presents

India’s First and Largest Conference on
Financial Advisor Solutions and Technologies (F.A.S.T.)

Technology Adoption for Faster Growth!

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. Join the virtual summit from your home/office or at the NFP LocalHub near you for community learning!

Register Now

₹ 5,000 ₹ 2,950

Get Free Tickets from NFP Growth Partners

When?

July 15 & 16 (Friday & Saturday)
Access Summit recordings and all demo sessions upto 3 months after event.

Where?

Virtual + NFP LocalHubs
Attend from your home/office or at a NFP LocalHub near you for greater experience.

Who Should Attend?

All Personal Finance Professionals
exploring for the right Software, Platforms, Apps, Tools & Technology Solutions.

Why Should You Attend?

Discover Softwares & Technologies Get Demos of Softwares & Platforms Explore free apps and tools Get genuine peer reviews Build your own tech stack  Grow your practice using technology

What will you learn at the Summit?

Industry Solutions & Tech.

Explore, understand & adopt various industry solutions, platforms, softwares and technologies that can help financial advisors & distributors.

  • Advisory & Distribution Softwares
  • Advisory & Distribution Platforms
  • Transaction Platforms
  • Product Research
  • International Investing
  • P2P Platforms
  • Insurance Platforms
  • Alternative Investments
  • Digital Marketing
  • Continuous Education
  • Real Estate Platforms
  • And more…

Productivity Tools & Apps

Explore, understand & adopt various common and popular productivity tools and apps that help you and your team become super efficient i.e. do more in less time.

  • Task Managers
  • Team Communication
  • Notes Organizer
  • Appointment Scheduler
  • Website Development
  • Documents Storage
  • Mailing Solutions
  • Client Communication
  • CRM
  • Designing Tools
  • Password Manager
  • And more…

Register Now

₹ 5,000 ₹ 2,950

24 Speakers - Solving Your Problems!

Learn and understand from the founders and leaders of Industry's leading softwares, platforms and technologies how finding the right solutions can help you fix your existing problems and explore growth opportunities in the new age. 24 speakers who have a deep understanding of financial advisory and distribution industry will share solutions to your existing problems and future opportunities.
*We have invited the speakers below and are awaiting confirmation, there might be changes in the speaker line-up

Aarthi Ramakrishnan

Kristal.ai

Aditya Agarwal

Wealthy

Ameet Ayare

Actlogica

Anupam Guha

ICICI Securities

Anurag Saboo

FundExpert

C R Chandrasekar

DhanLAP

Debabrata Majumbdar

NGen Research

Gautam Adukia

Liquiloans

Jigar Parekh

Anchor Edge

Kaustubh Belapurkar

Morningstar

Keval Bhanushali

1Finance

Misbah Baxamusa

NJ Group

Nimish Agarwal

Finexa

P L Natarajan

Happyness Factory

Rajan Pathak

Fintso

Ronak Hindocha

IFANOW

Sameer Naringrekar

Turtlemint

Saurav Ghosh

Jiraaf

Shirish Patel

Prudent

Snehal Dixit

BSE StAR

Sunil Jain

Investwell

Sadique Neelgund

Network FP

Schedule & Topics

F.A.S.T. Summit 2022 schedule is designed to help financial advisors and distributors to explore and understand various solutions so that you can grow your practice faster, become highly efficient and deliver immense value to your clients.

