REGISTER
REGISTER

Track 1 - NFP ThinkTank

11 Focused Strategies for PFPs to Build MF Assetbook

  • Sahara Star, Mumbai
  • 8:30 AM to 06:30 PM
  • January 23- 24, 2025
Buy tickets

Day 1

  • 08:30 AM
Registration & Breakfast

Breakfast & registrations

  • 09:10 AM
Sadique Neelgund

Opening Address

  • Sadique Neelgund | Network FP
  • 09:30 AM
Navneet Munot, HDFC
Brijesh Dalmia

Topic #1

Focus on 100% Client-Trust

  • Navneet Munot | HDFC Mutual Fund
  • Brijesh Dalmia | MasterStroke Online
  • 10:20 AM
Kalpen Parekh DSP
Mukesh Jindal

Topic #2

Focus on Right audience

  • Kalpen Parekh | DSP Mutual Fund
  • Mukesh Jindal | Alpha Capital
  • 11:10 AM
Tea

Tea, Exposition & Networking

  • 11:50 AM
Swarup Mohanty Mirae
Lovaii Navlakhi

Topic #3

Focus On Client Goals

  • Swarup Mohanty | Mirae Mutual Fund
  • lovaii navlakhi | International Money Matters
  • 12:40 PM
Vishal Kapoor Bandhan
Srikanth Bhagavat

Topic #4

Focus On Delivering Value

  • Vishal Kapoor | Bandhan Mutual Fund
  • Srikanth Bhagavat | Hexagon Capital Advisors
  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

  • 03:00 PM
Pre Summit

Activity

  • 03:20 PM
Neil Parikh
Nikhil Naik

Topic #5

Focus on Leading by Example

  • Neil Parikh | PPFAS MF
  • Nikhil Naik| A D Naik Wealth
  • 04:10 PM
Ajit Menon PGIM
Ashish Modani

Topic #6

Focus On Financial Freedom

  • Ajit Menon| PGIM Mutual Fund
  • Ashish Modani| SLA Finserv
  • 05:00 PM
Tea

Tea, Exposition & Networking

Day 2

  • 09:30 AM
Radhika Gupta
Ashok Kumar

Topic #7

Focus on Educating Investors

  • Radhika Gupta | Edelweiss MF
  • Ashok Kumar | Sattva Consulting
  • 10:20 aM
Ganesh Mohan Bajaj
Hemant Rustagi

Topic #8

Focus on Building Relationships

  • Ganesh Mohan | Bajaj Finserv​
  • Hemant Rustogi | WiseInvest
  • 11:10 AM
Tea

Tea, Exposition & Networking

  • 11:50 AM
Raghav Iyengar 360 One
Gajendra Kothari

Topic #9

Focus on Simplicity

  • Raghav Iyengar | 360 One
  • Gajendra Kothari | Etica Wealth
  • 12:40 PM
Prateek Agarwal
Amar Pandit

Topic #10

Focus on Alpha Creation

  • Prateek Agarwal | Motilal Oswal
  • Amar Pandit | Happyness Factory
  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

  • 03:00 PM
Pre Summit

Activity

  • 03:20 PM
Anthony Heredia
Amar Pandit (2)

Topic #11

Focus on Long-term Investing

  • Anthony Heredia | Mahindra Manulife MF
  • Vishal Dhawan | Plan Ahead Wealth Advisors
  • 04:10 PM
world cafe

World Cafe - Track Specific

  • 05:00 PM
Tea

Tea, Exposition & Networking

  • 09:10 AM

Opening Address

  • Sadique Neelgund | Network FP
  • 09:30 AM

Topic #1

Focus on 100% Client-Trust

  • Navneet Munot | HDFC Mutual Fund​
  • Brijesh Dalmia | MasterStroke Online
  • 10:20 AM

Topic #2

Focus on Right audience

  • Kalpen Parekh | DSP Mutual Fund
  • Mukesh Jindal | Alpha Capital
  • 11:10 AM

Tea, Exposition & Networking

  • 11:50 AM

Topic #3

Focus On Client Goals

  • Swarup Mohanty | Mirae Mutual Fund
  • lovaii navlakhi | IMML
  • 12:40 PM

Topic #4

Focus On Delivering Value

  • Vishal Kapoor | Bandhan Mutual Fund
  • Srikanth Bhagavat | Hexagon Capital
  • 01:30 PM

