December, 2016
10:00 AM - 10:30 AM
Registration and Welcome Tea & Coffe
10:30 AM – 10:45 AM
Welcome Address By:
Mr. Vyas Rai Nagpal, Country Head - Marketing and Business Development, AAFM India Lighting of the Lamp.
10:50 AM – 11:10 AM
Inaugural Session
Opening Remarks By the Guest of Honour: Mr. Sandip Ghose, Director NISM Key Note Address By: Mr. Dileep Choksi, Founder & Mentor C C Choksi Advisors
Opening Remarks By the Guest of Honour: Mr. Sandip Ghose, Director NISM Key Note Address By: Mr. Dileep Choksi, Founder & Mentor C C Choksi Advisors
Presentation
11:15 PM – 11:30 PM
Estate Planning Services for Retail Consumers - NexGen Estate Planners P. Ltd.
Presented by: Mr. Dileep Choksi, Founder & Mentor C C Choksi Advisors & Mr. Deepak Jain, Director, NexGen Estate Planning Solutions Pvt. Ltd.
Presented by: Mr. Dileep Choksi, Founder & Mentor C C Choksi Advisors & Mr. Deepak Jain, Director, NexGen Estate Planning Solutions Pvt. Ltd.
Pannel Discussion -- Minutes: 45
11:35 AM – 12:20 PM
BANKING & WEALTH MANAGEMENT
Wealth Management in India - How can we take it to the Next Level?
Wealth Management in India - How can we take it to the Next Level?
Nimish Shah, Head
Wealth Management Investments, Research & Products, State Bank of India Kanwar Vivek, Senior President
Head Wealth Management & Global Indian Banking at YES BANK LTD Mr. Apurva Sahijwani, SVP & HeadInvestments Counselors & Structured Products, Axis Bank Ashish Kehair, Head, IDFC BankWealth Management, Private Banking & Third Party Products
Wealth Management Investments, Research & Products, State Bank of India Kanwar Vivek, Senior President
Head Wealth Management & Global Indian Banking at YES BANK LTD Mr. Apurva Sahijwani, SVP & HeadInvestments Counselors & Structured Products, Axis Bank Ashish Kehair, Head, IDFC BankWealth Management, Private Banking & Third Party Products
Pannel Discussion -- Minutes: 35
12:25 PM – 1:10 PM
MUTUAL FUND INDUSTRY
Riding the wave of opportunity and optimism
Riding the wave of opportunity and optimism
Mr. Akshay Gupta, Group Executive Head - Asset Management
Private Equity and Private Wealth, Indiabulls Himanshu Vyapak, Deputy CEO
Reliance Capital Asset Management Limited D.P. Singh, SBI Mutual FundExecutive Director & Chief Marketing Officer (Domestic Business) Rajesh PatwardhanChief Marketing Officer,LIC Mutual Fund
Private Equity and Private Wealth, Indiabulls Himanshu Vyapak, Deputy CEO
Reliance Capital Asset Management Limited D.P. Singh, SBI Mutual FundExecutive Director & Chief Marketing Officer (Domestic Business) Rajesh PatwardhanChief Marketing Officer,LIC Mutual Fund
01:10 PM. - 02:00 PM
Networking Lunch
Pannel Discussion -- Minutes: 45
2:20 PM – 3:05 PM
INVESTOR AWARENESS
Conducting Impactful IAP - Innovating ways for conducting Investor Awareness Programs
Conducting Impactful IAP - Innovating ways for conducting Investor Awareness Programs
Mr. KS Rao, Head, Birla Sunlife Mutual Fund
Investor Education and Distribution Development Manoj Sathe, VP
National Securities and Depository Limited Premal Pipalia, HeadDistribution Training & Investor Education (Reliance Mutual Fund @ EDGE Learning Academy) Bireshwar Chatterjee, Assistant Vice PresidentNational Stock Exchange of India
Investor Education and Distribution Development Manoj Sathe, VP
National Securities and Depository Limited Premal Pipalia, HeadDistribution Training & Investor Education (Reliance Mutual Fund @ EDGE Learning Academy) Bireshwar Chatterjee, Assistant Vice PresidentNational Stock Exchange of India
Pannel Discussion -- Minutes: 45
3:10 PM – 3:55 PM
INSURANCE INDUSTRY
Insurance as a Planning and Structuring Solution for HNW Clients
Insurance as a Planning and Structuring Solution for HNW Clients
Deepak Jain, Country Head
American Academy of Financial Management India
Saaju Anthony, Vice President
Regional Marketing Head (Retail)Iffco Tokio
Harshvardhan Roongta, Principal Financial Planner
Roongta Securities
Suresh Sadagopan, Founder
Ladder7 Financial Advisories
Prashant Gupta, VP & Head of Training and Wealth Partnership
Bharti AXA Life Insurance Co.Ltd
American Academy of Financial Management India
Saaju Anthony, Vice President
Regional Marketing Head (Retail)Iffco Tokio
Harshvardhan Roongta, Principal Financial Planner
Roongta Securities
Suresh Sadagopan, Founder
Ladder7 Financial Advisories
Prashant Gupta, VP & Head of Training and Wealth Partnership
Bharti AXA Life Insurance Co.Ltd
Pannel Discussion -- Minutes: 45
4:00 PM – 4:45 PM
REAL ESTATE INDUSTRY
RESIDENTIAL - Sinking in the quicksand or finding safe ground?
RESIDENTIAL - Sinking in the quicksand or finding safe ground?
Mr. Ramesh Nair
COO, Internatonal Director, Jones Lang LaSalle (JLL) Mr. Gautam Saraf
Managing Director, Cushman & Wakefield Mr. Gulam ZiaExecutive Director, Knight Frank India Mr. Ambar MaheshwariCEO - Private Equity Funds, Indiabulls Mr. Vikram GoelCEO, HDFC Reality Mr. Maneesh YadavCEO, Aditya Birla Real Estate Fund
COO, Internatonal Director, Jones Lang LaSalle (JLL) Mr. Gautam Saraf
Managing Director, Cushman & Wakefield Mr. Gulam ZiaExecutive Director, Knight Frank India Mr. Ambar MaheshwariCEO - Private Equity Funds, Indiabulls Mr. Vikram GoelCEO, HDFC Reality Mr. Maneesh YadavCEO, Aditya Birla Real Estate Fund
Close of Session -- Minutes: 10
4:50 - 5:00 PM
Close of Session
Closing Remarks
Mr. Deepak Jain, Country Head – Knowledge Management & Operations, AAFM India
5:00 PM Onwards
NETWORKING TEA