First day
Friday, July 15
  • 9:00 AM

    Breakfast at NFP LocalHubs

  • 9:15 AM

    Welcome + Make the Best

  • 9:30 AM

    Build a strong trail income with simple strategies

    + Complete Business Solution

  • 10:00 AM

    Deliver superior portfolio returns with research capabilities

    + CRM & Leads Management

  • 10:30 AM

    Help retail clients with Global Markets & Opportunities

    + Content Editing Tool

  • 11:00 AM

    Get practical knowledge that helps you do good and earn well

    + Announcements

  • 11:30 AM

    Tea Break & Activity at NFP LocalHubs

  • 12:00 PM

    Future proof your practice for uncertainties ahead

    + Top Chrome Extensions

  • 12:30 PM

    Increase speed and decrease cost of doing business

    + Fee collection & Invoicing

  • 1:00 PM

    Transition from Transactions to Relationship based Model

    + Password Manager

  • 1:30 PM

    Lunch Break & Activity at NFP LocalHubs

  • 2:30 PM

    Give better returns than FDs but with lesser risk

    + Client Communication

  • 3:00 PM

    Automate your digital marketing & sales strategy

    + Website Development

  • 3:30 PM

    Tea Break & Activity at NFP LocalHubs

  • 4:00 PM

    Increase revenues while reducing costs

    + Spreadsheets on Cloud

  • 4:30 PM

    Forecast & plan your business revenues growth

    + Online Documents Storage

  • 5:00 PM

    Deliver seamless customer experience across all products

    + Calendar Management

  • 5:30 PM

    ReCap of Day

  • 5:45 PM

    Snacks & Activity at NFP LocalHubs

  • 6:00 PM

    Day 1 Closing

Second day
Saturday, July 16
  • 9:00 AM

    Breakfast at NFP LocalHubs

  • 9:15 AM

    Welcome & Introduction to Day 2

  • 9:30 AM

    Increase the average revenue per client with the right product offerings

    + Task & Checklist Manager

  • 10:00 AM

    Get, monitor and report accurate MF data to clients

    + Virtual Meetings App

  • 10:30 AM

    Get & use world-class research to deliver better portfolio performance

    + Designing Tool

  • 11:00 AM

    Win clients by showcasing your competency and integrity

    + Announcements

  • 11:30 AM

    Tea Break & Activity at NFP LocalHubs

  • 12:00 PM

    Offer private banking wealth management solutions for HNI Clients

    + Notes Organizer

  • 12:30 PM

    Offer all insurance products seamlessly under one platform

    + Video Recording App

  • 1:00 PM

    Generate better returns on the debt portfolio of your clients?

    + Mass mailing solution

  • 1:30 PM

    Lunch Break & Activity at NFP LocalHubs

  • 2:30 PM

    Simplify your backend tasks to focus on client-facing tasks

    + Appointment Scheduler

  • 3:00 PM

    Stop mutual fund redemption requests from clients

    + Complete Business Suite

  • 3:30 PM

    Tea Break & Activity at NFP LocalHubs

  • 4:00 PM

    Get affordable financial advisory & distribution software

    + Help Clients Remotely

  • 4:30 PM

    Acquire and serve fee paying clients in India

    + Team Communication

  • 5:00 PM

    Comprehensive Planning with Excel Templates

    + Data Collection Tool

  • 5:30 PM

    Closing Ceremony

  • 5:45 PM

    Snacks & Activity at NFP LocalHubs

  • 6:00 PM

    Day 2 Closing

Register Now

₹ 5,000 ₹ 2,950

Tech-Savvy Practitioners - High Tech, High Touch

Learn from the leading tech-savvy practitioners the different productivity tools and apps (many of them with free version) that they use their practice which allows them to serve their clients better and be super efficient i.e. do more in less time.
*Awaiting Confirmation

Babu Krishnamoorthy

Balvir Chawla

*Bhuvanaa Shreeram

Chetan Chandaliya

*Dilshad Billimoria

Gajendra Kothari

*Hemant Beniwal

Khyati Mashru

*Lakshmipathi Yelam

Maithili Shah

Meghashyam Sinkar

Neeraj Chauhan

*Nitesh Buddhadev

Pramod Saraf

Rajeshwar Reddy

*Rohit Shah

Sanjeev Govila

Saravanan S

Shailendra Kumar

*Srikanth Bhagavat

Viral Bhatt

*Vivek Shah

Get Access to Network FP's Own EduTech Platform

All Summit Delegates will get access to Network FP’s very own brand new learning platform designed exclusively for personal finance professionals. This will be your go-to place to learn, interact with peers, download relevant resources and much more. Product & platform demos of all growth partners will be available in the platform where you can read reviews and ask questions too. Access will be given in July 1st week.

• Watch Demos
• Read Reviews
• Ask Questions
• Download Resources

Summit Growth Partners

Many of the leading solution providers in the industry  have partnered with Network FP with an objective to help the community adopt technologies and softwares with an 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 registered user of any of the below listed NFP Growth Partners.

*A & D stands for Advisory and Distribution Softwares / Platforms 

1Finance

A & D Platform

Actlogica

A & D Software

AnchorEDGE

Digital Marketing Solution

BSE StAR

Transaction Platform

DhanLAP

Loan Against Mutual Funds

Finexa

A & D Software

Fintso

A & D Platform

FundExpert

A & D Software

Happyness Factory

A & D Platform

ICICI Securities Ltd

A & D Platform

IFANOW

A & D Software

Investwell

A & D Software

Jiraaf

Alternative Debt Solution

Kristal

International Investing

Liquiloans

P2P Platform

Morningstar

Product Research

NGEN Research

Product Research

NJ India

A & D Platform

Prudent Corporate

A & D Platform

TurtleMint

Insurance Platform

Wealthy

A & D Platform

NFP ProMembership

Professional Education

QPFP Certification Program

Professional Education

XLFP Templates & Training

Professional Education
Growth Partners Directory

Experience Summit @ NFP LocalHubs

Members & delegates can attend the virtual F.A.S.T. Summit in 2 ways - a) From their own home/office or b) From a NFP LocalHub in their city. Delegates attending from LocalHubs will benefit from peer-to-peer learning, focused attention & networking. NFP LocalHubs are home/offices of NFP ProMembers and branch offices of AMCs across India where a group comprising of anywhere between 4 to 16 delegates will come and attend the Summit together.

