Shri Tuhin Kanta Pandey took charge as Chairman, Securities and Exchange Board of India in Mumbai on March 01, 2025.

Shri Pandey is an IAS Officer of Odisha Cadre belonging to 1987 batch. Before joining SEBI he served as Union Finance Secretary, Revenue Secretary and Secretary, Department of Investment & Public Asset Management (DIPAM), Secretary, Department of Public Enterprises and Secretary, DOP&T.

Shri Pandey has held many significant positions in Union Government and State Government of Odisha, in addition to serving a stint in the Regional Office of the United Nations Industrial Development Organisation (UNIDO).

In the Union Government, his previous organisations include Planning Commission (Now Niti Aayog), Cabinet Secretariat and Ministry of Commerce.

In State Government of Odisha, he served as administrative head in the Departments of Finance, Health, General Administration, Commercial Taxes and Transport.

In his career spanning over more than three decades, Shri Pandey has wide experience in the areas of Economy & Finance, Industrial Development, Tax policy and administration and has been instrumental in bringing about several institutional innovations, new policies and systems in the Departments he has served.

He holds a Masters Degree in Economics from Panjab University, Chandigarh and Master of Business Administration from the University of Birmingham (UK).

Amit Kukreja is a fee-only financial advisor based in Gurgaon. He is registered with SEBI as an Individual Investment Adviser and with FPSB India as a Certified Financial Planner (CFP). He is also a Certified Financial Transitionist (CeFT®), registered with the Financial Transition Institute in Florida.

Amit specializes in managing double-income families where two strongly opinionated individuals may come in the way of their collective financial well-being. I also specializes in helping people manage their money when they are going through planned or unplanned changes (called Transitions) in their lives like a divorce, loss of a job, major career change, marriage or re-marriage, sale of a business, loss of an earning member in the family, retirement or a pre-mature retirement.

Financial advisory is Amit's second career. Before registering as India's third RIA in 2013, he had a successful career in the Information technology sector for 15 years.

Mahesh is the CEO of Sahamati, a not-for-profit industry alliance of participants in the Account Aggregator (AA) ecosystem.

He’s been leading the implementation of the Account Aggregator framework, a Digital Public Infrastructure for Data empowerment. AA is a techno-legal framework that gives individuals & small businesses control of their data. It’s being rolled out in India and is the largest implementation of Open Finance globally.

Mahesh was also the visionary founder of OneIndia.com, credited with bringing all major Indian languages online as early as 2000, breaking barriers to digital access and inclusion. Guided by a deep commitment to empowerment, he continues to champion technology-led innovation for societal good.

Benedek Vörös is Director, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income, and economic indices.

Before joining S&P DJI, Ben was a portfolio manager at Generali Investments, managing a range of absolute return and emerging markets portfolios. He previously served financial services companies across Europe as a consultant at McKinsey & Company. Prior to that, Ben worked in various structuring and risk management roles at Barclays Capital and J.P. Morgan.

Ben is a CFA charterholder, and he holds the CQF and an MSc in statistics from University College London (UCL).

Chetna Sinha is the Founder and Chairperson of Mann Deshi Bank and Mann Deshi Foundation, dedicated to empowering rural women and fostering holistic community development.

In 1997, Chetna established the Mann Deshi Mahila Sahakari Bank, India's pioneering financial institution designed for and by rural women. The bank has since facilitated loans exceeding 780 million, consistently innovating to introduce new financial products tailored to the evolving needs of female micro-entrepreneurs. Under Chetna's visionary leadership, Mann Deshi Bank pioneered the first pension scheme for women in the informal economy, showcasing an unwavering commitment to the financial well-being of women micro-entrepreneurs.

Chetna's impact extends beyond financial services. In 2006, she founded the first business school for rural women in India, providing education as a key empowerment tool. In 2013, she launched a toll-free helpline and established the first Chambers of Commerce for women micro-entrepreneurs in the country, fostering a supportive business ecosystem.

