speakers – January 25






8:15 AM 9:00 AM 0:45 Registration and Breakfast NA

Session 1

9:00 AM 9:10 AM 0:10 Welcome Address – on behalf of Network FP Community Gaurav Mashruwala
Speaker, Author, Planner and Member of Network FP
9:10 AM 9:25 AM 0:15 Special Address – Industry Perspective A Balasubramanian
Chairman, AMFI
9:25 AM 9:40 AM 0:15 The Making of a Real Professional  Sandip Ghose
Director, NISM
9:40 AM 9:55 AM 0:15 Felicitation Ceremony – FW Camp Experts, CPFP Certificants NA
9:55 AM 10:20 AM 0:25 Inaugural Address by Chief Guest G Mahalingam
Whole Time Member, SEBI
10:20 AM 10:45 AM 0:25 Keynote Address on Conference Theme Ramdeoo Agrawal
Co-Founder & Joint MD
Motilal Oswal Financial Services
10:45 AM 11:10 AM 0:25 Tea Break

Session 2

Hosted by Sujata Kabraji 

11:10 AM 12:00 PM 0:50 Keynote Session
Getting to the Heart of Client Expectations
Marc Freedman
Author, Speaker, Radio Host and Financial Planner (Boston, USA)
12:00 AM 12:20 PM 0:20 Client Comes Next Vishal Kapoor
CEO, IDFC Asset Management
12:20 PM 1:00 PM 0:40 Panel Discussion
Disruption in Distribution – India & Global
(Direct, Digital, Disclosures, Demonetization & Regulations)
Narayan Krishnamoorthy (Moderator)
Editor, Outlook Money
K S Rao
Head – Investor Education, Birla Sunlife AMC
Paul Resnik
Co-founder & Director, FinaMetrica
Raghav Iyengar

Executive VP, ICICI Prudential AMC
1:00 PM 2:00 PM 0:60 Lunch & Expo Break

Session 3 – Powertalk Sessions

Powertalks are short sessions by thought leaders wherein each will be sharing one powerful, innovative and inspiring IDEA that can be implemented by financial advisors in their practice immediately
Hosted by Kanak Jain

2:00 PM 2:10 PM 0:10 The Power of Visuals in Practice Gaurav Mashruwala
Author – Yogic Wealth (English, Hindi, Gujarati)
2:10 PM 2:20 PM 0:10 Use of Micro Analytics by Advisors Manish Chauhan
Author – (1) How To Be Your Own Financial Planner in 10 Steps, (2) 16 Personal Finance Principles Every Investor Should Know, (3) Winning Investor’s HandBook AND 3 More titles
2:20 PM 2:30 PM 0:10 An Advisor’s Best Business Card Amit Trivedi
Author – Riding The Roller Coaster (English, Hindi, Gujarati)
2:30 PM 2:40 PM 0:10 You are not a Fund Manager P V Subramanyam
Author – (1) You Can be Rich With Goal-Based Investing, (2) Retire Rich-Invest Rs 40 a day, (3) Get Rich – A Wealth Prescription For Doctors
2:40 PM 2:50 PM 0:10 Advice from Himalayas Hemant Beniwal
Author – Financial Life Planning: Solve Your Biggest Puzzle
2:50 PM 3:00 PM 0:10 Mahatma Gandhi, Steve Jobs and Even Krishna were in “Sales” Yogesh Chabria
Author – (1) Invest the Happionaire way, (2) Happionaire’s Money Game, (3) Create Wealth in a Crash, Slowdown or Recession AND 3 More Titles Happionaire Website
 3:00 PM  3:05 PM  0:05  5 Ideas on IFA to RIA Transition Brijesh Dalmia – Video Address
Founder, Dalmia Advisory Services Pvt Ltd (RIA)
3:05 PM 3:30 PM 0:25 Tea & Expo Break

Panel Discussion of RIAs

This section of conference is going to focus on seeking answers to key questions on future of RIA Regulations in India by asking them to existing RIAs themselves who will share not only what they think but what the RIA community as a whole think.

3:30 PM 4:10 PM 0:40 Fee-Based Model and Practice Transition
1) Is RIA Model (Fee Based Advisory) feasible in Indian Context?
2) Which category of investors in India are willing to pay fees and who are not?
3) What are the various feasible Fee Models for RIAs? Which one is the best?
4) For which category of MFDs, transitioning to RIA makes sense?
5) What is the best strategy for existing MFDs in next 3 years
6) How can MFDs replace commission income to fee income?
Nikhil Naik (Moderator)
Chief Growth Officer, Naik Wealth Advisors
Ashish Chaddha
Founder, Chadha Investment Consultant Pvt Ltd (RIA)
Renu Maheshwari
SEBI Registered Investment Advisor
Shyam Shekar
Chief Ideator & Founder, iThought (RIA)
Srikant Bhagwat
MD & Principal Advisor, Hexagon Wealth Advisors Pvt Ltd (RIA)
4:10 PM 4:50 PM 0:40 Technology and Compliance
1) How Technology Changes are impacting RIAs and MFDs?
2) How can RIAs and MFDs collaborate with Robo Advisors?
3) What are the current technology requirements of RIAs?
4) How to best maintain arms length between advisory and distribution.
5) What are the additional compliance costs incurred by RIAs?
6) How should a RIA select a technology platform. Key criterias
Chetan Chandaliya (Moderator)
Chief Financial Planner, Crown Advisors
Anup Bansal
MD, Mitraz Financial Services Pvt. Ltd. (RIA)
Naveen Julian Rego
SEBI Registered Investment Advisor
Rohit Shah
Founder & CEO, Getting You Rich (RIA)
Vishal Dhawan
CEO, PlanAhead Wealth Advisors Pvt Ltd (RIA)
4:50 PM 5:30 PM 0:40 Opportunities and Challenges
1) What are the Top 5 untapped opportunities for RIAs in India?
2) What are the Top 5 challenges currently being faced by RIAs?
3) What will be impact of Direct on RIAs and MFDs?
4) What will be impact of Disclosures on RIAs and MFDs
5) RIAs and MFDs – will they compete with each other for same set of clients?
6) How can RIAs Collaborate with MFDs which will be a Win-Win Situation?
Gajendra Kothari (Moderator)
MD & CEO, Etica Wealth Managment Pvt Ltd
Kavitha Menon
SEBI Registered Investment Advisor
Kartik Damodar
CEO, Guardian Capital Investment Advisors Pvt. Ltd. (RIA)
Harsh Roongta
SEBI Registered Investment Advisor
Lovaii Navlakhi
Founder & CEO, International Money Matters Pvt. Ltd. (RIA)
5:30 PM 6:00 PM 0:30 Vote of Thanks, Feedback, Network FP Announcements 2017 Sadique Neelgund
CEO & Director, Network FP

* Invited, yet to confirm participation

Register for Network FP ProMembership to attend