Live April 9 & 10, 2021

Get access to recordings for 3 months after event.


100% Online

Attend Live as per schedule or Recordings (Shared soon after Event) or Both as per your convenience

Who should attend?

All Investment Professionals are welcome!

Wealth Managers, Mutual Fund Distributors, Investment Advisors, Stock Market Professionals and other Capital Market Participants. Anyone who deals with and recommends investments to his / her clients will find the Sumit highly useful and relevant.

Summit Mission

The NFP Investment Summit 2021 aims to achieve the following;

  • Investment Success – What really will lead to Investment Success of your clients in 2021-22 & beyond
  • Investment Strategies – How to guide your clients / investors on right investment strategies in 2021-22 & beyond
  • Investment Outlook – What to expect from Equity & Debt Markets / MF Performance in 2021-22 & beyond
  • Investment Business – How to grow your Investment advisory & distribution business in 2021-22 & beyond

Speakers - The Masters of Investing World

Network FP brings to you India’s leading investment managers & thought leaders to share their ideas, strategies and secrets for delivering a great investment experience to your clients and investors in the Financial Year 2021-22 & beyond.

Jinesh Gopani

Head - Equities
Axis Mutual Fund

Kalpen Parekh

DSP Mutual Fund

Kaustubh Gupta

Sr. Fund Manager, Fixed Income
ABSL Mutual Fund

Nilesh Shah

Managing Director
Kotak Mahindra AMC

Prashant Jain

Chief Investment Officer
HDFC Mutual Fund

R Srinivasan

Head - Equities
SBI Mutual Funds

Radhika Gupta

Edelweiss Asset Management

Raamdeo Agrawal

Joint Managing Director
Motilal Oswal Asset Management

S Naren

Chief Investment Officer
ICICI Prudential AMC

Suyash Choudhary

Head - Fixed Income
IDFC Asset Management

Swarup Mohanty

Chief Executive Officer
Mirae Asset Global Investments (India)

Vetri Subramaniam

Head - Equities
UTI Mutual Fund

Register Now

₹ 4,990 ₹ 2,490

Instant Sign-up Bonus - Mutual Fund Research Template

The Schedule - 16 Powerful Topics

These Summit topics and agenda have been carefully shortlisted based on the current knowledge requirements of financial advisors and distributors. The Summit content is bound to give you a very structured way of analysing and shortlisting the right investment options for your clients / investors in FY 2021-22 and beyond.

Day 01

Friday, April 9
  • 9:00 AM

    Welcome Address

    By Summit Director & Chair

  • 9:15 AM

    Nilesh Shah with Amit Trivedi

    Government Policies & Performance - Review & Impact on Investments

  • 10:00 AM

    Raamdeo Agrawal with Gajendra Kothari

    Value Migration - Current & Future Opportunities for Investors

  • 10:45 AM

    Swarup Mohanty with Karan Datta

    30L Cr to 100L Cr AUM - Benefiting from the MF Industry Growth

  • 11:30 AM

    R Srinivasan with Mukesh Jindal

    Bottom Up Vs. Top Down - How the style Impacts Fund Performace?

  • 12:15 PM

    Jinesh Gopani with Hemant Rustagi

    Quality is Good but Expensive - Where are the Opportunities?

  • 01:00 PM

    OpenTalk : Equity MFs moderated by Dhaval Kapadia

    with Dhruv Mehta. Hemant Rustagi & Mukesh Jindal

  • 2 to 4 PM


    Lunch Break followed by next set of sessions!

