SIP Day

31 st August 2018.
Four Seasons Hotel, Mumbai

Session 1


Time 10:00 AM - 11:00 AM

Registration


Time 11:00 AM - 11:05 AM

INTRODUCTION to SIP DAY


Time 11:05 AM - 11:15 AM

SETTING THE CONTEXT

Nikunj Dalmia (Executive Editor, ET NOW) in conversation with Nilesh Shah (MD, Kotak Mutual Fund) discussing the way forward for investors while choosing the right SIP


Session 1 Cont..


Time 11:15 AM - 11:50 AM

Panel Discussion 1:

Panelist:

  • Lakshmi Iyer- CIO, Debt & Head, Products Kotak MF

  • Ashish Modani Founder SLA Financial Solutions

  • Valmiki Khatri - Partner, Krushna Finserv LLP

  • Roopa Venkatesh


PICKING THE RIGHT SIP

  • What does it take to choose the right SIP
  • Breaking out from the clutter of available options
  • Filtering noise

Time 11:50 AM - 12:00 PM

Audience Q & A

Session 2


Time 12:00 PM - 12:50 PM

Panel Discussion 2:

Panelist:

  • Manish Mehta Heads Sales & Marketing at Kotak MF

  • Ram Barchha

  • Abhenav Khettry Founder & Director, Vyana Wealth Management Pvt Ltd

  • Rajesh Bansal Co-Founder and Managing Director MIDAS FINSERVE PRIVATE LIMITED


IMPORTANCE OF ASSET ALLOCATION

  • Dissecting Asset Allocation for the average investor
  • Diversifying your portfolio based on your goals
  • How often should one balance their portfolio?
  • Addressing concerns that investors have around Asset Allocation

Time 12:50 PM - 01:00 PM

Audience Q & A


Time 1:00 PM - 02:00 PM
1 hour

LUNCH BREAK

Session 3


Time 02:05 PM - 02:50 PM

Panel Discussion 3:

Panelist:

  • Harsha Updadhyaya Chief Investment Officer Equity Kotak MF

  • Anshul Saighal Head PMS Kotak AMC

  • Hemant Rustagi - CEO, Wiseinvest Advisors

  • Jignesh Desai- Co Founder NJ India Innvest


CRYSTAL BALL GAZING 2019

  • Disruption in the Mutual Funds industry
  • Impact of global markets
  • Inflation, Government reforms & Elections 2019

Time 2:50 PM - 03:00 PM

Audience Q & A

Session 4


Time 03:00 PM - 03:15 PM

SPEAKER TALK - FINANCIAL PLANNING BY NILESH SHAH


Time 03:15 PM - 03:25 PM

Audience Q & A


Time 03:25 PM - 03:30 PM

Vote Of Thanks


Time 3:30 PM Onwards

High Tea