Steps to Join NFP LocalHub

  1. Register & Get Summit Tickets
  2. Get List of LocalHubs across India
  3. Check seats availability at LocalHubs
  4. Fill NFP LocalHub Application Form
  5. Get confirmation and joining details

 

Delegates joining NFP LocalHubs will be required to pay nominal charges of around ₹1,000-₹1,500 for arranging lunch & refreshments for both days directly to NFP Hub leader.

LocalHubs List and Application Form will be shared with delegates soon after the registration is completed i.e. along with the ticket confirmation.

Why Financial Advisors ❤️ Network FP

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.

Frequently Asked Questions (FAQs)

Need answers? Find them here

Who is this event for? Will it be useful to me?

All personal finance professionals are welcome to join this one of a kind focused event. If you are someone who is exploring new platforms, software, technology tools and solutions – this is just the event for you.

How do I attend the Event? Will it be only online?

FAST Summit 2022 is India’s first largest Phygital event for Personal Finance Professionals. You can either attend the event from the comfort of your Home/Office via Zoom or from a LocalHub near you for community learning and sharing.

I'm a NFP ProMember or QPFP Certificant, do I need to register and pay for the event?

All ProMembers & QPFP Certificants get a complimentary ticket of FAST Summit 2022. However, if you are joining via a NFP LocalHub you will be requested to pay for your food & refreshments separately to the Hub Leader.

Will recordings of the event be available?

Yes, every delegate who registers for the event will be able to view the recordings for a period of 3 months after the event. You can re-watch the recordings in your NFP learning portal anytime at your convenience. Though the recordings will be available, we urge everyone to attend the event live via a NFP LocalHub.

How do I know if my ticket is confirmed?

Once you have filled in the registration form, you will receive your confirmation mail. You will also be getting your login credentials and link to view all partner demos on 1st July, 2022.

How will NFP LocalHubs be different than attending at Home?

NFP LocalHubs is an innovative new concept where you will be able to attend the sessions along with other financial advisors & distributors as a community learning experience. Join a Hub near you to engage in discussions, get real-time feedback on software and solutions being used by others and learn from one another.

What if my area does not have a NFP LocalHub?

We would love to have a LocalHub where we have a minimum of 4 participants in the event. If your area does not already have a Hub, please reach out to Radhika (9892089113) from the NFP Team and we will try to appoint an HubLeader who meets our requirements.

Does the ticket cost include LocalHub cost?

The ticket cost is exclusive of the NFP LocalHub payment. Every participant joining from a Hub would be requested to make a payment of ₹1,000-1,500 to the Hub Leader directly. This amount will be utilised to arrange lunch and refreshments for Hub participants.

Do I get Continuing Education Points as a CFP/QPFP?

F.A.S.T Summit 2022 focuses on the adoption of Technology and exposure to various Software, Platforms & Solutions available in the market. Though the content of the Summit is highly relevant for personal finance professionals since the content is not directly related to the curriculum of CFP & QPFP, the summit won’t be eligible for any points.

What do I need to attend the event?

A laptop or mobile with a regular internet connection is all you need to be an attendee. What’s more important is your time & commitment. As this is a transformational event, we request participants to block their time either for live or recorded sessions as per convenience. We would encourage live participation in the event for more focussed learnings with the fraternity.

What You Get When You Join?

Investment Summit speakers represent India's leading Asset Management Companies. Sessions are going to be educational in nature and non-promotional. Interested delegates may approach the relationship managers of these companies for additional discount on Summit registration fees.

  • 1) Explore 20-25 Productivity Tools & Apps
  • 2) Discover 20-25 Solutions & Softwares
  • 3) Experience Summit at NFP LocalHubs
  • 4) Get Template "My TechStack Builder"
  • 5) Attend PreSummit Workshop – MyTechStack
  • 6) Get All Partners Demos under One Login
  • 7) Access Recordings of All Sessions
  • 8) Access Partners Directory & Reviews
  • 9) Get Exclusive Offers from Partners

Register for Summit

Get hundreds of actionable ideas from Industry's Tech Leaders and Tech-Savvy Practitioners PLUS amazing bonuses to grow your practice and serve your clients better with technology in new age.

What you get after registering?

  • Live Sessions Over 2 Summit Days

  • Login with all Demos & Recordings

  • Workshop & Template - MyTechStack

Register Now

₹ 5,000 ₹ 2,950
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