Introduction
India has emerged as a stable economic destination despite global challenges such as inflation and geopolitical uncertainties. The country's growth rate is expected to reach 7.6% in 2023-24, driven by the financial services industry, private equity, and retail investments.
Personal finance in India has seen significant transformation, with a growing middle class, increased financial literacy, and digital technologies. The sector includes insurance, mutual funds, stock markets, loans, and financial and tax planning. Despite challenges, the industry's growth prospects remain strong due to demographic trends, rising income levels, and the growing importance of financial planning and management.
The future looks promising due to technological advancements, regulatory reforms, and changing consumer preferences. As the market evolves, it is expected to see further innovation, expansion of digital services, and greater financial inclusion, making personal finance more accessible, transparent, and efficient for all.
Mint Money Festival aims to create a platform for financial experts to interact and help individuals toward successful financial planning through panel discussions, conversations, sessions, activities, and more.
Agenda
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9:30 AM – 10:45 AM
Registration & Breakfast
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10:45 AM – 10:50 AM
Welcome address by Ravi Krishnan, Editor-in-Chief, Mint
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10:50 AM – 11:10 AM
The scientific approach to financial independence
Discover how a structured, step-by-step approach can help you achieve lasting financial freedom and build a secure future.
Masterclass on FIRE by Ravi Saraogi, Co-Founder, Samasthiti Advisors
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11:10 AM – 11:25 AM
Quiz
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11:25 AM – 11:55 AM
Markets on the Move: Is Now the Right Time to Invest?
With markets rising, find out whether this is the perfect time to start investing or if you should wait.
Speakers:
Nilesh Shah, Group President & MD, Kotak Mahindra Asset Management Company
Aashish P Sommaiyaa, Executive Director & CEO, White Oak Capital
Sandeep Tandon, CEO, quant MF
Abhijit Bhave, MD & CEO, Equirus Wealth
Kailash Kulkarni, CEO, HSBC Mutual FundModerator:
Jash Kriplani, Senior Assistant Editor, Mint
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11:55 AM – 12:25 PM
How to approach equity investing
Speaker:
Vijay Kedia, Ace Investor
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12:25 PM – 12:40 PM
Tea Break
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12:40 PM – 1:10 PM
Small & Medium real estate investment trusts: Are They for You?
Learn about SM REITs (Real Estate Investment Trusts), how they work, and whether they’re a smart investment choice for your portfolio.
Speakers:
Shiv Parekh, Founder & CEO, hBits
Sudarshan Lodha, Co-Founder, Strata
Manoj Dhanotiya, Founder & CEO, MicroMittiModerator:
Neil Borate, Editor- Personal Finance, Mint
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1:10 PM – 1:25 PM
From middle class to top achiever. A case study of the mindset for success and investment
Speaker:
Devam Sardana, Head of Business, Lemonn
Moderator:
Alokesh Bhattacharyya, Deputy Managing Editor, Mint
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1:25 PM – 1:45 PM
Bridging Trust Deficit in Insurance: What You Need to Know
Explore ways to overcome doubts about insurance and understand why it’s essential for financial security.
Speaker:
Mahavir Chopra, Founder, Beshak.org
Moderator:
Aprajita Sharma, Assistant Editor, Mint
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1:45 PM – 2:10 PM
Profiting from the unusual rise of modern India
Explore the factors fueling the rapid growth of small companies in modern India and discover what this trend means for investors seeking high-growth opportunities in emerging markets.
Speaker:
Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers
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2:10 PM – 2:25 PM
Savings+: Think about your savings differently
Speaker:
Ganesh Mohan, CEO, Bajaj Finserv Asset Management Ltd
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2:25 PM – 3:20 PM
Lunch Break
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3:20 PM – 3:40 PM
Investing in the new-age woman entrepreneur
Speaker:
Navya Naveli Nanda, Founder, Project Naveli
Moderator:
Aprajita Sharma, Assistant Editor, Mint
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3:40 PM – 4:20 PM
FIRE Up Your Future: How to Retire Early and Wealthy
Learn about the FIRE (Financial Independence, Retire Early) movement and how you can design a plan to retire sooner and richer.
Speakers:
Samit Singh, Founder, Happy Retirement
Naveen Fernandes, Public Interest Director, BASL & cancer patient
Vivek Banka, Co-Founder, Goal Teller
Vishal Dhawan, Founder & CEO, Plan Ahead Wealth Advisors
Manish Gunwani, Head – Equities, Bandhan AMC Ltd.Moderator:
Sashind Ningthoukhongjam, Correspondent, Mint
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4:20 PM – 4:35 PM
Selecting the right mutual fund
Q&A session with Dhirendra Kumar, Founder & CEO, Value Research
Moderator:
Neil Borate, Editor- Personal Finance, Mint
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4:35 PM – 4:55 PM
Estate Planning Made Simple: How to Create the Perfect Will
Protect your loved ones by understanding the key steps to crafting a will that ensures your assets are passed on as you wish.
