The recent budget proposals notwithstanding, the collective mood of the mutual fund industry is today of unbridled optimism.
The energy is positive. The hopes and aspirations big. The right time to push boundaries of our thoughts and actions.
Keeping in sync with these sentiments, the theme for Cafemutual Confluence 2014 is ‘Let’s push boundaries’. The aim is to generate ideas and concepts that deepen our understanding and go beyond the obvious and banal, equipping us to maximise the opportunities facing us.
And to give you global perspective and contemporary views, a strong line up of speakers, both national and international including top academicians and practicing fund managers is being drawn up.
See you then on September 12 (Friday) at Sahara Star, Mumbai.
The third in the widely acclaimed Cafemutual Confluence series, it is a platform for AMCs and distributors to come together to discuss issues related to the growth of the mutual fund business.
A quality gathering representing leadership across all stakeholders – IFAs, banks, NDs, AMCs, media, eco-system (rating agencies, R & Ts etc.) The event is designed to deliver insights and knowledge so that you walk away with inspiring thoughts and stimulating ideas.
The deliberations in the event will hopefully set the agenda for AMCs and distributors to work together to expand the business and set new standards.
In short, Learn, Network and Get Inspired.
Prem Khatri, Founder & CEO, Cafemutual
S. Naganath, President & CIO, DSP BlackRock Mutual Fund
|0955-1010||What lessons do India's past bull runs hold for us?|
Anoop Bhaskar, Head – Equities, UTI Mutual Fund
|1010-1025||Do investment styles matter?|
Mahesh Patil, Co-Chief Investment Officer- Birla Sunlife Asset Management Co.
|1025-1040||Turning investment performance into investor wealth|
Prashant Jain, Executive Director & CIO, HDFC Mutual Fund
|1040-1055||Markets beyond Modi. What your investors need to be cautious about?|
S. Naren, CIO, ICICI Prudential Mutual Fund
|1055-1135||Ethics in Public Life|
Rajdeep Sardesai, noted journalist
||Building trust as a means to change investor behavior|
Robert Stammers, Director - Investor Education, CFA Institute, USA
|1235-1305||Small is beautiful|
Panel discussion moderated by Rajan Krishnan
||What the investor wants?|
Monika Halan, Executive Editor, Mint Money
|1440-1520||New drivers of MF business|
Panel discussion moderated by Uma Shashikant, MD, Centre for Investment Education and Learning
|1535-1610||Overcoming Investor Inertia|
Prof. Raj Raghunathan, McCombs, University of Texas
|1610-1650||The changing distribution landscape|
Panel discussion moderated by Prem Khatri
|1650-1730||Where is the Indian MF industry headed?|
Panel discussion moderated by Monika Halan, Executive Editor, Mint Money
Note: Speakers, topics and time slots could change without prior notice.
Markets beyond Modi. What your investors need to be cautious about?
Building trust as a means to change investor behavior
Overcoming Investor Inertia
Turning investment performance into investor wealth
Click images to download the respective Presentations
Cafemutual is a business built around distributors and mutual fund professionals. So whether you are an Independent Financial Advisor (IFA) or a hot-shot private banker with a big bank or a CEO of an AMC or a back office person, we have something for you.
Our focus is on the people engaged in the mutual funds – everyone involved in the chain of manufacturing or distribution of mutual funds.
Media – Our web site www.cafemutual.com gives news and knowledge to mutual fund and investment professionals. This site is among the top in the category globally. Launched just four years back it has become the most trusted source of news and knowledge because of its integrity and independence.
Research & Consulting – With an in-depth understanding of the mutual fund and distribution space, we offer bespoke solutions to our clients in the areas of sales, business development and marketing. Among our 12 clients are 5 of the top 10 AMCs.
Events – Cafemutual conducts two widely acclaimed events, Cafemutual Confluence and Cafemutual IFA every year for mutual fund distributors.
Investor Education - A recently established vertical, we have ambitious plans in this area. We have started work with 3 AMCs and hope to have a few more soon on board.
Cafemutual has been founded by Prem Khatri who has been involved with mutual funds (Kothari Pioneer), banking (SBI, Bank of Baroda), wealth management (ASK Raymond James) and broking (Motilal Oswal). He holds a PGDM from IIM, Bangalore.
