Mr Ananth Narayan Gopalakrishnan is a Whole Time Member of Securities and Exchange Board of India (SEBI) looking after Market Intermediaries Regulation and Supervision Department (MIRSD), Alternative Investment Fund and Foreign Portfolio Investors Department (AFD), Integrated Surveillance Department (ISD), Department of Economic & Policy Analysis (DEPA), and Information Technology Department (ITD). He is also at present a Member of the Board of Governors of National Institute of Securities Market (NISM).

Prior to the current assignment, Mr Ananth Narayan held the position of Associate Professor, S.P. Jain Institute of Management & Research, Mumbai. Prior to that, he had more than two and half decades of experience in banking and financial markets and has held various senior positions.

Mr Ananth Narayan has also served as a Director on the Boards of various organisations. He has also been a Member of various advisory committees constituted by SEBI and RBI.

He holds a Post-graduate Diploma in Management from Indian Institute of Management, Lucknow and a Bachelor of Technology (Electrical Engineering) from Indian Institute of Technology, Bombay.

Mr. Deepak M. Satwalekar is currently active on the Advisory Boards of a few non-profit organisations, engaged in the field of primary education for the low-income and underprivileged members of society in rural and semi-urban India.

He was the Managing Director of HDFC Ltd till 2000, and thereafter the Managing Director and CEO of HDFC Standard Life Insurance Co. Ltd till 2008.

He is currently on the Board of Directors of two listed companies He had also been a consultant to the World Bank, the Asian Development Bank, and the United Nations Human Settlements Programme (HABITAT) among others.

He was on the Board of a technology incubator and served on the India Advisory Board of a large European bank.

He has chaired or been a member of several expert groups set up by industry/ Government/ Reserve Bank of India/Insurance Regulatory and Development Authority.

He was the Chairman, Board of Governors of the Indian Institute of Management, Indore.

He is a recipient of the ‘Distinguished’ Alumnus Award’ from the Indian Institute of Technology (IIT), Bombay.

D P Singh, Deputy MD & Joint CEO. He has over 31 years of rich experience in the Banking and Financial Services industry. As DMD & Joint CEO, he is responsible for all business verticals and segments of the organization. A mutual fund industry veteran, he has spent over 25 years with SBI Mutual Fund, held many senior leadership roles and led the company’s consistent growth in several parameters, including AUM, market share and profits, while being instrumental in expanding the fund house reach in both urban and rural areas.

Prior to joining the company, he was with SBI where he handled various assignments in Retail Banking, Corporate Credit, and Information Technology Initiatives.

Kalpen Parekh is the Managing Director & CEO of DSP Asset Managers Pvt. Ltd.

He has over two decades of experience in finance and asset management. Prior to joining DSP, Mr. Parekh was responsible for growing businesses at IDFC Mutual Fund, Birla Sun Life Asset Management Company Ltd., and ICICI Prudential Asset Management Company Ltd.

He is passionate about behavioural finance and believes that investor behaviour is one of the most crucial aspects to a good investment experience. Mr. Parekh has undertaken various initiatives in the organisations that he has worked with to highlight the importance and learnings of behavioural finance across the value chain.

Mr. Parekh holds a master’s degree in management studies in finance from the Narsee Monjee Institute of Management Studies and a bachelor’s degree in chemical engineering from Bharati Vidyapeeth, Pune.

Navneet Munot is the MD & CEO of HDFC Asset Management Company Limited (HDFC AMC). He joined the firm in February 2021. HDFC AMC manages over Rs.7.75 lakh crore across Equity and Fixed Income Mutual Funds for over 1 crore investors across the country. Navneet is also the Chairman of the Association of Mutual Funds in India (AMFI).

A veteran of financial markets, Navneet has 3 decades of rich experience in the industry. Prior to joining HDFC AMC, he was the Executive director and Chief Investment officer of SBI Funds management Private Limited and was responsible for overseeing AUM over USD 150 billion across mutual funds and segregated accounts. Navneet was also a Director on the board of SBI Pension Funds (P) Limited.

In prior assignments, he was the Executive Director & Head – multi-strategy boutique with Morgan Stanley Investment Management and Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund.

Nilesh Shah is Group President & Managing Director of Kotak Mahindra Asset Management Company (KMAMC)

Nilesh lead his team to the Best Fund House of the Year Award at all the mutual funds where he has worked viz. Kotak, ICICI Prudential and Franklin Templeton Mutual Fund.

Nilesh is a part time member of the Economic Advisory Council to the Prime Minister. He is a part time member of Unique Identification Authority of India (UIDAI). He is a member of the Board of Association of Mutual Funds in India and a Member of CoBoSAC committee of SEBI.

Atul Khatri is a Mumbai based businessman who got up late in life and decided to do English Standup comedy so that he could tick it off his own personal bucket list.

