Capturing the queries, quests and curiosities we present to you, the Summit 2021.
What Do We Cover?
|Hum Fauji Initiatives’ Wealth Summit – ‘Freedom To Be’: 25th Jul 2021||Speaker|
|09.45 – 10.00||Introduction||Col Sanjeev Govila (retd), CEO, Hum Fauji Initiatives|
|10.00 – 10.30||Equity Markets – Where are we headed? Is this the start of a Bull run or an impending crash?||Nilesh Shah, Group President & MD, Kotak Mahindra Asset Management Company|
|10.30 – 11.00||Safe investing profitably in the current environment||Gaurab Parija, Head – Sales & Marketing, IDFC Asset Management Company|
|11.00 – 11.30||Win the investing game by winning over yourself||K Hariharan, Segment Head, Learning & Development, Axis Asset Management Company|
|11.30 – 12.00||smallcase – their whats and whys?||Rakesh Rathod, smallcase|
|12.00 – 12.30||The Active and Passive dilemma – what is it? What is good for you as an investor?||Radhika Gupta, MD & CEO, Edelweiss Asset Management Company|
|12.30 – 13.00||Get back your lost Investments!||Vikash Jain, Co-Founder, Share Samadhan|
|13.00 – 13.30||This no-pain solution could be your win-win bet||Krishan Sharma, Deputy Vice President and National Lead – Training, HDFC Asset Management Company|
|13.30 – 14.00||Global investing for you – Why, how and how not?||Manish Gunwani, Chief Investment Officer -Equity Investments, Nippon India Asset Management Company|
|14.00 – 14.30||Closing Remarks||Col Sanjeev Govila (retd), CEO, Hum Fauji Initiatives|
Hum Fauji Initiatives is conducting an online summit ‘FREEDOM TO BE’ .
Please note that this is a fundraiser Summit and all the proceeds would go to our NGO
which seeks to support weaker sections of the society with a bias towards the armed forces community.
MEET THE SUMMIT SPEAKERS
A personal finance evangelist working rigorously for the financial empowerment of the armed forces community. Some of the impeccable financial credits to him include Board Member of CFP Professional Advisory Council India of FPSB USA, SEBI Certified ‘Registered Investment Advisor (RIA)’, Certified Financial Planner (CFPCM), accreditations from AMFI and IRDA, thesis on ‘Personal Financial Management of Indian Army Officers’ during his Master of Management Studies (HDMC Course), etc that make him eminently suitable for taking on his noble venture.
He is a regularly featured guest on Zee Business TV shows around financial planning and investments as also a leading contributor to the financial planning pages of Times of India, popular magazines like, HT Mint, ET Wealth, , Financial Express, Business Standard, Finapolis etc.
• Currently Segment Head – L & D with Axis MF.
• More than 13 years of experience in the Financial service industry across sales, Sales Management & Training
• MBA in Marketing
• Certified Financial Planner (CFP) from FPSB India
• CWM – Chartered Wealth Manager from AAFM, USA
• NCFM – Macroeconomics for Financial markets
• NLP – Licensed Practitioner from Richard Bandler, USA
• Blogger on Personal Finance – articles on Personal Finance
• Author of the book – Money Muni (Book that explains investments through simple short stories)
• Conducted more than 520 + workshops on Financial Planning, Goal Planning, Retirement Planning for families across the country spanning more than 80 K investors
• Conducted more than 1700 sessions on Equity / Debt/ Macroeconomics/ Financial Planning/ Using the Power of Subconscious mind etc. for more than 58 K MFD’s / ND sub brokers.
Krishan Sharma designated as Deputy Vice President and National Lead – Training at HDFC AMC Ltd. He is a Graduate in Economics (Honours) and a Post Graduate in Management Accounting. He has been in the Mutual Fund industry for over 26 years and before joining HDFC AMC he has worked in various positions in research, PMS and institutional business.
While working in many parts of the country, he has undertaken extensive training programs and Investor Awareness Programmes for all segments of the business across India. Till date he has addressed more than 1500 investment seminars and training sessions covering over 150 cities in the country and abroad.
Krishan Sharma is now one of the pillars of HDFC Learning Academy whose main objective is to impart professional high quality training to HDFC AMC business partners and spread investment awareness to all. He has been hailed as one of the best trainers and speakers in the industry.
Vikash Jain is co- founder of India’s Largest Unclaimed Investment Recovery Advisory entity called Share Samadhan, in fact now we say as सारे समाधान
Vikash hails from a small town near Kaziranga, a wild life century in Assam He graduated from the Guwahati Commerce College, where he pursued CS simultaneously. He then decided to move to Delhi with five of his friends to pursue CA. Worked in Industry for more than a decade starting from companies like CEAT tyres mumbai to Evalueserve, words largest KPO and then a start up called Carnation auto by ex CMD of Maruti
His company Share Samadhan helps investor to recover their lost / forgotten or scattered investment in Old Shares , Provident fund, Unclaimed Insurance, Bank accounts or even from debtors etc. You will be surprised to note that the value of these unclaimed / physical paper investment in the country is more than Rs 5 Lakh crore largely due to the fact that the earning member of the family hardly share about their investment details with their family. Share Samadhan is probably the only entity on professional front helping people to recover their money / investment.
Vikash is married to Khushoo and blessed with 14 year old daughter Navya and 7 year old son Navam .He loves travelling to wild life centuries.
