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February 14, 2014. International Convention Hall, BSE, Mumbai

Grow Your Business, Regardless of Markets

We recently concluded our flagship event – Cafemutual Confluence 2013, the second in the series of highly acclaimed Thought Leadership events. This year, we saw a turnout of over 500 advisors, distributors and mutual fund professionals.

Now, get ready for another high quality, high impact event – the CIFA program. Targeted exclusively at IFAs, CIFA aims to bring cutting edge ideas and concepts to IFAs to help them grow their business.

  • Carefully designed agenda with relevant topics that address key challenges of IFAs and arrive at workable solutions.
  • Clear focus on developing insights on growing and strengthening practice.
  • Best in class speakers to share ideas and strategies related to business development and practice management.
  • Sessions to be conducted by experts who have worked closely with thousands of IFAs or successful IFAs with hands-on experience.

What is Cafemutual?

Cafemutual is business built around distributors and mutual fund professionals. So whether you are a self-employed independent financial advisor (IFA) or a hot-shot private banker with a big bank or a CEO of an AMC or a back office girl, 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.

What businesses does Cafemutual run?

Media – Our web site gives news and knowledge to mutual fund and investment professionals. This site is among the top in the category globally. Launched just three 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 – After the success of Cafemutual Confluence 2012, expect to see a series of high quality events soon from us.

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.

The Cafemutual Team

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 VES College, University of Mumbai and is currently pursuing the CFP certification.

Hemal Thakkar is Senior Graphic designer and takes care of online marketing and all technology aspects at Cafemutual.

Nishant Patnaik is a Reporter and has been the part of the media industry for last 2 years working with media houses such as The Hitavada, Central Chronicle Raipur and National Herald.

Prashant Salunke is Assistant Accounts Manager and takes care of all accounts and administrative work. He is a Commerce graduate and has experience of 3 years in all.

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

0845- 0930   Registration
0930-0935   Welcome address

Prem Khatri, Founder & CEO, Cafemutual

0935-1035   CIO Presentations

Anoop Bhaskar, Head – Equities, UTI Mutual Fund
Prashant Jain, CIO, HDFC Mutual Fund
Santosh Kamath, CIO – Fixed Income, Franklin Templeton Mutual Fund

1035-1115   How to grow business through referrals

Prem Khatri

1115-1130   Coffee Break
1130-1225   How to create and sustain client relationships

Gaurav Mashruwala, Founder, A Cutting Edge

1225-1315   Using seminars to grow your business

Amit Trivedi, Founder, Karmayog Knowledge Academy

1315-1415   Lunch
1415-1500   Setting goals and making plans for the Advisor

Sumeet Vaid, Founder & CEO, Ffreedom Financial Planners

  CIO presentation

Sankaran Naren, CIO, ICICI Prudential Mutual Fund

1520-1535   Coffee Break
1535-1630   Success Stories- An ICICI Prudential’s Tarakki Karein initiative

Top IFAs – Bharat Pathak, Nikhil Naik and Mona Fakih to share their success stories with Prem Khatri

  Financial Advisory with heart and soul

Vivek Reddy, ex-CEO, Kothari Pioneer Mutual Fund


Note: Speakers and topics could change without prior notice.

How to grow business through referrals

Prem Khatri, Founder & CEO, Cafemutual

How to create and sustain client relationships

Gaurav Mashruwala, Founder, A Cutting Edge

Setting goals and making plans for the Advisor

Sumeet Vaid, Founder & CEO, Ffreedom Financial Planners

Financial Advisory with heart and soul

Vivek Reddy

Click images to download the respective Powerpoint Presentations

Click Here to visit the Cafemutual Confluence 2013 web archives.

Click Here to visit the Cafemutual Confluence 2012 web archives.

Thank You

Thank You for registering yourself for Cafemutual IFA Event 2014. We look forward to recieving your payment in order to complete the registration process.



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About Birla Sun Life Mutual Fund

Established in 1994, Birla Sun Life Asset Management Company Limited (BSLAMC), investment manager for Birla Sun Life Mutual Fund, is a joint venture between the Aditya Birla Group and Sun Life Financial Inc, a leading international financial services organisation from Canada. Birla Sun Life Mutual Fund is the 4th largest Fund house in India based on domestic average assets under management as published by AMFI for the quarter ended September 30, 2013. An impressive mix of reach through 96 branches, a wide range of product offerings across equity, debt, balanced as well as structured asset classes and strong investment performance has helped the company garner over 2 million investor scheme accounts. BSLAMC offers investors a range of comprehensive investment options, which includes diversified and sector specific equity schemes, hybrid funds and a wide range of debt and treasury products. Its offerings also include Portfolio Advisory Services for High Net worth Individuals as well as offshore funds for Non-Resident Indians.

