Speakers 2017

 

Mr. Ajay Thakur

Head, BSE SME

A professional with more than 2 decades of experience in Capital Market spanning India’s biggest Custodian to India’s biggest and largest Stock Exchange. Mr. Ajay Thakur started the career way back in 1994 with Stock Holding Corporation Ltd as Senior Executive - Market operation. After working for one year joined Vadodara Stock Exchange as Senior Management Executive looking after various departments viz Market Operations, Bad Delivery Cell and Auction.

Mr. Manish Hingar

Founder and Chief Belief Officer, Financial Hospital

Mr. Manish P. Hingar, founder member of the company. Chartered Accountant by profession carrying more then 10 years of experience in Financial Planning, Tax Planning, Mutual Funds and other investment instruments. His vast experience and vision has enabled the company to establish itself as a respected financial services provider in the country.

Shri. Chandrakant Salunkhe

Founder & President, SME Chamber of India

Mr. Chandrakant Salunkhe is a first generation entrepreneur, founded Macro Group of Companies International Cooperation and Collaborations, Joint Ventures, Government, Financial Institutions. Mr. Salunkhe is a commerce graduate with post graduation in Business Management and International Trade.

 

 

Mr. Sushil Pradhan

COO – Information Services, Mitkat Advisory

Sushil Pradhan has led several risk assessment assignments from the micro and macro perspective; and benchmarked them against industry and global best-practices standards. Sushil has extensive expertise in risk assessment and evolving risk management strategies in difficult geographies specific to India, Asia Pacific, Africa and distressed regions of GCC countries.

Mr. Sumeet Bagadia.

Associate Director, Choice Broking

Mr. Sumeet Bagadia is MBA in Finance by Profession and has a experience of decade in Broking Industry. Mr. Bagadia is sought by print and wire services on a regular basis for his views and comments on Equities, Commodities as well as Currencies market. He started his career with one of the leading broking firms in India, Sharekhan.

Mr. Sadique Neelgund

Founder & CEO, Network FP

Sadique Neelgund, is the Founder & CEO of Network FP, a Pan-India professional membership organisation for personal finance professionals like CFPs, RIAs, IFAs, MFDs etc. Network FP conducts professional development programs & conferences for financial advisors. Under its Financial Wellbeing Campaign. Network FP Members organize and conduct Investor Awareness Programs across India. Prior to launching Network FP in 2011, he was designated as the Head of Sykes & Ray Financial Planners.

 

Mr. Shubham Agarwal

Head - Quantitative Research Motilal Oswal Securities

Mr. Shubham Agarwal, CMT, CFA, CQF is ‘Head - Quantitative Research’ at Motilal Oswal Securities Ltd. A Chartered Market Technician (MTA, USA), Chartered Financial Analyst (CFA Institute, USA), Certified in Quantitative Finance (CQF, London), Investment Banking Analyst (IMS) & B.Com by qualification.


Mr Kamal Kumar Kothari

MD - Guiness Group

Mr Kamal Kumar Kothari is the founder and Group MD of Guiness Group. He has founded the Group in the year 2000 with a vision of rising up to an esteemed position in India’s leading financial services provider and to be the “The Best in its Class”.Mr. Kothari holds a Bachelor degree in commerce from Calcutta University and carries with him an experience of more than 2 decades in the financial markets.

Mr. Nikunj Mittal

Managing Director - NNM Group

He has a widespread and in-depth experience in the field of equity, derivatives and commodities advisory with proven credentials in the field of broking. He heads the NNM Group and spent over 20 years having an established good reputation in the field of equity and commodity broking.

 

Mr. Bipin Kumar Mishra

Sr. financial Planner – Financial Hospital

Bipin Kumar Mishra (CFP) is a Sr. financial Planner at Financial Hospital having 4+ years of rich experience in serving sound knowledge and advice to the clients & also holds a great command about financial investments & Portfolio management. His ability to understand the need of clients backed with financial knowledge is making him one of the greatest Financial Planner in the organization as well as the market.

Ms. Chhaya Devda

Senior Tax Consultant – Financial Hospital

Chhaya Devda is a Chartered Accountant by profession associated with Financial Hospital. Her expertise is in providing advice & consultancy in Direct & Indirect Taxation. She keeps the focus in achieving her best through determination and hard work. Ethics and honesty gives her the motivation to follow the prestigious profession.

Mr. Chintan Vora

AVP - Product Engineering 5nance.com

Chintan is the Product and Business Architect and he has witnessed the journey of 5nance from the seed stage. His expertise revolves around evaluating, analyzing and reviewing ideas and opportunities to develop new products and business models. Chintan is an Alumni of IIM – Calcutta and a CERTIFIED FINANCIAL PLANNERCM.

 

Mr. Hitesh Purohit

Sr. Tax Consultant - Financial Hospital

Hitesh Purohit a Chartered Accountant by profession is a Sr. Tax consultant at Financial Hospital carrying 4+ years of rich experience in Direct and Indirect Taxation. He holds a great command and in depth knowledge of Indian Taxation laws and other related aspects.


