Event Details

Dear Sir / Madam,


The 16th ICC Mutual Fund Summit is back, and this time, it's bigger and better than ever before.


You may be aware that Indian Chamber of Commerce has been proactive in the BFSI segment across BIMSTEC for the last decade. The ICC Mutual Fund Conferences had been organized in Kolkata for more than a decade have been tremendously successful in addressing key issues related to the Mutual Fund Industry, and have witnessed the participation of Government, Regulators, Policy Makers and Industry Captains.


Encouraged by the significant response received at our past Mutual Fund Summits, we are organizing the 16th ICC Mutual Fund Summit in Kolkata based on Agenda "Viksit Bharat 2047-Transitioning From Financial Inclusion To Financial Wellbeing'' with an aim to bring together driving growth factors for Wealth Creation for Mutual Fund Industry in foundation of Viksit Bharat.


Why Attend

Ø Latest Trends, Updates & Way forward for MF industry on Regulatory aspects from SEBI and AMFI for the Vision of Viksit Bharat

Ø Latest trends & Opportunities for Wealth Creation and Wealth Management

Ø Leveraging Technology & AI for Financial Planning and Wealth Creation

Ø How to prepare for Intergenerational wealth transfer

Ø Role of Institutions towards Capacity Building & Training Opportunities for Certified International Wealth Managers, Certified Financial Planners and Registered Investment Advisor to service the Indian Securities Market efficiently & effectively


Join us on November 30, 2024 at The Lalit Great Eastern Kolkata for Viksit Bharat 2047 - Transitioning from Financial Inclusion to Financial Wellbeing. Don't miss out on this opportunity to learn, network, and grow in the world of mutual funds!


Registration Link: https://indianchamberofcommerce.glueup.com/event/16th-icc-mutual-fund-summit-123462/


For details, please contact:

Ms Sangita Singh M: 9830183972 Email: sangita.singh@indianchamber.net

Mr Arghya Adhikary M: 9874035204 Email: arghya.adhikary@indianchamber.net


Agenda

09:00 - 11:25
Inaugural Session
Mr Ananth Narayan Gopalakrishnan, Mr Venkat Nageswar Chalasani, Mr Sashi Krishnan and Mr K S Rao
12:25 - 13:25
In Conversation With Vivek Law, Editor in Chief & Co–Founder Of Simple Hai : CEO Moment - Investing in Viksit Bharat , Watch your Wealth grow
Mr Aashish P Sommaiyaa and Mr Deepak Agrawal
14:15 - 15:15
C Suite Session: Driving Wealth Management Penetration For Women
Ms Preethi R S and Ms Arundhati Saha Sinha
15:15 - 16:15
Ask Me Session : Shifting Mindset , Emerging Trends in Technology : Where lies the Opportunity For Wealth Creation
16:15 - 17:00
Interactive Session : How do Wealth Managers and Investment Advisors evolve to tap the ever burgeoning affluent middle class which will form the base of Viksit Bharat by 2047
Mr Sashi Krishnan, Mr Rahul Banerjee and Mr Anindya Paulchaudhuri

Speakers

  • Mr Ananth Narayan Gopalakrishnan (Whole Time Member at Securities and Exchange Board of India)

    Mr Ananth Narayan Gopalakrishnan

    Whole Time Member at Securities and Exchange Board of India

  • Mr Venkat Nageswar Chalasani (Chief Executive at Association Of Mutual Funds In India)

    Mr Venkat Nageswar Chalasani

    Chief Executive at Association Of Mutual Funds In India

  • Mr Sashi Krishnan (Director, NISM)

    Mr Sashi Krishnan

    Director, NISM

  • Mr Aashish P Sommaiyaa (Chief Executive Officer, White Oak Capital Asset Management Ltd)

    Mr Aashish P Sommaiyaa

    Chief Executive Officer, White Oak Capital Asset Management Ltd

  • Mr K S Rao (Executive Vice President & Head - Investor Education and Distribution Development, Aditya Birla Sun Life AMC Ltd)

    Mr K S Rao

    Executive Vice President & Head - Investor Education and Distribution Development, Aditya Birla Sun Life AMC Ltd

