Events

Mr. Navneet Munot is the Managing Director & Chief Executive Officer of the Company with effect from February 16, 2021. HDFC AMC manages over ₹ 7.5 Lakh Crore across equity and fixed income funds and serves 1.3 Crore individual and institutional investors. Mr. Munot is also on the board of HDFC International (IFSC) Limited. Mr. Munot is chair of the Advisory Committee on Environmental, Social and Governance (ESG) constituted by SEBI and serves as a member of the Board of the National Institute of Securities Markets (NISM), established by SEBI to enhance capacity and quality standards in the securities markets. He is also a board member of Bombay Chamber of Commerce and Industry (BCCI). 

In his prior role, he served as Executive Director and Chief Investment Officer (CIO) at SBI Funds Management Private Limited, where he was a key member of the Executive Committee since December 2008. As CIO, he was responsible for overseeing investments exceeding $150 billion across various asset classes in mutual funds and segregated accounts. He also served as a nominee director on the Board of SBI Pension Funds Private Limited. In a career spanning over three decades, Mr. Munot also worked with Morgan Stanely Investment management and Birla Sunlife Mutual fund. 

Mr. Munot holds a Master’s degree in Accountancy and Business Statistics and is a qualified Chartered Accountant. He is also a charter holder of the CFA Institute and the CAIA Institute. Mr. Munot has completed the Financial Risk Management (FRM) programme from the Global Association of Risk Professionals.

Mr. Munot is also on the Board of HDFC AMC International (IFSC) Limited, Association of Mutual Funds in India, Bombay Chamber of Commerce and Industry.

Mr. Neeraj Choksi is the co-founder and promoter of NJ Group of companies since 1994. Graduated in business management from Sardar Patel University in 1992. A Certified Financial Planner, from the Financial Planning Standard Board (FPSB India) affiliated with FPSB USA, an Associate of Insurance Institute of India and a Certified Trust & Estate Planner (CTEP) from American Association of Management.

In 1994, immediately after graduation started the financial products distribution business along with Mr. Jignesh Desai, in Surat. Presently, NJ India Invest Pvt Ltd is one of the Largest Financial Products Distributors in India. NJ Group currently has a wide presence in India with offices at nearly 236+ locations. The Group has an employee strength of over 2627 employees. NJ Wealth, the flagship business of the Group, has over 53,701 active distributors and Assets Under Management (AUM) of over Rs.2,90,519 Crores as on 30/04/2026.

Within financial services NJ Group is also into Insurance Broking, Asset Management and has its own NBFC providing loans against units of mutual funds.

Neeraj is also the Chairman of the asset management business managing more than Rs.11,367 crores of Assets Under Management (AUM) as on 28/02/2026.

While the core business of the group continues to be financial services the group has forayed beyond financial services into Information Technology, Real estate, FMCG and other lines of businesses.

He has also,

• Served as the member of the SEBIs mutual fund advisory committee for seven years (2011-2018) and currently also a member of the SEBIs Mutual fund Advisory Committee.
• Apart from the Mutual Fund Advisory Committee, he has been a member of several working groups and committees of SEBI.
• Has served as the member of the NSDL Business Advisory committee, BSE Capital Market Committee, NSE Trading Member Advisory Committee and various others.
• Has been responsible for creating Industry Trade Body for Portfolio Managers APMI (Association of Portfolio Managers of India) and was the founder Chairman of the same.

Ms. Sonia Dasgupta is the Managing Director & CEO of the Investment Banking division at JM Financial. A seasoned investment banker, Ms. Dasgupta brings over 25 years of rich experience. A graduate of the prestigious Indian Institute of Management (IIM) Ahmedabad, she has held key leadership positions in JM Financial, including Head of FIG Coverage, Head of M&A Origination, and Head of Group Borrowings. During the journey, she has been at the helm of numerous landmark transactions as well as led advisory and fund-raising transactions for a large number of domestic and overseas clients.

Ms. Dasgupta’s leadership experience and proven track record in structuring marquee transactions has earned her multiple recognitions. In 2023, she was named one of India’s 100 Most Influential Women by Business World. Earlier, in 2019, she was honoured as one of the Top 100 Women in Finance by the Association of International Wealth Management of India (AIWMI). Sonia was featured in Forbes India’s "Top Self-Made Women of 2025", as part of their distinguished Women Power list. 

