India's Largest Conference for Personal Finance Professionals

January 19-20-21, 2023
The Lalit, Mumbai + Virtual Live
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1,000+
Delegates
50+
PARTNERS
100+
Speakers
10K+
Investors

You are Invited!

Together Everyone Achieves More (T.E.A.M)

Network FP’s 12th Annual Conference will unleash, emphasise and demonstrate the power of coming together of community members and industry stakeholders. Everyone in the community and industry can benefit in a much bigger way with combined efforts viz-a-viz individual efforts.

IPFP Summit 2023 will witness coming together of personal finance professionals, various solution providers & platforms, financial product manufacturers and finally reaching out to investors & consumers. When the entire ecosystem comes together in a meaningful and structured way, the result is magical! 

We invite everybody in the personal finance ecosystem to participate, contribute and benefit from India’s largest conference for personal finance professionals – IPFP Summit 2023 themed Together Everyone Achieves More!

Look forward to host you!
NFP Team

Summit Schedule

The Summit is MEGA event spread across 3 full days with different sub-events & focus-tracks. Delegates will have the option to choose which sub-events and which focus-tracks they wish to attend based on their interest.

NFP Exposition

Physical + Virtual

India's largest exposition for personal finance professionals - Over 35 technology and other solution providers under one roof. Methodically explore and find solutions to your problems and ways to tap new market opportunities.

NFP InnoVision

Physical + Virtual

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

FundManager OpenTalks

Physical + Virtual

Insights, learnings and outlook from India's Top FundManagers under one roof. Take home enough insights & talking points for the entire year to confidently give your clients recommendations.

PFP SuccessTalks

Physical + Virtual

100+ questions to 30+ of India's most successful personal finance professionals (PFP) on - foundations, products, client acquisition, servicing, retention, processes, technology, team, regulations & succession.

Financial Wellbeing Conclave

Physical + Virtual (For Consumers - Virtual Only)

Invite Your Clients, Contacts and Connections to India's largest Public Awareness Campaign by Personal Finance Professionals. 11 of India's leading CEOs will share insights on wealth creation strategies and appeal to masses to work with you!

IAP Community Champions

Physical + Virtual

Get strategies and resources for conducting investor awareness programs to create financial literacy for masses on behalf of community. Get 9 Strategies for Becoming IAP Community Champion

Download Full Schedule

Speakers

NFP InnoVision - Grow Practice Faster, Serve 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
Chetan Doshi*
Chetan Doshi
Vice President
NSE MF
C R Chandrasekar
C R Chandrasekar
Founder and CEO
DhanLAP
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 bubana
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 Kasliwal
Co-founder & CEO
BeyondIRR
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

FundManager OpenTalks - India's Golden Decade: 11 Investment Trends to Watch Out!

Aashish Somaiyaa
Aashish Sommaiyaa
Chief Executive Officer
Whiteoak Capital MF
Ajit Menon
Ajit Menon
CEO
PGIM India MF
Amandeep Singh Chopra UTI MF
Amandeep Singh Chopra
Head - Fixed Income
UTI MF
Anil Shah
Anil Shah
CIO - Equity
Aditya Birla Sun Life AMC
Chirag Setalvad*
Chirag Setalvad
Head - Equities
HDFC AMC
Devang Shah
Devang Shah
Co-head - Fixed Income
Axis MF
Harsha Upadhyaya
Harsha Upadhyaya
CIO - Equity & Debt
Kotak MF
Manish Bhantia
Manish Bhantia
Deputy.CIO-Fixed Income
ICICI Pru AMC
R Srinivasan
R Srinivasan
CIO - Equities
SBI MF
Rahul Singh
CIO - Equities
Tata AMC
Shailesh Raj Bhan*
Sailesh Raj Bhan
Deputy CIO - Equity
Nippon India MF

Financial Wellbeing Conclave - 11 Strangest Secrets of Wealth Creation for Indians