  • Joydeep K Roy (Partner-PWC , India Financial Services Advisory Leader & Global Health Insurance Practice Leader)

    Joydeep K Roy

    Partner-PWC , India Financial Services Advisory Leader & Global Health Insurance Practice Leader

  • Mr Sandeep Srivastava (AVP & Regional Business Head, HDFC Asset Management Company Limited)

    Mr Sandeep Srivastava

    AVP & Regional Business Head, HDFC Asset Management Company Limited

  • Mr Abhishek Kabra (Managing Director, Samara Capital)

    Mr Abhishek Kabra

    Managing Director, Samara Capital

  • Mr Rahul Banerjee (Managing Director, PGP Academy Private Limited)

    Mr Rahul Banerjee

    Managing Director, PGP Academy Private Limited

  • CA Vinita Kejriwal (Designation Founder and CEO , Vinsan Financial Services Pvt Ltd)

    CA Vinita Kejriwal

    Designation Founder and CEO , Vinsan Financial Services Pvt Ltd

  • Mr Deepak Agrawal (Chief Investment Officer, Debt and Head-Products, Kotak Mahindra Mutual Fund)

    Mr Deepak Agrawal

    Chief Investment Officer, Debt and Head-Products, Kotak Mahindra Mutual Fund

  • Ms Preethi R S (Fund Manager at UTI Mutual Fund)

    Ms Preethi R S

    Fund Manager at UTI Mutual Fund

  • Ms Sneha Bhagat (Associate Partner, Price Waterhouse & Co LLP)

    Ms Sneha Bhagat

    Associate Partner, Price Waterhouse & Co LLP

  • Ms Arundhati Saha Sinha (Executive Director- Relationship Management, Waterfield Financial and Investment Advisors Pvt Ltd)

    Ms Arundhati Saha Sinha

    Executive Director- Relationship Management, Waterfield Financial and Investment Advisors Pvt Ltd

  • Mr Vignesh Kumaran Subramaniam (Head of Products, KFin Technologies Ltd.)

    Mr Vignesh Kumaran Subramaniam

    Head of Products, KFin Technologies Ltd.

  • CS Rupanjana De (Practising Company Secretary , Central Council Member, ICSI)

    CS Rupanjana De

    Practising Company Secretary , Central Council Member, ICSI

  • Mr Sumit Kati (Head- Investor Education and Distributor Engagement, Baroda BNP Paribas Mutual Fund)

    Mr Sumit Kati

    Head- Investor Education and Distributor Engagement, Baroda BNP Paribas Mutual Fund

  • Mr Anindya Paulchaudhuri (Chief Executive Officer, Wealthapp Distributors)

    Mr Anindya Paulchaudhuri

    Chief Executive Officer, Wealthapp Distributors

  • Mr Vivek Law (Editor in Chief and Co Founder, Simple Hai!)

    Mr Vivek Law

    Editor in Chief and Co Founder, Simple Hai!

  • Mr Atanu Sen (Chairman, ICC National Expert Committee – BFSI, Former MD and CEO, SBI Life Insurance Co Ltd and Former Deputy MD, State Bank of India)

    Mr Atanu Sen

    Chairman, ICC National Expert Committee – BFSI, Former MD and CEO, SBI Life Insurance Co Ltd and Former Deputy MD, State Bank of India

  • Mr Sudhin Roy Chowdhury (Former Member Life–IRDAI & Mentor–Insurance–ICC National Committee–BFSI)

    Mr Sudhin Roy Chowdhury

    Former Member Life–IRDAI & Mentor–Insurance–ICC National Committee–BFSI

  • Mr Arun Laddha (Co-Chairman, ICC BFSI Committee & Director, J R Laddha Financial Services (P) Ltd,)

    Mr Arun Laddha

    Co-Chairman, ICC BFSI Committee & Director, J R Laddha Financial Services (P) Ltd,

Documents

16th ICC Mututal Fund Summit.pngdownload

Tickets

16th Mutual Fund Summit
Standard Price ₹848
16th Mutual Fund Summit_ICC Members
Member Price ₹424
16th Mutual Fund Summit_Association Members
Standard Price ₹500