An Indian Computer Engineer and a British Management. scholar who always orders soup one by two even when he is eating alone.

CNN-IBN recently rated him as one of the top 20 comedians in India to watch out for.

He recently won 'CEOs got Talent' trophy competing against 11 other CEOs.

In September 2018 - Atul was awarded Best Stand-up Act in India -by India Nightlife Convention and Awards held by NRAI (National Restaurants Association of India)

In January 2019 - his Comedy Special “The Happiest Ending” was beamed on NETFLIX worldwide as part of COMEDIANS OF THE WORLD featuring Top 47 comedians from 13 countries across the world.

In November 2019 - Atul performed at the prestigious “Just for Laughs Comedy Festival” in Sydney which also featured leading comedians from the world including Steve Martin and Martin Short. This also included a taping which will be featured on Australian TV which was shot inside the prestigious Sydney Opera House.

He also routinely performs to consistently sell-out crowds at a number of distinguished comedy venues all over India and the world.

In the Pandemic Lockdown period of 2020-2021 – he has come out with ‘Only Positive News!’ on his social media channels – a fun quick DAILY segment of only positive news amidst all the negative news around to pep up the mood of his social media followers.

B G Mahesh is a visionary founder of OneIndia.com, his relentless pursuit of innovation, his ability to foresee the power of technology and his dedication to promoting digital content inclusion earned him respect and admiration. He is credited with introducing all major Indian languages into the digital space in the year 2000.

He is the CEO of Sahamati, bringing in his expertise and passion to empower individuals and communities through technology. With Sahamati, he seeks to bridge the gap in financial inclusion through Digital Public Infrastructure and oversees all programs and works to establish productive relationships between market participants, policy makers, and the citizenry.

His leadership is characterised by humility, compassion, and a genuine concern for the well-being of others. He fosters an environment of collaboration and nurtures talent, inspiring those around him to reach new heights of excellence.

Bipin Preet Singh is the Managing Director, Co-Founder, and CEO of One MobiKwik Systems Ltd. He founded MobiKwik with a vision to transform the digital payments landscape in India. India is hailed as the third largest FinTech economy in the world and the India Fintech opportunity is anticipated to reach USD 2.1 trillion by 2030, with this kind of exponential growth, he believes MobiKwik will be a significant part of driving awareness and adoption of Fintech solutions.

Bipin is a product enthusiast who loves good tech and smart engineers. He holds a bachelor’s degree in electrical engineering from the Indian Institute of Technology, Delhi and has 20+ years of experience in technology, payments, and financial services. Prior to his entrepreneurial journey, Bipin spent seven years as a Platform Architect at semiconductor companies such as Intel, Nvidia, and Freescale.

At the age of 29, when faced with a choice to spend his savings on an expensive B-school degree from a top US university versus using the money to invest in his start-up; Bipin chose the latter. It was a decision that saw him making a difficult transition from hardware to software, learning programming from scratch, and bootstrapping his way to success.

One MobiKwik Systems Ltd went public in December 2024, continuing its mission of financial inclusion for the citizens of India.

Bipin has been recognized many times as one of India’s leading Tech founders. He was featured in the 2016 ‘Fortune 40 under 40’ list of Indian entrepreneurs. He was also featured in the ‘Economic Times 40 under 40’ list of India’s top Business Leaders in 2018.

Karunya Rao is a Business journalist with over 10 years of experience across print, television and digital media, with expertise in tracking sectors including automobiles, FMCG, personal finance, and financial markets.

Was prime-time market hours anchor with ET Now prior to taking charge as the Multimedia Lead of Moneycontrol - the most recent stint with news media.

Expertise in simplifying financial markets and personal finance, utilising online platforms to bring forth content aimed at empowering retail investors.

As a new-age broadcast journalist and content evangelist, I excel at harnessing cross-channel spaces to create high-value, high-impact content backed by thorough research and analysis.

Currently building Cogent Media Labs (as Co-founder), a multimedia digital content agency that curates specialised content for corporates to engage more meaningfully with their stakeholders Lady Shri Ram College, IIM-Lucknow alumna; ex-EY

Mr. Sanjay Kadel is a practicing Chartered Accountant, Information Technology enthusiast and a passionate Professional Educator. With a rich experience of 20+ years, he is the Principal Consultant, specialising in Audit and assurance, Tax, Corporate and legal advisory, Info-sec advisory and RIA compliances consultant.

He has authored various academic and professional books, articles and undertaken various seminars.

