Sanjay Mehta, Joint CEO, Social Wavelength
Gaurav Mashruwala, Founder, A Cutting Edge
Raghav Iyengar, EVP & Head – Retail & Institutional Business, ICICI Prudential Mutual Fund
Uma Shashikant, Managing Director, Centre for Investment Education & Learning
Nirmal Jain, Founder & Chairman, India Infoline Ltd
Vishal Dhawan, Founder and Chief Financial Planner, Plan Ahead Wealth Advisors
Omkeshwar Singh, Business Head - Mutual Funds, Bombay Stock Exchange
Amit Trivedi, Founder, Karmayog Knowledge Academy
Ravi Gopalakrishnan, Head - Equities, CanaraRobeco Mutual Fund
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.
Ravi Gopalakrishnan is the Head of Equities at Canara Robeco Asset Management Company, Robeco’s joint venture in India. Ravi with over 22 years of rich experience across many segments of the industry is actively involved in managing the equity funds that form a major part of Canara Robeco which include Canara Robeco Equity Diversified Fund, and Canara Robeco Large Cap Plus Fund.
Prior to joining Canara Robeco, Ravi was Executive Director & CIO - Equities with Pramerica Asset Managers Private Limited. His stint also includes, Portfolio Advisor with Hudson Fairfax Group, USA; Head - Portfolio Management Services with Principal PNB Asset Management Company and Fund Manager - Equities with Sun F&C asset Management Ltd.
Ravi had done his MBA in Finance from Bradley University, U.S.A and his M.S. in Finance from Drexel University, U.S.A.
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.
Sanjay is Joint CEO, Social Wavelength.
In the short space of around 5 years, Social Wavelength has made rapid strides, and has acquired leadership position in the industry, with an impressive client portfolio and a large and strong team of personnel, managing various client accounts. Social Wavelength counts amongst its clients, some of the top companies and brands like GE, Intel, HUL, Kotak Mahindra Bank, Idea Cellular, Franklin Templeton, Genpact, Apollo Hospitals, Tata Housing, Raymond, IndusInd Bank, Aegon Religare, India Infoline, etc.
JWT (a part of the WPP group) recently acquired majority stake in Social Wavelength. Prior to Social Wavelength, from 1997-2007, Sanjay co-founded and ran one of the earliest e-commerce ventures from India, called Homeindia.com.
After divesting his stake in Homeindia.com in 2007, Sanjay went on to be the Chief Operating Officer (COO) at Compare Infobase Ltd.
Being a pioneer in new businesses, first in the Internet and E-commerce space, and now in social media, Sanjay has been a regular invitee as speaker, panelist and guest faculty at scores of events and conferences, in India as well as outside India.
Nirmal Jain is the Founder and Chairman of IIFL Holdings Limited (formerly known as India Infoline Group). He is a first generation entrepreneur, who built one of India’s largest financial services groups in just two decades.
Nirmal began his career in 1989 with Hindustan Lever Limited (HUL), the Indian arm of Unilever.
In 1995, he founded his own equity research company, which is today known as India Infoline or IIFL Group. In 1999, he launched the website www.indiainfoline.com where he made available his research free on the Internet.
Nirmal was a recipient of ‘Entrepreneur of the Year’ at the Franchise Awards in 2012. Nirmal was also ranked the 2nd most valuable CEO in India by Business World and was awarded the ‘Pride of India Gold Medal’ by the NRI Institute in 2009 for his outstanding achievements in the financial services space.
Nirmal is a PGDM (Post Graduate Diploma in Management) from IIM, Ahmedabad, a rank holder Chartered Accountant and a Cost Accountant.
Amit is the 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.
He is an MBA (Marketing), BE (Instrumentation & Control).
Vishal Dhawan is a Certified Financial Planner and is the founder director of Plan Ahead Wealth Advisors.
Plan Ahead is a wealth management and financial planning firm that works with both Indian and NRI investors to help them achieve their financial goals and manage their wealth. His firm was nominated in the best Individual Financial Advisor category – Mega cities West in the CNBC UTI Financial Advisor Awards 2012. He is the chair of the Asia Pacific Focus group of the Financial Planning Association, USA.
After completing his graduation in economics from Mumbai University, he completed his Masters in Management Studies program from Welingkar Institute of Management, Mumbai.
He then worked in the financial services industries across leading organizations like ICICI Bank and ABN AMRO Bank for 8 years, before setting up Plan Ahead Wealth Advisors in 2003.
Raghav joined ICICI Prudential AMC in December 2006.
Raghav is a Chartered Accountant and also has a degree in Cost Accountancy. He has an overall work experience of around 19 years across the Banking & Financial Service Industry. He was also associated with ICICI Prudential AMC from 1998 to 2000.
At ICICI Prudential AMC, Raghav is responsible for driving the business objectives through Retail sales and distribution, channel sales and institutional / corporate investors. His role is of a key driver in strengthening distribution relationships and facilitating asset growth. He is also responsible for identifying potential areas of expansion and facilitating business growth.
Raghav loves traveling and visiting new places. He loves reading books and enjoys playing tennis with his son.
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.
Aashish is Managing Director and CEO at Motilal Oswal Mutual Fund.
He brings with him rich and varied experience - with 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.
Gaurav Mashruwala founded A Cutting Edge (ACE), which has been in personal finance space for more than two decades.
Gaurav 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).
He 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.