About Sundaram Mutual

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.

At Sundaram Mutual, identifying an investment opportunity long before it manifests as one, is the heart of our business belief.

Once we unearth a potential opportunity, our Financial Experts spend countless time to research the companies, to see what will deliver the best returns for your money.

Key Strengths:
•  Robust and transparent investment process
•  Basket of clearly defined products
•  Emphasis on research
•  Managing investors' money like we would our own
•  Customer centric processes

About UTI Mutual Fund

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India (UTI) as a SEBI registered mutual fund from 1st February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India (SUUTI); and UTI Mutual Fund (UTIMF).

UTI Mutual Fund is promoted by the four of the largest Public Sector Financial Institutions as sponsors, viz., State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank with each of them holding a 18.5% stake in the paid up capital of UTI AMC.

T Rowe Price Group Inc (TRP Group) through its wholly owned subsidiary T Rowe Price Global Investment Services Ltd. (TRP) has acquired a 26% stake in UTI Asset Management Company Limited (UTI AMC).

UTI Mutual Fund is the oldest and one of the largest mutual fund in India with 9.69 million investor accounts under its 94 domestic schemes / plans as on September 30, 2013.

UTI Mutual Fund has a nationwide distribution network, which is spread across the length and breadth of the country. Its distribution network comprises of over 46000 AMFI/NISM certified Independent Financial Advisors, 394 Business Development Associates and 149 Financial Centers.

UTI Mutual Fund has been the pioneer for launching various schemes viz. UTI Unit Linked Insurance Plan (ULIP) with life & accident cover (Launched in 1971), UTI Mastershare (Launched in 1986), India’s first Offshore Fund – India fund (Launched in 1986), UTI Wealth Builder Fund-Series II, the first of its kind in the Indian mutual fund industry combining different asset classes i.e equity and gold which are lowly correlated.

About Motilal Oswal Asset Management

A member of Motilal Oswal Financial Services, Motilal Oswal Asset Management Company Ltd (MOAMC) has distinct strengths. The most important of them is Equity expertise. This is one of the few AMCs that are backed by a well documented and consistently practiced investment management philosophy for last 25 years. These learning are documented and published by way of Wealth Creation Study every year since 17 of these 25 years and there is money riding on them which is reflected in the 10 year track record of one of the longest running PMS portfolios in the country – the Value Strategy.

It is our stated intent to build an Expert Equity House with a focused investment philosophy. Being focused requires discipline of adherence to stated philosophy; the key lies in ignoring short term volatility and keeping patience. Being focused helps avoid distraction of too many ideas and dilution of return from over-diversification; at the same time ensuring that returns from conviction are maximized. As a fund house our investment philosophy rests on three pillars:

•  Q-G-L: A value biased investment philosophy based on picking stocks that signify Q-G-L – Q denoting Quality of the business and management, G denoting growth in earnings and sustained RoE and L denoting longevity of the competitive advantage or economic moat of the business.

•  Buy and Hold: We are strictly buy and hold investors and believe that picking the right business needs skill and holding onto these business to enable our investors to benefit from the entire growth cycle, needs more skill.

•  Focus: Our portfolios are high conviction portfolios with 15 to 20 stocks being our ideal number. We believe in adequate diversification but over-diversification results in diluting returns for our investors and adding market risk.

About CAMS

As a service solutions partner to 17 Mutual Funds managing 60% of assets of Indian Mutual Fund industry, CAMS delivers superior service to investors and distributors enabled by key drivers of service excellence, technology led innovations, vast outreach and operational excellence derived though continuous improvement. With AMC growth embedded in its mission, CAMS serviced Funds have seen a differentiated growth path from rest of the industry.

CAMSRep, a group company of CAMS has been licensed by IRDA to launch insurance repository services for the first time in India. CAMSRep offers  e Insurance Account (eIA) to buy, store and manage multiple insurance policies electronically in a single account bringing safety, convenience and single point of service and is offered absolutely FREE to the policy holder.

About J.P. Morgan Asset Management

J.P. Morgan Asset Management is one of the six largest active investment managers in the world on the basis of assets under management (Source: Pensions & Investments, December 2005). As of September 30 2013, assets under management stand at US$2.2 trillion - a reflection of the high regard in which we are held by investors across the world.