Radhika Gupta has more than 15 years of global asset management experience. She started her career with global giants McKinsey and AQR Capital, and then moved to India to start Forefront Capital Management, India’s first registered domestic hedge fund. She joined Edelweiss Group, after the acquisition of Forefront, scaling up the hedge fund business and also leading two asset management acquisitions – JP Morgan and Ambit Capital. She became the CEO of the mutual fund business in 2017, and is now building Edelweiss AMC into a bold, solution-oriented and customer obsessed asset manager.
Radhika grew up in four continents, and is a keen storyteller, known for “The Girl with the Broken Neck”, her personal story that crossed 2L YouTube views. She graduated from the Management and Technology Program at the University of Pennsylvania, with the highest honours, and joint degrees in Economics from the Wharton School and Computer Science Engineering from the Moore School. Radhika currently serves on the board of AMFI and Young Presidents Organization (Mumbai). She has been named by Economics Times as 40 Under 40, by Business Today and Fortune as one of the Most Powerful Women in Business, and as a Top Voice for LinkedIn.
Mr. Gaurab Parija is the Head – Sales and Marketing at IDFC Asset Management Company Limited. He has over two decades of experience in sales, marketing, business development and driving strategic initiatives.
Mr. Parija is responsible for driving accelerated business growth working with seasoned sales and marketing team across India, focusing on building strong partnerships and enhancing value to clients. He brings in over two decades of mutual fund experience in Retail Sales and Distribution and is amongst the most seasoned sales and marketing professionals in our industry. His deep relationships and passion to add value to clients makes him stand out in the industry.
Mr. Parija has been associated with IDFC AMC since March 2017. Prior to joining IDFC AMC, he was associated with Franklin Templeton Services (I) Pvt. Limited as a Director, responsible for New Initiatives and Business Development, CEMEA/India (March 2014 to March 2017). Prior to that he was associated with Franklin Templeton Asset Management (I) Pvt. Ltd as National Sales Director (April 2009 to Feb 2014), Head – Retail Advisory Services (Jan 2008 to March 2009) and Head – Alternate Distribution (June 2006 to Dec 2007).
Mr. Parija holds Post Graduate Diploma in Business Management (PGDBM) from IIM – Bangalore.
Manish Gunwani is CIO – Equity Investments at Nippon India Mutual Fund. Manish graduated from IIT Chennai with a B.Tech and has a Post Graduate Diploma in Management from IIM Bangalore.
Manish has over 21 years of work experience primarily in equities spanning roles in equity research and fund management. He has also co-founded a technology company in the document management space.
During his stint at ICICI Prudential AMC, he managed two flagship funds of the mutual fund whose assets grew from $1bn to $5bn in 5 years. One of the funds grew from $50m to $3bn becoming the second largest fund in the industry. As deputy CIO he was
instrumental in various aspects of asset management including setting up research processes, product strategy, developing talent of the team etc.
Manish has immense experience in equity research and has also spent two years working in a portfolio management company whose focus was midcaps.
Having traveled extensively across the world, Manish has attended many global investment conferences and seminars
Mr. Nilesh Shah is the Group President & Managing Director (MD) of Kotak Mahindra Asset Management Co. Ltd. He has over 25 years of experience in capital markets and market related investment, having managed funds across equity, fixed income securities and real estate for local and global investors. In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management, Franklin Templeton and ICICI Securities.
Mr. Nilesh Shah is the recipient of the inaugural Business Standard Fund Manager of the year award – Debt in 2004. He was part of the team that received the best fund house of the year award at Franklin Templeton as well as ICICI Prudential. Mr. Shah is a gold medalist Chartered Accountant and a merit ranking Cost Accountant. His hobbies include reading and educating investors on financial planning. He co-authored a book on Financial Planning called “A Direct Take”.
A finance professional with 20 years of experience, Rakesh Rathod currently serving smallcase to spreadharard their Advisory platform practice. A Chartered Accountant by education, Rakesh is also a Certified Financial Planner, Post Graduate in Investment Banking and a SEBI Registered Investment Adviser.
Prior to smallcase he has be instrumental in setting and scaling up Domestic Business for Edelweiss Prime Brokerage Services where he championed the growth PMS/AIF industry.
Across his career he has worked with leading financial institutions such as Sharekhan, Motilal Oswal, IIFL, Prabhudas Lilladher and MCX-SX, gaining valuable experience across functions from operations and product strategy to business development and marketing.
A well-rounded professional, Rakesh has also had an entrepreneurial stint, having founded Finapple Ideas, a Fee based financial advisory company.
Currently, Rakesh is excited about the massive shift of money flowing from the transactions space to assets and the opportunities this shift presents with respect to new fund structures like smallcase mutual funds, PMS and AIF
Apart from work, Rakesh’s current romance is with Financial Literacy – it keeps him engage with the youth and Savers and is just the time he needs for ideation.
What MORE Do We Offer this Year?
- Gear up for some Real Time Engagement
- Live Synopsis on Telegram Community
- Social Media Bahubali
- Listen-up and Share like a PRO
Grab the numerous chances to win the most powerful financial subscriptions of present times.Plenty of powerful books delivered to you at home.
One Hour Personal Session with
Col Sanjeev Govila (retd)
Exclusive AMA (Ask Me Anything) one hour session with our CEO to help you strengthen your Personal Finance and that of your family.