Shri Sudhir Shyam, Economic Advisor, Department of Financial Services (Ministry of Finance)

Shri Sudhir Shyam is an officer of 1999 batch of Indian Economic Service (IES) which provides professional backup in the formulation, implementation, monitoring and review of Economic Development Programmes and Policies of the Government of India. He has done his graduation in Economics from Delhi University. Subsequently, he completed his post graduation and Master of Philosophy from Jawahar Lal Nehru University (JNU). His career spans over a period of three decades with experience in Economics, Administration & related fields. Shri Sudhir Shyam has considerable experience in Financial Sector and has handled responsibility in the area of Banking, Insurance and National Pension system in the Department of Financial Services. He is currently looking after the functioning of Debt recovery Tribunals (DRTs) and Debt Recovery Appellate Tribunals (DRATs) set up under the The Recovery of Debts Due to Banks and Financial Institutions Act, 1993 (RDDBFI Act) [renamed as Recovery of Debts and Bankruptcy Act (RDB) Act in 2019. He has been Government nominee director on the Board of State Bank of Patiala and IDBI Bank in the past. Currently, he is Government nominee director on the Board of UCO Bank, Oriental Insurance Co. Ltd. (OICL) and also on the Board of Central Registry of Securitization Asset Reconstruction and Security Interest of India (CERSAI).

Amit Kukreja is a SEBI-registered fee-only financial advisor, a Certified Financial Planner (CFP) and a Certified Financial Transitionist (CeFT®) with over 13 years of experience in financial advisory. He is based in Gurgaon. He specializes in helping double-income families and individuals navigating life transitions such as divorce, career changes, expected or unexpected retirement, or loss of a loved one.

With a background in Information Technology spanning 15 years, including global roles in consulting and relationship management, Amit transitioned to financial advisory in 2011 to pursue his passion for helping people achieve a balance of wealth and happiness.

Harsh Roongta Starting off as a qualified Chartered Accountant and a tax expert, Harsh has been a serial entrepreneur and has successfully exited from his ventures. His venture-funded startups included Apnaloan.com and Apnapaisa.com

In 1998 he was responsible for setting up ICICI's retail lending business from scratch. He is also well known as a finance expert on popular TV channels like ET Now, CNBC, Zee business and writes a fortnightly column "Truth be Told” in the Business Standard a leading business daily in India. He has authored a book titled "The Complete Home Loan Guide”. He has conducted numerous workshops on taxation and personal finance.

He now runs Fee Only Investment Advisers LLP a SEBI registered Investment advisory firm.

Hemendra Gandhi is a SEBI Registered Investment Advisor since 2016.

Hemendra has completed his MBA from NMIMS, Graduation from Jai Hind College and certified Chartered Wealth Manager from American Academy of Financial Management. He has spent more than 18 years in financial sector having worked with international and domestic organizations like ICICI Bank Ltd, Citigroup and Alchemy Capital.

Our founder Kavitha Menon is India’s first fee only Investment Advisor registered with SEBI. She started working as a wealth manager with a private bank , followed by a eight year stint with a private wealth management company. It was her desire to bring client centric advisory services to high networth families and hence decided to chart her own path as a fee based advisor in 2013. She brings with her two decades of rich experience in wealth advisory and financial planning.

Qualifications MMS Finance , CFA ( ICFAI), CFP©

Kiran Telang manages a boutique fee only financial advisory practice in Mumbai, working with clients across India and overseas.

Registered as an Investment Adviser with SEBI, Kiran is qualified with a Masters in Management Studies from University of Mumbai and holds the CERTIFIED FINANCIAL PLANNERCM certification. She has 24 years of experience in finance and banking.

Kiran writes regularly and is quoted on personal finance topics in various leading print and electronic media.

Financial literacy is her passion. She is associated with the National Institute of Securities Markets (NISM) for their various programs investor awareness, Kiran is also a member of the examination committee for the NISM Series XVII: Retirement Advisor Certification Examination.

Kiran has authored two books. Her first book, titled Mindful Retirement, was published in 2018. The second co-authored book is 'Moneywise-Perspectives for Women', published in 2021.

I believe in continuing education as a way of life; not just for myself, but also for our clients; the latter being implemented by communicating in English, rather than in Finance (with jargons). As an example of the first, I was among the first batch of CFP's (Certified Financial Planners) in India and went one better by being the first Certified Financial Transitionist (CeFT) from India. This program encourages deeper understanding of the way individuals make decisions (or not) when they are undergoing transitions -- something that one will experience multiple times in their lifetime.

Taking risks is something I did unknowingly by working for sunrise industries/ start-ups in the mid to late 1990's, before launching (International) Money Matters in 2001. Even before that, the MBA in Finance was from the now reputed S P Jain Institute (SPJIMR) -- not surprisingly, from the first batch. The passion to strive for excellence and dig deeper has helped me win awards, the most notable being the Global Financial Planner award winner for the Asia Region, 2018.