  • 04:00 PM

    Kaustubh Gupta with Kirtan Shah

    Macro & Micro Economic Indicators likely to impact Debt Mutual Funds

  • 04:45 PM

    OpenTalk : Debt MFs moderated by Kayezaad Adajania

    with Vishal Dhawan, Kirtan Shah & Bharat Phatak

  • 05:30 PM

    Prashant Jain with Shyam Sekhar

    PSU Disinvestment & Privatization - Review and Impact on Portfolios

  • 06:15 PM

    Day One Closing

Day 02

Saturday, April 10
  • 9:00 AM

    Day One Re-Cap

    Quick Re-Cap of Day 1 Learnings

  • 09:15 AM

    Radhika Gupta with Lovaii Navlakhi

    Exposure in International Markets by Retail Clients

  • 10:00 AM

    S Naren with Amit Biwalkar

    Incorporating Fund of Funds in Client's Investment Portfolio

  • 10:45 AM

    Suyash Choudhary with Sujata Kabraji

    Asset Allocation for Fixed Income Portfolios of Clients

  • 11:30 AM

    Kalpen Parekh with Vishal Dhawan

    Preparing Investors for Known & Unknown Investment Risks

  • 12:15 PM

    Vetri Subramaniam with Kavitha Menon

    Evaluating Fund Management Process for Picking the Right Funds

  • 01:00 PM

    OpenTalk - The Making of Successful Investment Professionals

    with Rajesh Krishnamoorthy, Vidhu Shekar, VR Narasimhan & Sadique Neelgund

  • 2 PM to 4 PM


    Lunch Break followed by OpenTalks & Summit Test

  • 4:00 PM

    Summit Test

    Participants take the Test and Get Your Certificate of Completion

  • 4:45 PM

    Open Talk : Theme based MFs moderated by Uday Dhoot

    with Lovaii Navlakhi, Kavitha Menon & Harsh Roongta

  • 5:30 PM

    Open Talk : Hybrid MFs moderated by Bhavesh Bhatt

    with Gajendra Kothari, Amit Bivalkar & Sujata Kabraji

  • 6.30 PM

    Summit Closing

OpenTalk Panelists and Session Moderators

Each session will be moderated by senior practitioners representing the financial advisors & distributors and shall be asking the most relevant questions to the speakers. The same moderators will also be part of OpenTalk Discussion where they will freely sharing what are their current strategies and thoughts around various categories of mutual funds. We would also be having a Panel with our knowledge partners discussing the making of a Successful Investment Professional.

Amit Biwalkar

Sapient Wealth Advisors & Brokers

Amit Trivedi

Karmayog Knowledge Academy

Bharath Phatak

Wealth Managers (India)

Bhavesh Bhatt

Ghalla Bhansali

Dhaval Kapadia


Gajendra Kothari

Etica Wealth Management

Harsh Roongta

Fee Only Investment Adviser

Hemant Rustagi


Karan Datta

Speaker, Thinker

Kavitha Menon

Probitus Wealth

Kayezad Adajania

Money Control

Kirtan Shah

SRE Wealth Management

Lovaii Navlakhi

International Money Matters

Mukesh Jindal

Alpha Capital

Rajesh Krishnamoorthy


Shyam Sekhar


Sujata Kabraji

Independent Finance Professional

Uday Dhoot

Venn Wealth

V R Narasimhan


Vidhu Shekhar

CFA Institue

Vishal Dhawan

Plan Ahead Wealth Advisors

Summit Taskforce & Hosts

The Summit is conceptualised and driven by the NFP Summit Taskforce & Hosts comprising of senior practitioners who understand the real knowledge needs & practice concerns of the fraternity.

Arvind Rao

Arvind Rao & Associates

Bhavesh Bhatt

Ghalla Bhansali

Khyati Mashru

Plantrich Consultancy LLP

Nikhil Kothari

Etica Wealth

Nisha Sanghavi


Vivek Shah

Finrise Financial

Arijit Sen

Merry Mind

Jinay Savla

Circle Wealth Advisors

Priyanka Ketkar

Purple Finch

Saanika Bhingarde


What you get when you join?

NFP Investment Summit 2021 is power packed and participants get super value for money. More than anything you will get a very fresh and structured approach to analyse, shortlist and recommend the right investments to your clients / investors.

