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Note: Speakers, topics and time slots could change without prior notice.
Aashish is Managing Director and CEO at Motilal Oswal Mutual Fund.
He brings with him rich and varied experience - with more than 13 years in sales and distribution, channel management, product development and institutional sales from ICICI Prudential AMC and a brief stint in project management with Bharti AXA Investment Managers.
His last assignment was with ICICI Prudential AMC, as Senior VP & Head - Retail Business where he was responsible for sales, distribution and product development of mutual fund, PMS and Real Estate offerings through retail distribution, banking and private wealth management channels across India and UAE.
Aashish holds a Bachelor of Engineering in Polymer Science and a Masters in Management Studies in Finance from NMIMS, Mumbai.
Nilesh Shah is the Managing Director (MD) of Kotak Mahindra Asset Management Co Ltd. He has over 25 years of experience in capital markets and market related investments, having managed funds across equity, fixed income securities and real estate for local and global investors. In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management, Franklin Templeton and ICICI securities. Nilesh is the recipient of the inaugural Business Standard Fund Manager of the year award - Debt in 2004. He was part of the team that received the best fund house of the year award at Franklin Templeton as well as at ICICI Prudential. Nilesh is a gold medalist chartered accountant and a merit ranking cost accountant. His hobbies include reading and educating investors on financial planning. He has co-authored book on Financial Planning called "A Direct Take".
R. Venkataraman, Managing Director and Co-founder of IIFL, is a B.Tech in Electronics and Electrical Communications Engineering from Indian Institute of Technology, Kharagpur and holds a Post Graduate Diploma in Management from Indian Institute of Management, Bangalore. He has over 20 years in the financial services sector. Prior to joining the India Infoline Board in July 1999, he held senior managerial positions in ICICI Limited, ICICI Securities Limited, BZW and Taib Capital Corporation Limited. He also worked in a senior position with G E Capital Services India Ltd in their private equity division.
Anand is the Founder of IndiaQuotient, a super angel fund which believes that ‘Entrepreneur is the King’. He is currently looking at companies (Fabbag, iimjobs, grabhouse, 91mobiles, Redquanta, Dogspot) that leverage smartphones to address consumer needs. He has led investments in technology, internet, education and retail ventures through seedfund. He is also the Co-founder of Brainvisa, a leading e-learning company of India. He is also an angel investor in Inkfruit, Faasos and Mydentist.
Over 30 years of experience including 17 years in consulting - business strategy, operating model, process re-engineering and technology strategy. Till recently was a Partner in KPMG's Management Consulting Group. Prior to that - Partner in PwC Consulting (later acquired by IBM Business Consulting Services).
Some key projects:
Started his career in the US as a CPU designer and Semiconductor engineer at Digital Equipment Corp & worked for Digital in India in various roles.
Visiting faculty and Member of Academic Council at SP Jain Institute, Member of Finance Ministry Panel on future capital requirements for PSU banks, Member CII Committee on Insurance.
Attended MoT Program at Sloan School, MIT MS in Semiconductor Engineering and MS in Solid State Physics, Rensselaer Polytechnic Institute, NY.
Currently he writes poetry and plays tennis.
Monika Halan is Editor Mint Money, and part of the leadership team at Mint.
A Certified Financial Planner, she has a Masters in Economics from the Delhi School of Economics. Another in Journalism Studies from College of Cardiff, University of Wales, UK. She has worked earlier in Business Today, The Economic Times, The Indian Express, edited Outlook Money, worked with the Government of India as an advisor to the Swarup Committee in 2009 and is the Yale World Fellow from India for 2011. She is also a member of the Sebi Mutual Fund Committee. She has run three successful TV series around personal finance advice and Let’s Talk Money on NDTV 24/7 and Profit has been the longest running and most successful.
She is based in New Delhi.
Prashant Jain is Executive Director & Chief Investment Officer at HDFC Mutual Fund.
Prashant has nearly 20 years of investment management experience.
He has a Master’s degree in Business Management from Indian Institute of Management, Bangalore. Before this, he has obtained a Bachelor degree in Mechanical Engineering from Indian Institute of Technology, Kanpur.
