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FPSB India Committees

The Mandate and Responsibilities of the Advisory Council and Various Committees along with some of the proposed members is specified below:

Board of Professional Review
Education and Training Committee
Examination and Certification Committee
Knowledge Management Development Committee
Marketing, Communications Financial Literacy Committee
Membership Development Committee
Regional Chapter Development Committee
 
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Board of Professional Review

a) Mandate/Responsibility: This Committee shall advise on:

  • Establishment, modification and maintenance of the Financial Planner Code of Ethics and Rules of Professional Responsibility and the Model Rules of Conduct of CFPCM Certificants.
  • Establishment of suitable mechanism to investigate, hear and thus adjudicate all complaints relating to ethical conduct of CFPCFPCM Certificants and matters related thereto.
  • Any other matter as it may be suitably deemed appropriate.
  • b) Chairman and Members of the Committee

    S.No. Name Designation Organization
    1 Mr. G.N. Bajpai Chairman Intuit Consulting Private Ltd.
    2 Ms. Monika Halan,
    CFP CM
    Editor - Mint
    Money
    HT Media Ltd.
    3 Mr. Sanjay N.
    Sachdev, CFP CM
    Chairman -
    Board of
    Directors
    FPSB Ltd.
    4 Mr. Pankaj Mathpal,
    CFP CM
    Managing Director Optima Money Managers Pvt. Ltd.
    5 Dr. L. Ravindran,
    CFP CM
    Managing Director Wealthmax Enterprises Management Pvt. Ltd.
     
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    Education and Training Committee

    a) Mandate/Responsibility: This Committee shall advise on:

  • Maintaining and setting the standard of the education rendered by Education Partners of FPSB India.
  • Updating the curriculum and the continuing education program.
  • Setting the criteria for registration of Education Partners and appointing them after due diligence.
  • Any other matter as it may be suitably deemed appropriate.
  • b) Members of the Committee

    S.No. Name Designation Organization
    1 Dr. D Sundararajan,CFP CM Financial Planner Trendy Investments
    2 Mr. Gautam Chikermane,
    CFP CM
    Journalist Journalist
    3 Mr. Mukesh Dedhia, CFP CM Managing
    Director
    Ghalla and Bhansali Securities Pvt.Ltd.
    4 Mr. Suresh Sadagopan, CFP CM Principal Financial Planner Ladder7 Financial Advisories.
     
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    Examination and Certification Committee

    a) Mandate/Responsibility: This Committee shall advise on:

  • Licensing of individuals to use the CFPCM marks, the setting of conditions for such sublicensing, and the smooth conduct of the examinations held at various centers across the country.
  • Appointment of suitable examination centers along with the invigilators and declaring results of the examination. It will also advise on setting questions and grading of examinations.
  • Selection of the candidates for attempting ‘Challenge Status’.
  • Any other matter as it may be suitably deemed appropriate.
  • b) Members of the Committee

    S.No. Name Designation Organization
    1 Mr. Balamurugan IAS Co-Founder and
    Director
    Metis Family Office
    2 Dr. G. Ramachandran,
    CFP CM
    Head - Global
    Research Group
    ICICI Bank Ltd.
    3 Mr. Mukesh Dedhia,
    CFP CM
    Managing
    Director
    Ghalla and Bhansali Securities Pvt. Ltd.
    4 Mr. Suresh Sadagopan,
    CFP CM
    Principal
    Financial Planner
    Ladder7 Financial Advisories
     
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    Knowledge Management Development Committee

    a) Mandate/Responsibility: This Committee shall advise on:

  • Establishment of FPSB India as a highest body of knowledge of Financial Planning in the country.
  • Identify specific areas of Financial Planning and establish suitable models to professionalize the respective areas.
  • Any other matter as it may be suitably deemed appropriate.
  • b) Members of the Committee

    S.No. Name Designation Organization
    1 Mr. Arvind Rao,CFP CM Chief Planner Dreamz Infinite Financial Planners
    2 Mr. Joydeep Sen,CFP CM Sr. Vice
    President
    BNP Paribas SA
    3 Mr. Lovaii Navlakhi,
    CFP CM
    MD & Chief
    Financial Planner
    International Money Matters Pvt. Ltd.
    4 Mr. Pankaj Mathpal,
    CFP CM
    Managing
    Director
    Optima Money Managers Pvt. Ltd.
     