Anita Sutrave is the Executive Vice President and Head - Business and has extensive experience in media sales with leading media houses such as Indian Express, Outlook magazines and Publicitas. She has also handled corporate communication for a division of Forbes Gokak.
Ravi Samalad is Assistant Editor and has worked earlier with Moneylife where he covered mutual funds. He holds a Bachelor’s in Mass Media from University of Mumbai.
Nishant Patnaik is a Correspondent and has been the part of the media industry for last 2 years working with media houses such as The Hitavada and National Herald. He holds a Master’s degree in Economics (Hons.) from DAVV Indore.
Dipti Parab is Assistant Accounts Manager and takes care of all accounts and administrative work. She is a Commerce graduate and has experience of 7 years in all.
Rashi Bansal is Assistant Product Manager. An MBA from TIMSR, she is responsible for Sales and Product Support.
Laxmi Chavan is Visualiser and designs all creative and marketing collateral for Cafemutual and its clients. Besides B.Com, she has done a diploma in Commercial Art.
Meera Huckoo is the Co-Founder of Cafemutual and looks at HR, Finance, Legal and Branding issues at Cafemutual. A management post-graduate from Jamnalal Bajaj, Meera has worked for 20 years in Sales, Events, Marketing & Corporate Communications
He is Head- Equity at UTI AMC since April, 2007.
He has 23 years of work experience in equity research and fund management, of which 20 years are with asset management companies. Before joining UTI AMC, Mr. Bhaskar has worked with Sundaram Asset Management, Chennai as Head-Equity, Templeton Asset Management as Senior Research Analyst, Shriram Financial Services Ltd. as Manager-Investments, Brisk Financial Services and Cross Borders Finance & Project.
He is a B.Com graduate from Delhi University and a MBA in Finance from SIBM, Pune.
Robert Stammers, CFA, is director of Investor Education at CFA Institute. Previously, he was the principal for his founded company A2O Consulting where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments. There, Stammers developed strategy for obtaining debt and preferred equity capital as well as created finance-related marketing materials and research papers for various clients. He has written more than 100 articles on various financial and investment topics for several investment periodicals, such as Forbes and Investopedia. Stammers served as a senior equity analyst at Long Term Short Term, Inc, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, he was the portfolio manager for a real estate fund, a private timber fund, and several pension fund separate accounts. Stammers holds a BA in economics from Connecticut College and an MBA from Emory University.
He is Executive Director & Chief Investment Officer at HDFC Mutual Fund. He has over 20 years of investment management experience.
He is Executive Director & Chief Investment Officer at HDFC Mutual Fund. He has over 20 years of investment management experience.
Prashant has worked with SBI Mutual Fund (1991-1993), Zurich India Mutual Fund (1993-2003) in different capacities. He moved to HDFC Mutual Fund, subsequent to the takeover of Zurich India Mutual Fund by HDFC in 2003.
He has a Masters degree in Business Management from Indian Institute of Management, Bangalore. Before this, he has obtained a Bachelor degree in Mechanical Engineering from Indian Institute of Technology, Kanpur.
Chief Investment Officer at ICICI Prudential Mutual Fund.
Over the last 9 years with ICICI Prudential Mutual Fund, S Naren has managed flagship schemes like Infrastructure Fund, Discovery Plan and Tax Plan. He is also fund manager of Dynamic and Top 100 Fund. He has 24 years of experience in broking, project finance, investment banking and fund management.
He holds a B-Tech degree from IIT Madras and PGDM from IIM Kolkata.
She is the Editor of Mint Money, and part of the leadership team at Mint. She is a director on the board of FPSB India.
She has worked earlier in Business Today, The Economic Times, The Indian Express, edited Outlook Money, worked with the Government of India as an advisor to the Swarup Committee in 2009. She has run three successful TV series around personal finance advice, is a regular speaker on financial literacy, regulation and consumer issues in retail finance. Her fourth show Smart Money is currently running on Bloomberg India. She is based in New Delhi and was chosen as a Yale World Fellow in 2011.
A Certified Financial Planner, she has a Masters in Economics from the Delhi School of Economics and one in Journalism Studies from College of Cardiff, University of Wales, UK.