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM

Topic #5

Focus on Leading by Example

  • Neil Parikh | PPFAS MF
  • Nikhil Naik | A D Naik Wealth
  • 03:20 PM

Topic #6

Focus On Financial Freedom

  • Ajit Menon| PGIM Mutual Fund
  • Ashish Modani| SLA Finserv
  • 05:00 PM

Tea, Exposition & Networking

Day 2

  • 09:30 AM

Topic #7

Focus on Educating Investors

  • Radhika Gupta | edelweiss Mutual Fund
  • Ashok Kumar ER | Sattva Consulting​
  • 10:20 AM

Topic #8

Focus on Building Relationships

  • Ganesh Mohan | Bajaj Finserv​
  • Hemant Rustogi | WiseInvest
  • 11:10 AM

Tea, Exposition & Networking

  • 11:50 AM

Topic #9

Focus on Simplicity

  • Raghav Iyengar | 360 One
  • Gajendra Kothari | Etica Wealth
  • 12:40 PM

Topic #10

Focus on Alpha Creation

  • Prateek Agarwal | Motilal Oswal
  • Amar Pandit | Happyness Factory
  • 01:30 PM

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM

Topic #11

Focus on Long-term Investing

  • Anthony Heredia | Mahindra Manulife MF
  • Vishal Dhawan | Plan Ahead Advisors
  • 04:10 PM

World Cafe - Track Specific

  • 05:00 PM

Tea, Exposition & Networking

Show All Schedules

Track 2 - NFP SuccessTalks

11 Pillars of Success for Personal Finance Professionals

  • Sahara Star, Mumbai
  • 08:30 AM to 06:30 PM
  • January 23- 24, 2025
Buy tickets

Day 1

  • 08:30 AM
Registration & Breakfast

Breakfast & registrations

  • 09:10 AM

Opening Address

  • 09:30 AM
Saugata Chatterjee
Shailesh Gadre, GKFS
Balvir Chawla

Topic #1

Self Development

  • Saugata Chatterjee | Nippon Mutual Fund
  • Shailesh Gadre | GKFS
  • Balvir Chawla | Finnovators
  • 10:20 AM
abhishek tiwari
Nirav Panchmatia
Rohit Shah

Topic #2

Solutions Offered

  • Abhishek Tiwari | PGIM
  • Nirav Panchmatia | AUM Financials
  • Rohit Shah | GYR Financial Planners
  • 11:10 AM
Tea

Tea, Exposition & Networking

  • 11:50 AM
Ritesh pathak
Abhishek Mohta, Trusted Arms
Neeraj Chauhan

Topic #3

Client Expansion

  • Ritesh Pathak | Motilal Oswal Mutual Fund
  • Abhishek Mohta | Trusted Arms
  • Neeraj Chauhan | The Financial Mall
  • 12:40 PM
Suranjana BorthakurNair
Bhushan Wani
Anand rathi

Topic #4

Client Acquisition

  • Suranjana Borthakur | Mirae Mutual Fund
  • Bhushan Wani | Cresent
  • Anand K Rathi | MIRA Money
  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM
Usha Nair
Mukul Agrwal
Chetan Chandaliya (1)

Topic #5

Product Basket

  • Usha Nair | DSP Mutual Fund
  • Mukul Agarwal | CWA
  • Chetan Chandaliya | Crown Advisors
  • 04:10 PM
Hemant Kumar
Puneet Agarwal, Banyan
viral bhat

Topic #6

Technology

  • Hemant Kumar | Tata Mutual Fund
  • Puneet Agarwal | Banyan​
  • Viral Bhatt | Money Mantra
  • 05:00 PM
Tea

Tea, Exposition & Networking

Day 2

  • 09:30 AM
Anunaya Kumar, 360 One
Prakash Lohana, Ascent
Vivek Rege

Topic #7

Processes

  • Anunaya Kumar | 360 One
  • Prakash Lohana | Ascent
  • Vivek Rege | V R Wealth Advisors
  • 10:20 AM
Manish Mehta (2)
Meghashyam Sinkar
hardik nayak

Topic #8

Client Retention

  • Manish Mehta | Kotak Mutual Fund
  • Meghashyam Sinkar | Pentagraph
  • Haardik Nayak | Haardik Nayak Fin Products Distribution
  • 11:10 AM
Tea

Tea, Exposition & Networking

  • 11:50 AM
Rohit Mattoo
Rahul Agarwal, InttyGritty
Anup Bhaiya, Money Honey

Topic #9

Team Management

  • Rohit Mattoo | Axis Mutual Fund
  • Rahul Agarwal | InttyGritty
  • Anup Bhaiya | Money Honey
  • 12:40 PM
Ashok Kanawala
Aditya Agarwal, Wealthy
nikhil kothari