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    Marketing, Communications, Financial Literacy Committee

    a) Mandate/Responsibility: This Committee shall advise on:

  • Marketing the CFPCM Certification and establish the credibility of the CFPCM mark in the country.
  • Development of reach and spread the financial literacy initiatives of FPSB India.
  • Ensuring the Charter Member infrastructure is used to derive maximum visibility for the organization.
  • Any other matter as it may be suitably deemed appropriate.
  • b) Members of the Committee

    S.No. Name Designation Organization
    1 Mr. L. Harikumar Vice President,
    Head RM
    Channel-Retail Banking
    Axis Bank Ltd.
    2 Mr. R.S. Srinivas Jain Executive
    Director & Chief
    Marketing
    Officer
    SBI Funds Mgmt. Pvt. Ltd.
    3 Mr. Sudipto Roy Business Head Principal PNB Asset Management
    Co. Ltd.
    4 Mr. Udayan Ray,CFP CM Editor Outlook Money
    5 Mr. Vibhor Gujarati Head - Marketing Edelweiss Financial Services Ltd.
    6 Mr. Vineet Arora Executive Vice
    President
    ICICI Securities Ltd.
     
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    Membership Development Committee

    a) Mandate/Responsibility: This Committee shall advise on:

  • Establishment of Admission criteria for membership.
  • Augmentation of Membership base across all membership spectrums.
  • Any other matter as it may be suitably deemed appropriate.
  • b) Members of the Committee

    S.No. Name Designation Organization
    1 Mr. Anish Keskar Assistant Vice
    President -
    Human
    Resources
    HDFC Asset Management Co. Ltd.
    2 Mr. Arun Thukral,
    CFP CM
    Managing
    Director & CEO
    Axis Securities Ltd.
    3 Mr. K Achuthan Chief People
    Officer
    Reliance Capital Asset Management Co. Pvt. Ltd.
    4 Mr. Manish Verma Vice President -
    Human
    Resources
    Principal PNB Asset Management Co. Pvt.Ltd.
    5 Mr. R.S. Srinivas Jain Executive
    Director & Chief
    Marketing
    Officer
    SBI Funds Mgmt. Pvt. Ltd.
    6 Mr. Suraj Kaeley,
    CFP CM
    Group President (Sales & Marketing) UTI Asset Management Company Limited
    7 Mr. Vibhor Gujarati Head - Marketing Edelweiss Financial Services Ltd.
     
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    Regional Chapter Development Committee

    a) Mandate/Responsibility: This Committee shall advise on:

  • Establishment of Regional Chapters across the country.
  • Creation of Events to ensure that FPSB India’s message is spread out to the target audience.
  • Working with various Industry Bodies to get visibility and recognition.
  • Any other matter as it may be suitably deemed appropriate.
  • b) Members of the Committee

    S.No. Name Designation Organization
    1 Mr. Alok Sheopurkar Head HR HDFC Asset Management Co. Ltd.
    2 Mr. Arindam Ghosh Chief Executive Officer Blackridge Capital Advisors
    3 Mr. Debashish Mohanty Country Head -
    Retail Sales
    UTI Asset Management Company Ltd.
    4 Dr. K.K Goel,CFP CM Executive
    Director
    Unique Health & Wealth Consultants Pvt. Ltd.
    5 Mr. Naresh Pachisia, CFP CM Managing
    Director
    SKP Securities Ltd.
    6 Ms. Prerna Salaskar, CFP CM Chief Financial Planner The Tipping Point
    7 Mr. Surya Bhatia,
    CFP CM
    Principal
    Consultant
    Asset Managers
    8 Ms. Vaijayanti Naik Sr. VP HR and
    Admin
    ICICI Securities Ltd.
     
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