We are a truly global investment manager, with over 5,700 employees in 50 cities around the world. We employ over 800 investment professionals (portfolio managers, analysts, investment team heads etc) who are based in investment centres across Europe, Asia, Japan and the Americas, connected by four investment hubs in London, New York, Tokyo and Hong Kong.

Institutional investors can choose to invest through pooled funds or segregated portfolios, and the same highly-regarded investment teams are used in both cases. Institutional clients include pension funds, charities & foundations, corporates and central banks.

About SBI Mutual Fund

With 25 years of rich experience in fund management, we at SBI Funds Management Pvt. Ltd. bring forward our expertise by consistently delivering value to our investors. We have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. We are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies.

With our network of over 222 points of acceptance across India, we deliver value and nurture the trust of our vast and varied family of investors.

Excellence has no substitute. And to ensure excellence right from the first stage of product development to the post-investment stage, we are ably guided by our philosophy of ‘growth through innovation’ and our stable investment policies. This dedication is what helps our customers achieve their financial objectives.

About Franklin Templeton

Franklin Templeton's association with India dates back to more than a decade as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. It flagged off the mutual fund business with the launch of Templeton India Growth Fund in September 1996, and since then the business has grown at a steady pace.

Since starting its operations in India, Franklin Templeton has invested a considerable amount of time, effort and resources towards investor and distributor education, the belief being - to be successful in the long term, the fundamentals need to be corrected, at whatever cost! This has resulted in various advertising campaigns aimed at educating investors, participation in seminars and distributor training programs. Franklin Templeton has played a pivotal role in steering the industry to its current stage, and as long term players, we continue to strive to achieve the objective of 'making mutual funds an investment of choice' for both individual and institutional investors.

In July 2002, Franklin Templeton India acquired Pioneer ITI, another leading fund house in India to create an organization with rich investment experience over market cycles, one of the most comprehensive product portfolios, footprint across the country and an in-house shareholder servicing function. The huge synergies that existed in the two organizations have helped the business grow at a rapid pace, catapulting the company to among the top fund houses in India.

About HDFC Mutual Fund

HDFC Asset Management Company Ltd (AMC) was incorporated under the Companies Act, 1956, on December 10, 1999, and was approved to act as an Asset Management Company for the HDFC Mutual Fund by SEBI vide its letter dated July 3, 2000.

The registered office of the AMC is situated at “HUL House”, 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.

In terms of the Investment Management Agreement, the Trustee has appointed the HDFC Asset Management Company Limited to manage the Mutual Fund. The paid up capital of the AMC is Rs. 25.241 crore as on March 31, 2013.

The AMC is also providing portfolio management / advisory services and such activities are not in conflict with the activities of the Mutual Fund. The AMC has renewed its registration from SEBI vide Registration No. - PM / INP000000506 dated December 21, 2009 to act as a Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 1993. The Certificate of Registration is valid from January 1, 2013 to December 31, 2015.

About L&T Mutual Fund

The purpose of L&T Mutual Fund is to create prosperity for all stakeholders and deliver consistent long-term investment performance.

Our aim is to become the best value provider of investment solutions across asset classes. And so, our approach has been both organic and inorganic. With the acquisition of DBS Cholamandalam asset management in 2010, and very recently, the Fidelity Mutual Fund business in India, our fund suite spans the whole range of investment opportunities – equity, fixed income, hybrid, domestic and international funds.

The three cornerstones of our business are solidity, commitment and innovation:

We believe a solid foundation is key to building wealth and so only well-researched investments make it to our funds.

We know each one of our customers has inimitable needs. We remain committed to a long-term partnership and create products and services that help you invest through each stage of life.

We don’t merely keep pace, but anticipate the future. We rely on innovation to keep us ahead.

About BSE

Bombay Stock Exchange has now adopted only its initials as the new name (BSE), positioning itself better position as a national multi-asset financial infrastructure institution. BSE’s strategic shift in approach, attitude and business focus is reflected in its new tag line - Experience the New.

With renewed zeal and focus on new business opportunities, product and service innovation, upgrades in technology, increased investor and member focus, BSE is always pushing the envelope on all fronts. The ambition is to continually improve and adopt new and better ways of conducting our business.

As the first stock exchange in Asia and the pioneer of securities transaction business, BSE prides itself on being at the forefront of bringing innovations to the Indian capital markets while creating diverse investment opportunities for the investor community in India throughout its long history.

BSE continues to undertake several initiatives to build on its strong brand, legacy and market position to create value for its stakeholders and the financial system.

