India’s Largest Exposition for Financial Advisors and Distributors

January 19, 2023 (Thursday)
9:00 AM - 7:00 PM
The Lalit Hotel, Mumbai + Virtual Live Stream
POWERED BY
Register @ ₹1,990 only
Or Get Free Tickets from NFP Growth Partners
2,000
ATTENDEES
40
EXHIBITORS
32
SESSIONS
32
SPEAKERS

You are Invited!

Learn, Explore and Adopt

Join India’s largest exposition for personal finance professionals either physically at The Lalit, Mumbai or virtually from anywhere!

Financial advisors & distributors get ready to explore and adopt technology solutions, platforms, softwares and free tools/apps to grow your practice and serve your clients better.

Explore over 40 technology and other solution providers all under one roof. Methodically explore and find solutions to your problems and ways to tap new market opportunities.

Get exclusive offers and takeaways!

Schedule & Topics

This entire schedule is designed to help financial advisors and distributors Learn, Explore & Adopt various solutions which will help you grow your practice faster, become highly efficient and deliver immense value to your clients. You can choose between 2 tracks to attend via Physically or Virtually.

Track 1
Thursday, January 19
  • 8:30 AM

    Breakfast & Registration

  • 9:00 AM

    Debt funds vs P2P products - How to differentiate?

    Nirmal Revaria, CBO, LenDenClub

  • 9:30 AM

    Maximise the Value of Your Business

    P L Natarajan, CEO, Happyness Factory

  • 10:00 AM

    How to Create an AI based stock portfolio?

    Sumit Chanda, Founder & CEO, Jarvis Invest

  • 10:30 AM

    Be ready for, what your client want in the next decade!

    Bhanu Tomar, Zonal Head, Prudent Corporate

  • 11:00 AM

    Tea Break & Networking

  • 11:30 AM

    The 3Rs in P2P products - Risk, Return & Regulations

    Mukesh Bubna, Founder & CEO, Monexo

  • 12:00 PM

    Domestic opportunities amid global headwinds

    Amit Gupta, Fund Manager - PMS, ICICI Securities

  • 12:30 PM

    Diversify your portfolio with global investing strategies

    Raj Gandhi, Co-founder, DollarBull

  • 1:00 PM

    Become a one-stop CFO for your HNI clients

    Manu Awasthy, Founder & CEO, Centricity

  • 1;30 PM

    Lunch & Networking

  • 2:30 PM

    P2P - Global markets & acceptance in India

    Rajat Gandhi, Founder & CEO, Faircent

  • 3:00 PM

    Changing landscape of personal Finance advisory in India.

    Keval Bhanushali, Co-founder & CEO, 1 Finance

  • 3:30 PM

    3 ways to bring down your operation cost

    Chetan Doshi, Vice President, NSE NMFII

  • 4:00 PM

    5 Ways to give a WOW client experience!

    Aditya Agarwal, Founder, Wealthy

  • 4:30 PM

    Tea Break & Networking

  • 5:00 PM

    How to select the right P2P Platform?

    Gautam Adukia, Co-founder, Liquiloans

  • 5:30 PM

    Succession planning for IFAs

    Vishrant Suresh, Co-founder, Asset Plus

  • 6:00 PM

    Become an Insurance CFO for all your clients

    Navvin Jaiin, Chief Business Officer, TurtleMint

  • 6:30 PM

    India Startup Revolution - How you can be a part of it?

    Ajay Modi, Vice President, Piper Serica

  • 7:00 PM

    Exposition & InnoVision Closing

Track 2
Thursday, January 19
  • 8:30 AM

    Breakfast & Registration

  • 9:00 AM

    Plan for Children's Education Abroad by investments

    Prashant Ajmera, Founder, Ajmera Law Group

  • 9:30 AM

    Build an effective client communication strategy

    Parag Kasliwal, CEO & Co-founder, Beyond IRR

  • 10:00 AM

    Global Market Outlook 2023

    Dhaval Kapadia, Director Managed Portfolios, Morningstar

  • 10:30 AM

    The SMA way to attain, retain and upsell the HNIs

    Ameet S Kishorpuria, Business Head & Co-founder, Narnolia

  • 11:00 AM

    Tea Break & Networking

  • 11:30 AM

    Stop unplanned redemptions and retain AUM

    C R Chandrasekar, Founder, DhanLAP

  • 12:00 PM

    Diversify your portfolio beyond Mutual Funds

    Bhavik Thakkar, CEO, Abans Investment

  • 12:30 PM

    Are you tapping the 4Ms to scale your practice?

    Anuraag Saboo, Co-founder, Fund Expert

  • 1:00 PM

    5 Ways to Scale your practice with automated services

    Zahiruddin Babar, CEO & Co-founder, REDVision

  • 1:30 PM

    Lunch & Networking

  • 2:30 PM

    Pivoting from Transaction-based model to Relationship-based mode

    Sonesh Dedhia, Founder & CEO, IFA Now

  • 3:00 PM

    Increase your conversion with Digital marketing

    Jigar Parekh, Founder & CEO, Anchor Edge

  • 3:30 PM

    Personal finance from a Techie's perspective

    Ameet Ayare, Co-founder & CEO, Actlogica

  • 4:00 PM

    The next big opportunity in alternate debt solutions

    Vineet Agrawal, Co-founder, Jiraaf

  • 4:30 PM

    Tea Break & Networking

  • 5:00 PM

    3 ways to avoid loosing money in your business

    Sunil Jain, CEO& Founder, Investwell

  • 5:30 PM

    5 Effective MF research calculators for your practice

    Pradip Chakrabarty, Founder & CEO, Advisor Khoj

  • 6:00 PM

    Are you part of the next big shift to AIF & PMS ?

