Shri K. V. Kamath is an Indian banker having started his career in 1971 at ICICI. In 1988, he moved to the Asian Development Bank and spent several years in South East Asia before returning to the ICICI as its Managing Director and CEO in 1996 and post its merger into ICICI Bank, was Managing Director and CEO of ICICI Bank. Under his leadership, the ICICI transformed itself into a diversified, technology-driven financial services group across banking, insurance and asset management in India, and a global presence. He retired as Managing Director and CEO in 2009 and continued as the Chairman of ICICI Bank till 2015. Shri Kamath has served as Chairman of Infosys. In 2015 he was appointed as the first President of the New Development Bank set up by the BRICS countries from where he retired in 2020. He is currently the Chairman of the National Bank for Financing Infrastructure and Development (NaBFID).

Shri Kamath was awarded the Padma Bhushan, one of India’s highest civilian honours in 2008.

Shri K. V. Kamath is a mechanical engineer and completed his post graduation in business administration from the Indian Institute of Management, Ahmedabad.

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.

Guru Prasad is a Founder of Guru & Jana, a Chartered Accountancy firm, which is ‘the only firm in India to file tax returns on 1st April, paperless & lockless CA office. Was presented with Global thought “leadership awards” from Accounting bulletin awards.

Guru Prasad had the vision to be among the Top 20 Chartered Accountancy firms in India by 2020 and now has the vision to clone the firm. The new vision is titled Yarado, signifying the second one. Would create a firm based on values, and the highest level of professional ethics.

Amy Mullen, CFP is President of Money Quotient, Inc., an organization founded in 2001 that teaches financial professionals how to bring science to the art of relationship. In this role, Amy conducts training, provides individualized consulting, and frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. All programs and consulting provide a multi-disciplinary, evidence-based approach to financial planning that take into consideration both the practical and emotional aspects that promote financial well-being and life-satisfaction. Outside of the office, Amy enjoys hikes, photography, live music, and cooking.

Pullela Gopichand is a former Indian badminton player. Currently, he is the Chief National Coach for the India national badminton team.

He won the All England Open Badminton Championships in 2001, becoming the second Indian to achieve this feat after Prakash Padukone.He runs the Gopichand Badminton Academy.

He received the Arjuna Award in 1999, the Dronacharya Award in 2009 and the Padma Bhushan - India's third highest civilian award - in 2014.

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.

Arun Iyer is the Co-Founder and Partner of Spring Marketing Capital. One of a kind skin in the game creative consulting firm with an investment arm. Previously he was the Chief Creative Officer and Chairman of India's leading advertising agencies, Lowe Lintas. Arun has creatively impacted multiple brands in this country. They range from startups to large multinational companies and everything in between. Arun is super inspired by the founders they work with at Spring, who treat each day - irrespective of their past accomplishments - as if it was their first. And fear that it could be their last.

Lovaii Navlakhi is the Managing Director & CEO of International Money Matters, a firm he founded 21 years ago. He calls himself a trusted thought partner for all matters relating to money & life -- that in either order -- to his clients. He was India's first CeFT (Certified Financial Transitionist) and believes that, as people grapple through multiple transitions in their life and throw rationality out of the window, he needs to listen, keep clients in a safe place and challenge them to get to a better place, after assuring them that they are not alone.

Vishal Dhawan is a Certified Financial Planner and founder of Plan Ahead Wealth Advisors, a SEBI registered investment advisory firm that work closely with resident and NRI investors to help them achieve life goals.

Plan Ahead won the Best Investment Advisor for 2016, 2017,2018 and 2019 in the Outlook Money Awards, and was second runner up in the Plan Plus Global Awards - Asia Region for 2017 and 2018.

Vishal's 20+ years of experience result in him frequently writing columns and appearing on television.

Uday Dhoot has over 18 years of experience in the field of wealth management and investment advisory and is currently a Founding Partner at Venn Wealth, a firm focused on building a multi-family office setup for new age entrepreneurs. The company is a SEBI Registered RIA.

He has tried his hand in building a robo advisory platform for youngsters under the name Oye Paisa and has built financial advisory business across India, including a presence in North East of India. He has also published a Personal Finance course on LeanApp

Uday has been actively involved with local and national advisor societies like Council of Financial Planners, CFA Society India.