Dr. Raghunathan is Professor of Marketing at the McCombs School of Business at The University of Texas at Austin. He is interested in exploring the impact that people’s judgments and decisions have on their own happiness and fulfillment. Professor Raghunathan’s work has appeared in top journals, including The Journal of Marketing, The Journal of Consumer Research, The Journal of Marketing Research, Journal of Consumer Psychology, Organizational Behavior and Human Decision Processes, Information Systems Research, and The Journal of Personality and Social Psychology. His work has also been cited in several mass media outlets, including The New York Times, The Los Angeles Times, Austin American Statesman, The Houston Chronicle, and Self magazine. Professor Raghunathan is an award-winning teacher who has taught in several international programs, including students from India, Thailand, Finland and China.
He is currently working on a book (tentatively titled, “If you’re so smart, why aren’t you happy?”) that will be released in 2015.
Raj Raghunathan earned his PhD from the Stern School of Business at New York University.
Aashish is the Managing Director & Chief Executive Officer of Motilal Oswal Mutual Fund. Aashish brings with him experience of more than 13 years in sales and distribution, channel management, product development and institutional sales from ICICI Prudential AMC and a brief stint at project management with Bharti AXA Investment Managers.
His last assignment was with ICICI Prudential AMC, as Senior VP & Head - Retail Business where he was responsible for sales, distribution and product development of mutual fund, PMS and real estate offerings through retail distribution, banking and private wealth management channels across India and UAE.
Aashish holds a Bachelor of Engineering in Polymer Science and a Masters in Management Studies in Finance from NMIMS, Mumbai.
Jisang Yoo is the Chief Executive Officer of Mirae Asset Global Investments (India).
He has around 12 years of experience in the field of financial services including 4 years plus experience in Asset Management Business. He has been associated with Mirae Asset Financial Group since August 2007. He is overall responsible for the India AMC. Prior to this role, Jisang Yoo served as the Chief Financial Officer (CFO) and also previously headed the Business Development function of the AMC. Prior to this, Mr. Yoo has held senior management positions in Mirae Asset Global Investments (Brazil) Limited & Mirae Asset Global Investments Limited (Seoul). He has also been associated with organizations like NH Investment & Securities Co., Ltd as an equity analyst.
Vikaas Sachdeva is the CEO of Edelweiss Mutual Fund. A veteran in the financial services industry, brings with him over two decades of rich experience. After a brief stint in investment banking, he moved to the asset management industry in 1995 when he joined Birla Sun Life International AMC Ltd. as one of the founder members and stayed there for over a decade.
His subsequent stints included ING Investment Management India Ltd, BoI AXA Investment Managers Ltd and now Edelweiss Asset Management Ltd. He brings to the table a vast repertoire of knowledge and experience across sales and distribution, marketing, product development, compliance, operations, investments and investor servicing.
Apart from being a director on the board of AMFI, he is also actively involved as a committee member in two significant AMFI initiatives (MF Utility initiative and Customer Engagement initiative). He is also on the board of the Mutual Fund Advisory Committee appointed by SEBI, which has been instrumental in coming out with several initiatives for the growth of the Asset Management industry.
Kartik is the founder director of Transcend Consulting (India) Private Limited based out of Mumbai. He heads the Financial Planning & Wealth Management consulting practice of the company.
He is amongst the pioneers of the financial planning & private wealth management profession in India. He offers consulting services to individuals & families across the world. He also undertakes wealth management workshops and training programs for corporate employees.
He specialises in the areas of financial planning, wealth management, alternate distribution, private banking and wealth management training.
Kartik is a CFPCM (Certified Financial Planner), CWMTM (Chartered Wealth ManagerTM), FAAFM (Fellow of American Academy of Financial Management), CIWMTM (Certified International Wealth ManagerTM). He also has to his credit an MBA with dual specialisation in Marketing & Finance and is a B.Sc. (Bachelor of Science) in statistics.
He is the co-founder of NJ Group of Companies. Currently working in the capacity of Jt. Managing Director in the holding company. Graduate in business management from Sardar Patel University in the year 1992. A Certified Financial Planner, from the Financial Planning Standard Board (FPSB India) affiliated with FPSB USA and also an Associate of Insurance Institute of India.
