Track 1 - NFP ThinkTank

11 Focused Strategies for PFPs to Build MF Assetbook

Day 1

Registration & Breakfast

Breakfast & registrations

Sadique Neelgund

Opening Address

Navneet Munot, HDFC
Brijesh Dalmia

Topic #1

Focus on 100% Client-Trust

Kalpen Parekh DSP
Mukesh Jindal

Topic #2

Focus on Right audience

Tea

Tea, Exposition & Networking

Swarup Mohanty Mirae
Lovaii Navlakhi

Topic #3

Focus On Client Goals

Vishal Kapoor Bandhan
Srikanth Bhagavat

Topic #4

Focus On Delivering Value

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Neil Parikh
Nikhil Naik

Topic #5

Focus on Leading by Example

Ajit Menon PGIM
Ashish Modani

Topic #6

Focus On Financial Freedom

Tea

Tea, Exposition & Networking

Day 2

Radhika Gupta
Ashok Kumar

Topic #7

Focus on Educating Investors

Ganesh Mohan Bajaj
Hemant Rustagi

Topic #8

Focus on Building Relationships

Tea

Tea, Exposition & Networking

Raghav Iyengar 360 One
Gajendra Kothari

Topic #9

Focus on Simplicity

Prateek Agarwal
Amar Pandit

Topic #10

Focus on Alpha Creation

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Anthony Heredia
Amar Pandit (2)

Topic #11

Focus on Long-term Investing

world cafe

World Cafe - Track Specific

Tea

Tea, Exposition & Networking

Opening Address

Topic #1

Focus on 100% Client-Trust

Topic #2

Focus on Right audience

Tea, Exposition & Networking

Topic #3

Focus On Client Goals

Topic #4

Focus On Delivering Value

Lunch, Exposition & Networking

Activity

Topic #5

Focus on Leading by Example

Topic #6

Focus On Financial Freedom

Tea, Exposition & Networking

Day 2

Topic #7

Focus on Educating Investors

Topic #8

Focus on Building Relationships

Tea, Exposition & Networking

Topic #9

Focus on Simplicity

Topic #10

Focus on Alpha Creation

Lunch, Exposition & Networking

Activity

Topic #11

Focus on Long-term Investing

World Cafe - Track Specific

Tea, Exposition & Networking

Track 2 - NFP SuccessTalks

11 Pillars of Success for Personal Finance Professionals

Day 1

Registration & Breakfast

Breakfast & registrations

Opening Address

Saugata Chatterjee
Shailesh Gadre, GKFS
Balvir Chawla

Topic #1

Self Development

abhishek tiwari
Nirav Panchmatia
Rohit Shah

Topic #2

Solutions Offered

Tea

Tea, Exposition & Networking

Ritesh pathak
Abhishek Mohta, Trusted Arms
Neeraj Chauhan

Topic #3

Client Expansion

Suranjana BorthakurNair
Bhushan Wani
Anand rathi

Topic #4

Client Acquisition

Tea & Networking

Lunch, Exposition & Networking

Activity

Usha Nair
Mukul Agrwal
Chetan Chandaliya (1)

Topic #5

Product Basket

Hemant Kumar
Puneet Agarwal, Banyan
viral bhat

Topic #6

Technology

Tea

Tea, Exposition & Networking

Day 2

Anunaya Kumar, 360 One
Prakash Lohana, Ascent
Vivek Rege

Topic #7

Processes

Manish Mehta (2)
Meghashyam Sinkar
hardik nayak

Topic #8

Client Retention

Tea

Tea, Exposition & Networking

Rohit Mattoo
Rahul Agarwal, InttyGritty
Anup Bhaiya, Money Honey

Topic #9

Team Management

Ashok Kanawala
Aditya Agarwal, Wealthy
nikhil kothari

Topic #10

Business Metrics

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Gaurav Goyal
Nitin Sawant
Kiran Telang

Topic #11

Behaviour Management

world cafe

World Cafe on CBO Track Learnings

Tea

Tea, Exposition & Networking

Topic #1

Self Development

Topic #2

Solutions Offered

Topic #3

Client Expansion

Topic #4

Client Acquisition

Lunch, Exposition & Networking

Activity

Topic #5

Product Basket

Topic #6

Technology

Tea, Exposition & Networking

Day 2

Topic #7

Processes

Topic #8

Client Retention

Tea, Exposition & Networking

Topic #9

Team Management

Topic #10

Business Metrics

Lunch, Exposition & Networking

Activity

Topic #11

Behaviour Management

World Cafe on CBO Track Learnings

Tea, Exposition & Networking

Track 3 - NFP FundManager Talks

11 Themes and Sectors Driving Wealth Creation

Day 1

Registration & Breakfast

Breakfast & registrations

Opening Address

Vinit Sambre
Kavitha Menon, Founder, Probitus Wealth

Topic #1

Pharma & Healthcare

Sailesh Raj Bhan
Pramod Saraf, Co-Founder, Swan Invest

Topic #2

Consumption

Tea

Tea, Exposition & Networking

Varun Sharma
Suresh Sadagopan, Founder, Ladder7

Topic #3

Technology & AI

Manish Gunwani, , Head - Equities, Bandhan MF
Vivek Shah,Founder, Finrise

Topic #4

Innovation

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Shridatta B, Canara Robeco
Kalpesh Ashar, Founder, Full Circle Financial Planners and Advisors

Topic #5

Energy

Vinay Paharia, PGIM
Amit Trivedi

Topic #6

How To Evaluate Themes/Sectors?