Recognizing the importance of community development, Mann Deshi Foundation, under Chetna's guidance, operates a diverse range of programs. These include a community radio station, a healthcare for all initiative, a sports for development program, and a climate-smart agriculture program, all geared towards comprehensive development within the communities it serves. It has also set up women-led farmer-producer companies and organizations.

Chetna Sinha's illustrious accolades include being a Yale Fellow, Ashoka Fellow, and Schwab Fellow. In 2018, she co-chaired the World Economic Forum in Davos and the Financial Inclusion segment at the W20 Summit in Argentina. The same year, she received the prestigious Nari Shakti Puraskar, the highest civilian award for women in India, from the President. Chetna is an active member of the BRICS Women's Business Alliance (2022) and the Gender Equality Advisory Council (2022), appointed during Germany's G7 Presidency. Additionally, she chaired the G20 EMPOWER's Working Group on Financial Inclusion and Business Acceleration in 2023. In 2024, she was invited to speak at the inaugural session of the 68th Commission on the Status of Women (CSW) at the United Nations General Assembly (UNGA) in New York City.

Mann Deshi, headquartered in Mhaswad and operating in Maharashtra and Silvassa with an ambitious goal, the organization reached one million women in 2024, reflecting Chetna Sinha's tireless dedication to transforming lives and fostering sustainable development within marginalized communities.

D P Singh brings over 33 years of experience in the Banking and Financial Services industry and currently serves as the Deputy Managing Director & Joint CEO. In this capacity, he oversees all business verticals and segments of the organisation.

A seasoned leader in the mutual fund industry, Mr. Singh has been associated with SBI Mutual Fund for more than 27 years, holding several senior leadership roles during his tenure. His strategic vision and leadership have been instrumental in driving the company’s sustained growth across key metrics, including Assets Under Management (AUM), Market Share, and Profitability. He has also played a pivotal role in expanding the fund house’s presence across both urban and rural markets.

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.

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©

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. 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.

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 Managing Director of Kotak AMC. 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.

Mr. Nimesh Shah joined ICICI Prudential AMC (IPAMC) in July 2007 as the MD & CEO. Under his leadership the AMC has emerged as one of the largest, most respected, and trusted Investment Managers in India; having contributed significantly to the growth of the Indian Mutual Fund Industry.

Over the past 18 years and more, under Nimesh’s leadership, the AMC has transformed into India's premier investment manager aligned to investor interest and leveraged digital innovations to improve its customer’s investment experience.

Under his leadership, the AMC has won several prestigious and globally recognized awards from time to time. The company’s leadership position across asset classes and investment styles is well recognized in the industry.

He is currently a Director with AMFI and also serves as a Governing Council Member with ICICI Foundation.

Mr. Nimesh has over three decades of experience in the banking and financial services industry and most of which has been with ICICI Group.

He holds degrees in Chartered Accountancy and Cost Accountancy.

Paul Grimes, Certified Financial Planner, is Chief Professionalism Officer Financial Planning Standards Board Ltd. and a lecturer in financial planning at a post-graduate level.

He ran his own financial planning and consultancy practice for 20 years up to 2020. He has held numerous international leadership positions in the advancement and promotion financial planning standards.

Peshotan Dastoor is the Group President & Head – Sales & Products at UTI AMC. He holds double post-graduation qualification - Masters of Commerce degree from the University of Mumbai and Masters in Business Administration degree from Xavier's Institute of Management. He also holds the Calritas Investment Certificate from CFA Institute, USA.

Mr. Dastoor joined UTI AMC on 6th May 2021 and has over 27 years of valuable experience in the financial services sector across banking and mutual funds. Before joining UTI AMC he spent 13 years at Franklin Templeton Asset Management India Pvt. Ltd. where he was Head – Sales since April 2014. Prior to that, he has spent 12 years in various positions across ING Bank N.V, ING Private Banking and also served as Head -Institutional Sales at ING Investment Management India Pvt. Ltd.

Preeti Dahiya is a distinguished media professional and prime-time news anchor with over two decades of experience in India’s leading newsrooms, including NDTV, TV Today, Times Network, ABP News, and Zee News. Renowned for her journalistic integrity and commanding on-screen presence, she has covered diverse beats and moderated high-profile interviews with political and corporate leaders.