A. Balasubramanian

A. Balasubramanian is the Chief Executive Officer for Birla Sun Life Asset Management Company and has been with the organization since its inception. He is associated with Association of Mutual Funds of India (AMFI) as a Board Member as well as Valuation Committee Member. He was part of Securities and Exchange Board of India (SEBI) Committee on Review of Eligibility Norms. He is a member of Mutual Fund Advisory Council set up by SEBI for development of Mutual Fund Industry. He is also a member of CII, Capital Market Development Committee.

He has more than 20 years of experience in the Capital Market. He joined BSLAMC, which started in 1995, as Chief Dealer/Trader. An Equity and Debt Fund Manager at heart, Bala has held various profiles in BSLAMC as Portfolio Manager, Head of Fixed Income & Hybrid Funds and as Chief Investment Officer. He also served as a Country Head Sales & Distribution briefly for 9 months before he became the Chief Investment Officer in 2006, before taking charge as Chief Executive Officer in 2009.

Over the last several years under his leadership, Birla Sun Life Mutual Fund has won several awards for delivering best Investment performance and Innovation from external agencies such as CRISIL TV18, BNP Paribas, ICRA and Reuter’s Lipper. In the financial year 2008-09 with him as the CIO, BSLAMC won the coveted “Mutual Fund House of the Year” second time in a row, becoming the only fund house in India to achieve this feat as also being adjudged the best “Onshore Fund House-India” by Asian Investor magazine.

Prior to joining BSLAMC, he has worked with GIC Mutual Fund as Senior Trader and Canbank Financial Services as Senior Executive.

Beyond his profession, Bala also delivers guest lectures on Capital Market-related topics at various prestigious institutions such as IIM Bangalore, NMIMS, Sathya Sai Institute of Management among others.  Mr. Balasubramanian has done AMP, IIM Bangalore and DFM in addition to BSc. in Mathematics.

Sumeet Vaid

With just over 17 years experience in Wealth Management business & Distribution of financial products Sumeet Vaid is considered a veteran of the industry. Sumeet is currently the Founder and CEO of Freedom Financial Planner, Financial Planning Oriented Advice Platform set up in February 2009. Ffreedom has emerged as the leading fee based financial planning platform in India. The company has also developed several industry-first practices that it uses to enable partner financial planners in offering seamless financial advice delivery to members/clients. Ffreedom offers its partner financial planner’s three-pronged support in form of People, Process and Technology to enable them to reach out to more clients/members. A graduate from Delhi University in Industrial Relations and Personnel Management,started his career in 1995 with Bajaj Capital Ltd where, he was responsible for setting up the mutual fund desk. Later, he moved to ICICI Prudential AMC,as National Head – Retail Sales and then, Sumeet moved to ING’s- OptiMix as Chief Marketing Officer. After heading OptiMix for three years, Sumeet switched to Networth Stock Broking Limited, as President & CEO of Networth Wealth Solutions. Sumeet is a rare example of a workaholic and being a family person – who believes that striking the right work-life balance is vital to a successful career for any individual. His wife Menka also a co-supporter in his belief assists him with his work.

Ajit Menon

He is the EVP, Head of Sales and Co-Head Marketing at DSP Black Rock Mutual Fund. Ajit has been working with DSP BlackRock since August 2000.

He worked with Standard Chartered Bank, Vodafone and Crompton Greaves Ltd.

Ajit holds a Bachelor of Commerce degree from Parle College, University of Mumbai in 1991 followed by a Masters in Management Studies from Chetna’s Ramprasad Khandelwal Institute of Management and Research, Mumbai University in 1994.

Anoop Bhaskar

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.

Bobby Pawar

Bobby is Director, Chief Creative Officer South Asia, Publicis.

With 21 years of experience across a rich variety of brands and leading agencies in Mumbai, New York and Chicago – it isn’t any wonder that Bobby was Campaign Asia’s Creative Person of the Year (2011) for India and South Asia.

During his most recent stint as Chief Creative Officer at JWT, he made a marked difference in the agency’s creative product, with talked about campaigns for Pepsi, Timex Helix, Set Max IPL, Goodknight, Kitkat, Munch, Birla Sunlife, Nokia, and so on.

Prior to that he spent 4 years as the CCO of DDB Mudra Group, where he helped transform the agency into, arguably, one of the hottest creative shops in the country.

Before that Bobby Pawar plied his craft in the United States. He had long stints at Ogilvy, New York and BBDO, Chicago.

Bobby has earned the respect of his peers by creating path-breaking and effective solutions, across the full spectrum of media channels, for brands like AT&T Wireless, American Express, Jaguar, Miller, Lifesavers, Winterfresh, Doublemint, Chrysler, Jim Beam, ABN Amro, Volkswagen, Tata Safari, Tata Sumo, Kelvinator, Cadbury’s, Economic Times, Lonely Planet, etc.