Prashant has worked with SBI Mutual Fund (1991-1993), Zurich India Mutual Fund (1993-2003) in different capacities. He moved to HDFC Mutual Fund, subsequent to the takeover of Zurich India Mutual Fund by HDFC in 2003.
C. Jayaram is the Joint Managing Director at Kotak Mahindra Bank Ltd. He has been with the Kotak Mahindra group since 1990. He was appointed as Executive Director of Kotak Mahindra Finance Limited (now Kotak Mahindra Bank Limited) on 1st October 1999.
Jayaram heads the wealth management business and international operations for Kotak Mahindra group. He also oversees the alternative investments business which includes private equity funds and real estate funds, as well as the institutional equities business.
With over 25 years’ experience in many areas of finance and business, Jayaram has been instrumental in building numerous businesses for the Kotak Mahindra Group, and has headed Kotak Securities Ltd. as CEO in the past. He also played a crucial role in the setting up the car finance business.
Prior to joining Kotak, Jayaram had worked with ICICI, and the consultancy division of A.F. Ferguson. Jayaram is an alumnus of Indian Institute of Management, Calcutta (IIMC).
Soumya is the Managing Director & CEO at Waterfield Advisors.
Soumya Rajan co-founded Waterfield Advisors in 2011. The firm is an India-centric, boutique advisory firm that works closely with families and corporates in two related areas of a multi-family office and corporate advisory services for family-owned businesses.
Soumya started her career with ANZ Grindlays Bank (later Standard Chartered Bank) and spent 17 years with the bank. Her last assignment was as Managing Director and Head Private Bank, India at Standard Chartered. Awarded Outstanding Young Private Banker 2010 in October 2010 by Private Banker International for excellence in performance, leadership and innovation; her banking experience ranges from consumer banking, risk management and SME banking to private banking.
Soumya is also on the Board of Trustees of Reach to Teach, a UK based charity that works with under-privileged children between the ages of 3-14 years in rural and disadvantaged areas in India to improve school attendance and teacher training capabilities.
Soumya won the Radhakrishnan Scholarship to study at Oxford University where she completed a degree in Mathematics from Balliol College. Prior to Oxford, Soumya completed her Bachelor’s degree in Mathematics from St. Stephens College, Delhi.
Sriram Iyer is the Chief Executive Officer at Religare Private Wealth.
Sriram has over 18 years of experience in the financial services industry spread across NBFCs and banks. In his immediate prior assignment, he was the Regional Consumer Banking Head for ABN AMRO Bank (now RBS) for South and East India. He has managed large teams across various functions and carries an in-depth understanding of the financial services industry across wealth management, loans and banking products.
He joined RPW in April 2010 and is charged with leading all business functions at RPW – relationship management, strategic alliances, marketing and corporate strategy. In this role, he provides strategic direction to the firm to leverage its product manufacturing and distribution capabilities.
Sriram completed his MBA with an emphasis in finance prior to which he qualified as a Structural Engineer.
Sriram is deeply interested in the financial inclusion and has sat on the Board of micro-finance companies advising them on business strategy.
Current assignment – General Manager-Wealth Management, South Asia for Standard Chartered Bank with overall responsibility of advising clients across a full range of savings, investment, trading and protection products.
Summary of past experience – Kapoor has been an active contributor to the development of the wealth management industry in India. He has been associated with the Financial Planning and Standards Board of India and has served as a Director on the Board. He has also been a member of several industry working groups constituted by regulators and industry associations. He is frequently invited to contribute to investor education initiatives through press articles and electronic media interviews, as well as participation in industry forums to help the development of the Wealth Management industry in India.
Academic/profession qualifications – Kapoor is a post-graduate from the Indian Institute of Management, Ahmedabad. He has a bachelor’s degree in Commerce from St Xavier’s College, Kolkata.
He is the Vice Chairman & Managing Director of Bajaj Capital.