After being a part of the mutual fund industry for 17 years, he switched roles to set up "Wiseinvest Advisors", an investment advisory firm in 2004. Today, Wiseinvest Advisors is counted amongst the country's top Independent Financial Advisory firms.
He is very passionate about investor education and is actively involved in the process. He has been writing columns on various aspects of personal finance for major financial as well as mainline dailies and magazines for the last 16 years. More than 700 of his articles have been published so far. He also appears regularly as a personal finance expert on a number of TV shows of channels like CNBC, CNBC Awaaz and Bloomberg TV. He is also the Editor of a bi-lingual (English & Marathi) monthly publication “Wealthwise”.
During his tenure with the mutual fund industry, he played a major role in setting up three mutual funds (two multinational MFs and one domestic private sector player). Prior to that, he spent around 7 year with UTI. He was also actively involved with Association of Mutual funds in India (AMFI) and was a member of some of its important Committees.
Harsha Viji is the Managing Director of Sundaram Asset Management Company Limited and Director-Strategy and Planning at Sundaram Finance Limited. He currently holds Directorships in other group companies including Royal Sundaram Alliance Insurance Company Limited.
Harsha Viji has been associated with the SF group since 1998. He has served in various senior management roles within the group. His experience also includes stint at global consulting firm McKinsey & Company, New York and Pricewaterhouse Coopers, Chennai.
Harsha is a Bachelor of Commerce, a qualified Chartered Accountant and holds a Masters Degree in Business Administration from Ross School of Business, University of Michigan at Ann Arbor.
Dinesh Kumar Khara has been deputed by State Bank of India (SBI) as Managing Director & CEO of SBIFMPL. Dinesh joined SBI as Probationary Officer in 1984 and has over 28 years of experience in all the facets of Commercial banking. In the previous assignment, he was Chief General Manager of Bhopal Circle, State Bank of India.
Rajeev Thakkar is Chief Investment Officer (CIO) and Director of the PPFAS Mutual Fund.
Rajeev possesses over 16 years of experience in various segments of the capital markets such as investment banking, corporate finance, securities broking and managing clients' investments in equities.
Rajeev's academic inclination is evident in the plethora of degrees earned by him. He is a Chartered Accountant, Cost Accountant and CFA Charterholder.
He likes reading, playing chess and listening to music in his spare time. Singing is another talent which comes to the fore on certain occasions.
Uma is Managing Director of Centre for Investment Education and Learning (CIEL). CIEL is a learning solutions company that provides training and certification programs to professionals in the financial market.
Uma has 22 years of experience in training, research and consulting. Professor, Indian Institute of capital markets; Vice President, Kowledge management, ICICI Prudential AMC, Chief R&D Officer, Optimix Technologies (division of ING). She is a Ph D in Finance.
Aditi Kothari is the Head of Marketing at DSP BlackRock Investment Managers Pvt Ltd and also heads the Retail Sales Relationships and Strategy. An Executive Vice President, she is also a member of the Executive Committee. She joined Merrill Lynch’s investment banking group in New York in 1998, primarily working on M&A activities in the Financial Institutions Group. Subsequently Aditi worked in DSP Merrill Lynch as part of the fixed income sales team and later joined DSP BlackRock in 2002 (then DSP Merrill Lynch Fund Managers), working on various initiatives, including establishing an offshore fund for foreign investors.
Serving on the CSR committee at DSP BlackRock, Aditi is actively involved in social initiatives as well. She is a member on the Advisory Board of Dasra, India's leading strategic philanthropy foundation and also a trustee of the Hemendra Kothari Foundation and Wildlife Conservation Trust, actively involved with their educational initiatives in both urban and rural areas, as well as initiatives on saving India’s forests and wildlife.
Aditi holds a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School.
Karan is Managing Director & CEO of IIFL Wealth Management. Karan joined India Infoline Group (now re-named IIFL) to set-up IIFL Wealth Management Ltd. in early 2008 and is one of the founding members.
Karan is responsible for providing direction and leadership towards the achievement of the organization’s philosophy, mission, vision and its strategic goals and objectives. He has built a team of experienced and talented professionals from within and outside the industry, who work with and for, some of the most distinguished wealthy families in India & abroad.