16 Powerful Sessions

Each topic of Summit is impactful with actionable ideas to help your clients and your practice

24 Amazing Speakers

Get ideas, strategies & secrets directly from accomplished speakers along with Q&A.

All Recordings

Get recordings till December 2021, watch them again to reinforce your learnings from key sessions.

Awesome Bonuses for Early Birds

PreEvent MasterClass

How Financial Consultants can Build Quality Asset Book & Solid Income Stream


101 Powerful Strategies & Ideas for Investment Success

Test & Certificate

Take the Test based on Summit Learnings and get a Completion Certificate which is worth sharing with your clients & friends.

Register Now with Early Bird Discount

₹ 4,990 ₹ 2,490

Instant Sign-up Bonus - Mutual Fund Shortlister Template

Participating Investment Management Companies

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.

Why Financial Advisors NFP Virtual Events

Network FP has been organizing high quality MEGA events for Financial Advisors since Year 2011. Thousands of financial advisors from over 100 + cities and towns from across India attend our events including virtual events. This is what delegates said about our last virtual event.

Krishna Kiriti

Best Event ever attended Online!

The SFA Summit has been the best event ever attended online. The energy of the Team, Speakers, Moderators left the attendees asking for more. Every minute detail was planned for and the learnings shared were of immense wisdom. Overall a great experience. Network FP has shown everyone in the industry how an online event should be organized at scale.

Ankita Kariwala

There was something for everyone to take away

A very well thought Summit. No matter what kind of attendees were there, right from a beginner to a veteran, there was something for everyone to take & learn from the sessions. The topics were very relevant to the current scenario. The Q & A with each speaker was the cherry on the cake because the questions were thought through. The execution of a 3-day event by the team was quite smooth. Keep up the great work!

Bal Sachin Gupta

How can one sit in front of the screen for 3 days?

I was imagining, how can one sit in front of the screen for 15hrs - 3 days fully focused? But NFP has delivered over and above my expectations. I did not feel like leaving the screen even for a minute. day one when I missed a few sessions it was like I missed something very important and suddenly I saw the message that we would also be getting the recording of the sessions, this got me relaxed, this kind of aura was created by the NFP Team!

Diya Thommy

You bring in an essence of joy to the whole learning process

Network FP, what an amazing job you've done! The speakers were top-notch and the topics were relevant and insightful. Kudos to the whole team for making this such an interesting event. We knew we'd learn, expect it when Network FP is involved. But you bring in an essence of joy to the whole learning process. NFP, we are fortunate to have you at the wheel. Like fine wine, you guys just get better every time! Looking forward to the next!

Rikth Dutta

I joined the summit only for CPD points, but...

To be honest I joined the summit for CPD points, but now I realise how important the Summit was for me. Speakers were really helpful and gave us an insight about the current market scenario, how to deal with clients, how to manage different aspects of business and so much more. Big thanks to Network FP for organising this summit, they have been really helpful and the summit went really smooth and filled with entertainment.

Nita Menezes

Truly International Standard

Awesome Summit! The Network FP team conducted it so well. Mastermind and power-packed sessions from awesome speakers, all stalwarts together. Loved the Team sync and the process/format followed. One of the best online conventions I have attended to date...Truly #international standard. You have taken care of each and every minute detail -Introduction, photo session, awesome power-packed sessions, a selfie with the speaker. Everything was on time. Got 300+ cumulative years of experience all packed in 3 days.

Akash Khandelwal

I was first sceptical about signing up, but…

Initially, when I got across these conference ads on Facebook, I was first sceptical about signing up, but this has been the best conference I have attended in the recent while. Industry leaders were there to showcase their practices and experiences. One of the best parts of this conference was, engagement throughout the 3 day period. The most important point being sessions were not at all repetitive, well-researched topics were given according to their forte.

Naela Jamal Rushd

100x more effective than any physical event

The online summit was 100x more effective than any physical event could have been. Excellent speakers and superlative sessions, and all from the comfort of one's own location. I feel, one simply cannot ask for more. Thank you, Network FP, for this superb initiative.

