Hansi Mehrotra
Managing Director, India
Hubbis

S Naganath
President and Chief Investment Officer
DSP BlackRock

• Distribution versus advice - how will current processes at institutions need to change?
• What product innovations, tools or platforms could help facilitate an ongoing fee model?
• Marketing financial products in the mass segment. The government has announced the Rajiv Gandhi scheme, divestments, direct plans and incentives to increase penetration - what are the industry-s views on these? What alternative suggestions does the industry have?
• The role of financial portals

Chair

Hansi Mehrotra
Managing Director, India
Hubbis

Panel members

Nitin Rao
Senior Executive Vice President - Private Banking Group & Third Party Products
HDFC Bank

Kamlesh D Rao
Senior Executive Vice President - Priority Banking Group & Third Party Products
Kotak Mahindra Bank

Prathit Bhobe
General Manager - Wealth Management & Privilege Banking
ICICI Bank Limited

Vishal Kapoor
General Manager, Wealth Management and Priority & International Banking, South Asia
Standard Chartered Bank

Rajiv D Bajaj
Vice Chairman & Managing Director
Bajaj Capital

Neeraj Choksi
Joint Managing Director
NJ Group

Sudhakar R
Managing Director, Aditya Birla Money
Chief Executive Officer, Aditya Birla Money Mart

Dhruv Mehta
Director
Foundation of Independent Financial Advisers (FIFA)

Sujeet Kothare
Senior VP - Sales Strategy and Digitisation
ICICI Prudential Life Insurance

Paul Resnik
Founder
Finametrica

• Investors' risk profile is at the heart of "client suitability" - for both distribution and advice
• Risk tolerance should be psychometric and applied consistently across firms
• Experiences from other markets

Hansi Mehrotra
Managing Director, India
Hubbis

• Investors only discuss part of their wealth with advisers; how can advisers include other assets in the discussion?
• A possible framework using behavioural finance concepts

R Sivakumar
Head Fixed Income & Products
Axis Mutual Fund

• For retail investors, multi-asset class funds are simpler and effective solutions as potentially the core of portfolios
• Multi-asset class funds can offer absolute returns, lower costs and tax efficiency

Amish Munshi
Senior Fund Manager
Tata Mutual Fund

• Investors have access to range of multi-asset class funds with different risk profiles
• Range cover lifecycle from young accumulator to safety conscious retiree

• What training / certification does the industry need to deliver these services?
• Cost effective ways to train on a large scale
• What do NISM / FPSB offer?

Chair

Hansi Mehrotra
Managing Director, India
Hubbis

Panel members

Pushkar Chugh
Vice President - Knowledge Management
FPSB India

Vikas Arora
Business Head - Investments & Insurance, Private and Business Clients
Deutsche Bank AG

Chandan Roychoudhury
Head L&D, Global Consumer Bank
Citibank

Kanwar Vivek
Head Wealth Management, Broking & Property Services
Capital First

Kanak Kr Jain
President
ASK Circle

Gaurav Mashruwala
Certified Financial Planner

Maikel Sajangbati, CWM
Member, Board of Advisors, and Counsellor
Certified Wealth Managers’ Association, Indonesia

Deepak Vazirani
Head - Wealth Management West & South
Karvy Private Wealth

Aashish Somaiyaa
Chief Executive Officer
Motilal Oswal Asset Management Company

• While multi-asset class funds suit retail investors, affluent investors may like bit more flexibility in their asset allocation and access to products
• How can a discretionary platform help advisers implement asset allocation?

S Naren
Chief Investment Office - Equity and Fixed Income
ICICI Prudential Asset Management Company

• Taking fixed income products to retail investors
• Understanding credit risk in Indian context
• Duration, credit or spreads - Striking the right pay-off
• Product innovation in fixed income - some opportunities

Mahesh Patil
Co-Chief Investment Officer
Birla Sun Life Asset Management Company

• Why equities are the cornerstone of every portfolio
• How to market equities as part of a portfolio when markets are down
• Equities versus other asset classes on a long-term horizon

Anup Maheshwari
Executive Vice President and Head of Equities
DSP BlackRock

• Different style of equity investing - active v passive
• How many equity funds to include in a portfolio

• Banks and wealth firms have research set-ups; how do IFAs conduct research?
• Feedback on products available for mass/affluent investors
• How do advisers select products to construct portfolios?
• Role of ratings

Chair

Hansi Mehrotra
Managing Director, India
Hubbis

Panel members

Surajit Misra
Executive Vice President
Bajaj Capital

Misbah Baxamusa
National Sales Head
NJ Group

Sumeet Vaid
Founder & Chief Executive Officer
Ffreedom

Rishi Nathany
Chief Executive Officer
Dalmia Securities

Ashish Malaviya
Head - Investments & Relationship Management (Select)
IndusInd Bank

Ramesh Bhat
IFA Galaxy