He has over thirteen years of financial services industry experience. He has worked for over seven years in Kotak Wealth Management prior to founding IIFL Wealth Management.
Karan holds an MBA in finance from Indian Institute of Management, Bangalore and acquired his Bachelor's Degree in Commerce from St. Xavier's College, Calcutta.
D P Singh is Chief Marketing Officer, Executive Director & Chief Marketing Officer (Domestic Business) of SBI Mutual Fund.
D. P. Singh has experience of more than 20 years and is associated with SBIFMPL since 1998. He was appointed as Head of Sales in 2008 and is responsible for supervising the sales function of various SBIMF schemes and administering the Sales Offices across the country. Prior to this, he was designated as Zonal Head – North of SBIFMPL.
He is the Chief Business Officer at Axis Mutual Fund and has over 18 years’ experience in sales & distribution of financial products. He has worked with Goldman Sachs AMC, Franklin Templeton AMC & Birla Sunlife Distribution. He is a Management post graduate with specialization in Finance.
Sunil Subramaniam is the Deputy CEO at Sundaram Asset Management Company. He joined the organization in September 2005. Sunil has close to three decades of experience in the Financial Services sector.
He had worked with State Bank of India, American Express and Bank of America prior to joining Sundaram Asset Management Company. Sunil, holds an M Tech in Chemical Engineering from Indian Institute of Technology, Madras and an MBA from Open University, London.
Harshendu Bindal is the President of Franklin Templeton Asset Management (India). In this capacity, he is responsible for building Franklin Templeton's retail and institutional business in India.
Harshendu was Senior Director - CEEMEA for Franklin Templeton Investments and handled retail and institutional activities in the Central & Eastern Europe, Middle East and Africa (CEEMEA) region. He had joined Franklin Templeton as Regional Sales Manager in Mumbai, India in 1997 from Birla Global Finance Ltd. In 2000, he relocated to Abu Dhabi, U.A.E. as General Manager - Middle East, with the responsibility for establishing the firm's presence in the Gulf & Eastern Mediterranean regions. He then took over an additional responsibility as the head of NRI - Product Development and for the Central & Eastern European region in 2003. In November 2004, Harshendu successfully obtained a license under the Dubai International Financial Centre (DIFC) and then successfully built Franklin Templeton's retail business in various countries across the region. He was given the responsibility for the Africa region in 2006.
He is a Chartered Financial Analyst (CFA) and holds an engineering degree, as well as a master's degree in financial management (M.F.M.) from the University of Mumbai.
S. Naganath is the President and Chief Investment Officer of DSP BlackRock Investment Managers. He worked with DSP BlackRock Investment Managers. (previously called DSP Merrill Lynch Fund Managers) from its inception (1996) to October 1999 as Chief Investment Officer. He then worked for Credit Suisse Asset Management, New York as a portfolio manager for international equities before re-joining DSP BlackRock Investment Managers Pvt. Ltd. in 2002 as Joint President and Chief Investment Officer. Prior to his initial position at DSP BlackRock Investment Managers, he had worked in Hong Kong as a portfolio manager with Merrill Lynch Asset Management and GT Management, Hong Kong. Naganath holds a Bachelor of Commerce degree from Madras University and a PGDM from Indian Institute of Management, Ahmedabad (class of 1987).
In a poll conducted by The Asset Magazine in 2001, he was ranked as one of the most astute investors in the Asian markets, amongst his peers on the US East Coast.
Ashu Suyash is the Chief Executive Officer for L&T Investment Management Limited.
She was Managing Director and Country Head for Fidelity’s Asset Management Business in India before joining L&T Investment Management. Ashu's experience in the financial services industry spans 25 years. Prior to joining Fidelity, Ashu was the Head of Strategy and Business Development, Citibank, where she was responsible for evaluating new opportunities and growth strategies. During her 15+ year tenure with Citibank she held several key positions across the Corporate, Consumer and Investment Bank.
Ashu has been named amongst the Top 50 Women in Business in India several times by Business Today and in the year 2011, she was recognized as one of the 25 most influential women in the asset management industry in Asia by the Asian Investor Magazine. She was recently included in the Top 50 powerful women in business list published by the Fortune magazine for India. Ashu is on the board of the Association of Mutual Funds of India and the Advisory board of Chartered Institute for Securities & Investment.