I do believe that every individual needs a trusted financial planner, and apart from human behaviour that fascinates me, it is intellectually stimulating to deal with cross-border planning issues for clients. And what better way than to connect with like-minded professionals from across the globe; whether it be financial planners, accountants (or CPA's), lawyers and estate planning experts.

I love being around people and believe that each one of us has the potential to perform a few notches higher than we can imagine. I try to use this with the team that works with me in International Money Matters where we have created a very strong learning environment and allowing team members to take on newer tasks, make mistakes and become better human beings.

Renu Maheshwari is the first individual SEBI Registered Investment Adviser in Tamilnadu and practices Financial Planning and Portfolio Management. She is an MBA (Finance), Certified Financial Planner (CFPCM), CPFA, and CFA-1. With over 25 years of experience in the finance industry, she excels in advising, consulting, and coaching clients on personal finances. She cofounded Finscholarz in 2012 to practice and promote the commission-free, holistic, fiduciary advisory practice. Having witnessed multiple recessionary and inflationary cycles during her consulting practice, her expertise in managing personal finances has proved to be an enabler in her clients’ lives. Her deft handling of clients’ money and portfolio during Covid times is just one of the examples of her expertise.

Her practice won her the ‘Best Investment Advisor in India – Silver Award - 2020’. She was awarded ‘Best Financial Advisor in India – 2016’ by APAC Insider (a London-based publication) and ‘Best Investment Adviser in India – Runner Up – 2015’ by Outlook Money. She was felicitated with the ‘Eminent Woman Achiever Award’ by the Rajalakshmi Group of Institutes. She was awarded ‘Emerging Leader - National Category (All India)- 2021’ at the country's 1st Leadership Awards for Registered Investment Advisors (RIAs) conducted jointly by BSE Star, Mercury, and Vijya Iprism.

As a Founder Director of ARIA (Association of Registered Investment Advisors, a section 8 company), she is actively helping fellow RIAs to develop a client-centric practice. She is one of the founding members of the CFP Professional Advisory Council for India, (of the Financial Planning Standards Board, USA) providing thought leadership to the financial planning community in India.

Roshni Nayak is a Mumbai based Sebi RIA, completed my MBA from Rizvi Institute, Bandra, started out as a Research Analyst with 6 yrs experience and then since the past decade branched out into personal finance after completing CFP certification, got Sebi licence in July 2021

Tarun Birani is the Founder and CEO of TBNG Capital Advisors and rated among Longest- standing Registered Investment Advisors in India by Mint (Hindustan Times Publication). He is also a Board Member and Ex-Vice Chairperson of ARIA (Association of Registered Investment Advisors) ARIA was born out of the need to support the development of the investment adviser community post the introduction of the investment advisor regulations of SEBI in 2013.

Over the years Tarun along with his zealous and committed team at TBNG has grown their network exponentially servicing many families mainly Busy Professionals, Founders, across the globe.

Revered for his intellect and advice he continues to be an esteemed panelist for industry events hosted by Café Mutual, Hubbis, and more. He has shared his insight on various investment talk shows by ET Now, Bloomberg Quint, Moneycontrol, CNBC TV18, etc. Tarun has authored over 350 columns with analysis and views on various personal finance topics published by reputed media houses namely TOI, ET, FE, Livemint, and more.

Enriched with 20 plus years of experience in the field of Financial Advisory, he has played diverse roles in organizations like R Financial Consultants, IL&FS and Motilal Oswal. Holding a Master's Degree in Commerce, an MBA in Finance, and the designation of Certified Financial Planner (FPCM), Tarun specializes in goal-based planning, retirement solutions, investment advisory across asset classes, succession planning, NRI investment strategies, and tax advisory. In addition to his professional achievements, Tarun is a voracious reader and a fitness enthusiast.

As a Founder & CEO V R Wealth Advisors Pvt Ltd, a Mumbai Based Financial Planning & Advisory Firm with a 10 member team is a SEBI Registered Investment Adviser since 2013. I have functional experience as an Investment Adviser for over 17 Years in the Investment Advisory Industry a Mumbai based practitioner.

I hold an Inter CA degree from Institute of Chartered Accountants of India , CFA Level 1 from CFA Institute , an Advanced Diploma in Business Management from ICFAI and a Certified Financial Planner from FPSB India.

I work with over 100 Clients within the country & overseas. I voice opinions in ET, ET Wealth, Business Standard , Mint , Wall Street Journal & Financial Planning Journal I have been on air through BTVi & NDTV Profit for personal finance shows. We have been two times global award winners for our financial planning case studies in 2019 at Minneapolis & 2018 at Chicago.

I have deep interest and passion in crafting the practice and make a difference in people lives around me, be it clients, team & fraternity on the whole.

Been a founder board for ARIA and an opportunity to shape ARIA . Have experience of interaction with SEBI Senior Officials on various occasions for ARIA and on other occasions as well.