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Speaker Presentations
Event Name:Financial Planning Congress
Theme:Financial Education for Indian Consumers: Whose Responsibility is it?
1From Savers to Investors : Changing the MindsetMr. Ajay Bagga, CFP, CEO, Lotus India AMC Pvt. Ltd.
2Distribution Platform for Financial Products: The New OpportunityMr. Anup Bagchi, CFP, Executive Director, ICICI Securities Ltd.
3Is Financial Literacy a deterrent to Misselling in the Financial Sector?Mr. Gary Bennett, CEO and MD, Max New York Life Insurance Co Ltd.
4The importance of Intelligent Default Options as a complement to Financial Literacy.Dr. K.P. Krishnan, Joint Secretary, Ministry of Finance
5Analyzing the Role of Financial Institutions in creating Financial LiteracyMr. Amitabh Chaturvedi, CFP, Director, FPSB India
6Role of Public Private Partnership in Investor Education: A perspectiveMr. G Sethu, Officer on Special Duty, Incharge of NISM, SEBI
7Managing Customer Confidence in a era of Market volatilityMr. Sanjay Sinha, CIO, SBI Funds Management Pvt. Ltd.
8Retail to Wealth Managing the Client Transition:Mr. K Sridhar, CFP, VP & Country Head Wealth Management, Karvy Stock Broking Ltd.
9Merging Your Clients Money With Their Lives : The True Essence of Financial PlanningMr. Rajiv Deep Bajaj, CFP, Managing Director, Bajaj Capital Ltd.
10Relevance of Financial Planning Process in Wealth ManagementMr. Sharad Sharma, CFP, Country Head-Private Banking, BNP Paribas

Financial Consumers
Financial Professionals
Financial Institutions
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