Ashu is a commerce graduate from Bombay University (N.M. College) and a Chartered Accountant. She is married and has 2 daughters.
Chandresh Nigam is Managing Director & Chief Executive Officer of Axis Mutual Fund. Chandresh has over 22 years of experience in equity fund management. Before joining Axis he has worked with TCG Advisory, ICICI Prudential AMC & Zurich India AMC.
He is a Mechanical Engineer from IIT Delhi and PGDM from IIM Calcutta.
Sundeep Sikka is amongst the youngest CEOs in India, and Chairman of the Association of Mutual Funds in India (AMFI).
He joined Reliance Capital Asset Management (RCAM) in 2003 and has handled various positions through which he has been instrumental in building the domestic and international operations of the company across India, Singapore, Dubai and Mauritius. RCAM is part of the Reliance Group which is among India’s top three private sector business houses.
As Co-Chief Investment Officer, Mahesh Patil spearheads Equity Investments at Birla Sun Life Asset Management. With over twenty-three years of rich experience in fund and investment management, Mahesh works closely with a team of six fund managers and nine analysts, managing excess of INR 18,000 crores in equity assets.
Mahesh has been with Birla Sun Life AMC since 2005, where he started as a Fund Manager. Several funds managed by Mahesh have been recognized for their performance and won awards from independent agencies. In 2008, Mahesh was promoted as Head – Equity and subsequently as Co-Chief Investment Officer (Equity) in 2011. He currently manages large-cap funds like Birla Sun Life Frontline Equity, Birla Sun Life Top 100, and Birla Sun Life Infrastructure Fund.
Mahesh began his career as a computer engineer with CMC Ltd which was followed by a brief stint at Tata Economic Consultancy Services. Moving next to a brokerage house, he joined Parag Parikh Financial Advisory as a Research Analyst. From here, Mahesh joined Motilal Oswal Securities as Senior Analyst, Equity Research. Five years hence, Mahesh joined Reliance Infocomm where he was part of their Business Strategy team in Corporate Finance.
An Engineer from VJTI, Mumbai, Mahesh is a MBA in Finance from Jamnalal Bajaj Institute, Mumbai. He is also a charter holder from ICFAI, Hyderabad.
Rajan has been engaged as an Advisor with Cafemutual since July 2012.
Rajan has had extensive experience in the Indian mutual fund industry, having started his mutual fund career as Head of Distribution in 1994 in Kothari Pioneer Mutual Fund, India's first private sector mutual fund. Till early 2012 he was the MD & CEO of Baroda Pioneer Mutual Fund - a joint venture between Pioneer Investments and Bank of Baroda. In between he has had stints as VP Sales & Marketing at Zurich Mutual Fund and as Business Head Asset Management at Principal Pnb Mutual Fund.
Prior to joining the mutual industry he has spent about ten years in the Account Management function in different advertising agencies which include Lintas, O&M and MAA Bozell.
He has done his MBA (PGDBM) from XLRI, Jamshedpur and is a graduate in Economics from Shri Ram College of Commerce, University of Delhi.
Rajdeep Sardesai, 49 years, was till recently the editor-in-chief of IBN 18 network and is currently writing a major book on the 2014 Indian General elections to be published later this year by Penguin Random House. He has 26 years of journalistic experience in print and television. Prior to setting up the IBN network channels, he was the Managing Editor of both NDTV 24X7 and NDTV India and was responsible for overseeing the news policy for both the channels. He has also worked with The Times of India for 6 years and was city editor of its Mumbai edition at the age of 26. During the last 26 years, he has covered major national and international stories, specialising in national politics. He has won numerous other awards for journalistic excellence, including the prestigious Padma Shri for Journalism in 2008, the International Broadcasters award for coverage of the 2002 Gujarat riots and the Ramnath Goenka Excellence in Journalism award for 2007. He has won the Asian Television award for talk show presentation and has been News Anchor of the year at the Indian Television Academy for eight of the last nine years. He has been the President of the Editors Guild of India and was also chosen as a Global Leader for Tomorrow by the world economic forum. Sardesai writes a fortnightly column across several newspapers, including The Hindustan Times.