Topic #10

Business Metrics

  • Ashok Kanawala | HDFC AMC
  • Aditya Agarwal | Wealthy
  • Nikhil Kothari | Etica
  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

  • 03:00 PM
Pre Summit

Activity

  • 03:20 PM
Gaurav Goyal
Nitin Sawant
Kiran Telang

Topic #11

Behaviour Management

  • Gaurav Goyal | Canara Robeco MF
  • Nitin Sawant | OMS Fintech
  • Kiran Telang
  • 04:10 PM
world cafe

World Cafe on CBO Track Learnings

  • 05:00 PM
Tea

Tea, Exposition & Networking

  • 09:30 AM

Topic #1

Self Development

  • Saugata Chatterjee | Nippon
  • Shailesh Gadre | GKFS
  • Balvir Chawla | Finnovators
  • 10:20 AM

Topic #2

Solutions Offered

  • Abhishek Tiwari | PGIM
  • Nirav Panchmatia | AUM Financials
  • Rohit Shah | GYR Financial Planners
  • 11:50 AM

Topic #3

Client Expansion

  • Ritesh Pathak | Motilal Oswal MF
  • Abhishek Mohta | Trusted Arms
  • Neeraj Chauhan | The Financial Mall
  • 12:40 PM

Topic #4

Client Acquisition

  • Suranjana Borthakur | Mirae MF
  • Bhushan Wani | Cresent MFDs
  • Anand K Rathi | MIRA Money
  • 01:30 PM

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM

Topic #5

Product Basket

  • Usha Nair | DSP Mutual Fund
  • Mukul Agarwal | CWA
  • Chetan Chandaliya | Crown Advisors
  • 04:10 PM

Topic #6

Technology

  • Hemant Kumar | Tata Mutual Fund
  • Puneet Agarwal | Banyan​
  • Viral Bhatt | Money Mantra
  • 05:00 PM

Tea, Exposition & Networking

Day 2

  • 09:30 AM

Topic #7

Processes

  • Anunaya Kumar | 360 One
  • Prakash Lohana | Ascent
  • Vivek Rege | V R Wealth Advisors
  • 10:20 AM

Topic #8

Client Retention

  • Manish Mehta | Kotak Mutual Fund
  • Meghashyam Sinkar | Pentagraph
  • Haardik Nayak | Haardik Nayak Distri.
  • 11:10 AM

Tea, Exposition & Networking

  • 11:50 AM

Topic #9

Team Management

  • Rohit Mattoo | Axis Mutual Fund
  • Rahul Agarwal | InttyGritty
  • Anup Bhaiya | Money Honey
  • 12:40 PM

Topic #10

Business Metrics

  • Ashok Kanawala | HDFC AMC
  • Aditya Agarwal | Wealthy
  • Nikhil Kothari | Etica
  • 01:30 PM

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM

Topic #11

Behaviour Management

  • Gaurav Goyal | Canara Robeco MF
  • Nitin Sawant | OMS Fintech
  • Kiran Telang
  • 04:10 PM

World Cafe on CBO Track Learnings

  • 05:00 PM

Tea, Exposition & Networking

Show All Schedules

Track 3 - NFP FundManager Talks

11 Themes and Sectors Driving Wealth Creation

  • Sahara Star, Mumbai
  • 8:30 AM to 06:30 PM
  • January 23- 24, 2025
Buy tickets

Day 1

  • 08:30 AM
Registration & Breakfast

Breakfast & registrations

  • 09:10 AM

Opening Address

  • 09:30 AM
Vinit Sambre
Kavitha Menon, Founder, Probitus Wealth

Topic #1

Pharma & Healthcare

  • Vinit Sambre | DSP Mutual fund
  • Kavitha Menon | Probitus Wealth
  • 10:20 AM
Sailesh Raj Bhan
Pramod Saraf, Co-Founder, Swan Invest

Topic #2

Consumption

  • Sailesh Raj Bhan | Nippon Mutual Fund
  • Pramod Saraf | Swan Invest
  • 11:10 AM
Tea

Tea, Exposition & Networking

  • 11:50 AM
Varun Sharma
Suresh Sadagopan, Founder, Ladder7

Topic #3

Technology & AI

  • Varun Sharma | Motilal Oswal Mutual Fund
  • Suresh Sadagopan | Ladder7
  • 12:40 PM
Manish Gunwani, , Head - Equities, Bandhan MF
Vivek Shah,Founder, Finrise

