Day 1
Title : Welcome address by Conference Chair
Speaker:
Vivek Rege – Founder & CEO, VR Wealth Advisors Pvt Ltd
Title : An Overview of the Advisory Profession and Advisory Practice
Speaker:
Vishal Dhawan – Founder & CEO, Plan Ahead Wealth Advisors
Description:The session will provide an overview of what goes on in an advisory practice, the services offered and their delivery, people involved and their capabilities, etc.
Title: Harnessing Opportunities to Thrive in the Advisory Profession – A Panel Discussion
Speaker:
Devang Shah – Partner Right Returns Financial Planning LLP
Rachana Baid – Professor & HOD at the School of Securities Education, NISM
Rajesh Krishnamoorthy – Country Head, FPSB India, Liaison Office
Suresh Sadagopan – Managing Director and Principal Officer, Ladder7 Wealth Planners Pvt Ltd (Moderator)
Description:This session will cover varied opportunities available in the financial services segments and the knowledge/skill set required in each area. It will also cover growth potential of each segment and success factors.
Day 2
Title : Keynote Address Opportunities in Financial Services
Speaker:
Sandip Ghose – Ex NISM Founder Director
Description:The session will address ways in which students can leverage opportunities in financial services to ensure a wonderful career.
Title : Is Financial Advisory the Career for You? – A Panel Discussion with Students
Speaker:
Amit Kukreja – Registered Investment Advisor
Dilshad Billimoria – Managing Director and Principal Officer, Dilzer Consultants Pvt Ltd (Moderator & Panelist)
Description:The session will address ways in which students can leverage opportunities in financial services to ensure a wonderful career.
Day 3
Title : Welcome Address by ARIA Chairman & Conference Chair
Speaker:
Lovaii Navlakhi – Managing Director & CEO, International Money Matters
Vivek Rege – Founder & CEO, VR Wealth Advisors Pvt Ltd
Title : Keynote Address – The Art of Possible
Speaker:
T.V. Mohandas Pai – Chairman, 3one4 Capital, Co-Founder & Chairman, Aarin Capital, Chairman, Manipal Global Education
Title: The Route Towards a Strategic Growth Path – A Panel Discussion
Speaker:
Bharat Phatak – Director, Wealth Managers
Lovaii Navlakhi – Managing Director & CEO, International Money Matters
Srikanth Bhagavat – Managing Director & Principal Advisor, Hexagon Wealth
Description:Our fraternity has a few demonstrated stories where firms have taken the strategic path to growth using varied approaches. This panel discussion addresses a few questions:
– How does the transition of family ownership to non-family ownership work as a growth catalyst?
– Can complete separation of ownership and management work in profession practice firms?
– What do professional firms need to do to grow and scale up?
Day 4
Title : FinTech Forward
Speaker:
Nithin Kamath – Founder, Zerodha
Vasanth Kamath – Founder, smallcase
Description:Kamath vs. Kamath. A fireside chat on the future of Fintech.
Title : The New Age Indian Service Consumer – A Panel Discussion
Speaker:
Josy Paul – Chairman and Chief Creative Officer, BBDO India
Kartik Sharma – Group CEO, Omnicom Media Group India
Description:In this session, our panel will discuss changing preferences and patterns of the Indian service consumer before, during and after the pandemic. It will also focus on how one can‘see’ a consumer behaviour when it comes to a niche like the financial service segment which is on the border line of essential and non-essential services