    Daniel GM, Founder & Director, PMS Bazaar

  • 6:30 PM

    MF Portfolio Research Best Practices

    TBD

  • 7:00 PM

    Exposition & InnoVision Closing

InnoVision Speakers

Get insights directly from the founders & leaders of solution providers, on what's new and what to expect in near future. Be in line with the latest trends and take the right decisions to grow your practice & service clients better

Aditya Agarwal
Aditya Agarwal
Founder
Wealthy
Ajay Modi
Ajay Modi
Vice President
Piper Serica
Ameet Ayare
Ameet Ayare
Co-founder & CEO
Actlogica
Ameet S Kishorpuria
Ameet S Kishorpuria
Business Head & Co-founder, SMA
Narnolia
Amit Gupta
Amit Gupta
Fund Manager - PMS
ICICI Securities
Anuraag Saboo
Anuraag Saboo
Co-founder
Fund Expert
Bhanu Tomar
Bhanu Tomar
Zonal Head
Prudent Corporate
Bhavik Thakkar
Bhavik Thakkar
Abans Investment
CEO
C R Chandrasekar
C R Chandrasekar
Founder and CEO
DhanLAP
Chetan Doshi*
Chetan Doshi
Vice President
NSE MF
Daniel
Daniel GM
Founder & Director
PMS Bazaar
Dhaval Kapadia
Dhaval Kapadia
Director Managed Portfolios
Morningstar
Eshna Basu
Eshna Basu
Vice President
ICRA Analytics Limited
Gautam Adukia
Gautam Adukia
Co-founder
Liquiloans
Jigar Parekh
Jigar Parekh
Founder & CEO
Anchor Edge
Keval Bhanushali
Keval Bhanushali
Co-founder & CEO
1 Finance
Manu Awasthi
Manu Awasthy
Founder & CEO
Centricity
Mukesh Bubna
Mukesh Bubna
Founder & CEO
Monexo
Navvin Jain
Navvin Jaiin
Chief Business Officer
TurtleMint
Nirmal Revaria
Nirmal Rewaria
Chief Business Officer
LenDenClub
P L Natarajan
P L Natarajan
CEO
Happyness Factory
Parag Kasliwala
Parag Kasliwala
Co-founder & CEO
Beyond IRR
Pradip Chakrabarty
Pradip Chakrabarty
Founder & CEO
Advisor Khoj
Prashant Ajmera
Prashant Ajmera
Founder
Ajmera Law Group
Raj Gandhi
Raj Gandhi
Co-founder
DollarBull
Rajat Gandhi
Rajat Gandhi
Founder & CEO
Faircent
Sumit Chanda
Sumit Chanda
Founder & CEO
Jarvis Invest
*Sunil Jain
Sunil Jain
CEO & Founder
Investwell
Sonesh Dedhia
Sonesh Dedhia
Co-founder
IFANOW
Vineet Agrawal
Vineet Agrawal
Co-founder
Jiraaf
Vishrant Suresh
Vishrant Suresh
Co-founder
Asset Plus
Zahiruddin Babar
Zahiruddin Babar
CEO & Co-founder
REDVision

Growth Partners

Many of the leading solution providers in the industry have partnered with Network FP with the objective to help the community adopt technologies and software with the objective to help financial advisors and distributors grow their practice and serve their clients better. You can get a free ticket to Summit if you are a registered user of any of the below-listed NFP Growth Partners. *A & D stands for Advisory and Distribution Softwares / Platforms

1 Finance
Abans
Advisor Khoj
Ajmera Law Group Logo
Anchor edge
Asset Plus
Beyond IRR
Centricity
Dollar Bull
Happyness Factory
IFA Now
ICRA
Jiraaf
lenden
MasterStroke
Mercury
Monexo Logo
Morningstar
narnolia
NSE NMF
Piper Serica
PMS Bazar
NFP ProMember
Prudent
QPFP
Redvision
Turtlemint
wealthy
XLFP
Visit Growth Partner Directory

What will you get?

Financial Advisors & Distributors get ready to explore and adopt technology solutions, platforms, softwares and free tools/apps to grow your practice and serve your clients better.

exposition benefits icon
Live Demos of Solutions

Get Live Demos on demand from each of the 35+ Exhibitors

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32 Educational Sessions

Get insights directly the founders & leaders of solution providers

exposition benefits icon
Peer Reveiws & Help

Learn and understand about various providers from peers and help others with your feedback

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One place all demos

Register and get access to all demos in one place

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Exclusive Offers

Look for exclusive never seen before offers from providers during the day of the Exposition

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Pre-Expo Workshop

Attend a one hour workshop on building your Tech stack which will help you with making the best of the Exposition

Gallery - Exposition & InnoVision

Photos from past Network FP Annual Conferences.

Why People NFP events

NFP Team strives to deliver the best and is committed to the growth & success of our members, delegates and students. Here are some kind words shared by them for past NFP Summits.

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Exposition Tickets

All financial advisors and distributors are invited to attend the NFP Exposition and InnoVision 2023 either physically in Mumbai or virtually. You can purchase the tickets or get complimentary tickets from any one of the Exhibitors / Growth Partners.

Register @ ₹ 1,990
Or Get Free Tickets from NFP Growth Partners