Currently serving as a consultant, Preeti combines her expertise in broadcast journalism with a dynamic presence as a host and moderator—anchoring studio shows, corporate events, conferences, award ceremonies, book launches, and Defence Conclaves. Her versatility, poise, and ability to engage audiences make her a trusted and authoritative figure in both news media and live event platforms.

Renu Maheshwari is an expert in fiduciary financial planning and investment management. As the CEO and Principal Advisor of Finscholarz, she has spent over 13 years at the helm of a pioneering fee-only practice, proving the viability of unconflicted, client-centric wealth management in the Indian market.

Her technical mastery of Financial Planning, Investment Analysis and Management is the bedrock of her national leadership roles, where she currently serves as the Chairperson of the Industry Standard Forum (ISF-IA) and the Association of Registered Investment Advisers (ARIA), heralding the development of Fiduciary Advisory Practice Standards, and in advisory roles through various committees of SEBI and advisory council.

A dedicated advocate for systemic change, her Empowering Women’s Wealth Movement, has affected financial inequality to ensure that financial fearlessness becomes the enduring legacy for women across all strata of society.

Sashi Krishnan is the Director of the National Institute of Securities Markets (NISM). He has 40 years’ experience in the Pension Fund Management, Life Insurance, and Mutual Fund industry.

In his previous role, he served as the Chief Executive Officer of the National Pension System Trust, from January 2021 to January 2024. Prior to this, he was the CEO at Aditya Birla Sun Life Pension Management Limited. He has also held leadership roles at Aditya Birla Sun Life Insurance Co. Ltd., Bajaj Allianz Life Insurance Company Ltd., DBS Bank (Singapore), DBS Cholamandalam Asset Management Ltd., and Unit Trust of India.

Shailendra co-founded FinAtoZ (Rightfocus Investments Pvt Ltd), a SEBI Registered Investment Advisory Company. He has an overall industry experience of over 26 years. He has received his certification in Financial Markets from Yale University (U.S.) and did his Masters in Financial Management from NMIMS Mumbai. He holds his graduation B.E degree in Electronics & Communication from IIT-Roorkee.

Before starting FinAtoZ, Shailendra headed the products division in Sasken with more than 100+ people and developed critical algorithms in video and audio domains licensed to U.S., European, Korean, and Japanese customers. He is passionate about investments and was constantly developing strategies & models to invest. During his stint here, he observed widespread miss-selling and confusion among Indian investors regarding where to invest. This pain point eventually led to the foundation of FinAtoZ.

Shailendra has over nine years of experience in investing and managing various financial products for the different profiles of Indian investors. He has the goal of developing a process-driven, scalable financial advisory company. He is leveraging technology to provide affordable, high-quality financial advice to the affluent masses. FinAtoZ works with 700+ customers and manages total Assets of ~900Cr.

He conducts financial awareness sessions in Fortune 500 companies, like Paulo Alto, Intuit, and Schneider (and others like Juniper, ABB, Reliance Retail etc.). He is on a mission to improve people's financial lives by spreading awareness about personal finance.

Mr. S. Ramann assumed charge as Chairperson, Pension Fund Regulatory and Development Authority (PFRDA) on 20th June, 2025.

Mr. Ramann served as an officer of the Indian Audit & Accounts Service (IA&AS) from the 1991 batch. Prior to joining PFRDA, he served as the Deputy Comptroller & Auditor General and Chief Technology Officer in the Office of the Comptroller and Auditor General of India.

He has previously held several leadership positions, including Chairman and Managing Director of the Small Industries Development Bank of India (SIDBI), Managing Director of NeSL - Information Utility, Principal Accountant General of the State of Jharkhand; Chief General Manager (CGM) and then as Executive Director at the Securities and Exchange Board of India (SEBI) during the period 2006 to 2013.