Under her visionary leadership, JM Financial Investment Banking has solidified its position as a market leader, delivering exceptional results and managing some of the most significant transactions in India.

Mr Dhirendra Kumar is the CEO at Value Research. He provides advice and insight to investors via his column First Page and the webinar Investors' Hangout. He is also the Editor of Mutual Fund Insight and Wealth Insight magazines.

Mr. Biharilal Deora, CFA, CIPM, serves as a Director at Abakkus Asset Management Private Limited, an India-focused asset management firm, where he leverages his broad investment expertise across various asset classes. Before joining Abakkus, he managed portfolios for corporate entities, family offices, and universities. Biharilal 's career began as a financial analyst at Credit Suisse and Fidelity Investments.

Mr. Biharilal holds a Master’s degree in Commerce from Veer Narmad South Gujarat University. He is a top-ranked Chartered Accountant, a Certified Financial Planner, and a CFA Charter holder. He also contributes to the industry as a board member of CFA Society India and as a visiting faculty member for advanced finance programs. His expertise encompasses equity, debt, and credit analysis, investment research, portfolio management, financial modeling, compliance, and wealth management.

Mr. Vetri Subramaniam is the Managing Director and Chief Executive Officer of UTI Asset Management Company Limited. He joined UTI AMC as Head of Equity in January 2017 and assumed the role of Chief Investment Officer from August 2021.

Prior to joining UTI, he was Chief Investment Officer at Invesco Asset Management Limited. He was part of the start-up team at Invesco (then Religare Asset Management) in 2008 and helped establish the firm’s proprietary investment process and the team. He started his career at Kotak Mahindra in 1992 after passing out from IIM Bangalore with a PG Diploma in Management. His experience in equity markets and investment roles at various firms from 1994 includes Kotak Mahindra, SSKI and Motilal Oswal. He was also one of the founders of Sharekhan.com (now Mirae Asset Sharekhan) where he led the research and content team. He has also worked as an advisor to a UK Hedge fund on its equity investments in India during 2003-2007.

Mr. Vetri Subramaniam has more than three decades of experience in equity markets, investment strategy, mentorship and financial literacy advocacy. He is a frequent contributor to the media and regularly speaks on investing and markets at various forums - including the media and educational institutions.

Mr. Dhiraj Relli leads HDFC Securities—one of India’s most trusted financial services brands—driving its evolution into a diversified financial services powerhouse. He is a transformative leader steering the organization toward a future defined by innovation, inclusivity, and intelligent technology.

With over three decades of experience, Mr. Relli has cultivated a profound understanding of capital markets, investments, and the banking and financial landscape, resulting in substantial growth for HDFC Securities. Under his guidance, the firm has become a comprehensive financial solutions provider, evolving from the traditional broking model of RM-serviced clients through physical branches to a completely digital offering, catering to seasoned investors as well as new-age customers such as millennials.

Mr. Swaminathan is a distinguished leader with over two decades of expertise in Investments and Capital Markets. In his current role, he drives the strategic vision of Jio BlackRock while overseeing daily operations to ensure alignment with the organization's mission and long-term objectives.

Previously, he served as Head of Index Equity for EMEA and APAC at BlackRock, managing a team of over 60+ Portfolio Managers and an AUM of $1.25 trillion. He also led Investments, Platform, and Research functions across these regions for Index Equity and was a member of the EMEA EII Executive Committee.

Before this, Mr. Swaminathan was the Head of Fixed Income Portfolio Management, EMEA, where he managed a team of 25 Portfolio Managers in London across Indexed and Systematic Fixed Income, overseeing an AUM of $350 billion. Earlier in his career, he served as a Fund Manager for Fixed Income, managing global multi-sector fixed income portfolios for institutional and retail investors.

Mr. Swaminathan's service with BlackRock dates to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009.

Education

• Mr. Swaminathan earned a BS degree with honors in Computer Engineering from the University of Illinois at Urbana-Champaign in 2003.
• He also holds a master’s degree in financial engineering from the University of California at Berkeley, earned in 2005.