Speaker:
Rishabh Shroff, Partner (Co-Head - Private Client), Cyril Amarchand Mangaldas
Moderator:
Jash Prakash Kriplani, Senior Assistant Editor, Mint
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4:55 PM – 5:10 PM
Investing in risky assets: Is it for you?
Speaker:
Ashish Singhal, Co-Founder, Lemonn & CoinSwitch
Moderator:
Aprajita Sharma, Assistant Editor, Mint
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5:10 PM – 5:35 PM
Building a Bond Portfolio: A Beginner's Guide
Find out how to create a balanced bond portfolio to generate steady, reliable returns and lower risk in your investments.
Speaker:
Irfan Mohammed, Executive Director, Aspero
Anshul Gupta, Co-Founder & CIO, Wint WealthModerator:
Anil Poste, Senior Correspondent, Mint
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5:35 PM – 5:45 PM
Lessons of Investing from World History
Speaker:
Jay Prakash Gupta, Founder & COO, Dhan
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5:45 PM – 5:55 PM
Smart Beta: Activeness in Passive
Speaker:
Siddharth Srivastava, Head ETF - Product and Fund Manager, Mirae Asset AMC
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5:55 PM – 6:10 PM
Tea Break
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6:10 PM – 6:30 PM
Global Diversification - How to diversify your investments beyond India
Speaker:
Devina Mehra, Founder, Chairperson & MD, First Global
Moderator:
Jash Prakash Kriplani, Senior Assistant Editor, Mint
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6:30 PM – 7:00 PM
Lessons from the life journey of a remarkable CEO
Speaker:
Radhika Gupta, MD & CEO, Edelweiss Mutual Fund
Moderator:
Aprajita Sharma, Assistant Editor, Mint
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7:00 PM – 7:30 PM
Maximize Your Credit Card Benefits: A Masterclass
Learn how to use credit cards strategically to build credit, earn rewards, and avoid debt traps.
Speaker:
Ajay Awtaney, Founder & Editor, LiveFromALounge.com
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7:30 PM – 8:15 PM
Stand up comedy by Gaurav Gupta
Speakers
Vijay Kedia
Ace Investor,Radhika Gupta
MD & CEO, Edelweiss Mutual FundSaurabh Mukherjea
Founder & CIO, Marcellus Investment ManagersNeil Borate
Editor- Personal Finance, Mint (Moderator)Dhirendra Kumar
Founder & CEO, Value ResearchRavi Saraogi
Co-Founder, Samasthiti AdvisorsNilesh Shah
Group President & MD, Kotak Mahindra Asset Management CompanyAashish P Sommaiyaa
ED & CEO, White Oak CapitalSandeep Tandon
CEO, quant MFNavya Naveli Nanda
Founder, Project NaveliShiv Parekh
Founder & CEO, hBitsSudarshan Lodha
Co-Founder, StrataMahavir Chopra
Founder, Beshak.orgSamit Singh
Founder, Happy RetirementAbhijit Bhave
MD & CEO, Equirus WealthJay Prakash Gupta
Founder & COO, DhanNaveen Fernandes
Public Interest Director, BASL & cancer patientVivek Banka
Co-Founder, Goal TellerVishal Dhawan
Founder & CEO, Plan Ahead Wealth AdvisorsRishabh Shroff
Partner (Co-Head - Private Client), Cyril Amarchand MangaldasAnshul Gupta
Co-Founder & CIO, Wint WealthDevina Mehra
Founder, Chairperson & MD, First GlobalAjay Awtaney
Founder & Editor, LiveFromALounge.comGanesh Mohan
CEO, Bajaj Finserv Asset Management LtdManoj Dhanotiya
Founder & CEO, MicroMittiSiddharth Srivastava
Head ETF - Product and Fund Manager, Mirae Asset AMCManish Gunwani
Head - Equities, Bandhan AMC Ltd.Ashish Singhal
Co-Founder, Lemonn & CoinSwitchDevam Sardana
Head of Business, LemonnIrfan Mohammed
Executive Director, AsperoKailash Kulkarni
CEO, HSBC Mutual FundSneha Shah
Deputy Editor, Mint (Moderator)Aprajita Sharma
Assistant Editor, Mint (Moderator)Sashind Ningthoukhongjam
Correspondent, Mint (Moderator)Jash Kriplani
Senior Assistant Editor, Mint (Moderator)Anil Poste
Senior Correspondent, Mint (Moderator)A Special Performance
Gaurav Gupta
Stand-Up ComedianSession Videos
Venue :
Mumbai