Date Time Event Speaker/Details
Day 1: 20th December 2024 (Friday)
20th December 2024 08:00 AM - 09:30 AM Registration and Breakfast NA
20th December 2024 10:00 AM - 10:15 AM Opening Remarks & National Anthem Mr. Rajesh Kulwal, Organizer (Nivesh Mantrana)
20th December 2024 10:15 AM - 10:45 AM Conference Inaugural Function CM (Adjustable based on CM arrival)
20th December 2024 10:45 AM - 11:30 AM Session 01 Mr. Sundeep Sikka, Nippon Asset Liffe Mutual Fund - "The Future of the MFD Business"
20th December 2024 11:30 AM - 11:45 AM Networking Tea NA
20th December 2024 11:45 AM - 12:15 PM Session 02 Mr. A. Balasubramanian, Aditya Birla SL Mutual Fund - "Vision for Growth"
20th December 2024 12:20 PM - 01:05 PM Session 03 Mr. Jimeet Vipul Modi, Samco Mutual Fund - "Transforming your Profession to Business"
20th December 2024 01:10 PM - 01:40 PM Session 04 Mr. Anand Radhakrishnan, Sundaram Mutual Fund - "India’s Investment Evolution"
20th December 2024 01:40 PM - 02:25 PM Lunch Break NA
20th December 2024 02:25 PM - 02:55 PM Session 05 Mr. Peshotan Dastoor, UTI Mutual Fund - "Overcoming Investors Biases"
20th December 2024 03:00 PM - 03:30 PM Session 06 Mr. Lalit Keshre, Groww Mutual Fund - "Technology as a Game Changer for MFDs"
20th December 2024 03:30 PM - 03:45 PM Networking Tea NA
20th December 2024 03:50 PM - 04:20 PM Session 07 Mr. Anunaya Kumar, 360 One Mutual Fund - "Research Excellence"
20th December 2024 04:25 PM - 04:55 PM Session 08 Ms. Sonal Parikh, AltGraaf - "Bill Discounting as a Business Opportunity"
20th December 2024 05:00 PM - 05:30 PM Session 09 Mr. Mohit Bhatia, BOI Mutual Fund - "Understanding Clients Inside Out"
20th December 2024 05:30 PM - 06:00 PM Hi-Tea NA
20th December 2024 07:00 PM - 08:30 PM Award Night Partner Associations, AMC, Volunteers
20th December 2024 08:30 PM onwards Dinner NA
Day 2: 21st December 2024 (Saturday)
21st December 2024 08:00 AM - 09:30 AM Breakfast NA
21st December 2024 10:00 AM - 10:15 AM Summary of Day 01 Pramod Saraf, Organizer (Nivesh Mantrana)
21st December 2024 10:15 AM - 10:45 AM Session 10 JM Mutual Fund - Mr. Amitabh Mohanty, CEO
Mastering Client Queries: Effective Communication and Handling Practical Techniques to Build Trust Through Challenges
21st December 2024 10:45 AM - 11:30 AM Session 11 Panel 01: Exploring Alternatives and Global Investment Opportunities
Ms. Kamayani Aniruddh Nagar - Aditya Birla Head-Retail Sales
Mr. Amol Patel - ICICI Investment Specialist - PMS & AIF
Mr. Niraj Harlalka - White Oak Head Of Business Intelligence and Sales Process
SBI Representative (Awaited)
21st December 2024 11:30 AM - 11:45 AM Networking Tea NA
21st December 2024 11:45 AM - 12:30 PM Session 12 Bandhan Mutual Fund - Mr. Vishal Kapoor, CEO
MFD Best Practices: Ethics, Compliance, and Value Addition
21st December 2024 12:30 PM - 01:00 PM Session 13 Canara Robeco Mutual Fund - Mr. Gaurav Goyal, National Head Sales & Marketing
Scaling Beyond Limits: Strategies to Achieve 100X Growth
21st December 2024 01:00 PM - 01:30 PM Session 14 Motilal Oswal AMC - Mr. Ritesh Jain, National Sales Head - Retail
Alternate Products - Trend, Scope, and Opportunities for MFDs
21st December 2024 01:30 PM - 02:30 PM Lunch Break NA
21st December 2024 02:30 PM - 03:15 PM Session 15 Panel 02: Diversify and Amplify: Increasing Revenue Through Cross-Selling
Mr. Kapil Nagal - Volt Founding Team
Mr. Sagar Chiplunkar - LenDen Area Manager Mumbai
Mr. Jasmin Mehta - HDFC Senior Vice President & Zonal Head West
Mr. Nishant Ranja - Union Territory Manager MFD Channel Mumbai
21st December 2024 03:15 PM - 03:45 PM Session 16 Aditya Birla SL AMC - Mr. KS Rao, Head – Investor Education and Distribution Development
Shikshit MFD for Viksit Bharat
21st December 2024 03:45 PM - 03:55 PM Conference Closing Session Rajesh Kulwal (Summary of 2 Days)
21st December 2024 03:55 PM - 04:00 PM Vote of Thanks Harish Krishnani and Rajesh Gupta