Mr Vitesh Waikar

Senior Tax Consultant – Financial Hospital

Chartered Accountant by profession Vitesh Waikar is associated with Financial Hospital as a Partner carrying 8+ years of rich experience. He has wide experience in the field of Direct Taxation, Appeals & Assessment, and Business Advisory & Regulatory Matters. He is known for his radical and at the same time philosophical views.

Ms. Shama Mahuwala

Senior Financial Planner – Financial Hospital

An MBA in Finance, Shama Mahuwala carries 6+ years of rich experience in Personal Wealth Advisory and Technical Research analysis. A Cluster Manager at Financial Hospital, she handles a team of Financial Advisors in the Company. Personal Wealth Management of HNI and ultra HNI clients is her forte.


 

Ms. Shraddha Panchamia

Senior Tax Consultant – Financial Hospital

Shraddha Panchamia (Company Secretary) is a Sr. Legal & Compliance Consultant at Financial Hospital carrying 4+ years of experience. Her core ability is to understand the business environment coupled with her sound knowledge in Business Advisory background. She holds in depth knowledge on corporate laws and other related legal aspects.

Ms. Tejal Gandhi

CEO and Founder - Money Matters India

With 25+ years of deep experience in Financial Services, Tejal has become the reliable financial expert for her clients. She started her own firm, called Money Matters from 2002 specialising in Personal Financial Advisory Business. Prior to this, Tejal worked with Standard Chartered Bank for 14 years in India and overseas. Tejal is the only Woman Licensee in India to practice Financial Life Planning under Money Quotient, USA. She was also featured in the CEO Magazine as the 25 Most Influential Women on Woman’s Day in 2017.

Ms. Michael Fernandes

Founder and Managing Director - The Eureka Effect

C. Michael Fernandes is the Founder of “The Eureka Effect” whose tagline is “Enlighten – Plan – Focus – Accomplish”. With multiple asset classes having varied and numerous products under each class to suit individual thinking, requirements and risk tolerance levels, having a wider knowledge and deeper understanding is crucial prior to embarking on an investment journey. Michael is a Commerce Graduate, with Degree in Law, a qualified Company Secretary and Master in Labor Studies. Prior to venturing into financial advisory services.

 

Mr. Ram Rastogi

Head IMPS - National Payments Corporation of India (NPCI)

Mr. Ram Rastogi joined NPCI as Head- IMPS on Management Team section in August 2011. He is driving next generation, 24*7, real-time, innovative interoperable payment service - Immediate Payment Service (IMPS). More than 3 decade's hand- on experience in the areas of banking and emerging banking technologies in State Bank of India.He was also closely associated with State Bank's strategies in the areas of design and implementation of Payment systems - ATM Deployment, Debit cards, Prepaid cards, Merchant Acquiring Business and Mobile Banking service"State Bank Freedom".

Mr. Rahul Chiddarwar

Senior Vice President & Head - Merchant Services

As a name to reckon with in the e-Payments space in India, Rahul has over 17 years of total work experience with close to 9 years being in the burgeoning e-Payments space. Among his earlier stints include big names like Unilever, HDFC Bank, ICICI Bank & American Express, handling various roles ranging from sales to product development. In this role, Rahul has been responsible for getting some of the biggest merchants in India on board the TimesofMoney platform. Rahul holds an MBA degree and has graduated with B.Sc. (Honours) in Chemistry.

Mr. Puneet Garkhel

Partner, Advisory - PwC

Puneet is working with the Forensic practice of Risk Advisory Services. He came to PwC India from Mahindra Special Services Group (MSSG), where he was heading the Business Development and Fraud Risk practice. Puneet brings over 16 years of professional experience in Consulting in the space of Fraud Risk Management, Information Security, Physical Security and Outsourcing, Business Development, Strategic Planning, Channel management and Relationship Management.

 

Mr. Saurabh Bajaj

Author & Investment Planner

Prof. Saurabh Bajaj is an MBA from NMIMS Mumbai, one of the top 10 management institutes in India. He holds the prestigious FRM (Financial Risk Manager) degree awarded by GARP, USA. Till date, there are less than 15,000 professionals in the world, who have been honoured with this degree. He has also been awarded CFGP (Chartered Financial Goal Planner) Certification by AAFM. After his MBA, he has worked with J P Morgan as Risk Analyst for more than two years. Bajaj also holds Advisory certifications awarded by AMFI. During his stint at Bombay Stock Exchange, he has handled Investment Management and Treasury operations of the BSE Corpus.

Ms. Arpee Shah

Senior Financial Planner – Financial Hospital

A CFP, PGDBM from NMIMS and Licentiate in Insurance with an experience of 15 + years in Financial Industry, Arpee Shah heads the Financial Planning division at Financial Hospital. Having taken major assignments in Business Development and Product roles at companies like Bajaj Allianz and Open World Money Planning, she is able to deal with intricacies of financial products.

Mr. Pankaj Dhotre

CEO & Co- Founder at Konfirmo (Coldfix Technologies Pvt. Ltd.)