He was also the Founding Chairman of Financial Planning Standards Board, India and has been one of the key people involved with bringing the globally recognized Certified Financial Planner professional designation to India.
Rajiv has over 20 years of strategic management experience in the fields of Investment Banking, Investment Advisory, Insurance Brokerage and Financial Planning. He had spent his initial years in setting up of the investment banking business for Bajaj Capital. He also played an important role in expanding the distribution reach of Bajaj Capital from 20 offices in 1990 to around 200 now.
In the last few years, Rajiv has spent a lot of time in upgrading the operating system and processes of the company. Under his leadership, the company has won various category awards and recognition nationally like Great Places to Work (2008, 2009, 2010 and 2011) and ‘Best Financial Advisor – Retail’ Award for 2009, 2011, 2012 and 2013 by CNBC TV18.
Rajiv is a member of Entrepreneurs Organization (Delhi chapter). An active speaker and writer on Investment Strategy and Financial Planning in leading print and electronic media, Mr. Bajaj is extremely passionate about spreading financial literacy among the masses. His interests include golf, yoga, fitness training and Meditation.
Rajiv has done his MBA (International Wealth Management) from University of Geneva, Switzerland and an Executive MBA (International Wealth Management) from Carnegie Mellon University, Pittsburgh, USA. He holds an 'International Certificate for Financial Advisors' from the Chartered Insurance Institute (CII), London, UK. He is also amongst the first batch of 25 Certified Financial Planner (CFP) designation holders in India.
Co-founder and promoter of N J Group of companies since 1994. Currently working in the capacity of Jt. Managing Director in the holding company.
He is a member of SEBI’s mutual fund advisory committee, CDSL Business advisory committee and BSE mutual fund advisory committee. He is actively involved in the premier distributors trade body, The Financial Intermediaries Association of India (FIAI).
He has been the recipient of the “Outstanding Young Business Man of the year Award” for the year 2008 by Junior Chamber at the Zonal level.
He is a graduate in business management from Sardar Patel University in the year 1992, a Certified Financial Planner from the Financial Planning Standard Board (FPSB India) affiliated with FPSB USA and also an Associate of Insurance Institute of India.
Hrishikesh Parandekar is the CEO for the NBFC and Private Wealth businesses of Ambit and a member of the Ambit Group Executive Committee. Within the NBFC, the focus is to provide structured lending solutions to entrepreneurs and their operating companies, including greater participation in real estate lending. Within Private Wealth, the focus is to build and deliver a world class investment solutions platform for family offices and HNIs in India and overseas.
Hrishikesh previously was the Group Head and CEO for Karvy’s broking, wealth management and asset management businesses. Prior to joining Karvy, Hrishikesh worked for Morgan Stanley as the Managing Director and Head of the Latin American Private Wealth and the International Retail businesses and was a member of the exclusive Global Private Wealth Management Executive and Operating Committees. Before joining Morgan Stanley, Hrishikesh was a senior consultant with McKinsey. He started with McKinsey in India, joining the Mumbai office as one of its earliest consultants. At McKinsey he was instrumental in building a strong practice in serving financial institutions in India.
He earned his MBA in 1994 from the Indian Institute of Management in Ahmedabad, where he was awarded the President’s Gold Medal for graduating ranked number one in his class. He has a Bachelor's degree in Economics and Accounting from the University of Bombay.
Sudhakar Ramasubramanian is the Managing Director of Aditya Birla Money Ltd. (ABML), from February 1, 2011. He joined Aditya Birla Financial Services Group (ABFSG) in March 2009 from the Aditya Birla Group (ABG). Initially he was appointed Executive Director of Aditya Birla Money Ltd. (ABML) to manage its overall operations and drive the post-merger integration of ABML into the ABFSG fold. Under his leadership, ABML grew significantly on all business parameters, and today, ABML is an integral and important member of the ABFSG family. Subsequently in January 2010 he moved to Aditya Birla Finance Ltd. (ABFL) as the CEO and scaled it to greater heights. Through this period he continued to remain as a Director on the Board of ABM.