He is a Bangalore University rank holder, a CFA charter holder, CIPM Certificate Holder and CFP Certificant.

He can be regularly seen in news channel such as ET Now, CNBC Awaaz, CNBC TV18.

Uday is a runner, yoga & vipassana practitioner.

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.

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.

Anu specializes in leadership development and team coaching and carries more than 23 years of experience working with teams and individuals across the globe.

She is appreciated for her natural people skills combined with sharp business acumen and cross-cultural sensitivity that comes from her industry experience in working with international organizations in insurance sector. Acting as an agent for powerful and sustainable change, her work provides a positive impact on bottom line results, organisational culture and personal fulfilment.

Besides her corporate engagements, she is actively involved in mentorship and coaching for micro communities such as youth leadership , expert networks and advisory panels. She is a professional certified coach (PCC) from International Coaching Federation as well as certified Emotional Intelligence Coach from EI Learning Systems USA. She is also a certified assessor in ACDC from XLRI , a Hogan Assessor and certified practitioner and trainer for Everything DiSC -Wiley USA.

Jayesh Talpade is the Founder and Chief Executive Officer (CEO) of Acumen Business Consulting. Acumen conducts Strategy Consulting, Large Scale Change Interventions, Leadership Development Engagements, Culture and Value building initiatives, and various transformational projects for clients across industries in India and abroad.

Prior to founding Acumen, Jayesh worked with Bharat Bijlee, NELCO, and Johnson & Johnson respectively. Jayesh has worked with client engagements for clients from India, Australia, Kuwait, Dubai, Bahrain, and the UK. He has undertaken Coaching of CEOs and Senior Executives of Multinational Corporations and Family Owned Businesses across various sectors. His consulting assignments cover a wide spectrum of client companies with the target audience ranging from budding professionals fresh out of college to CEOs and Business owners and even a spiritual Guru.

Jayesh is able to involve people with different motivations and encourages them to take action toward the fulfillment of their own life goals.

Jayesh is an MBA from the inaugural batch of SP Jain Institute of Management & Research. He is a graduate in Electrical Engineering from Sardar Patel College of Engineering, Mumbai.

Brian Pasalich has the privilege of supporting the Syntoniq team and leading their mission to improve client outcomes through Behavioral Science as chief executive officer. But the team prefers to call him the “Croatian Yoda” – 10x the size of the Jedi Master but equally childlike in curiosity and generous with wisdom. This is illustrated by his decades-long experience building and developing high-end sales teams in financial services and as a serial entrepreneur.

He has coached, trained and supported more than 1,000 financial advisors, earning ‘Top Advisor Retention Leader’ and ‘Top Recruiter’ awards multiple times in a row. Additionally, he serves as a Senior Mentor with Founder Institute NYC, Seattle & Silicon Valley, where he has mentored more than 20 cohorts and 300 Founders during past eight years. Before he entered the world of finance, Brian served as a flight paramedic with the US Army Reserve and two SWAT teams.

Outside the office, Brian is passionate about giving back and fighting for the good side. He regularly leads financial literacy workshops and stays active in LGBT issues by serving on the board of Marriage Equality USA and other non-profits.

Brian’s desire to bring the best out of everyone and everything is summed up by his motto: [Don’t get caught up in how it looks, have it turn out!”

Mugdha Kalra is an Indian media professional and content strategist with more than two decades of experience in broadcast journalism. Her areas of expertise span business, gender narratives, and perspectives on diversity, equity & inclusion. In 2021, she was named by the BBC as one of the 100 most inspiring and influential women in the world, for her work as a neurodiversity inclusion activist.

Mugdha is passionate about gender discourse and her work also revolves around financial literacy of women, women leadership, state of women in corporations, Prevention of Sexual Harassment Act (POSH) compliance and workplace conduct. She is also a member of the Financial Literacy Council at WICCI (Women’s Indian Chamber of Commerce & Industry).

Associated with leading Indian news organisations since 2000, she regularly hosts a range of programming on diverse subjects for the group channels of Network 18 and Bloomberg Quint. Dear India Inc on BQPrime is one of her flagship shows on women in Indian corporates. She is also a documentary writer, and her notable work has featured on Netflix and Audible.