He has racked-up over 500 local and international awards, in both creative as well as effectiveness shows. Today he is ranked amongst the 5 most influential and creative people in Indian advertising, by the Economic Times.

Deepak Chatterjee

Deepak Kumar Chatterjee brings with him experience of over 32 years in State Bank of India in various areas such as Credit Administration, Investment Banking, International Banking Operations and Branch Management. In his previous assignment, Deepak was General Manger (Financial Institutions Group), International Business Group in SBI where he was handling fund raising for SBI outside India, Country Risk and Bank exposures.

Dhirendra Kumar

Dhirendra Kumar is India's foremost expert on mutual funds. He is the founder and CEO of Value Research, India's leading independent provider of mutual fund information and research. Since its founding in 1990, Value Research has been dedicated to the task of guiding Indian investors. Over the last two decade he has gained a unique perspective by closely observing the birth and growth of the modern Indian fund industry and by interacting with and helping thousands of investors. Dhirendra is editor of Value Research's popular website on mutual funds,, and its two monthly magazines, Mutual Fund Insight and Wealth Insight.

He is also a popular columnist and commentator in the print and electronic media.

Dhirendra took a Bachelor of Business Studies from the University of Delhi in 1990. He founded Value Research immediately after finishing college. He has followed no other profession.

D P Singh

D P Singh is ED and CMO - Domestic Markets, SBI MF

He has experience of more than 20 years and is associated with SBIFMPL since 1998. D P 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.

Gautam Chikermane

He is one of India’s leading journalists, writing on the economy, finance and religion. He is a Consultant with the Asian Development Bank, Consulting Editor with the Financial Planning Journal and Columnist with First Post. He is also a Director on the CARE India board and has served three terms as a Director on the board of Financial Planning Standards Board India and one as its Vice-Chairman.

He has held leadership editorial positions in Hindustan Times, The Indian Express, The Financial Express and the Outlook Group. His first volume of poetry, Five Decades of Decay, was published by Rupa in 1997.

A student of economics, religion and mythology, Chikermane is currently working on an ambitious project on the Mahabharat.

He lives in Delhi and Pondicherry.

Karan Datta

He is the National Sales Head 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.

Monika Halan

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.

Nandkumar Surti

He is the Managing Director and Chief Executive Officer in India. Prior to being appointed MD & CEO, he was the Chief Investment Officer for J.P. Morgan Asset Management India. As MD & CEO, Nandkumar is responsible for managing all aspects of the India asset management business including strategy, sales & marketing, product development, operations, and human resources. He joined the firm in 2006.

He was the CIO, Fixed Income at Lotus India Mutual Fund Prior to that, Nandkumar spent 12 years at JM Financial Mutual Fund where, from 1999, he was head of the investment team. From 1992 until 1994 he worked with GIC Mutual Fund as a fund manager and began his career in 1990 in the accounting field, first with Concept Pharmaceuticals Ltd and then with MM. Nissim & Co.

Nandkumar obtained a bachelor of commerce degree from the University of Bombay, Mithibai College and is a graduate of the Institute of Cost and Works Accountants of India. A fitness freak, Nandkumar is also a passionate Cricket and Badminton player.

Neeraj Choksi

Co-founder and promoter of N J Group of companies since 1994. Currently working in the capacity of Jt. Managing Director in the holding company.

He is a member of SEBI’s mutual fund advisory committee, CDSL Business advisory committee and BSE mutual fund advisory committee. He is actively involved in the premier distributors trade body the Financial Intermediaries Association of India (FIAI).

He has been the recipient of the “Outstanding Young Business Man of the year Award” for the year 2008 by Junior Chamber at the Zonal level.

He is a 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.

Prashant Jain

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.

Puneet Gupta

Puneet Gupta is a Founder member of IFMR Trust and is currently the CEO of IFMR Rural Finance Services. As a founding member of IFMR Trust, he represents the Trust as a promoter and is a promoter director on the board of several group companies. Puneet also serves on the board of IIT Madras’ Rural Technology Business Incubator.

In his role as the CEO of IFMR Rural Finance, Puneet is involved in developing business frameworks, products, services and processes for the provision of financial services in Rural India. All of this work is encapsulated in the KGFS (Kshetriya Gramin Financial Services) model. The KGFS model is licensed through a stringent partner evaluation process. The KGFS model currently reaches out to over 300,000 customers across 1000 villages through 180 branches set up by its first licensee, IFMR Rural Channels.

