Topics/ speaker may change without prior notice.
| Time | Name | Topics |
|---|---|---|
| 9:00-9:05 | Prem's welcome note | |
| 9:05-9:25 | Carl Richards, Author, Behavior Gap and P.L.Natarajan Iyer, CEO, Happynessfactory | Emerging trends in wealth management in India |
| 9:30-9:45 | PV Subramanyam, Author, Subramoney | Practical tips to practice asset allocation |
| 9:50- 10:05 | Ravi Gopalakrishnan, CIO-Equity, Sundaram MF | Medium term outlook on equity markets |
| 10:10-10:25 | Prateek Pant, CBO, Whiteoak Capital Management | Creative destruction in India |
| 10:30-10:45 | D.P.Singh, CBO, SBI MF | 10 simple things to engage with clients |
| 10:50-11:05 | A.K.Narayan, Mentor, Author & Investor | Practical tips on succession planning for MFDs |
| 11:05-11:30 | BREAK | |
| 11:35- 11:55 | Hemant Talekar, Suda Bhanu Prasad. Moderated by Nishant Patnaik | Umeed bani Udaan |
| 12:00-12:15 | Vinay Paharia, CIO, Union MF | Are active funds still relevant in India? |
| 12:20-12:35 | Ajit Narasimhan, CMO, Sundaram MF | Finding your value proposition |
| 12:40-12:55 | Vinod Bhat, Portfolio manager & equity strategist, ABSL MF | Equity investing in an era of high valuation |
| 12:55-1:55 | LUNCH | |
| 1:55-2:25 | Sanjeevani MFD Awards ceremony | |
| 2:30-2:45 | Nilesh Shah, MD, Kotak MF | The future of distribution business |
| 2:50-3:05 | Navin Agarwal, MD & CEO, Motilal Oswal MF | Power of frameworks in investing |
| 3:10-3:30 | Niro Sivanathan, Associate Professor, Organisational Behavior, London Business School | Counterintuitive ways to persuasion |
| 3:35-3:50 | Shridatta Bhandwaldar, Head-Equities, Canara Robeco | An insightful perspective on equity markets |
| 3:50-4:15 | BREAK | |
| 4:15-4:30 | Vishal Dhawan, Founder & CEO, Plan Ahead Wealth Advisors | Innovation in client service |
| 4:35-4:50 | Prem Khatri, Founder & CEO, Cafemutual | How to deal with the post covid investor? |
Unable to attend the physical event? Register now and we will share the recorded videos with you post the event.