He has completed his Masters and LLB from Oxford University.
He is the Vice Chairman & Managing Director of Bajaj Capital.
He was also the Founding Chairman of Financial Planning Standards Board, India and has been one of the key people involved with bringing the globally recognized Certified Financial Planner tm professional designation to India.
Rajiv has over 20 years of strategic management experience in the fields of Investment Banking, Investment Advisory, Insurance Brokerage and Financial Planning. He had spent his initial years in setting up of the investment banking business for Bajaj Capital. He also played an important role in expanding the distribution reach of Bajaj Capital from 20 offices in 1990 to around 200 now.
In the last few years, Rajiv has spent a lot of time in upgrading the operating system and processes of the company. Under his leadership, the company has won various category awards and recognition nationally like Great Places to Work (2008, 2009, 2010 and 2011) and ‘Best Financial Advisor – Retail’ Award for 2009, 2011, 2012 and 2013 by CNBC TV18.
Rajiv is a member of Entrepreneurs Organization (Delhi chapter). An active speaker and writer on Investment Strategy and Financial Planning in leading print and electronic media, Mr. Bajaj is extremely passionate about spreading financial literacy among the masses. His interests include golf, yoga, fitness training and meditation.
Rajiv has done his MBA (International Wealth Management) from University of Geneva, Switzerland and an Executive MBA (International Wealth Management) from Carnegie Mellon University, Pittsburgh, USA. He holds an 'International Certificate for Financial Advisors' from the Chartered Insurance Institute (CII), London, UK. He is also amongst the first batch of 25 Certified Financial Planner (CFP) designation holders in India.
Ashish Mehrotra is the Head of Retail for Consumer Banking. In this role, he is responsible for Branch Banking, Sky Branch, Citi at Work, Client Segments, Investments, Insurance, CitiBusiness, Branch Service and Oversight function. He is a seasoned consumer banker, with a varied experience across products, functions and businesses.
Most recently, he was responsible for setting up the industry first unified Sales & Distribution architecture for the consumer bank for acquiring customers across all consumer products and businesses. This has been awarded as the best integration of distribution network in Asia and Middle East in 2011.
Prior to this he was the Consumer Assets Head, Citibank India and in this role, he was responsible for Retail Mortgages, Unsecured Personal Loans, Ready Credit and other secured and unsecured loans businesses, with the complete ownership of P&L and responsibility for business development, client delivery, building new products and revenue for consumer lending business. He is considered as an industry expert in Mortgages and commercial real estate and has been instrumental in rolling out various industry first products like ‘offset mortgage’ etc.
He has spearheaded the initiative as Business Manager for Business Banking, in 2004 & 2005, to set up commercial lending business for Consumer bank, India to launch ‘CitiBusiness’ the lending program to small businesses & professionals and managing commercial real estate business. In 2006, he was appointed as the Mortgage Business Manager and prior to that he has done varied assignments in commercial and consumer lending business, NRI, Operations, Credit risk, Product Management, and Sales & Distribution in the Consumer bank.
He holds a Bachelor’s degree in Business Management and MBA. He is a career Citibanker and has been part of the consumer business for the last 19 years.
Jignesh Desai is the co-founder and promoter of the NJ Group. He is the also the Jt. Managing Director of NJ India Invest. the company behind NJ Wealth, among India's leading financial products distribution platforms.
The NJ Wealth Network today has 20,000+ sub-distributors or NJ Partners, 15+ lakh investors and more than Rs.17,000 crore of mutual fund assets under advice.
With an eye for finding market opportunities, Jignesh Desai has also helped conceptualise and shape the group's other businesses in real estate, portfolio management services, training and education and insurance broking.
Having started his career as an entrepreneur in 1994, Jignesh has an experience of 20 years in the financial services industry. He is presently on the Board of Directors of Financial Intermediaries Association of India (FIAI).
Jignesh has an educational background of Civil Engineering and he hails from the town of Navsari near Surat.
Himanshu Vyapak is Deputy CEO of Reliance Capital Asset Management (RCAM), asset manager for Reliance Mutual Fund. Reliance MF offers investors a well-rounded portfolio of products to meet varying investor requirements and has presence in 179 cities across the country.