Tea

Tea, Exposition & Networking

Day 2

Rakesh Sethia, HDFC Mutual Fund
Uday Dhoot, Founder, Oye Paisa

Topic #7

Manufacturing

Rahul Singh
Rahul Agarwal, InttyGritty

Topic #8

Banking & Financials

Tea

Tea, Exposition & Networking

Rohit Rathi, ICICI MF
Bhavesh Bhatt

Topic #9

Realty

Sachin Relekar, Axis Mutual Fund
Girish Ganarah

Topic #10

Auto & Transportation

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Kaustubh Belapurkar
Meghashyam Sinkar

Topic #11

Evaluating Thematic / Sectoral Funds

world cafe

World Cafe on CIO Track Learnings

Tea

Tea, Exposition & Networking

Breakfast & registrations​

Opening Address

Topic #1

Pharma & Healthcare​

Topic #2

Consumption

Tea, Exposition & Networking

Topic #3

Technology & AI

Topic #4

Innovation

Lunch, Exposition & Networking

Activity

Topic #5

Energy

Topic #6

How To Evaluate Themes/Sectors?

Tea, Exposition & Networking

Day 2

Topic #7

Manufacturing

Topic #8

Banking & Financials

Tea, Exposition & Networking

Topic #9

Realty

Topic #10

Auto & Transportation

Lunch, Exposition & Networking

Activity

International

World Cafe on CIO Track Learnings

Tea, Exposition & Networking

Track 4 - NFP AlternateTalks

Alternate Ways to Serve Clients Beyond MFs

Day 1

Registration & Breakfast

Breakfast & registrations

Opening Address

Sushant Bhansali

Topic #1

PMS: Industry & Structure

Nimesh Mehta

PMS: Need & Evaluation

Irfan

PMS: Suitability & Profiling

national website icons

Q&A with Speakers

Tea

Tea, Exposition & Networking

Chockalingam narayanan

Topic #2

AIF: Bussiness Growth & Potential

Maneesh Dangi

AIF: Category Potential

Apoorva Vora

Start up Investing with AIFs

national website icons

Q&A with Speakers

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Vaibhav Shah Mirae

Topic #3

GIFT City: Introduction & Overview

Jay Kothari, DSP Mutual Fund

GIFT City: Getting Started as a PFP

national website icons

Q&A with Speakers

Tea

Tea & Networking

Day 2

Ajinkya Kulkarni

Topic #4

OBPP: Structure & Overview

Structure & Overview

Suresh Darak

OBPP: Online Bonds Categories

Structure & Overview

Irfan Shaik Mohammed, Aspero

OBPP: Product Suitability & Practice Management

Structure & Overview

national website icons

Q&A with Speakers

Structure & Overview

Tea

Tea, Exposition & Networking

Structure & Overview

Bhavik Thakkar

Topic #5

MLDs: Structure and Categories

Structure & Overview

Ekmeet Singh

P2P: Fractional Real Estate

Structure & Overview

Nirmal Rewaria

P2P: Changes in Regulations

Structure & Overview

national website icons

Q&A with Speakers

Structure & Overview

Tea & Networking

Lunch, Exposition & Networking

Structure & Overview

Pre Summit

Activity

Structure & Overview

Vikash Jain Share Samadhan

Topic #6

Others: Unclaimed Investments

Structure & Overview

Kanan Bahl

Others: Comprehensive Financial Solution

Structure & Overview

Kaustubh Belapurkar

Others: A New risk lens for evaluating funds

Structure & Overview

Tea

Tea, Exposition & Networking

Structure & Overview

Breakfast & Registrations

Opening Address

Topic #1

PMS: Industry & Structure

PMS: Need & Evaluation

PMS: Suitability & Profiling

Q&A with Speakers

Tea, Exposition & Networking

Topic #2

AIF: Bussiness Growth & Potential

AIF: Category Potential

Start up Investing with AIFs

Q&A with Speakers

Lunch, Exposition & Networking

Activity

Topic #3

GIFT City: Introduction & Overview

GIFT City: Getting Started as a PFP

Q&A with Speakers

Tea, Exposition & Networking

Day 2

Topic #4

OBPP: Structure & Overview

OBPP: Online Bonds Categories

OBPP: Product Suitability & Practice Management

Q&A with Speakers

Tea, Exposition & Networking

Topic #5

MLDs: Structure and Categories

P2P: Fractional Real Estate

P2P: Changes in Regulations

Q&A with Speakers

Lunch, Exposition & Networking

Activity

Topic #6

Others: Unclaimed Investments

Kanan Bahl | 1 Finance

Others: A New risk lens for evaluating funds

Tea, Exposition & Networking

Track 1 - NFP ThinkTank (Day 2)

11 Focused Strategies for MF Assetbook Building

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.

