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

9:30 AM onwards
  • 9:30 AM – 10:45 AM

    Registration & Breakfast

  • 10:45 AM – 10:50 AM

    Welcome address by Ravi Krishnan, Editor-in-Chief, Mint

  • 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

  • 11:10 AM – 11:25 AM

    Quiz

  • 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 Fund

    Moderator: 

    Jash Kriplani, Senior Assistant Editor, Mint

  • 11:55 AM – 12:25 PM

    How to approach equity investing

    Speaker: 

    Vijay Kedia, Ace Investor

  • 12:25 PM – 12:40 PM

    Tea Break

  • 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, MicroMitti

    Moderator:

    Neil Borate, Editor- Personal Finance, Mint

  • 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

  • 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

  • 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

  • 2:10 PM – 2:25 PM

    Savings+: Think about your savings differently

    Speaker:

    Ganesh Mohan, CEO, Bajaj Finserv Asset Management Ltd 

  • 2:25 PM – 3:20 PM

    Lunch Break

  • 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

  • 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

     

  • 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

  • 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

  • 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

  • 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 Wealth

    Moderator:

    Anil Poste, Senior Correspondent, Mint

  • 5:35 PM – 5:45 PM

    Lessons of Investing from World History

    Speaker:

    Jay Prakash Gupta, Founder & COO, Dhan

  • 5:45 PM – 5:55 PM

    Smart Beta: Activeness in Passive

    Speaker:

    Siddharth Srivastava, Head ETF - Product and Fund Manager, Mirae Asset AMC

  • 5:55 PM – 6:10 PM

    Tea Break

  • 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

  • 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

  • 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

  • 7:30 PM – 8:15 PM

    Stand up comedy by Gaurav Gupta


Speakers

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Vijay Kedia

Ace Investor,
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Radhika Gupta

MD & CEO, Edelweiss Mutual Fund
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Saurabh Mukherjea

Founder & CIO, Marcellus Investment Managers
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Neil Borate

Editor- Personal Finance, Mint (Moderator)
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Dhirendra Kumar

Founder & CEO, Value Research
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Ravi Saraogi

Co-Founder, Samasthiti Advisors
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Nilesh Shah

Group President & MD, Kotak Mahindra Asset Management Company
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Aashish P Sommaiyaa

ED & CEO, White Oak Capital
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Sandeep Tandon

CEO, quant MF
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Navya Naveli Nanda

Founder, Project Naveli
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Shiv Parekh

Founder & CEO, hBits
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Sudarshan Lodha

Co-Founder, Strata
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Mahavir Chopra

Founder, Beshak.org
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Samit Singh

Founder, Happy Retirement
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Abhijit Bhave

MD & CEO, Equirus Wealth
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Jay Prakash Gupta

Founder & COO, Dhan
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Naveen Fernandes

Public Interest Director, BASL & cancer patient
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Vivek Banka

Co-Founder, Goal Teller
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Vishal Dhawan

Founder & CEO, Plan Ahead Wealth Advisors
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Rishabh Shroff

Partner (Co-Head - Private Client), Cyril Amarchand Mangaldas
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Anshul Gupta

Co-Founder & CIO, Wint Wealth
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Devina Mehra

Founder, Chairperson & MD, First Global
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Ajay Awtaney

Founder & Editor, LiveFromALounge.com
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Ganesh Mohan

CEO, Bajaj Finserv Asset Management Ltd
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Manoj Dhanotiya

Founder & CEO, MicroMitti
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Siddharth Srivastava

Head ETF - Product and Fund Manager, Mirae Asset AMC
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Manish Gunwani

Head - Equities, Bandhan AMC Ltd.
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Ashish Singhal

Co-Founder, Lemonn & CoinSwitch
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Devam Sardana

Head of Business, Lemonn
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Irfan Mohammed

Executive Director, Aspero
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Kailash Kulkarni

CEO, HSBC Mutual Fund
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Sneha Shah

Deputy Editor, Mint (Moderator)
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Aprajita Sharma

Assistant Editor, Mint (Moderator)
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Sashind Ningthoukhongjam

Correspondent, Mint (Moderator)
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Jash Kriplani

Senior Assistant Editor, Mint (Moderator)
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Anil Poste

Senior Correspondent, Mint (Moderator)

A Special Performance

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Gaurav Gupta

Stand-Up Comedian

Session Videos



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Venue :

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