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Delivering value through Financial Planning Services
Use of technology to foster Financial Planning in a direct sales environment- challenges and experiences
Anup Bachi, CFP
, Sr. General Manager - Head Retail liabilities Group, ICICI Bank Ltd.
Evolution insurance products of Financial Planning
Joydeep Roy, CFP
, Chief Distribution Officer, Tata AIG Life Insurance Co.
The importance of ‘open architecture’ to Financial Planning advice- bank perceptive
Kanwar Vivek, CFP
, Joint General Manager, ICICI Bank
Role of product manufactures to facilite a Financial Planning approach
Krishnaswami Rajagopal, Chief Investor Officer, Reliance Mutual fund
Embracing the Financial Planning process- a recipe for a profitable business model.
Lovaii Navlakhi, CFP
, CEO, Money Matters
Experience of implementing Financial Planning at a national level learning and challenges.
Rajiv Deep Bajaj, CFP
, Managing Director, Bajaj Capital Ltd
Legislative and regulatory changes require for robust development of investment advisory and FP in India
Shailesh Haribhakti, CFP
, Chairman, FPSB India
Enterprise technology to increase efficacy of Financial Planning.
Sumeet Vaid, CFP
, CMO, OptiMix