Sudhakar has a work experience of more than 20 years in several corporate and line roles in large organizations. At ABG, he started his career in the Equity Brokerage arm and has been with the group for over 14 years in various businesses. Prior to ABFSG, he was President & Head- Corporate Strategy & Business Development at ABG. In this role, he worked with the group businesses in developing their business strategy and executing strategic initiatives identified, including new and international business development, alliances and M & As. He has also played an important role in developing new businesses like Life Insurance and BPO for the group.
He holds a Management Degree from the Indian Institute of Management, Ahmedabad and is also a cost accountant.
Dhaval is Executive Director at Bharat Infrastructure & Engineering. He received a Degree in Civil Engineering from Sardar Patel College of Engineering. He has completed M.Sc in construction management from United States in June 2002.
Dhaval’s core domain knowledge is in bidding projects. In United States he worked on project bidding for various clients. In May 2003 he got opportunity to work with Collette Contracting Inc as an Assistant Construction Manager/Estimator.
From 2004 onwards he is Executive Director, Bharat Infrastructure & Engineering Ltd.His strong analytical ability, superior research, management skills, creative abilities and administrating skills gives him an edge over his contemporaries. His responsibility includes organization of overall management.
Sundeep Sikka is the President and CEO of Reliance Capital Asset Management (RCAM), and the Chairman of the Association of Mutual Funds in India (AMFI). He joined Reliance Capital Asset Management (RCAM) in 2003 and has handled various positions through which he has been instrumental in building the domestic and international operations of the company.
Key positions/memberships:
Key directorships:
Prathit heads Wealth Management at ICICI Bank. He has banking experience of more than 20 years.
Radhika heads Business Development at Forefront Capital Management. Prior to co-founding Forefront Capital Management, Radhika was a portfolio manager at AQR Capital Management, a twenty billion dollar asset management firm in Greenwich (Connecticut), USA. As a member of the Global Asset Allocation team, Radhika built quantitative models to trade equities, currencies, and fixed income. She managed multi-billion dollar accounts for AQR's high net worth individual and institutional clients, including pension funds, endowments, and governments. Prior to joining AQR, Radhika was with McKinsey & Company as a strategy consultant to Fortune 500 clients. Radhika graduated summa cum laude from the Management and Technology program at the University of Pennsylvania with a B.S. in Economics (Finance, Management) from the Wharton School and a B.S.E. in Computer Engineering from the School of Engineering. She was a Joseph Wharton Scholar, and recipient of the Alice Paul Award & Faculty Appreciation Award for outstanding achievement.
Shahzad is the Head of Portfolio Management Services (PMS) & Alternate Assets at Reliance Capital AMC.
He has more than 25 years of industry experience across banking, investment management & the financial services sector. He has held varied responsibilities, which include heading equity research, managing equity portfolios, heading the equities business, managing alternative assets and leading the PMS business.
He is one of the few investment professionals who have experience across both the listed and unlisted equity space. This gives him a unique perspective of any investment.
He has been involved with the real estate industry since 2005-06 and has been the guiding force behind the launch of the first ever Real Estate offering via the PMS route in India.
He has been actively involved in the conceptualization, fund raising activities and fund management of real estate offerings.
He has had the opportunity to do a wide variety of real estate deals across debt, mezzanine and equity space involving varied developers and geographies.
Nimesh joined ICICI Prudential AMC as its Managing Director & CEO in July 2007.
Nimesh has completed his Chartered Accountancy. Prior to joining with us, Nimesh was Senior General Manager at ICICI Bank and has over 2 decades experience in the banking and financial services industry. At ICICI Group, he has handled many responsibilities including project finance, corporate banking and international banking.
Nimesh has been associated with one of the first batches of senior managers selected to lead the foray of ICICI Bank into the international arena. He also led ICICI Bank’s foray into the Middle-Eastern region and Africa and helped establish the brand presence of ICICI in these geographies.
ICICI Prudential Asset Management Company has made a remarkable turnaround in fortunes under the leadership of Nimesh Shah. Today most of the schemes of ICICI Prudential are top performing funds across categories based on risk adjusted performance. The story of ICICI Prudential is often spoken as a rare case of an AMC completely undergoing a transformation post the global financial meltdown and for good.