A Balasubramanian*
A Balasubramanian
MD & CEO
ABSL MF
Aashish Somaiyaa
Aashish Sommaiyaa
ED & CEO
WhiteOak MF
Ajit Menon
Ajit Menon
CEO
PGIM MF
Chandresh Nigam*
Chandresh Nigam
MD & CEO
Axis MF
D.P Singh
D P Singh
Deputy MD
SBI MF
Kalpen Parekh
Kalpen Parekh
MD & CEO
DSP MF
Kailash Kulkarni
Kailash Kulkarni
Co-CEO
HSBC MF
Navneet Munot
Navneet Munot
MD & CEO
HDFC MF
Nimesh Shah*
Nimesh Shah
MD & CEO
ICICI Pru MF
Prathit Bhobe*
Prathit Bhobe
MD & CEO
Tata MF
Radhika Gupta
Radhika Gupta
MD & CEO
Edelweiss AMC
Suddeep Sikka
Sundeep Sikka
ED & CEO
Nippon India MF

IAP Community Champions - 9 Strategies for Becoming IAP Community Champion

Aloke Vohra
Aloke Vohra
Growth Head
Probus Insurance
Amit Trivedi
Amit Trivedi
Founder
Karmayog Knowledge
Col. Sanjeev Govila
Col. Sanjeev Govila
CEO
HumFauji Initiatives
Gajendra Kothari
Gajendra Kothari
MD & CEO
Etica Wealth
Harshwardhan Roongta
CEO
Roongta Securities
Jigar Parekh
Jigar Parekh
Director
AnchorEdge
Nisha Sanghvi
Nisha Sanghavi
Director
ProMore Fintech
Nitesh Buddhadev*
Nitesh Buddhadev
Founder
Nimit Consultancy
Puneet Oberoi
Puneet Oberoi
Director
Finwise Services
Sadique Neelgund
Sadique Neelgund
Founder
Network FP
Download Full Schedule

What will you get?

Physical Delegates

Entry to all Sessions / all Tracks / all Days

Invite Your Clients & Contacts for IAP on Day3

Meet Speakers & Thought Leaders

Network with Members from across 100+ cities

Visit Exhibitors for Instant Live Demos

Get Delegate Kit & Goodies

Lunch and Refreshments Included

Experience & Participate in Activities

Virtual Delegates

Attend from Comfort of Home / Office

Attend Virtual Live or Get Recordings

Invite Your Clients & Contacts for IAP on Day 3

Interact with fellow attendees and ask questions

Community Supporters

Community Supporters believe in and support Network FP’s mission of helping personal finance professionals grow their practice and serve their clients better. Many of the top organisations support Network FP’s community initiatives and industry events. 

Axis Mutual Fund
Aditya Birla
dsp mutual fund
HDFC BANK
ICICI Asset Management
UTI Mutual Fund
WhiteOak
PGIM

Growth Partners

Many of the leading solution providers in the industry have partnered with Network FP with the objective of helping 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 Exposition on Day 1 (Jan 19) if you are a registered user of any of the below listed NFP Growth Partners.

aBANS
BeyondIRR
Fundexpert
Master Stroke
Mercury
narnolia
Prudent Logo
Redvision
Visit Partners Directory

Why PFPs ❤️ 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.

reviews

FAQs

General

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

All personal finance professionals in investments, insurance, capital markets, mutual funds etc are welcome to join the Summit. If you are someone who is looking to learn from the best in the industry, explore new solutions, grow your practice/career and be part of a community of knowledge driven professionals this is just the place for you.

I’m not an NFP Member, can I attend the event?

Yes, at a ticket cost of ₹12,000 based on the availability. Alternatively, you may consider becoming a NFP Provisional or ProMember based on your eligibility and get summit entry for all 3 days as a member. 

How do I attend the event? Will it be only physical?

