18 th August 2017

Session 1


Time 10:30 AM - 11:00 AM

SIP DAY AV LOOP


Time 11:00 AM - 11:05 AM

EMCEE INTRODUCTION


Time 11:05 AM - 11:15 AM

THEME TALK: ‘FINANCIAL FREEDOM IN 2017’

Nikunj Dalmia (Executive Editor, ET NOW) in conversation with Nilesh Shah (MD, Kotak Mutual Fund) & Harsha Upadhyaya, CIO Equity, on India and the population becoming financially free, secure and smarter.


Session 1 Cont..


Time 11:15 AM - 11:45 AM

Panel Discussion 1:


FINANCIALLY INDEPENDENT WITH SIPs

Panelists:

  • Lakshmi Iyer, Chief Investment Officer (Debt) & Head Products, Kotak Mahindra AMC
  • Roopa Venkatkrishnan, Independent Financial Advisor
  • Sujata Kabraji, Independent Financial Advisor
  • Moderator- Ayesha Faridi

Time 11:45 AM – 11:55 AM

Audience Q & A

Session 2


Time 12:00 PM – 12:30 PM

Panel Discussion 2:


FINANCIAL FREEDOM FORMULA - SAVE, INVEST & GROW

Panelists:

  • Harsh Upadhyaya, Chief Investment Officer, Kotak Mutual Fund
  • Dinesh Khemlani, Verity Finsolutions Pvt Ltd
  • Yogesh Sharma, YS Capital
  • Dhruv Mehta, Foundation of independent financial advisors
  • Moderator –Tanvir Gill

Time 12:30 PM – 12:45 PM

Audience Q & A


Time 12:45 PM – 1:45 PM
1 hour

LUNCH BREAK

Session 3


Time 1:45 PM – 2:15 PM

Panel Discussion 3:


FUTURE READY WITH MUTUAL FUNDS

Panelists:

  • Manish Mehta, National Head Sales & Product Alliances, Kotak MF
  • Shirish Patel, Prudent Corporate advisory
  • Nikhil Naik- Naik Wealth advisors
  • Moderator – Nikunj Dalmia

Time 2:15 PM – 2:30 PM

Audience Q & A

Session 4


Time 2:30 PM – 3:00 PM

TEDx FORMAT: ‘ANYTIME IS A GOODTIME TO INVEST’ BY NILESH SHAH


Time 3:00 PM – 3:15 PM

Audience Q & A


Time 3:15 PM – 3:20 PM

Vote Of Thanks – By Manish Mehta


Time 3:20 PM Onwards

High Tea