RIA Summit 2017



RIA Summit 2017


RIA Summit Details


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: 8.30 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?


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


– 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


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*

Agenda / Topic
Session Moderators / Panelists
8.30 AM to 9.00 AM 30 Registration & Breakfast NA
09.00 AM to 09.10 AM 10 Welcome Address by Summit Chair Lovaii Navlakhi
International Money Matters Pvt Ltd
09.10 AM to 09.20 AM 10 Introduction to World Café & Summit Format Summit Taskforce
9.20 AM to 10.30 AM 70 World Café 1 – Different Solutions by RIAs and Fee Ranges/ Models of RIAs Devang Shah
Right Returns Financial Planning LLP
10.30 AM to 11.10 AM 40 Panel Discussion 1  – Creating & Delivering Value for Indian Investors
Vishal Dhawan, PlanAhead Wealth Advisors Pvt Ltd. (Moderator)
Amit Basu, Director, IDFC AMC
Chintan Haria, Head – Product Dvpt & Strategy, ICICI Prudential AMC
Navneet Munot, CIO, SBI Mutual Fund
Vidhu Shekhar, Country Head, CFA Institute
11.10 AM to 11.40 AM 30 Tea & Exhibition Break
11.40 AM to 11.55 AM 15 Experience Sharing – by RIAs who have undergone the audit Lovaii Navlakhi
International Money Matters Pvt Ltd
11.55 AM to 12.35 PM 40 World Café 2 – Creating Compliance  Checklist & being Compliant Rohit Shah
Getting You Rich
12:35 PM to 1.15 PM 40 Panel Discussion 2 – Role of Technology Platforms in Developing RIA Model
Vivek Rege, V R Wealth Advisors Pvt Ltd (Moderator)
Dhaval Kapadia, CFA, CFP, Director, Morningstar India
Neeraj Choksi, MD, NJ India Invest
Rajesh Krishnamoorthy, MD, iFAST Financial
Ramesh V, CEO, MF Utilities India
1.15 PM to 2.15 PM 60 Lunch & Exhibition Break
2.15 PM to 3.10 PM 55 World Café 3 – Technology Requirements and Challenges of RIAs Uday Dhoot
Oyepaisa Consulting Pvt Ltd
3.10 PM to 3.30 PM 20 Tea & Exhibition Break
3.30 PM to 4.20 PM 50 World Café 4 – How RIAs can Collaborate with Robos, MFDs, RIAs Suresh Sadagopan
Ladder7 Financial Advisories
4.20 PM to 5.10 PM 50 World Café 5 – Mass Awareness of RIAs & Organized Body of RIAs Rajendra Kalur
Trustplutus Wealth Managers India
5.10 PM to 5.20 PM 10 Summarization of all World Cafés Shalini Dhawan &

Kiran Telang

5.20 PM to 5.30 PM 10 Thank you Address by
Summit Co-Chair
Vishal Dhawan
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