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Speaker Presentations
 
 
Event Name:Financial Planning Convention
Theme:Financial Planning Services: Taking the Next Step
Content:
S.No.TopicSpeaker
1Market Growth & Financial RegulationDr. Somnath Basu, Director, California Institute of Finance
2Growing markets for Mutual Fund in IndiaArindam Ghosh, CEO, Mirae Asset ,Global Investment Management (India) Pvt. Ltd
3Setting up a Financial Planning Practice in IndiaAshvin Arora, CFP, Managing Director, Optimix AMC
4Challenges for the public sector banks.C S Jain, General Manager, New Businesses, State Bank of India
5Integrating the Emotional & Technical aspects of Insurance solutionsJoydeep Roy, CFP, Chief Distribution Officer, Tata AIG Life
6Financial Planning Services: Consistency Across Geographies - challengesRajiv Deep Bajaj, CFP, Managing Director, Bajaj Capital Ltd
7Evolving Distribution strategies Reaching out to the Retail InvestorsSrinivas Jain, Chief Marketing Officer, SBI Funds Management

Financial Consumers
Financial Professionals
Financial Institutions
Challenge Status Prog.jpg
 
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