Himanshu’s career spans over 16 years across varied businesses in the BFSI sector. Himanshu has been with Reliance Capital Asset Management (RCAM) since Oct 2003 and has been instrumental in expanding RCAM’s footprints in both domestic & international territories. Himanshu is actively involved in various industry-level initiatives and is also a member on the ARN committee of Association of Mutual Funds in India (AMFI).
Apart from Reliance Mutual Fund, he was also involved with other businesses across Reliance Capital group like credit cards & unsecured loans. Prior to Reliance Capital he has held key positions with ICICI bank and Escorts Finance across liability and asset verticals.
Himanshu is a MBA (Gold Medalist) and a Graduate in Economics (Hons) from Delhi University. He is also a Fellow of Insurance from Indian Institute of Insurance, a Certified Financial Planner and holds the Claritas Investment Certification awarded by the CFA Institute, USA.
Nimesh is Managing Director & CEO of ICICI Prudential Mutual Fund. He joined the fund house in July 2007.
Prior to joining with us, Nimesh was Senior General Manager at ICICI Bank and has over two decades experience in the banking and financial services industry. At ICICI Group, he has handled many responsibilities including project finance, corporate banking and international banking.
Nimesh has been associated with one of the first batches of senior managers selected to lead the foray of ICICI Bank into the international arena. He also led ICICI Bank’s foray into the Middle-Eastern region and Africa and helped establish the brand presence of ICICI in these geographies.
ICICI Prudential Asset Management Company has made a remarkable turnaround in fortunes under the leadership of Nimesh Shah. Today most of the schemes of ICICI Prudential are top performing funds across categories based on risk adjusted performance. The story of ICICI Prudential is often spoken as a rare case of an AMC completely undergoing a transformation post the global financial meltdown and for good. This year the AMC has won three overall Best AMC awards from various reputed third parties including an international agency. The awards include FPCIL Money Today Best Fund House Award, Business Today – Value Research Best Fund House Award and Lipper Best Fund House Overall and Mixed Assets.
Nimesh's focus has been always on being investor centric, maintaining high levels of transparency and disclosures besides sticking to basics. This has helped the company to establish itself as a credible brand and gain leadership in the industry.
Nimesh has completed his Chartered Accountancy.
With 25 years of rich experience in fund management, SBI Funds Management Pvt. Ltd. brings forward their expertise by consistently delivering value to their investors. SBI Mutual Fund a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies.
Sundaram Asset Management Company is the investment manager to Sundaram Mutual Fund. Founded 1996, Sundaram Mutual is a fully owned subsidiary of one of India's oldest NBFCs - Sundaram Finance Limited.
Axis Mutual Fund launched its first scheme in October 2009. Axis has a well-rounded product suite that consists of 49 Schemes (5 Equity, 28 Debt, 14 Hybrid, 1 Gold FOF & 1 Gold ETF)
Over 5 lac relaxed investors.
Presence in over 75 cities
Birla Sun Life Asset Management Company Ltd. the investment manager of Birla Sun Life Mutual Fund, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
Reliance Mutual Fund ('RMF'/ 'Mutual Fund') is one of India's leading and also one of the fastest growing mutual funds in India. RMF offers investors a well-rounded portfolio of products to meet varying investor requirements and has presence in 179 cities across the country. Reliance Capital Asset Management Limited ('RCAM') is the asset manager of Reliance Mutual Fund. RCAM is a subsidiary of Reliance Capital Limited (RCL).
Canara Robeco Asset Management Company Limited (CRAMC), the investment managers of Canara Robeco Mutual Fund, is a joint venture between Canara Bank A joint venture between Canara Bank, a 106-year old premier state owned bank in India and Robeco, an 85 year old asset management specialist. The joint venture brings together Canara Bank's experience in the Indian market and Robeco's global experience in asset management.
Canara Robeco Mutual Fund is the oldest Mutual Fund in India, established in December 1987 as Canbank Mutual Fund. Subsequently, in 2007, Canara Bank partnered Robeco and the mutual fund was renamed as Canara Robeco Mutual Fund. Since then, it has consistently been one of the fastest growing mutual funds in India.
Our solutions offer a range of investment options, including diversified and thematic equity schemes, hybrid and monthly income funds and a wide range of debt and treasury products.