Topic #4

Innovation

  • Manish Gunwani | Bandhan Mutual Fund
  • Vivek Shah | Finrise
  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

  • 03:00 PM
Pre Summit

Activity

  • 03:20 PM
Shridatta B, Canara Robeco
Kalpesh Ashar, Founder, Full Circle Financial Planners and Advisors

Topic #5

Energy

  • Shridatta B | Canara Robeco MF
  • Kalpesh Ashar | Full Circle Financial Planners and Advisors
  • 04:10 PM
Vinay Paharia, PGIM
Amit Trivedi

Topic #6

How To Evaluate Themes/Sectors?

  • Vinay Paharia | PGIM India MF
  • Amit Trivedi | Osat Knowledge Pvt. Ltd.
  • 05:00 PM
Tea

Tea, Exposition & Networking

Day 2

  • 09:30 AM
Rakesh Sethia, HDFC Mutual Fund
Uday Dhoot, Founder, Oye Paisa

Topic #7

Manufacturing

  • Rakesh Sethia | HDFC Mutual Fund
  • Uday Dhoot | Oye Paisa
  • 10:20 AM
Rahul Singh
Rahul Agarwal, InttyGritty

Topic #8

Banking & Financials

  • Rahul Singh | Tata Mutual Fund
  • Rahul Agarwal | Intty Gritty MoneyTree
  • 11:10 AM
Tea

Tea, Exposition & Networking

  • 11:50 AM
Rohit Rathi, ICICI MF
Bhavesh Bhatt

Topic #9

Realty

  • Rohit Rathi | ICICI MF
  • Bhavesh Bhatt | Ghalla Bhansali
  • 12:40 PM
Sachin Relekar, Axis Mutual Fund
Girish Ganarah

Topic #10

Auto & Transportation

  • Sachin Relekar | Axis Mutual Fund
  • Girish Ganaraj | Finwise Financial
  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

  • 03:00 PM
Pre Summit

Activity

  • 03:20 PM
Kaustubh Belapurkar
Meghashyam Sinkar

Topic #11

Evaluating Thematic / Sectoral Funds

  • Kaustubh Belapurkar, Morningstar
  • Meghashyam Sinkar | Pentagraph
  • 04:10 PM
world cafe

World Cafe on CIO Track Learnings

  • 05:00 PM
Tea

Tea, Exposition & Networking

  • 08:30 AM

Breakfast & registrations​

  • 09:10 AM

Opening Address

  • 09:30 AM

Topic #1

Pharma & Healthcare​

  • Vinit Sambre | DSP Mutual fund
  • Kavitha Menon | Probitus Wealth
  • 10:20 AM

Topic #2

Consumption

  • Sailesh Raj Bhan | Nippon Mutual Fund​
  • Pramod Saraf | Swan Invest
  • 11:10 AM

Tea, Exposition & Networking

  • 11:50 PM

Topic #3

Technology & AI

  • Varun Sharma | Motilal Oswal MF
  • Suresh Sadagopan | Ladder7
  • 12:40 PM

Topic #4

Innovation

  • Manish Gunwani | Bandhan Mutual Fund
  • Vivek Shah | Finrise
  • 01:30 PM

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM

Topic #5

Energy

  • Shridatta B | Canara Robeco MF​
  • Kalpesh Ashar | Full Circle Financial Planners and Advisors
  • 04:10 PM

Topic #6

How To Evaluate Themes/Sectors?

  • Vinay Paharia | PGIM India MF
  • Amit Trivedi | Osat Knowledge Pvt. Ltd.
  • 05:00 PM

Tea, Exposition & Networking

Day 2

  • 09:30 AM

Topic #7

Manufacturing

  • Rakesh Sethia | HDFC Mutual Fund
  • Uday Dhoot | Oye Paisa
  • 10:20 AM

Topic #8

Banking & Financials

  • Rahul Singh | Tata Mutual Fund
  • Rahul Agarwal | Intty Gritty MoneyTree
  • 11:10 AM

Tea, Exposition & Networking

  • 11:50 AM

Topic #9

Realty

  • Rohit Rathi | ICICI MF
  • Bhavesh Bhatt | Ghalla Bhansali
  • 12:40 PM

Topic #10

Auto & Transportation

  • Sachin Relekar | Axis Mutual Fund
  • Girish Ganaraj | Finwise Financial
  • 01:30 PM

