Home  
 
 
 
About FPSB India
FPSB India Vision
Board of Directors
 FPSB India’s Board of Directors
 FPCIL’s Board of Directors
Committees & Advisory Council
Charter Members
FPSB Ltd.
International Affiliation
Careers with FPSB India
 
 
 
Email to Friend Print this Page
  FPSB India Advisory Council
Board of Professional Review
Regional Chapter Development Committee
Marketing, Communications Financial Literacy Committee
Knowledge Management Development Committee
Education and Training Committee
Examination and Certification Committee
Certification and Rating Committee
Membership Development Committee
 
FPSB India Advisory Council
 
S.No. Name Designation Organization
1 Mr. Shailesh Haribhakti
(chairman)
Chairman DH Consultants Pvt. Ltd.
2 Mr. Ajay Bagga
(Member)
Head &
Managing
Director
Private Wealth Management
Deutsche Bank AG
3 Mr. C Jayaram
(Member)
Joint Managing
Director
Kotak Mahindra Bank Ltd.
4 Mr. Sanjay N.
Sachdev, CFP CM
(Member)
Chairman -
Board of
Directors
FPSB Ltd.
 
TOP
 
Board of Professional Review
 
S.No. Name Designation Organization
1 Mr. G.N. Bajpai Chairman Intuit Consulting Private Ltd.
2 Ms. Monika Halan,
CFP CM
Editor - Mint
Money
HT Media Ltd.
3 Mr. Sanjay N.
Sachdev, CFP CM
Chairman -
Board of
Directors
FPSB Ltd.
 
TOP
 
Regional Chapter Development Committee
 
S.No. Name Designation Organization
1 Mr. Alok Sheopurkar Head HR HDFC Asset Management Co. Ltd.
2 Mr. Arindam Ghosh Chief Executive Officer Blackridge Capital Advisors
3 Mr. Debashish Mohanty Country Head -
Retail Sales
UTI Asset Management Company Ltd.
4 Dr. K.K Goel,CFP CM Executive
Director
Unique Health & Wealth Consultants Pvt. Ltd.
5 Mr. Naresh Pachisia, CFP CM Managing
Director
SKP Securities Ltd.
6 Ms. Prerna Salaskar, CFP CM Chief Financial Planner The Tipping Point
7 Mr. Surya Bhatia,
CFP CM
Principal
Consultant
Asset Managers
8 Ms. Vaijayanti Naik Sr. VP HR and
Admin
ICICI Securities Ltd.
 
TOP
 
Marketing, Communications, Financial Literacy Committee
 
S.No. Name Designation Organization
1 Mr. L. Harikumar Vice President,
Head RM
Channel-Retail Banking
Axis Bank Ltd.
2 Mr. Rajiv Kumar Gupta Executive
Director
SBI Life Insurance Co. Ltd.
3 Mr. R.S. Srinivas Jain Executive
Director & Chief
Marketing
Officer
SBI Funds Mgmt. Pvt. Ltd.
4 Mr. Sudipto Roy Business Head Principal PNB Asset Management
Co. Ltd.
5 Mr. Vineet Arora Executive Vice
President
ICICI Securities Ltd.
6 Mr. Udayan Ray,CFP CM Editor Outlook Money
 
TOP
 
Knowledge Management Development Committee
 
S.No. Name Designation Organization
1 Mr. Arvind Rao,CFP CM Chief Planner Dreamz Infinite Financial Planners
2 Mr. Joydeep Sen,CFP CM Sr. Vice
President
BNP Paribas SA
3 Mr. Lovaii Navlakhi,
CFP CM
MD & Chief
Financial Planner
International Money Matters Pvt. Ltd.
4 Mr. Pankaj Mathpal,
CFP CM
Managing
Director
Optima Money Managers Pvt. Ltd.
 
TOP
 
Education and Training Committee
 
S.No. Name Designation Organization
1 Dr. D Sundararajan,CFP CM Financial Planner Trendy Investments
2 Mr. Gautam Chikermane,
CFP CM
Journalist Journalist
3 Mr. Mukesh Dedhia, CFP CM Managing
Director
Ghalla and Bhansali Securities Pvt.Ltd.
 
TOP
 
Examination and Certification Committee
 
S.No. Name Designation Organization
1 Mr. Balamurugan IAS Co-Founder and
Director
Metis Family Office
2 Dr. G. Ramachandran,
CFP CM
Head - Global
Research Group
ICICI Bank Ltd.
3 Mr. Mukesh Dedhia,
CFP CM
Managing
Director
Ghalla and Bhansali Securities Pvt. Ltd.
4 Mr. Suresh Sadagopan,
CFP CM
Principal
Financial Planner
Ladder7 Financial Advisories
 
TOP
 
Certification and Rating Committee
 
S.No. Name Designation Organization
1 Mr. Gautam Chikermane,
CFP CM
Journalist Journalist
2 Mr. Shailesh Haribhakti,
CFP CM
Chairman DH Consultants Pvt. Ltd.
 
TOP
 
Membership Development Committee
 
S.No. Name Designation Organization
1 Mr. Anish Keskar Assistant Vice
President -
Human
Resources
HDFC Asset Management Co. Ltd.
2 Mr. Arun Thukral,
CFP CM
Managing
Director & CEO
Axis Securities Ltd.
3 Mr. K Achuthan Chief People
Officer
Reliance Capital Asset Management Co. Pvt. Ltd.
4 Mr. Manish Verma Vice President -
Human
Resources
Principal PNB Asset Management Co. Pvt.Ltd.
5 Mr. R.S. Srinivas Jain Executive
Director & Chief
Marketing
Officer
SBI Funds Mgmt. Pvt. Ltd.
6 Mr. Suraj Kaeley,
CFP CM
Group President (Sales & Marketing) UTI Asset Management Company Limited
 
TOP
 
Financial Consumers
Financial Professionals
Financial Institutions
Financial Planning
 
© Copyright 2008 Financial Planning Standards Board India . All rights reserved. SiteMap | Terms of Use  | Privacy Policy  | Disclaimer