Tarun Birani is a Founder and CEO of TBNG Capital Advisors with 19-year Experience as SEBI-Registered Investment advisory firm with an independent and transparent approach aiming to provide excellent unbiased Wealth management services.

Tarun shares his insights on various investment talk shows by ET Now, Bloomberg Quint, Moneycontrol, CNBC TV18, etc. Recently, he was interviewed by LiveMint for his ecstatic run as Financial advisor from 19 years and has been quoted as one of the Longest standing Registered Investment advisors in India in leading business publication Mint.

Tarun has a Master’s Degree in Commerce and an MBA in Finance. Furthermore, he is a Certified Financial Planner (CFPCM) registered with the Financial Planning Standards Board India (FPSBI). He is one of the Board of Directors of ARIA (Association of Registered Investment Advisors)

Yukti Kapoor Mehandiratta is a sought-after Leadership Coach, bestselling author, a Startup mentor, a Reiki Master, and an acknowledged Keynote and TedX Speaker.

She is the Founder & CEO of SBY (Silhouette by Yukti) Academy LLP– a platform that prepares leaders to serve the organization with their ability to generate exponential profits, instill a culture of ethics and trust, and build more leaders internally, through customized training & coaching interventions.

As a Former Gladrags Mrs. India (Runner-up), and an Ex-Banker with Citi & Barclays, she has closely witnessed the gap between people’s capability to perform and ability to lead; and made it her mission to transform leaders, making every organization she coaches, a Great Place To Work.

Yukti has been facilitated with some of the most prestigious awards such as Most Inspiring Business Leader 2023, Most Dynamic entrepreneur 2022, Mumbai Woman Leadership Award 2021, Women Startup CEO 2020, National Woman Excellence Award 2018, to mention a few.

However, she considers her biggest achievement to have curated India’s first Spiritual Leadership program that helps leaders to lead with authenticity, confidence and compassion.

Her service towards humanity is not just restricted to grooming underprivileged children as future leaders; she has also carried out free weekly leadership webinars throughout the covid tide, with the sole intent to direct people’s attention towards growth, instead of grief.

Yukti has already served over 100 organizations, impacted 100,000+ individuals, and counting.

Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began in 2000  as a community of practice focused on build a universal and repeatable financial planning model for clients facing life transition events. This think tank has created the tools and process for the humane side of managing financial change and the Certified Financial Transitionist® (CeFT®). The Financial Transitionist® Institute is the training, coaching and certifying division of the Sudden Money Institute. There are now CeFTs in five continent, serving a wide rang of clients using many different business models. The focus for 2023 is a public awareness campaign on the importance of Transitions Literacy and the value of expert advice during life changing events. Susan has served on the FPA’s National Board of Directors, she has served on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is a founding member of the Nazrudin Project studying the psychology of money since 1994.  She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), Shaping Change, How To Respond When Life Disrupts Your Retirement Plans, and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found at: She is the recipient of the Insiders Forum Iconoclast Award 2017.

Neeraja Ganesh a TEDx speaker, has also been invited by various other prestigious forums like Lean in, IEEE, PMI, TIE, NASSCOM, CII across the globe to deliver talks on a variety of topics. “Networking for Results” and “How to tell your Story” are two of her signature programmes. She has won multiple awards, most recent being the JobsForHer HerRising award in the “Women in Impact” category. She has also been featured as one of the 40 women who have traversed their life journeys from ordinary to extraordinary in the book Magical 40 @ 40. Neeraja Ganesh also heads the Education Initiatives at Aspire For Her, an organisation with a vision to impact 1 million+ women and add 5B$ to India’s GDP through increased participation of women in the workforce by 2025. In a freelance capacity, she also conducts various training programs on leadership and behaviours.

Sheenam Ohrie Managing Director, India - Broadridge Financial Solutions (India) Pvt. Ltd.

Sheenam Ohrie joined Broadridge Financial Solutions India Pvt. Ltd. as the Chief Operating Officer in September 2021 and was appointed as the Managing Director, Broadridge India in April 1, 2022. Sheenam is responsible to drive the company’s India strategy, that includes leading India Centers of Excellence across Technology, Innovation, Professional Consulting, and Managed Services & Operations.