Mr. Anthony Heredia is a Chartered Accountant and has over 28 years of experience in the investment management industry. The senior roles held by him in the Mutual Fund business include Managing Director of Morgan Stanley Investment Management, CEO & Whole Time Director of Baroda Asset Management India Limited and Chief Executive Officer of BOI Axa Investment Managers Pvt. Ltd. He has extensive experience and a very strong understanding of Sales, Marketing and Investment domains within the business.

Mr. Yatin Shah is the Co-Founder of 360 ONE, one of India’s largest wealth and asset management firms with US$74 billion in assets under management. As CEO of 360 ONE Wealth, Yatin drives growth for the firm, which has been recognised as one of India’s largest and fastest-growing private wealth management companies.

360 ONE WAM is listed on the Indian stock exchanges and has a market cap of ~US$4 billion. Under his leadership, the firm has garnered over 200 prestigious accolades, including the coveted titles of India’s Best Independent Wealth Manager by Euromoney (2026) and Best Private Bank – India at the Asian Private Banker Awards for Distinction (2023, 2024, 2025).

At 360 ONE, Yatin drives the acquisition and engagement of a varied clientele, including first-generation entrepreneurs, business families and ultra-HNIs spread across over 50 towns and cities in India. Given the nature of personalised relationships that 360 ONE prides itself on, Yatin, as the leader driving customer interaction, has been privy to a wealth of insights.

In parallel, through engagements with a wide base of entrepreneurs and business leaders across Tier 2 and 3 cities in India, Yatin has been able to build a nuanced understanding of the country’s wealth ecosystem and has created an unparalleled network of individuals and families driving the nation’s financial future. Today, 360 ONE’s stakeholders include the likes of Bain
Capital and other institutional investors.

Mr. Yatin is known for his attention to detail, a strength he leverages to create lasting bonds with a wide variety of individuals, be it at work, at global forums or in social interactions. Apart from the vibrant 360 ONE community, he has consciously focused on creating a vast network of connections. Yatin has been instrumental in spearheading the creation and sustenance of several IPs focused on preparing the next generation of young leaders and building strong knowledge exchange opportunities.

With over two decades of expertise in financial services and an MSc in Finance from Cass Business School, London, Yatin brings a fresh perspective to the world of numbers that is both rooted in logic and driven by the need to explore. When not thinking up ways to enthral clients, you will find him pursuing his love for travel or indulging in fitness-focused activities.

Recently, he was awarded Outstanding Achievement by the CEO of a Wealth Management Institution at the Global Private Banking Innovation Awards 2025. He was also honoured with the 2024 Hurun Industry Achievement Award for Wealth & Asset Management and ranked among the top 20 in Hurun India’s ‘Top 200 Self-made Entrepreneurs of the Millennia’. In 2024, he was also named Leading CEO – Private Bank at the WealthBriefingAsia Awards. He serves on the boards of 360 ONE WAM Limited, 360 ONE Prime Limited, and 360 ONE Foundation. He actively participates in Indian and international forums and holds a board position in EO Mumbai, along with being a member of YPO, FICCI, CII, and Tiger 21.

Mr. Misbah has over 25 years of extensive experience. Mr. Misbah is an electrical engineer and an MBA. After completing his post graduation in business management in the year 1998, he joined NJ Group as a Relationship Executive (Sales) as his first job. From there, he has been instrumental in setting up the sales and distribution for financial products distribution business for the group.

Before becoming the CEO he had worked as Sales Head for NJ Wealth for 16 years. During this period, he played a pivotal role in steering the company’s growth trajectory by leveraging his strategic insights and deep understanding of the sales domain.

Mr. Vikas Mathur is the Head of Institutional Sales at Aditya Birla Sun Life AMC Limited. He comes with a rich experience of nearly two decades and has been a part of the organisation since August 2008.

Mr. Vikas has previously worked at HBL Global Private Limited and at ICICI Prudential Life Insurance Company Limited.

He holds a Bachelor’s Degree in Electronics and Communication Engineering from University of Madras, a Post Graduate Diploma in Business Entrepreneurship and Management from the Indian Institute of Planning and Management and a Master’s Degree in Business Administration from the International Management Institute.

Ashish Malaviya is the Director - Head Distribution for the Wealth Management business at Motilal Oswal Financial Services, where he is responsible for overall P&L management, business growth, distribution strategy, innovation, and digital business initiatives.