Mr. Ramann holds a Bachelor’s degree in Economics followed by an MBA from the University of Delhi. Amongst his professional and academic qualifications are an M.Sc. in Financial Regulation from the London School of Economics and Political Science, an LLB, Chief Digital Officer certification from the Indian School of Business, the Certified Internal Auditor credential from the Institute of Internal Auditors (IIA), Florida, and a Post Graduate Diploma in Securities Law.

Mr. Swarup Anand Mohanty is the Vice Chairman & CEO of Mirae Asset Investment Managers (India) Pvt. Ltd., with over 30 years of expertise in financial services, specializing in Asset Management Sales. Since joining in July 2011, he has led Mirae Asset’s India operations with visionary leadership, navigating challenging market conditions with strategic insight

Mr. Mohanty is a graduate of Stanford Executive Program and an Alumni of Stanford University's Graduate School of Business. He also holds a PGDBM and B.Com (Hons.) degree.

He is actively engaged in key industry bodies, including:

• SEBI’s Mutual Fund Advisory Committee (MFAC)
• Index Advisory Committee (Equity), NSE Indices Limited
• Ministry of Finance’s Committee for Unified Pension Scheme (UPS) investment patterns

Beyond his corporate roles, Mr. Mohanty is an avid music enthusiast, championing the preservation of vinyl records. He draws parallels between his investment philosophy and his passion for music, emphasizing patience and long-term vision core principles that have driven Mirae Asset’s success in India.

Tarun Ramadorai is Professor of Financial Economics at the London School of Economics and Imperial College, London. His research spans household finance, behavioral economics, real estate, and finance and development, with publications in leading journals across economics and finance. His research has earned several awards, including the Brattle Prize for the best paper in the Journal of Finance and the Jensen Prize for the best paper in the Journal of Financial Economics.

In 2026, Tarun was the AEA-AFA Joint Luncheon Speaker at the American Economic Association/American Finance Association Annual Meetings, delivering a lecture titled "Household Finance In Action". His book "Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone", which brings related themes to a wider audience, was named one of the Financial Times' Best Books of 2025.

Tarun currently serves as Executive Editor of the Review of Financial Studies. He is also a Research Fellow at the Centre for Economic Policy Research, a Senior Academic Fellow at the Asian Bureau of Finance and Economics Research, and a Nonresident Senior Fellow at the National Council of Applied Economic Research. His past professional service includes roles as Council Member of the Society of Financial Studies and Director of the European Finance Association.

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.

Sachin Walavalkar is a SEBI Registered Investment Adviser with over 35 years of experience in business management and personal finance - a Certified Financial Planner (CFP®) and NISM-certified Investment Advisor.

Dilshad Billimoria is the Founder, Certified Financial Planner and Managing Director of Dilzer Consultants Private Limited: She is also a Life Underwriter Training Council Fellow LUTCF American College USA and IAIFM since June 2007. Dilzer Consultants Pvt Ltd is a SEBI Registered Investment Advisor (RIA). Dilshad has completed the Foundation Course in Financial Life Planning from Kinder Institute of Life Planning" The organization provides Professional Investment Advisory and Financial Planning Services for a fee.

Dilshad Billimoria has over 20+ years of experience in the financial advisory domain.With over 396 families, we have created financial peace and independence in the lives of many people and helped them realise their financial goals.

Jigar Patel is a Chartered Accountant from India and is a CFA Charterholder, MBA-Finance and CPA from USA.

Jigar has 20+ years of experience in consulting and advising Investors including NRIs and HNIs for investments, taxation and compliance. Currently, he is a Principal Officer of Neuron Wealth Advisors LLP, a SEBI registered Investment Advisor.

Jigar has been invited by Microsoft, Google and other organizations in the USA as well as various other places for giving presentations on Investments and taxation. His book on NRI Investments and Taxation is published on Amazon.com and his articles have been published in magazines in India and in the USA. He has organized webinars, shares his views on TV and has been writing blogs and replying to questions on blog and quora.

Jigar is a mentor at the Entrepreneurship Development Institute of India (EDII) for students and start-ups businesses since 2015 as well as a volunteer for the CFA Society in Gujarat since 2012 and Association of Registered Investment Advisors (ARIA) since 2021.

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.

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.