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM

International

  • Kaustubh Belapurkar, Morningstar
  • Meghashyam Sinkar | Pentagraph
  • 04:10 PM

World Cafe on CIO Track Learnings

  • 05:00 PM

Tea, Exposition & Networking

Show All Schedules

Track 4 - NFP AlternateTalks

Alternate Ways to Serve Clients Beyond MFs

  • Sahara Star, Mumbai
  • 08:30 AM to 06:30 PM
  • January 23- 24, 2025
Buy tickets

Day 1

  • 08:30 AM
Registration & Breakfast

Breakfast & registrations

  • 09:10 AM

Opening Address

  • 09:30 AM
Sushant Bhansali

Topic #1

PMS: Industry & Structure

  • Sushant Bhansali | Ambit Asset Management
  • 09:55 AM
Nimesh Mehta

PMS: Need & Evaluation

  • Nimesh Mehta | ASK Investment Managers
  • 10:20 AM
Irfan

PMS: Suitability & Profiling

  • Anil Rego | Right Horizons
  • 10:45 AM
national website icons

Q&A with Speakers

  • 11:10 AM
Tea

Tea, Exposition & Networking

  • 11:50 AM
Chockalingam narayanan

Topic #2

AIF: Bussiness Growth & Potential

  • chockalingam narayanan | ICICI Prudential AMC
  • 12:15 PM
Maneesh Dangi

AIF: Category Potential

  • Maneesh Dangi | Mosaic Asset Management
  • 12:40 PM
Apoorva Vora

Start up Investing with AIFs

  • Apoorva Vora | Finvolve
  • 01:05 PM
national website icons

Q&A with Speakers

  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

  • 03:00 PM
Pre Summit

Activity

  • 03:20 PM
Vaibhav Shah Mirae

Topic #3

GIFT City: Introduction & Overview

  • Vaibhav Shah | Mirae Asset Investment Managers
  • 04:00 PM
Jay Kothari, DSP Mutual Fund

GIFT City: Getting Started as a PFP

  • Jay Kothari | DSP Mutual Fund
  • 04:40 PM
national website icons

Q&A with Speakers

  • 05:00 PM
Tea

Tea & Networking

Day 2

  • 09:30 AM
Ajinkya Kulkarni

Topic #4

OBPP: Structure & Overview

  • Ajinkya Kulkarni | Wint Wealth

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 09:55 AM
Suresh Darak

OBPP: Online Bonds Categories

  • Suresh Darak | Bondbazaar

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 10:20 AM
Irfan Shaik Mohammed, Aspero

OBPP: Product Suitability & Practice Management

  • Irfan Shaik Mohammed | Aspero

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 10:45 AM
national website icons

Q&A with Speakers

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 11:10 AM
Tea

Tea, Exposition & Networking

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 11:50 AM
Bhavik Thakkar

Topic #5

MLDs: Structure and Categories

  • Bhavik Thakkar | Abans Investment Managers

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 12:15 PM
Ekmeet Singh

P2P: Fractional Real Estate

  • Ekmeet Singh | LendBox

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 12:40 PM
Nirmal Rewaria

P2P: Changes in Regulations

  • Nirmal Rewaria | LenDenClub

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 01:05 PM
national website icons

Q&A with Speakers

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 03:00 PM
Pre Summit

Activity

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 03:20 PM
Vikash Jain Share Samadhan

Topic #6

Others: Unclaimed Investments

  • Vikash Jain | Share Samadhan

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 03:45 PM
Kanan Bahl

Others: Comprehensive Financial Solution

  • Kanan Bahl | 1 Finance

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 04:10 PM
Kaustubh Belapurkar