Prior to this, Puneet was involved in setting up IFMR Mezzanine Finance, a company that makes investments in the form of medium to long term capital to MFIs to enable them to grow.

He began his formal career with ICICI Bank where he worked for a period of 7 years in various roles including coordinating the work of the micro finance practice at ICICI Bank. His responsibilities at ICICI Bank included identification and development of new channels and products for reaching out micro financial and rural financial services. He has worked extensively towards the creation of facilitative infrastructure for the delivery of micro financial services and has actively engaged in advocacy for the promotion of microfinance. He has worked with the regulators on regulations connected to banking correspondents. In addition he has worked with microfinance related equity funds to help them raise capital. Puneet has significant experience of working closely with NGO, academicians, State Governments and donor agencies. Puneet also has experience in running and managing his family business for a period of 4 years.

He is a commerce graduate with a Master’s degree in Rural Management from Institute of Rural Management Anand.

Rajiv Bajaj

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 (CFPtm) designation holders in India.

Sandesh Kirkire

He is the CEO of Kotak Mutual Fund. Mr. Kirkire joined Kotak Mahindra Group in 1994. He has over 22 years of experience in financial services spanning Corporate Finance, Investment Banking and Funds Management. Sandesh joined Kotak Mahindra Asset Management Company Ltd. in 1999 as its Chief Investment Officer (Debt) and took over as Chief Executive Officer (CEO) in May 2005.

Sandesh is a Mechanical Engineer, and holds a Masters degree in Management Studies from Jamnalal Bajaj Institute of Management Studies (JBIMS), Mumbai University.

S Naren

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.

Sourabh Mishra

He is the Group Chief Strategy Officer at Bates CHI & Partners - India, has been in advertising for two decades now.

He started his career with Contract Advertising and has subsequently worked at Ogilvy, McCann Erickson, Everest, TBWA and Saatchi & Saatchi. He has worked on brands for clients across sectors like FMCG, consumer durables, financial services, automobiles, information technology, media, hospitality, telecom, and healthcare. Besides working as an advertising strategy planner, he has also been visiting faculty at several educational and professional institutes covering topics on marketing communications and brand management.

Sunil Subramaniam

Sunil Subramaniam is the Director - Sales and Global Operations 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.

Swaminathan Aiyar

Swaminathan Aiyar writes the Swaminomics blog and is a research fellow at the Cato Institute's centre for global liberty and prosperity in Washington DC.

He previously served as editor of The Economic Times (1992–94), Financial Express (1988–90) and Eastern Economist (1980–82). Swaminathan Aiyar writes a popular weekly column titled "Swaminomics" in the Times of India, where he discusses economic and political issues pertaining to India and the world. Aiyar has prepared several reports and papers for the World Bank. In 1976-85 and 1990–98, he was also the India correspondent of The Economist. He has two books to his credit: Towards Globalisation (1992) and Swaminomics: Escape from the Benevolent Zookepers (2008).

Vishal Kapoor

Vishal has overall responsibility for offering wealth management and advisory solutions across all customer segments of the bank as well as for providing comprehensive banking solutions for affluent customers under the successful Priority & International Banking proposition across the South Asia region. He brings to this position significant experience and success in the banking, fund management and consumer marketing, and has been driving rapid business expansion while providing high quality advisory solutions delivered through a world-class team.

Vishal has been an active contributor to the development of the wealth management industry in India. He has been a member of several industry working groups constituted by regulators and industry associations. He is a frequent contributor to investor education initiatives through media articles and interviews, as well as through participation in industry forums to help the development of the industry in India. He has been associated with the Financial Planning and Standards Board of India and has served as a Director on the Board, and has received the title of ‘Certified Wealth Manager’ from the American Academy of Financial Management.

Vishal is a Post-Graduate from the Indian Institute of Management, Ahmedabad. He has a Bachelor’s degree in Commerce from St. Xavier’s College, Kolkata.

Vivek Law

Vivek has been Editor at BTVI since November 2010.

Prior to this he was with CNBC TV 18 as Editor-Consumer Affairs and then National Editor. He has 20 years of experience in Indian journalism. He started his career with The Statesman and subsequently worked with Business Standard, Financial Express and The Economic Times. He was also Mumbai Bureau Chief of India Today before he moved to CNBC TV 18 in 2004.

Vivek has covered stock markets for 19 years, with his specialization in covering regulatory affairs- SEBI, NSE, BSE and NSDL. He has also written extensively in the field of personal finance and economic crime. He has done shows across categories of markets, business news, policy, personal finance, real estate, economic crime, judiciary and consumer affairs. Vivek is also a member of the board of News Broadcasting Standards Authority a self-regulatory authority for Indian news television.