With over 25 years of experience across Wealth Management, Banking, Insurance Distribution, and Financial Services, he brings deep expertise in large-scale distribution management, digitalisation, relationship management, sales leadership, and product management.

Prior to this role, he served as Executive Vice President - Head Wealth Distribution at Indusind Bank, where he led wealth business delivery across a nationwide branch network. Earlier, he held senior leadership roles at ICICI Bank, Birla Sun Life Distribution Co., and Birla Sun Life Mutual Fund, contributing significantly to building and scaling wealth management and distribution businesses.

Mr Anurag Gupta currently serves as the Director and Chief Business Officer, Partnership Channels at Axis Max Life Insurance, bringing extensive experience in management and marketing to his role.

In his role, Mr Gupta has been involved in various strategic initiatives, particularly focusing on enhancing customer engagement and improving sales processes. His leadership is pivotal in driving the company's growth and adapting to changing market dynamics.

As part of the leadership team at Axis Max Life, Mr Gupta plays a crucial role in shaping the company's strategies and ensuring that they align with customer needs and market trends. His expertise in product management and relationship management contributes significantly to the company's success in the competitive insurance landscape.

His educational qualifications include an MBA in Marketing from MIBM Lucknow University.

With over 25 years of experience in Indian capital markets, Mr Manish founded Vallum Capital Advisors in 2010 to deliver disciplined, research-driven investment solutions for Family Offices and High Net-worth Individuals. Previously serving as Vice President & Portfolio Manager at ING Investment Management, he brings a forward-looking philosophy forged across multiple market cycles. Recognised among the "Wizards of Dalal Street," he serves as Director on the Board of APMI and is a regular voice on CNBC and ET NOW.

Mr Anuj Kumar is the Managing Director of CAMS and a transformative leader in India’s financial services industry. Joining CAMS as COO in 2016, he rose to President & CEO within two years and has since redefined the company’s trajectory. Under his stewardship, CAMS evolved from a registrar and transfer agent into a diversified financial infrastructure institution serving mutual funds, insurers, pension providers, and alternative investment funds.

He led CAMS through a landmark transition, from promoter-led ownership to private equity and then to a successful IPO in 2020, oversubscribed 67 times despite the pandemic. Today, CAMS services ~68% of India’s mutual fund industry’s assets, crossing ₹52 trillion, and supports over 4.3 crore investors across 28 asset managers, including 10 of the top 15 in the country.

His vision extends beyond scale to purpose, building platforms that empower investors and strengthen India’s financial ecosystem. Initiatives like MFCentral, a unified investor service platform, and CAMS’ leadership in the Account Aggregator framework reflect his commitment to inclusion and digital-first infrastructure. He has also institutionalized innovation through partnerships such as the CAMS–IIT Fintech Innovation Lab, driving research in blockchain, AI, and fraud detection.

He is known for shaping talent and culture. He handpicked over 90% of CAMS’ current leadership and launched the Future Emerging Leaders (FUEL) program to groom next-generation leaders from IITs and IIMs. His influence extends to policymaking as Chair of SEBI’s Capital Markets Inclusion Index committee and member of key regulatory advisory groups.

Beyond business metrics, Mr Anuj champions ESG initiatives and financial literacy, steering CAMS toward a paperless model and supporting education and healthcare through CSR. His leadership has made CAMS a cornerstone of India’s financial infrastructure, trusted by clients, respected by regulators, and valued by millions of investors.

Recognizing his exceptional strategic vision and transformative impact, Anuj was recently honoured with the “India’s Impactful CEO Award” under the Impactful Turnaround CEO category by The Times Group, a testament to his role in driving organizational transformation, innovation excellence, and responsible leadership.

He holds a Mechanical Engineering degree from Birla Institute of Technology, Ranchi, and a PGDM from IIM Kolkata. Before joining CAMS, he held leadership roles at premier organizations including Godrej Appliances, ICICI Group, and IBM India, bringing over three decades of experience in technology and financial services. A voracious reader and travel enthusiast, he exemplifies entrepreneurial leadership that blends vision, innovation, and governance.