Others: A New risk lens for evaluating funds

  • Kaustubh Belapurkar | Morningstar

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 05:00 PM
Tea

Tea, Exposition & Networking

Structure & Overview

  • Anshul Gupta | Wint Wealth
  • 08:30 AM

Breakfast & Registrations

  • 09:10 AM

Opening Address

  • 09:30 AM

Topic #1

PMS: Industry & Structure

  • Sushant Bhansali | Ambit
  • 09:55 AM

PMS: Need & Evaluation

  • Nimesh Mehta | ASK Investment Managers
  • 10:20 AM

PMS: Suitability & Profiling

  • Anil Rego | Right Horizons
  • 10:45 AM

Q&A with Speakers

  • 11:10 AM

Tea, Exposition & Networking

  • 11:50 AM

Topic #2

AIF: Bussiness Growth & Potential

  • chockalingam narayanan | ICICI Pru AMC
  • 12:15 PM

AIF: Category Potential

  • Maneesh Dangi | Mosaic Asset Management
  • 12:40 PM

Start up Investing with AIFs

  • Apoorva Vora | Finvolve
  • 01:05 PM

Q&A with Speakers

  • 01:30 PM

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM

Topic #3

GIFT City: Introduction & Overview

  • Vaibhav Shah | Mirae
  • 04:00 PM

GIFT City: Getting Started as a PFP

  • Jay Kothari | DSP Mutual Fund
  • 04:40 PM

Q&A with Speakers

  • 05:00 PM

Tea, Exposition & Networking

Day 2

  • 09:30 AM

Topic #4

OBPP: Structure & Overview

  • Ajinkya Kulkarni | Wint Wealth
  • 09:55 AM

OBPP: Online Bonds Categories

  • Suresh Darak | Bondbazaar
  • 10:20 AM

OBPP: Product Suitability & Practice Management

  • Irfan Shaik Mohammed | Aspero
  • 10:45 AM

Q&A with Speakers

  • 11:10 AM

Tea, Exposition & Networking

  • 11:50 AM

Topic #5

MLDs: Structure and Categories

  • Bhavik Thakkar | Abans Investment Managers
  • 12:15 PM

P2P: Fractional Real Estate

  • Ekmeet Singh | LendBox
  • 12:40 PM

P2P: Changes in Regulations

  • Nirmal Rewaria | LenDenClub
  • 01:05 PM

Q&A with Speakers

  • 01:30 PM

Lunch, Exposition & Networking

  • 03:00 PM

Activity

  • 03:20 PM

Topic #6

Others: Unclaimed Investments

  • Vikash Jain | Share Samadhan
  • 03:45 PM

Kanan Bahl | 1 Finance

  • Vikash Jain | Share Samadhan
  • 04:10 PM

Others: A New risk lens for evaluating funds

  • Kaustubh Belapurkar | Morningstar
  • 05:00 PM

Tea, Exposition & Networking

Show All Schedules

Track 1 - NFP ThinkTank (Day 2)

11 Focused Strategies for MF Assetbook Building

  • Sahara Star, Mumbai
  • Meeting Room 1
  • 9 AM to 7 PM
  • January 23-24, 2025
Buy tickets

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.

  • 08:30 AM
Registration & Breakfast

Breakfast & registrations

  • 09:10 AM
Sadique Neelgund

Re-Cap of Day 1

  • 09:30 AM
Radhika Gupta
Ashok kumar

Topic #7

Focus on Educating Investors

  • Radhika Gupta | edelweiss Mutual Fund
  • Ashok Kumar ER | Sattva Consulting
  • 10:20 AM
Ganesh Mohan Bajaj
Hemant Rustagi

Topic #8

Focus on Building Relationships

  • Ganesh Mohan | Bajaj Finserv​
  • Hemant Rustogi | WiseInvest
  • 11:10 AM
Tea

Tea, Exposition & Networking

  • 11:50 AM
Raghav Iyengar 360 One
Gajendra Kothari

Topic #9

Focus on Simplicity

  • Raghav Iyengar | 360 One
  • Gajendra Kothari | Etica Wealth
  • 12:40 PM
Prateek Agarwal

Topic #10

Focus on Alpha Creation

  • Prateek Agarwal | Motilal Oswal
  • 01:30 PM
Tea & Networking

Lunch, Exposition & Networking

  • 03:00 PM
Pre Summit

Activity

  • 03:20 PM
Neil Parikh

Topic #11

Focus on Leading by Example

  • Neil Parekh | PPFAS MF
  • 04:10 PM
Group 1769 (8)

World Cafe - Track Specific

  • 05:00 PM
Group 1769 (5)

Tea, Exposition & Networking

  • 08:30 AM

Registration & Breakfast

  • 09:10 AM

Re-cap of Day 1

  • Sadique Neelgund | Network FP
  • 09:30 AM

Topic #7

Focus on Educating Investors

  • Radhika Gupta | edelweiss Mutual Fund
  • Ashok Kumar ER | Sattva Consulting
  • 10:20 AM

Topic #8

Focus on Building Relationships

  • Ganesh Mohan | Bajaj Finserv
  • Hemant Rustagi | WiseInvest
  • 11:10 AM