Registration & Breakfast

Breakfast & registrations

Sadique Neelgund

Re-Cap of Day 1

Radhika Gupta
Ashok kumar

Topic #7

Focus on Educating Investors

Ganesh Mohan Bajaj
Hemant Rustagi

Topic #8

Focus on Building Relationships

Tea

Tea, Exposition & Networking

Raghav Iyengar 360 One
Gajendra Kothari

Topic #9

Focus on Simplicity

Prateek Agarwal

Topic #10

Focus on Alpha Creation

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Neil Parikh

Topic #11

Focus on Leading by Example

Group 1769 (8)

World Cafe - Track Specific

Group 1769 (5)

Tea, Exposition & Networking

Registration & Breakfast

Re-cap of Day 1

Topic #7

Focus on Educating Investors

Topic #8

Focus on Building Relationships

Tea, Exposition & Networking

Topic #8 ​

Focus on Simplicity

Topic #10

Focus on Alpha Creation

Lunch, Exposition & Networking

Activity

Topic #11

Focus on Leading by Example

World Cafe - Track Specific

Tea, Exposition & Networking

Track 2 - NFP SuccessTalks (Day 2)

11 Pillars of Success for Personal Finance Professionals (PFPs)

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.

Registration & Breakfast

Breakfast & registrations

Re-Cap of Day 1

Prakash Lohana, Ascent

Topic #7

Processes

Puneet Agarwal, Banyan

Topic #8

Technology

Tea

Tea, Exposition & Networking

Rohit Mattoo
Rahul Agarwal

Topic #9

Team Management

Ashok Kanawala
Aditya Agarwal, Wealthy

Topic #10

Business Metrics

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Topic #11

Success on Collaboration

world cafe

World Cafe - CBO Track Learnings

Group 1769 (5)

Tea, Exposition & Networking

Registration & Breakfast

Re-cap of Day 1

Topic #7

Processes

Topic #8

Technology

Tea, Exposition & Networking

Topic #9

Team Management

Topic #10

Business Metrics

Lunch, Exposition & Networking

Activity

Topic #11

Success on Collaboration

World Cafe - CBO Track Learnings

Tea, Exposition & Networking

Track 3 - NFP FundManager Talks (Day 2)

11 Themes and Sectors Driving Wealth Creation

11 Themes and Sectors for Wealth Creation

 

Ideal for delegates managing ₹50 Crores to ₹500 Crores of Assets

Registration & Breakfast

Breakfast & registrations

Re-cap of Day 1

Rakesh Sethia

Topic #7

Manufacturing

Rahul Singh

Topic #8

Banking & Financials

Tea

Tea, Exposition & Networking

coming soon

Topic #9

Defence

coming soon

Topic #10

PSUs

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

coming soon

Topic #11

International

world cafe

World Cafe - CIO Track Learnings

Tea

Tea, Exposition & Networking

Breakfast & registrations​

Re-cap of Day 1

Topic #7

Manufacturing

Topic #8

Banking & Financials

Tea, Exposition & Networking

Topic #9

Defence

Topic #10

PSUs

Lunch, Exposition & Networking

Activity

Topic #11

International

World Cafe - CIO Track Learnings

Tea, Exposition & Networking

Track 4 - NFP AlternateTalks (Day 2)

11 Alternate Ways to Serve Clients Beyond MFs

Day 1

Registration & Breakfast

Breakfast & registrations

Opening Address

Topic #1 Online Bond Platform Providers (OBPP)

Anshul Gupta

Structure & Overview

Suresh Darak

Online Bond Categories

Irfan

Suitability & Practice Mgt

national website icons

Q&A with Speakers

Tea

Tea, Exposition & Networking

Topics #2 MLD & P2P

Bhavik Thakkar

MLDs Structure & Categories

Ekmeet Singh

P2P Structure

Nirmal Rewaria

P2P Changes in Regulations

national website icons

Q&A with Speakers

Tea & Networking

Lunch, Exposition & Networking

Pre Summit

Activity

Topic #3

coming soon
coming soon
national website icons

Q&A with Speakers

Tea

Tea & Networking

Day 2

Day 1

Breakfast & Registrations

Opening Address

Topic #1 Online Bond Platform Providers (OBPP)​

Structure & Overview

Structure & Overview

Suitability & Practice Mgt

Q&A with Speakers

Tea, Exposition & Networking

MLDs Structure & Categories​

Topic #2 MLD & P2P

P2P Structure

P2P Changes in Regulations​

Q&A with Speakers

Lunch, Exposition & Networking

Activity

Topic #3

Q&A with Speakers

Tea, Exposition & Networking

Day 2

Summit Taskforce

Meet Network FP’s Taskforce for the Nationals led by a dedicated Chair, to ensure a great learning and networking experience for you as a delegate. NFP thanks each of the Taskforce member for contributing their time and expertise to the community.  

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Chair Person
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Taskforce Person
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