Mr Sahil Contractor has spent over 17 years in the wealth management industry, working closely with some of India’s most sophisticated investors. Today, as Co-founder at Dezerv, he leads the HNI and UHNI segments, where he focuses on solving for a problem many successful individuals face — not access to investments, but managing complexity across them.

What stands out about Sahil is not just the scale of clients he works with, but his ability to simplify decision-making in an increasingly noisy financial world. Alongside this, he is deeply involved in mentoring the next generation of wealth managers at Dezerv, shaping how advice evolves for modern investors.

Before starting Dezerv, he led Business Alliances at IIFL Wealth and Kotak Wealth Management, where he was instrumental in building partnerships and driving growth.

Mr. Raghav Gupta is the Joint Chief Executive Officer at IIFL Capital Services Limited (formerly IIFL Securities Limited). Mr. Gupta has about 28 years of work experience in Banking & Financial services and has been a career Private Banker. Before, IIFL Capital, Mr Gupta was the Senior Managing Partner & Business Head for North & East India, as well as, Singapore at ASK Private Wealth. At ASK, Mr. Gupta demonstrated a stellar business growth and expanded both national and international footprints. Prior to that he was the Business Head – North India for Citi Private Bank for a decade and a 4-time recipient of the prestigious APAC Chairman Award. He has also worked with ANZ Grindlays Bank, JM Morgan Stanley and Kotak Wealth Management in the past. He holds a Bachelor’s degree from St. Stephen’s college, Delhi University.

Mr. Srikanth Subramanian began his entrepreneurial journey with Ionic Wealth with a vision to build a tech-led wealth platform that caters to India's emerging affluent as well as HNI and UHNI segments.

Mr. Srikanth has over two decades of experience in the Banking and Financial Services industry. He donned several hats in his career with the Kotak Group covering Life insurance (2001-08), Private Banking including Global Wealth Management and Investment Advisory (2008-22) & was CEO for the investment advisory practice at KIAL. In 2021, he conceptualised and led Kotak Group's new Fintech venture Kotak Cherry - a new age wealth platform that is looking to democratise access to investments in India.

Mr. Srikanth has been a key spokesperson and has contributed to important industry trends and conversations. He has been a member of the working group constituted by SEBI (Portfolio Managers) Regulations in 2020.

He has a Bachelor's degree in Commerce from Delhi University and an MBA from Narsee Monjee Institute of Management Studies, Mumbai. Srikanth is a tech enthusiast and closely tracks trends that disrupt businesses and organisations. He loves to travel and enjoys playing Pickleball.

Mr Rahul Jain heads Nuvama Wealth, the wealth management business for salaried professionals and HNIs. He started his journey with the company in 2008 as a Zonal Business Head and today has over 14 years of professional experience in driving new business lines as well as growing existing ones.

A firm believer in customer centricity, he has been credited for evolving the retail advisory business into a full-fledged wealth management business. An innovator at the core, he explored products like mutual funds, insurance, real estate, currency, ESOP funding, structured products, bonds etc. and has enabled the business to offer multi-asset value proposition to its customers.

In his previous roles, Rahul headed the retail broking division of ABN AMRO India, and ICICI Bank as Regional Product Manager – Broking.

He is a Post Graduate in Business Administration from IMT Ghaziabad with specialization in Finance.

Beyond work, he loves travelling and is also an avid reader.

Mr. Atul started Scripbox as he felt strongly that India deserved better than what was on offer for the common investor. Having spent over 15 years in building businesses in South Africa, UK and India, Atul brings expertise and experience in taking companies from 10 to 100 and beyond.

He has held leadership positions at Coats Viyella, Standard Chartered, Old Mutual and Capital One in his corporate life. After 2 stints in building new businesses as an Intrapreneur, he started his own entrepreneurship journey with Probe Information Services - now the leading provider on Corporate Information in India. At Scripbox, Atul is in charge of growth and his mission is to help a million families achieve financial freedom, by making Scripbox the preferred partner in their wealth creation journey.

He is passionate about Entrepreneurship and apart from founding and scaling two successful start-ups, Scripbox and Probe Information Services (both well funded by leading VCs in the world), he also actively mentors a number of start-ups, including being involved with NSRCEL. He is also a regular speaker at Fintech and Entrepreneurship forums.

Mr. Atul is an alumnus of Mayo College, IIT Madras and IIM Bangalore."