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Agenda of Conference


11th January’2015 Conference Agenda:  A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015

Learn from 21 high quality speakers who are change agents in the personal financial planning industry… who struggled and achieved success… Learn how high quality knowledge & Skill sets helps to provide quality advice, achieving higher AUM and also charge fees to clients in the long run.

9:01am to 9:30am: Registration & Breakfast

(Venue: 7th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Junction of Gokhale & Sayani Road, Prabhadevi, Mumbai (Walk in Distance from Parel & Elphinstone Local Station towards West, Nr. Dadar / Mumbai Central)

9:31am to 9:45am: Welcome speech by Keyur Shah, Expert Coach (Fast Track CFP)

9:45 am to 11: 45 am: Presentations by Successful CFP Practitioners (15 minutes includes Q & A)

Women Empowerment :

  1. Ms. Rupali Rane, Young IFA, Mumbai
  2. Ms. Charmi Shah, Young Financial Planner, Mumbai
  3. Ms. Aishwarya Surana, Final, Student, Guwahati-Assam
  4. Ms. Vaishali Kale, MBA (Finance), Professional

IFA Development :

  1. Mr. Abhishek Khudania, VP, Client Associate, Mumbai
  2. Mr. Shankar Narayan, Sr. Professional, Mumbai
  3. Mr. Mohish Damani, Sr. IFA & Financial Planner
  4. Mr. Prashant Nambiar, AVP & Branch Head, HDFC Bank

11:45 to 12:00 noon: Tea Break

12:01 noon to 12:30pm: Presentation by Mr. Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC.

12:31 pm to 12:45: Presentation by Shri Nilesh Sathe, Director & CEO, LIC Nomura AMC.

12:31pm to 12:45pm: Presentation by Mr. Arvind Sethi, MD & CEO, Tata AMC

12:46 to 1:05pm

“A Successful Journey from 80L to 26 Crore MF AUM in 3 years.”

By Mr. Ramesh Hegde, CFP, Financial Planner & IFA, Devangere, Karnataka         

1:06 to 1:45pm

  1. Mr. Dhawal Chotai, FCA, Mumbai
  2. Mr. Naresh Panjanani, Sr. Professional & IFA
  3. Mr. NS Kishor Kumar, Retired Sr. Banker

1:46pm to 2:30pm: Lunch

2:31pm to 2:45pm: Soft skill session by Mr. Sanjay Tawde (Sr. Corporate Trainer & CFP)

2:45pm to 3:10pm: Mr. Rajendra Kalur, Founder, CEO, TrustPlutus Wealth Managers P. Ltd., Mumbai

3:11 to 4:00pm: Panel Discussion: “Challenges & Opportunities in promoting Goal based Financial Planning with Mutual Fund”-  5 Sr. AMC Sales Professionals- Moderated by Manish Pandey”

4:00 to 4:15: Tea Break

4:16 to 5:45pm: Presentation by Independent CFP Practitioner: Challenges & Opportunities in 2015

  1. Mr. Shyam Jain, AGM- Training, State Bank of India, Aurangabad
  2. Mr. Anil Mutalik, Sr. IFA, Dombivali
  3. Mr. Sai Krishna, Financial Planner, Hyderabad


 4.  Jagdish Chaudhari, An International Speaker, from Australia, CFP in India & Australia “ Global Financial Planning Practice”

 5.  Nitin Savant, IFA & CFP Aspirant, Sangli, “How to set up successful FEE based Financial planning Practice”

 6.  Vivekh Pathak, Sr. Professional & IFA  “Push Goals…Pull Products”

 5:46pm to 6:00pm: Summary & Way forward by Keyur Shah 


  1. Car & 2 wheelers Parking facility will be available
  2. Registrations Desk will be at Ground floor- Pls register before proceeding to 7th Floor.
  3. Pls reach in time by 9am and for address query…pls dial No. 022 3980 4263