List of Attendees - Wealth Creation Opportunities for Financial Planners
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1 List of Attendees - Wealth Creation Opportunities for Financial Planners S. No. Name Designation Organization 1 Abhijit Manohar Ambadkar Operations Executive Bank Of New York Mellon India Ltd. 2 Abhijit S. Vaidya Executive Director Kotak Mahindra Capital Company Limited 3 Aditya Pathak Associate Vice President Ladderup Wealth Management Pvt. Ltd 4 Aditya Vasa Akhil Chaturvedi Head - Retail Sales Daiwa Asset Management (I) Pvt Ltd 6 Anand Doctor - FinCare 7 Anand Jaju Executive Director BNR Securities 8 Aneel Vaishya Anil Punjabi Director Excel Electrotechnik (P) Ltd 10 Aniruddha Bambawale Proprietor Money Times Financial Services 11 Archana Sudhir Bhingarde Director Hi_Q Financial Planners 12 Arun T Sawant Ashish gupta N/A Self Employed 14 Ashish Katiyar C S E OPERATIONS Tracmail AR SERVICES PVT LTD 15 Ashutosh Tembe Self Employed 16 Ashwini Tewari Deputy General Manager State Bank of India 17 Bhakti Anil Rasal Senior Business Associate TATA AIG life Insurance Company 18 Bhaven Bhatia Bhavesh Bhatt Vice President Ghalla & Bhansali Securities Pvt Ltd 20 Biju Behanan Senior Manager Tata Motor Finance 21 Bina N Pandit Proprietor Dirsti Investment Solutions 22 Binal Lalka Senior Executive Angel Broking 23 Chandrakant Soni Assistant Vice President Daiwa Asset Management (I) Pvt Ltd 24 Chirag Ganatra Associate Edelweiss Financial Services Ltd 25 Cusrow K Mistry D.C.Rakesh ASSISTANT VICE PRESIDENT SBI FUNDS MANAGEMENT PVT LTD 27 Darshan Parekh Proprietor Life N More 28 Deepak R Khemani Financial Planner - 29 Devesh R. Shah Proprietor Champion
2 30 Dharmendra Parikh Dharmesh C Timbadia Owner Parshwa Consultancy 32 Dhaval B Doshi Self Employed 33 Dhrubajyoti Mukhopadhyay Associate Vice President IIFL PReMIA 34 Ekta Bhula Franky Lobo Certified Financial Advisor - 36 Hardik Jhaveri Advisor Birla Sun Life Insurance Co Ltd 37 Harsh Joshi Director Motilal Oswal Securities Limited 38 Hemant B Sanghavi - ICICI Bank Ltd. 39 Hemant Thakur Self Employed H. R. Thakur 40 Hitesh Mundra Assistant Vice President RR Investors Capital Services Pvt. Ltd. 41 Hitesh V shah Jai Adiani Founder & Director Fpguru.com 43 Jaideep Shirali - Vidur Investments 44 Jay Mehta Jaya Somani Financial Advisor Transcend Consulting (I) Pvt. Ltd. 46 Jennifer Murray Assistant BDO Consulting Pvt. Ltd. 47 Jeron Fernandes Relationship Manager Canara HSBC OBC Life Insurance 48 Jignasa Talajiya Financial Advisor Self Employed 49 Jitendra Tatiya Kaivan Shah Self Employed Dotmagix Solutions pvt Ltd 51 Kalpesh Thakker - Ambition Learning Solutions 52 Kapil Agarwal Senior GM Commercial Reliance Industries Ltd. 53 Kaushank Nalin Khandwala Keertiman Singh Kiran Desai Managing Director Kiran Sharestockers Pvt Ltd 56 Kirtan Shah Director Ambition Learning Solutions 57 Kishor Kale Founder My Wealth India 58 Krunal Shah Equity Strategist Amideep Investment Consultants 59 Kunal Hinduja Self Employed
3 60 Lata Chandran Marketing Head Radhika Chanddran Insurance Advisors 61 Mahesh Talreja Partner ICICI Pru AMC 62 maheshwaram mitra Manoj Makhija Financial Advisor Self Employed 64 Manoj V Shelke Development Officer LIC of India 65 Mehul Bheda Vice President Vcare Investment Services Pvt Ltd 66 Mehul Shah AVP Sharekhan Limited 67 Mithilesh Hadayraj Jariwala General Manager Chirag Shares & Stock Broking Pvt. Ltd. 68 Mohina Kulkarnis Faculty IIPM 69 MS Khatumbra Naveen Fernandes Fund Manager Centrum Broking Pvt Ltd 71 Nayanesh Mehta Partner Pinnacle Financial Planners 72 Neiraj Purecha Director Ise Personal Financial Services (I) Pvt Ltd 73 Nilesh Parekh Self Employed NM parekh 74 Nimesh Gamanlal Palsanawala Partner Shree Investment 75 Nirmit Rajani Nandkishor Self Employed National Invt. Corporation 76 Nisha Sanghavi Product Manager Praxis Investment Solutions Pvt Ltd 77 Nishith Shah Nisreen Z. Mamaji Owner MONEYWORKS Financial Advisors 79 Pallav Ved N/A Self Employed 80 Parag R Storewala Business Partner Star Agency Manager 81 Paresh Lakhani Paresh S. Kariya Director Aargus Advisors pvt. Ltd 83 Paresh Sukhtankar Business Associate Motilal Oswal Securities Ltd 84 Paresh Sukhtankar Business Associate Motilal Oswal Securities Ltd 85 Patil Divakar Anant Chief Manager Bank of Maharashtra 86 Pawan Kumar Srivastav TRAINER ICICI PRUDENTIAL LIFE INSURANCE CO. LTD 87 Piyush S Sheth Proprietor Plan Invest Advisors 88 Porush sharaf Prachetas. Purohit Junior Financial Consultant Ajit Investments