His focus has been always on being investor centric, maintaining high levels of transparency and disclosures besides sticking to basics. This has helped the company to establish itself as a credible brand and gain leadership in the industry.
Faisal is the Founder and CEO of MouthShut.com
MouthShut.com is India’s largest consumer review platform with reviews on a million products. It gives users the opportunity to exchange opinions, thoughts, and create buzz about brands and products.
Faisal Farooqui is a highly recognized IT entrepreneur who is among the trailblazers of his generation. He was among the lead petitioners who challenged the various sections of the IT Act, which finally resulted in a victory for the entire nation, when the Supreme Court declared 66A as illegal and diluted many other sections. As a result no more arrests for speaking your mind. No more content takedown without a court order.
Faisal has addressed and presented at more than 300 national and international conferences and seminars. His work on Internet Technology, Branding, Entrepreneurship, youth empowerment, social media and e-commerce has appeared or been profiled in almost all major newspaper and magazines and TV channels in India as well as Wall Street Journal, CNN, BBC and Financial Times. He is also internationally recognized for his thoughts on integrating consumer-generated content with mobile and social media. He is part of the Internet Task Force of NASSCOM and was an advisor to TIE for India’s new Copyright Act. The British High Commission has included Faisal among the list of top 50 young leaders who’ve demonstrated potential to change the country.
Faisal has a degree in Information Systems and Finance from State University of New York.
He is a self-confessed tech geek, enjoys growing vegetables and loves horse-riding.
Awards and Recognition:
Umang is the Chief Investment Officer at IIFL Private Wealth.
Though he has more than sixteen years of industry experience across multiple assetclasses, his core strengths lie in equity research, fund selection and assetallocation.
He is part of the Executive Committee and provides strategic guidance onasset allocation with a focus on continuous product innovation. He is also responsible for deal sourcing, client interaction, third party product manufacturer relationship management and continuous support to the salesteam. He is also on the Investment committee of various AlternativeInvestment Funds.
Umang is an Electronics Engineer and holds a master’s degree in Management from Jamnalal Bajaj Institute, Mumbai.
Harshendu Bindal is the President of Franklin Templeton Asset Management (India). In this capacity, he is responsible for building Franklin Templeton's retail and institutional business in India.
He was Senior Director - CEEMEA for Franklin Templeton Investments and handled retail and institutional activities in the Central & Eastern Europe, Middle East and Africa (CEEMEA) region. He had joined Franklin Templeton as Regional Sales Manager in Mumbai, India in 1997 from Birla Global Finance Ltd. In 2000, he relocated to Abu Dhabi, U.A.E. as General Manager - Middle East, with the responsibility for establishing the firm's presence in the Gulf & Eastern Mediterranean regions. He then took over an additional responsibility as the head of NRI - Product Development and for the Central & Eastern European region in 2003. In November 2004, Harshendu successfully obtained a license under the Dubai International Financial Centre (DIFC) and then successfully built Franklin Templeton's retail business in various countries across the region. He was given the responsibility for the Africa region in 2006.
He is a Chartered Financial Analyst (CFA) and holds an engineering degree, as well as a master's degree in financial management (M.F.M.) from the University of Mumbai.
He loves to travel and is an avid reader. While he represented his college in volley-ball, his current sporting interests are golf and the occasional game of cricket.
Jayant Vaidya comes from a reputed family of architects. Theircompany 'D. R. Vaidya & Co.' is more than 75 years old.
In his distinguished career, he has executed projects across all categories - residential, commercial, industrial, hospitals, educational (schools and colleges), institutional buildings, large housing lay-outs, mini townships, theaters and malls.
He was appointed on panel of architects of Dena Bank, Bank of India, Canara Bank and executed interior works for these banks.
Prominent works in recent years as an Architect
Murali has 23+ years of experience in the banking and financial services space - 12 years in industry, 11+years in consulting across multiple geographies.