Jinto Vincent

Meticulously planned and ZOOMly executed

I am attending this type of webinar for the first time, it’s awesome. Meticulously planned and ZOOMly executed through a vast NETWORK of professionals. Cheers to the entire crew. Feels like reading 21 books within a short span of 3 days which gave lots of insights. Even if one can simply takeaway 3 ideas that speakers shared, it’s worth it. Next is our turn to get all the ideas into action. See you all at the next event!

Video Reviews

Earn & Share this Certificate

Investment Summit delegates can earn this prestigious certificate of completion demonstrating your commitment to continuous professional development to your clients and friends, thus establishing your credibility of being a knowledge-driven investment expert. CFA Institue, FPSB, NISM & QPFP are our Knowledge Partners of the Summit. This Summit is also eligible for 10 CPD / ACE Points for CFP / QPFP Certificants.

How to Get Your Certificate of Completion

  1. Attend the Summit Live / Recorded
  2. Take 45 Minute Test based on Summit
  3. Score 60% or more in Test (30 Qs)
  4. NFP issues Certificate upon passing
  5. Download Certificate instantly
  6. Share it with Clients and Friends

Frequently Asked Questions

Need answers? Find them here
How do I attend the event – live or recordings or both?

NFP Investment Summit is a 100% online event. You may attend either live sessions or recorded sessions or both based on your interest and availability. Live session joining links will be shared a day prior on mail and mobile. Recorded session links will be shared soon after the live event. If you miss any session, you can always catch up!

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

All Investment Professionals are welcome to join this one of a kind event. Wealth Managers, Mutual Fund Distributors, Investment Advisors, Stock Market Professionals and other Capital Market Participants - this is just the event for you. Anyone who deals with and recommends investments to his / her clients will find the Sumit highly useful and relevant.

Will Industry Speakers answer queries related to practitioners?

Each session of the Investment Summit is going to be moderated by senior practitioners who would be taking up the relevant questions and addressing the need of the hour for each topic.

Will online event be effective? How different is it from webinars these days?

NFP Investment Summit 2021 is not another webinar which most of us have been attending during the lockdown days. The Summit is going to be highly engaging with activities, well moderated, very structured and superbly managed to give participants a rich learning experience from the comfort of our homes/offices. Do go through our Testimonials section by our attendees of the last online summit.

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.

When will I get my sign-up bonus and other bonuses?

Immediately after sign-up, you will get email to access your sign-up bonus i.e. Mutual Fund Research Template. The pre-event MasterClass would be held one Wednesday prior i.e on 7th April and you would receive the Certificate right after you take up the Summit Test. Ebook would be shared after 2-3 weeks of the event.

How do I get my certificate?

All participants attending the session live / recordings and taking the Summit Test within one week would get their certificates instantly on clearing the Test with 60%.

Can I take the Test later and get the certificate?

The test link will be closed one week after the summit i.e on Saturday 17th April, all participants who wish to get the certificate need to take the test within a week after the live summit.

As a CFP / QPFP, How do I claim Continuing Education Points?

All CFPs, QPFPs are eligible for 10 Continuing Education points for attending the Summit. You need to attend the sessions live and take / pass the Test to earn points. You would be asked to mention your FPSB / QPFP number while taking the test which would be directly reported to respective authorities for points.

Register to Join In

Get hundreds of actionable ideas from the Investment Masters and Investment Practitioners PLUS amazing bonuses to offer the right investment strategies and opportunities for your clients.

What you get after registering?

  • Super Powerful Sessions with 100 plus Actionable Ideas (Live + Recordings)
  • Learn directly from India’s Top Master of Investing with Live Q & A
  • Amazing Bonuses – MasterClass, eBook & Completion Certificate!

Register Now

₹ 4,990 ₹ 2,490
Instant Sign-up Bonus - Mutual Fund Research Template
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