4 90 Pranay Master Prasanna C. Kolhatkar CEO Kolhatkar Consultancy 92 Prashant Besekar Prashant Ramesh Shah Proprietor PRS Financial Services 94 Prathiba Girish Pratik Rambhia - Ambition Learning Solutions 96 R.K.Khosla - SANJOG ASSOCIATES 97 Rajat R Rawal - Motilal Oswal Securities Ltd 98 Rajeev Gupta Self Employed Maruti Investments 99 Rajesh Dedhia Director Vantage Instt of Financial Markets 100 Rajesh Dossa Proprietor Life Strategies 101 Rajesh V. Jogdand Partner Yogeshwari Finance 102 Rajiv Gupta Executive Director SBI Life Insurance Co. Ltd. 103 Rajiv Mehta Vice President Centrum Wealth Management Ltd 104 Rajnikant Tiwari Daiwa Asset Management (I) Pvt Ltd. 105 Rakesh Chandrakant Pawar Financial Advisor India Infoline Distributtion Ltd 106 Ram Valia Financial Advisor Ffreedom Financial Planners 107 Ramesh Vekaria CMD SJ Financial 108 Ranjit Singh Proprietor Bhumit Investmart 109 Ravi Rajpal N/A Self Employed 110 Ravindra L Jagasia Proprietor Money Masters 111 Richard Jose COO Richlife 112 Rohit Shah General Manager IBM India Pvt Ltd 113 Ronak Gandhi SR Financial Planning Exectuive Bajaj Capital Ltd 114 S Radhakrishnan - Pinnacle Financial Planners 115 Saba Bagdadi Sabyasachi Mukherjee Asst.Professor ITM- Institute of Financial Markets 117 Sadananda Shetty General Manager - Marketing Mirah Dekor Ltd, 118 Sahil Nandu Advisor Max New York 119 Salil Kothari Head - Financial Planning Cyclo Investments
5 120 Saloni Kochar Sameer H Lalwani Financial Advisor True Wealth 122 Sanjay Gupta CEO Mode Money Managers 123 Sanjay Sanghvi Development Officer LIC of India 124 Santosh Salunke Financial Planner Satyam India Investments 125 Sapna Punjabi Financial Advisor ICICI Prudential Life Insurance 126 Satish Ghanshani Asst. Manager :- Research & Advisory Ffreedom Financial Planners 127 Satish M Tonape - UTI Asset Management Company Ltd. 128 Saumil Halani Business Development Manager F R Ratnagar and Co Pvt Ltd 129 Shalaka Targe Student Shashi Marwah - Pinnacle Financial Planners 131 Shefali Doshi Shriniwas Dyavarishetty Partner Money Shastra Consultants LLP 133 Shwetha Nair - Ambition Learning Solutions 134 Simran Singh Anand ASSISTANT MANAGER Angel broking ltd. 135 Snehal Kumar Freelancer Srinivasan Rajaraman Proprietor Aegis Investment Links 137 Subhash Lashkare N/A Self Employed 138 Subodh Vaidya Financial Advisor Money Plant let it grow 139 Sudhakar Kulkarni Partner Astute Securities 140 Sunil Kapadia Financial Advisor Sun Investments & Financial Services 141 Swapnil Verma Asst Manager Marketing Daiwa Asset Management (I) Pvt Ltd. 142 Sweta Surve Manager - Markets Edelweiss Securities Limited 143 Taranjit Singh Chandok Free Lancer Agent Win Equity And Financial Services Pvt. Ltd 144 Trilok Mishra Financial Planner Trilok Mishra Financial Planners 145 Upendra H Sheth Varghese P V Financial Advisor Venkatesh.P Self Employed gofinancialplan.com 148 Vijay K Someshwar Vijay Vekaria Senior Advisor SJ Financial
6 150 Vilas Waghule Accounts Manager Medisytnh CH 151 Vincent Dsouza Vinod T Lodhe Development Officer LIC of India 153 Virendra Kothari Managing Director Etica Wealth Management Private Limited 154 Vishal Gada Director Marketing Ambition Learning Solutions 155 Vishwanath Narayanan - NVN Associates 156 Vivek Malviya AVP Kotak Securities Ltd 157 Yeshwant Angane Professor Mumbai Business School 158 Yogesh A Jadhav Development Officer LIC of India 159 Yogesh Rehi Proprietor SLR Investments 160 Youvraj Sehgal - -
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