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Financial Planning Congress
Financial Education for Indian Consumers: Whose Responsibility is it?
From Savers to Investors : Changing the Mindset
Mr. Ajay Bagga, CFP
, CEO, Lotus India AMC Pvt. Ltd.
Distribution Platform for Financial Products: The New Opportunity
Mr. Anup Bagchi, CFP
, Executive Director, ICICI Securities Ltd.
Is Financial Literacy a deterrent to Misselling in the Financial Sector?
Mr. Gary Bennett, CEO and MD, Max New York Life Insurance Co Ltd.
The importance of Intelligent Default Options as a complement to Financial Literacy.
Dr. K.P. Krishnan, Joint Secretary, Ministry of Finance
Analyzing the Role of Financial Institutions in creating Financial Literacy
Mr. Amitabh Chaturvedi, CFP
, Director, FPSB India
Role of Public Private Partnership in Investor Education: A perspective
Mr. G Sethu, Officer on Special Duty, Incharge of NISM, SEBI
Managing Customer Confidence in a era of Market volatility
Mr. Sanjay Sinha, CIO, SBI Funds Management Pvt. Ltd.
Retail to Wealth Managing the Client Transition:
Mr. K Sridhar, CFP
, VP & Country Head Wealth Management, Karvy Stock Broking Ltd.
Merging Your Clients Money With Their Lives : The True Essence of Financial Planning
Mr. Rajiv Deep Bajaj, CFP
, Managing Director, Bajaj Capital Ltd.
Relevance of Financial Planning Process in Wealth Management
Mr. Sharad Sharma, CFP
, Country Head-Private Banking, BNP Paribas