Sheenam brings over 2 decades of rich experience in engineering, global delivery, product management and executive leadership roles. She is a versatile and strategic leader with a proven record of conceptualizing and delivering technology solutions for her customers. Prior to joining Broadridge, Sheenam was the Vice President of Dell Digital Services and an APJ CIO leader at Dell Technologies. In her previous stints, she has led strategic business and technology roles at Finacle at EdgeVerve - an Infosys Company, SAP and Oracle. She is a ICF Certified ACC and PCC Executive Coach and a certified Lean and Design Thinking Coach.

Sheenam was recognized as a Next Generation Women Leader at the Zinnov 2020 Confluence, 2020 D&I Business Leader by Community Business, one of the Top 20 Women Catalysts in Indian IT by SME Channels (2019), and Woman Icon of the Year at #GIWL Awards 2019 by UBS Forums. Recently she received the Karnataka Woman Leader of the year 2021 award by World Woman Leadership Congress.

Prabir Jha is a man who wears many hats. Prabir Jha is a Human Resources strategist with diverse industry experience, from the civil service to engineering, IT, pharmaceuticals, automotive, retail, media, telecom and digital services. He has been the CHRO of two New York Stock Exchange listed companies as well as two Fortune 500 companies. He is a LinkedIn Power Profile, a TEDx speaker, columnist and an active Tweeter. Presently, he runs his own advisory for start-ups and large corporations on all things related to HR.

Vamsi Madhav is the Chief Operating Officer at Sahamati, a not-for-profit industry alliance of participants in the Account Aggregator (AA) ecosystem. At Sahamati, Vamsi drives the design and execution of all of its programs - from building advocacy for AA in industry, to delivering foundational technical services, designing certification frameworks and fostering self-regulatory guidelines. An alumnus of IIM Lucknow and NIT Trichy, Vamsi has spent over two decades in Fintech Product Management, delivering award-winning products in areas of mobile money, core banking and payment systems.

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.
• Selected and Incubated at NSRCEL IIM Bangalore for the Goldman Sachs Women’s Leadership Program March 2021
• Dilshad won the Top 100 Women in Finance Award from Association of Wealth Management of India (AIWMI) September 2020.
• Dilshad has won the best financial advisor Woman Category(South) Award in 2019
• Dilshad has won the best financial advisor Woman Category Award All India in 2018
• Dilshad is on the Board of Association of Registered Investment Advisors (ARIA) Association to work with SEBI in improving RIA community
• Dilshad is on the a Founder Executive Committee member of the Council of Financial Planners
• She is also a member of Financial Planners Guild of India (FPGI) an organization dedicated to providing highest standards of ethical advice in the field of financial advisory
• She enjoys running as a recreation sport, and a cleanser to the soul. She has completed three full marathons and run several half marathons
• Dilshad’s articles and views are regularly published in Outlook Money, Moneycontrol.com, ET wealth, Mint Newspaper, Financial Planning Standards Board of India Magazine, The Hindu and Economic Times
• She is currently pursuing PGDM in Finance 2 year Master’s Program. (MBA Finance)

Vinay Sathynarayana has over 15 years of experience in building & scaling products from scratch, refining products & their use cases at the core of his product-building evolution. At Perfios, he leads the Open API vertical and creates use cases for leveraging AA, OCEN, and ONDC for financial institutions.

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.

Mr. Subhasis Ghosh – Kotak Mahindra Life Insurance Company Limited | Joint President & Head - Financial Institutions, Employee Benefits, Marketing & Alliances Subhasis Ghosh helms the Marketing, Group Insurance, and Strategic Alliances divisions for Kotak Mahindra Life Insurance Company (Kotak Life).

With over three decades of experience in the BFSI sector, most of which is with the Kotak Mahindra Group, Subhasis has worked in diverse areas such as retail assets and liabilities, corporate finance, treasury and life insurance. Subhasis was part of the founding team that set up Kotak Life in 2001. He was instrumental in setting up and overseeing the Tied, Alternate and Group business divisions in eastern India.

Subhasis has done his B.Com (Hons) from Calcutta University. Mythology, Vedic and ancient Indian history fascinate Subhasis, and he loves to read, write and speak on the subjects.