Nimesh Shah

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.

Ravi Kiran

Ravi Kiran is co-founder, Friends of Ambition and VentureNursery. He is a professional business builder, a growth adviser, a management speaker and an angel investor. He has co-founded over the last 2 years. The first, Friends of Ambition, the 1st growth platform for Middle India, helps ambitious businesses in Middle India [India’s mid-sized towns] – professionalize and scale up.

His second company VentureNursery, India’s first angel-backed accelerator, incubates ideas and start-ups and mentors them to set up scalable and sustainable businesses.

He is a member of Indian Angel Network and Mumbai Angels, the top two angel groups in the country. He is also a TiE Mumbai Charter Member.

He was formerly the CEO -South East & South Asia and Emerging Market Leader-Specialist Solutions for Starcom MediaVest Group, amongst the largest media networks in the world.  While in SMG, he served on the company’s Global Product Committee and Global Management Group, its apex product and leadership groups respectively.

Since 2003, Ravi Kiran has been the Chairman of Media Research Users’ Council’s Marketing Committee.

Swarup Mohanty

Swarup Mohanty is Head of Sales at Mirae AMC.

He has over 17 years of experience in the field of futual funds and financial services. He is responsible for driving sales in the organization and looks at overall sales function. Prior to this assignment he was associated with Religare AMC as part of the start- up team. His previous assignments were with companies like Birla Sunlife Asset Management Co Ltd, Franklin Templeton AMC, Kotak Mahindra AMC and Tata Finance.

He is a B. Com and PGDBM.

Lovaii Navlakhi

Lovaii Navlakhi, Managing Director and Chief Financial Planner, is also the founder of International Money Matters. He was a Board Member of Financial Planning Standards Board (FPSB) India from 2009 to 2011.

He is often quoted in publications and personal finance websites such as Economic Times, Outlook Money,, and the like. TV channels such as CNBC TV 18 and Bloomberg UTV feature him on their personal finance shows regularly. He has authored a book “A Layman’s Guide to Retirement Planning” published by Outlook Money in 2007.

International Money Matters with currently a team of 35 spread over its offices in Bangalore, Mumbai and New Delhi has a 400+ client base spread across India and the globe.

With over 28 years of top-notch industry experience, an MBA (Finance) from SP Jain Institute of Management, an ICWA, the distinction of being one of the first Certified Financial Planners (CFP) from India and a stellar reputation in the world of personal finance, Lovaii firmly believes in continuing education as a way of life.

Rajan Krishnan

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.

Kailash Kulkarni

He is the Chief Business Officer at L&T Mutual Fund.

Kailash Kulkarni, has close to 23 years of experience in sales, business development and team management in bank, asset management and insurance industry.

Before joining L&T Mutual Fund, Kailash was with Kotak Mahindra AMC as Sr. VP & Head of Sales & Distribution. He headed sales and distribution for the AMC for all the verticals, institutional business and distribution business.  He has worked earlier with Met Life Insurance, ICICI Bank, ICICI Ltd, JM Financial Group, Morgan Stanley Retail Services and Eicher Motors.

Kailash is a MBA from Institute of Management Development & Research, Pune.

Harsha Viji

Harsha Viji is the Managing Director of Sundaram Asset Management Company. He joined the company in October 2010 as Deputy Managing Director. Harsha carries strong expertise in strategic planning and consulting, serving in numerous capacities at McKinsey & Company, New York and Pricewaterhouse Coopers, Chennai. He has also been associated with Sundaram Finance group since 1998 in various senior management roles.

Harsha, holds a Bachelor's degree in Commerce, is a qualified Chartered Accountant and holds a Masters in Business Administration from the Ross School, University of Michigan at Ann Arbor, USA.

Sundeep Sikka

He is the President and CEO of Reliance Mutual Fund. He has recently been appointed as the Chairman of AMFI.

He joined Reliance Capital Asset Management (RCAM) in 2003 and has handled various positions through which he has been instrumental in building the company.

Retail investors are close to Sundeep’s heart and he is passionate about their growth and inclusion. Over the years, he has been instrumental in building a well-established retail franchise in the country.

Sundeep has been recognized by various global bodies. He is:

•  One of India’s Top 25 Hottest Young Executives - Business Today
•  Part of the “Asia FM” Power 50” list identifying the most influential individuals across the Asia ex Japan fund industry
•  Among 30 selected people in Asia, featured in a book on "Decision Makers Investment Funds Asia - 2010"
•  A part of the FICCI Capital Markets Committee and Chair of the Asset Management sub-group

Gaurav Mashruwala

Mr. Gaurav Mashruwala founded A Cutting Edge (ACE), which has been in personal finance space for more than two decades.