IPFP Summit 2023 will be available for physical and virtual delegates. 

Will recordings of the event be available?

Yes, for all NFP Members the recordings of the main tracks of all 3 days will be available for a period of 1 year.

Do I get continuous education points as a CFP/QPFP?

Yes, for attending Day 2 & Day 3 of the event you will be getting a total of 5 points for CFPs, and 10 points for QPFPs ( 5 each day)

Registrations

I’m already a Network FP Member, do I need to register for the event?

No, summit ticket will be complimentary with voluntary contribution concept. As an NFP Provisional or ProMember, you need to RSVP for the event and confirm if you would like to attend the event physically or virtually.

How do I know if my registration is confirmed?

After you RSVP, you will be getting a confirmation email from Network FP.

I am a Member and I wish to get my team member along. How can I?

Entry to the 3 days of the event both physically and virtually will be only for NFP Members, others and team of members need to register separately. 

For attending physically do I need to pay any amount?

All members attending the event physically or virtually would be requested make a voluntary contribution  based on satisfaction level.

Voluntary Contribution

What is Voluntary Contribution?

NFP Members attending the summit are requested to make a voluntary contribution in the range mentioned. You can make this payment during or after Summit based on your satisfaction level and benefits derived. The money collected will be utilised to organize Public Awareness Campaigns on Financial Wellbeing and to promote Working with Professionals like you.

When can I contribute the amount?

During or after the Summit. 

How much can I contribute to the event?

Virtual Attendees – Min ₹0 – Max ₹6,000
Physical Attendees – Min ₹1,000 – Max ₹12,000

 

Outstation Delegates

When would be the ideal stay in Mumbai?

If you are on a tight budget or time – Plan for a minimum 2 night stay in Mumbai. Arrive early morning on Jan 19 and depart late evening on Jan 21.

If your budget and time permits  Plan to arrive on Jan 18 (Thu) and depart on Jan 22 (Sun) – this will be more relaxed and comfortable.

When should I book my tickets & hotel?

It is ideal to book your tickets & block Hotels at the earliest to avoid price surges.

What are the stay options in Mumbai?

The event is happening at The Lalit Hotel which is very near to the Mumbai Airport. You may wish to have your stay at the same place or you will also find a lot of hotels & stays at various price points nearby. Kindly search on sites like MakeMyTrip, Oyo, Airbnb etc.

Click Here to check the list of recommended hotels if you are travelling from out of Mumbai to help you make your travel & stay arrangements in advance.

Do we get any discounted rates to stay at Lalit Hotel?

Yes, Click here to check out discounted room rates at The Lalit, Mumbai. 

Summit Tickets

NFP ProMembers & Provisional Members get complimentary tickets to Summit as mentioned below. If you are already a member, RSVP & confirm your attendance on registration page. If you are not yet a member, you can become a member as per your eligibility & interest or simply choose to buy the tickets for Summit only.

Ticket Type NFP Members Non-Members
Virtual Ticket (All 3 Days) Voluntary Contribution*
(Min ₹0 – Max ₹6,000)
₹12,000 + gst
Physical Ticket (All 3 Days) Voluntary Contribution*
(Min ₹1,000 – Max ₹12,000)
₹12,000 + gst

* NFP Members attending the summit are requested to make a voluntary contribution in the range mentioned. This payment can be done during or after Summit based on your satisfaction level. The money collected will be utilised to organize Public Awareness Campaigns on Financial Wellbeing and to promote Working with Professionals like you.

NFP Members Non-Members
Virtual Ticket (3 Days) – Voluntary Contribution* (Min ₹0 – Max ₹6,000) Virtual Ticket (3 Days) – ₹12,000
Physical Ticket (3 Days) – Voluntary Contribution* (Min ₹1,000 – Max ₹12,000) Physical Ticket (3 Days) – ₹12,000
Physical Tickets - Limited seats available on first come first serve basis.
Know More & Register
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