RIA Summit 2017

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presents

RIA Summit 2017

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RIA Summit Details

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Objective: India’s first RIA Summit in a World Café format will endeavor to foster brainstorming, networking & collaborations amongst the pioneer RIAs to help them lay down foundations for future of a new profession.

Venue: The Lalit, Andheri East, Mumbai
Date: January 24th, 2017
Timings: 9 AM to 6 PM
Number of Delegates: Around 100
Participation Eligibility: RIA Licensees Only
Registration Fees: Complimentary for NFP ProMembers. Rs. 4500 for Non-Members
Summit Format: World Café Style

What’s a World Café?

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The “World Café” is a structured conversational process intended to facilitate open discussions, and link ideas within a larger group to access the Collective Wisdom in the room. In each session, participants sit around a table with 7-8 participants each and the discussions are moderated by a Table Host. The discussions happen in response to a set of questions, which are predetermined and focused on the specific goals for each session which is usually to generate new ideas or find solutions to problems. At the end of each session, the ideas and solutions are summarized and documented by taking inputs from all the tables. Participants change the table for each of the sessions; meeting and discussing with another 7-8 participants.

More on Wikipedia on World Cafehttps://en.wikipedia.org/wiki/World_Café_(conversational_process)

Role of Table Hosts

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– Before start of each topic discussion, the each table members decides their table host
– Each Table Host will moderate discussions and ensure participants stick to the scope and objectives.
– After Discussion Table Host stands up & shares points discussed with rest of audience

Each World Café Time Split

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5 Minutes – Formation of Tables, Selection of Table Host and Introductions of table members to each other
5 Minutes – Briefing by Topic Moderator
30 Minutes – Discussion of Topic and Questions by all tables
15 Minutes – Summarization / Documentation of Discussions across all Tables

RIA Summit Schedule*

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Timings
Minutes
Agenda / Topic
Speaker / Session Moderators
8.30 AM to 9.00 AM 30 Registration & Breakfast NA
09.00 AM to 09.15 AM 15 Welcome Address by Summit Chair Lovaii Navlakhi, CFP,
International Money Matters Pvt Ltd
09.15 AM to 09.30 AM 15 Introduction to World Café & Summit Format Summit Taskforce
9.30 AM to 10.40 AM 70 World Café 1 
Different Services/Solutions by RIAs and Various Fee Ranges/ Models of RIAs
Devang Shah, CFP (India & USA),
Right Returns Financial Planning LLP
10.40 AM to 11.20 AM 40 Panel Discussion 1
Creating & Delivering Value for Indian Investors
Vishal Dhawan, CFP (Moderator)
PlanAhead Wealth Advisors Pvt Ltd.
Amit Basu
Director, IDFC AMC
Chintan Haria
Head – Product Development & Strategy, ICICI Prudential AMC
Navneet Munot*
CIO, SBI Mutual Fund
Vidhu Shekhar
Country Head, CFA Institue
11.20 AM to 11.50 AM 30 Tea Break (Can visit IFA Exposition 2017)
11.50 AM to 12.45 PM 55 World Café 2
Technology Requirements and Challenges of RIAs
Uday Dhoot, CFA, CFP,
Oyepaisa Consulting Pvt Ltd
12:45 PM to 1.25 PM 45 Panel Discussion 2
Role of Technology Platforms in Developing RIA Model
Vivek Rege, CFP (Moderator)
V R Wealth Advisors Pvt Ltd
Dhaval Kapadia, CFA, CFP
Director, Morningstar India
Neeraj Choksi
MD, NJ India Invest
Rajesh Krishnamoorthy
MD, iFAST Financial
Ramesh V
CEO, MF Utilities India
1.30 PM to 2.30 PM 60 Lunch Break (Can visit IFA Exposition 2017)
2.30 PM to 2.45 PM 15 Experience Sharing
By RIAs who have undergone the audit by SEBI / Internal Auditor
Lovaii Navlakhi, CFP,
International Money Matters Pvt Ltd
2.45 PM to 3.25 PM 40 World Café 3
Creating a Compliance Checklist & How to be Compliant in Simple Ways
Rohit Shah, CFP,
Getting You Rich
3.25 PM to 3.50 PM 25 Tea Break (Can visit IFA Exposition 2017)
3.50 PM to 4.45 PM 55 World Café 4 
How RIAs can Collaborate with each Other, with Robos, with MFDs, etc
Suresh Sadagopan, CFP,
Ladder7 Financial Advisories
4.45 PM to 5.40 PM 55 World Café 5
Mass Awareness of RIAs & Organized Body of RIAs
Rajendra Kalur, CFA, CFP,
Trustplutus Wealth Managers India Pvt Ltd
5.40 PM to 5.50 PM 10 Summarization of all Sessions / Cafés Shalini Dhawan &
Kiran Telang, CFP
5.50 PM to 6.00 PM 10 Thank you Address by Summit Co-Chair Vishal Dhawan, CFP,
PlanAhead Wealth Advisors Pvt Ltd.

* The Organizers reserve the rights to makes changes to the schedule. Delegates should treat this as tentative.

Register for RIA Summit 2017