Mr. Gaurav Mashruwala is Certified Financial Planner practitioner. After completing his graduation in commerce from Mumbai University, he pursued Master's In Marketing Management from Jamnalal Bajaj Institute of Management Studies (JBIMS). Apart from his masters, he also holds certification in Personal Finance (JBIMS).

Mr. Mashruwala was part of the Global Advisory Council of Financial Planning Association - USA for the period 2007-2009. Further, he also chaired the Global Advisory Council for the year 2009. He is also the member of Capital Market Committee of Indian Merchant Chambers and Expert Resources in the area of Personal Finance to the Chambers.

As a writer, he has authored the book ‘Essential Guide To Carefree Retirement’, which explains how retirement planning can be done at different ages and stages of life.

Amit Trivedi

MBA (Marketing), BE (Instrumentation & Control)

Owner of Karmayog Knowledge Academy – a business imparting knowledge in investment markets. Over 20 years of professional experience in corporate sector. Out of which, over 16 years have been spent in businesses related to capital markets. The last assignment was as Head of the IFA (Independent Financial Advisor) Channel for Franklin Templeton Asset Management Company.

Santosh Kamath

Santosh Kamath oversees the fixed income investment functions of the locally managed and distributed debt products. He joined Franklin Templeton Investments in 2006 and has over 15 years of investment and research experience in the Indian Asset Management Industry.

Prior to joining Franklin Templeton Investments, Mr. Kamath was the CIO at ING Investment Management (India) Pvt. Ltd.– Fixed Income (2003-2006) responsible for overseeing Fixed Income Fund Management and managing specific funds. Prior to that, he was fund manager at Zurich Asset Management Company (India) Pvt. Ltd. (2000-2003), and Responsible for overseeing Fixed Income Fund Management. Prior to Zurich AMC, Mr. Kamath was the head of capital market research at CRISIL Ltd., and responsible for developing specific tools for financial markets and Financial Research (1997-2000). From 1995 to 1997, he was the fund manager at Jardine Fleming India Asset Management Ltd. and responsible for Research and managing Indian specific funds and Offshore funds. Prior to that, Mr. Kamath is the fund manager at SBI Funds Management Pvt. Ltd. from 1993 to 1995, and responsible for managing Asian Convertible Income Fund (ACIF).

Mr. Kamath is an electronics & telecom engineer from REC, Bhopal (1990) and earned his M.B.A. from XLRI, Jamshedpur (1993). Prior to his M.B.A., he had a brief stint at Steel Authority of India Limited (S.A.I.L).

Nikhil Naik

Nikhil Naik, Managing Director, Naikwealth inherited this profession of financial advisory from his late father Shri. Ashok Naik since the year 1996. Apart from more than 17 years of experience in the field of advisory, he has pursed graduation from Mumbai University & for best advisory expertise has completed 3 modules of Certified Financial Planner (CFP) from FPSB. Under his dynamic leadership today we have nearly 11,000 Clients & Financial Advisory Branches in Goregaon, Malad, Kandivali & Thane. He also appears on star Maza Marathi show ‘Paisa zhala motha’ every Sunday  at 4.30 pm, and  has addressed as a panelist over 12,000 people through investor education forum events.

For him learning is a never ending course, he always grabs opportunities to attend various trainings & seminars on national & international level. He believes in building an equally competent team & hence he has developed an in-house training division to train his 43 teammates in investment & soft skill areas. Nevertheless for the benefit of his investing Clients, Naikwealth organizes many public seminars on the contemporary issues like budget analysis, share market, career guidance, how to plan investments for child, inflation. etc.

Vivek Reddy

Vivek Reddy was the CEO of Kothari Pioneer AMC, the iconic fund that saw the launch of private sector mutual funds in India. As a CEO, Vivek had his own unique style and flair, and along with his team of inspired and imaginative colleagues, enthusiastic advisors and agents.

After leaving the fund industry in 2002, Vivek has immersed himself in a variety of pursuits including design, architecture, horticulture, travel, tennis, children -- all of which reveal to him the charms and beauty of life and the world around us. Sharing from his experiences, he feels "By getting our minds to step OUT, we can get a better look IN". In his view, diverse explorations and interests are a stronger formula for career and life success than over focusing on one discipline alone. He continues to remain optimistic about our country's ability to emerge as a world economic superpower.