His experience spans across bank and payments transformations, new entity setup and operationalization, market entry, cost reduction, ROA and ROE programs, customer programs and credit and collection revamp for banks and non-banking financial companies.
Murali has also worked with IBM, Polaris Software, HDFC Bank and Citibank.
Satheesh Krishnamurthy heads the Affluent Business (Wealth & Private Banking) for Axis Bank. He was recently featured in Business Today as India's hottest executives in the corporate sector.
Prior to joining Axis Bank, Satheesh worked with Citibank across multiple geographies for over 13 years. In his recent most role with Citibank, he headed Citigold - Citibank's flagship brand in the affluent space. He was instrumental in launching Citigold Private Client (CPC), a bespoke offering for high net worth clients with over USD 1 million relationship size with the bank.
Satheesh worked across various business functions starting with the Suvidha business (Corporate Salary accounts), Business banking, Cards, Sales & Distribution, and the affluent business across geographies. He also did a stint in New York as part of Citibank's prestigious global high potential talent development program. On his return to India, he was the Sales Director for the Cards business, and was part of the team which developed a new Universal Banker (responsible for all product sales) distribution architecture.
Satheesh graduated from IIT Kharagpur and holds an MBA degree from FMS, Delhi.
Prateek Pant is Executive Director, Products and Services, Private Banking at RBS NV India. RBS Private Banking is part of the RBS Wealth Division.
He is also a member of the RBS India Private Bank’s Executive Committee.
Based in Mumbai, Prateek oversees the delivery of Products & Services for RBS Private Bank in India which includes banking, investments, credit solutions and referral offering like wealth planning and real estate services through a team of 18 staff members located in 4 offices across the country.
Prateek joined RBS Private Banking in November 2010 with over 18 years of experience in Banking & Financial Services in India and the Middle East. He joined RBS Private Banking from Franklin Templeton Investments where his last assignment, as Head of Retail Advisory, was to oversee the distribution strategy for Franklin Templeton in India. In this role, he worked extensively with Private Banks and other wealth management firms. Prior to FT, he had worked with Bank of America, ABNAmro Bank, HSBC & Commercial Bank of Qatar in the domains of branch banking, credit cards and wealth management.
Born in India, Prateek has an MMS degree from the Jamnalal Bajaj Institute of Management Studies having specialized in Finance, prior to which, he had obtained his Bachelor’s degree in Engineering, with a specialization in Chemical Engineering, from the University of Mumbai.
Sridhar is an Innovation Coach, who helps his clients benefit from the power of ideas. He helps clients choose the right challenges, generate alternative ideas, select ideas smartly, develop them into powerful solutions, and coaches them through to implementation.
His mission: helping people who want to think differently and do things better. His clients value his work because he clears the cobwebs in their minds and ignites their imagination. His clients include blue chip organisations across all sectors in India.
One of Sridhar’s most recent acheivment is to create an iPhone/iPad app called TickleMeThink™ that helps people to think differently (www.ticklemethink.com)
Sridhar anchored a 13 episode show on CNBC called “The Power of an Idea” featuring several well- known people from industry. His articles in publications like Hindu Business Line, rediff.com, etc. have been very well received. He is also a sought after speaker on the subject of Corporate Innovation.
Sridhar had a distinguished career in Ogilvy & Mather for 25 long years. He started India’s first Direct Marketing agency. Subsequently he also set up Ogilvy Consulting. He was a Director of Ogilvy & Mather India, when decided to set up his own innovation practice in 2000.
His consulting firm IDEAS-RS was born in 2000. Sridhar completed a six-month distance learning programme from the Open University Business School, UK on Creativity, Innovation & Change. He is an accredited CEO Coach from the Coaching Foundation of India.
Arif has 25 years of experience in acting, writing & producing in many well acclaimed films, television shows & theatrical productions. He has acted in films likeDarmiyaan, 1947 Earth, Benares, My Name Is Khan, Haunted, Jannat 2, among many others. He has also founded two production houses- Telecine Productions & M/S. Hindustan Media Communication.
