Only 10 Seats Left…Golden Opportunity...Not to Miss...Final 11th January’2015 Conference Agenda: Learn from 21 high quality speakers who are change agents in the personal financial planning industry... who struggled and achieved success... Learn how high quality knowledge & Skill sets helps to provide quality advice, achieving higher AUM and also charge fees to clients in the long run. 11th January’2015 Conference Agenda: A Journey from CFP Aspirant to CFP Practitioner: Opportunities & Challenges in 2015 9:01am to 9:30am: Registration & Breakfast (Venue: 7th Floor, Motilal Oswal Tower, Prabhadevi, Nr. Dadar, Mumbai) 9:31am to 9:50am: Welcome speech by Keyur Shah, Expert Coach CFP 9:51 am to 11:40am: Presentations by Successful CFP Practitioners (15 minutes includes Q & A) 1) Ms. Rupali Rane, Young IFA, Mumbai 2) Shankar Narayan, Sr. Professional & IFA, Mumbai 3) Prashant Nambiar, AVP & Branch Head, HDFC Bank, Mumbai 4) Nidhi Manchanda, Young Financial Planner, Mumbai 5) Abhishek Khudania, Vice President, Client Associate, Mumbai 6) Noble Paul, VP & Cluster Head, Axis Bank, Nasik 7) Anil Mutalik, Sr. IFA, Mumbai 11:40 to 12:00 noon: Tea Break 12:01 noon to 12:30pm: Presentation by Mr. Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC. 12:31pm to 1:45pm: Presentations by Successful CFP Practitioners (15 minutes includes Q & A) 8) Sai Krishna, Financial Planner, Aarthyantra, Hyderabad. 9) Surbhi Verma, Sr. Professional & IFA, Mumbai 10) Naresh Panjanani, Sr. Professional & IFA, Mumbai 11) Aishwariya Surana, Youngest CFP Certificant, Gauwhati-Assam 12) Mohish Damani, Sr. IFA, CFP Practitioner & Financial Planner, 13) Charmi Shah, Financial Planner, Ffreedom Financial Planner 1:45pm to 2:30pm: Lunch 2:31pm to 2:45pm: Soft skill session by Mr. Sanjay Tawde (Sr. Corporate Trainer & CFP) 2:45pm to 3:10pm: Mr. Rajendra Kalur, Founder, CEO, TrustPlutus Wealth Managers P. Ltd., Mumbai 3:11 to 4:00pm: Panel Discussion: “Challenges & Opportunities in promoting Goal based Financial Planning with Mutual Fund”- 5 Sr. AMC Sales Professionals- Moderated by Manish Pandey” 4:00 to 4:15: Tea Break 4:16 to 4:35: An Introduction to Digital Marketing for CFP Practitioner 4:36 to 5:45pm: Presentation by Independent CFP Practitioner: Challenges & Opportunities in 2015 1. Ramesh Hegde, CFP, Financial Planner & IFA, Devangaree, Karnataka “A Successful Journey from 80L to 18 Crore MF AUM in 2 years.” 2. Jagdish Chaudhari, An International Speaker, from Australia, CFP in India & Australia “ Global Financial Planning Practice” 3. Nitin Savant, IFA & CFP Aspirant, Sangli, “How to set up successful FEE based Financial planning Practice” 4. Ishpal Singh, Sr. Key Relationship Manager, ICICI Securities, Mumbai “Push Goals…Pull Products” 5. Vaishali Kale, Founder, V-Link Financial Ser