Pankaj Dhotre is an Ex-Police officer who has served Mumbai Police in the cyber cell and crime branch . Pankaj joined police force to explore the challenging career option in 2012 and promoted to crime branch and reporting in to Cyber Crime. Pankaj has done various certifications like Certified Forensic Accounting Professional (CFAP) from India forensic, Certification in Terrorist Finance & Fake Currency from CDTC Jaipur.

 

Ms. Lakshmi Iyer

Chief Investment Officer(Debt) & Head Products

Ms. Lakshmi Iyer has been with the Asset Management Company since 1st November 1999. From 1999-2006 Lakshmi was performing the role of a fund manager where she was responsible for credit research as well as deal execution, managing fund performance across all debt funds and assisting sales in client interaction where required. From September 2006 till September 2008 she was heading Products where her primary responsibilities were product related initiatives, product pricing and coordinating with the funds management and sales team in the role of a portfolio specialist. From September 2008 till date she is heading the Fixed Income and Products team. In her earlier stint, from November 1997-October 1999 she was in Credence Analytics Pvt Ltd.

Mr. CA Vishnu Agarwal

Chairman of Western India Regional Council of ICAI.

CA VISHNU AGARWAL is a Fellow Chartered Accountant and one of the youngest Chairman of Western India Regional Council of ICAI. He is a Bachelor of Commerce and has done a Diploma in Information Systems Audit (DISA). Vishnu has more than 13 years of professional experience and currently is a partner at M/s VSS & Associates.He is a Regional Council Member (RCM) of the Western India Regional Council (WIRC) of The Institute of Chartered Accountants of India consecutively for the 3rd term. During his tenure he has served various committee of the WIRC of ICAI where he made several representations before government and other relevant authorities for benefit of fraternity and students.

Mr. Harish Bhinde

Management Consultant & Corporate Trainer

Harish has been a seasoned banker with exposure to the banking and software industry in India and abroad for about three and a half decades. He has worked with some leading public and private sector banks in India and also some reputed software companies in UK and India. In his last assignment he worked as the Consulting Head – Banking & Financial Services with Datamatics Global Services Ltd, a renowned global software provider. His vast business exposure spans over Retail Branch Banking, International Banking, Risk Management, Strategy Formulation, Policy Making, Business Planning, Business Process Re-engineering, Organizational Restructuring, Research & Training, Team Building, Mentoring, Sales & Marketing, Software Solution Development, Information Security Strategy - Policy - Audit, Cyber Security, etc.

 

Mr. Anmol Chaudhary

Co-founder & CEO of GST Edge

Anmol Chaudhary,the co-founder & CEO of GST Edge is a qualified Chartered Accountant and was formerly an indirect tax consultant with Ernst & Young. At GST Edge, Anmol and his team constantly strive to develop & excel at technology to redefine the limits and deliver bold,unique and game changing solutions for taxpayers to overcome the challenges in the GST domain. He has handled various assignments for some of the worlds largest technology companies and Investment banks which gives him abundant insight into the working of the financial world.The young CEO is also a director at various propitious startups

Mr. CA Nikhil Sharma

Taxation Head - Financial Hospital

Nikhil Sharma, by profession a Chartered Accountant joined the group in 2009. His ability to understand the business environment coupled with his sound financial and taxation advisory background has enabled him to give ethical and right advice to our investors on taxation matters. His vast audit experience provides a smooth and perfect internal control system in to the group. He takes care of running the audit, advisory and taxation business of group, wherein he is also responsible for managing the teams of tax experts across all the branches.

Mr. Pragnesh Shastri

Assistant Vice President at Future Generali India

Post Graduate in Business Administration. Offering over 14years of career chronicled by well-earned success in the Insurance Industry. Experienced in achieving revenue, profit, and business growth objectives by developing & enhancing channel network and existing client base. Currently working as assistant vice president with FGLIC.

 

Mr. Vineet Gadkari

General Development Manager - Max Life

A science graduate from Mumbai university with over 2 decades of wider industry experience spread across training and sales in Insurance, mutual funds and equity market. Passionate soft skill and product trainer. Zeal of business development. Currently, Channel Development Manager with Max Life

Mr. S Mahesh

Head Operations - Future Generalli

Mahesh brings around 20 years of experience across the financial services sector with over 14 years in the insurance industry. His current role involves New business, Underwriting, Customer service and retention and introduction of best-in-class IT processes for customers. Prior to joining Future Generali Life, he has worked with leading organisations like TATA AIA Life and HDFC Bank. A B.Sc Mathematics, Delhi University, MFM, JBIMS, Mumbai University, Fellow of Life Management Institute (FLMI), LOMA, US.

Mr. Nooresh Merani

Head Technical Research - AMSEC

A blogger for last 10-12 years with detailed, crisp and accurate views on Indian Stock Markets as well as global indices and commodities.Blogger/Educator/SEBI Registered Investmnent Adviser. Full Time - Trader/Investor/Trainer/Adviser

 



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