Vijay Kedia

Vijay Kedia is an Individual Investor in the stock market, having experience of more than three decades.

Many of his investments have appreciated 100 times in the last 15-20 years. One of his investments has given him 16400 times return.

He has been a keynote speaker in many business schools, including IIT Bombay, Royal Global University, IIM Ahmedabad, IIM Bangalore, IIM Amritsar, and London Business School. He has been a TEDx speaker twice.

In 2017, Kedia was conferred with a doctorate degree.  

Recently, he was given an award for " ACE INVESTOR" by hon'ble ministers Shri Piyush Goyal ji and Shri Devendra Fadnavisji.

Radhika Gupta

Radhika Gupta is the MD & CEO of Edelweiss Mutual Fund. Under her stewardship, the company has seen a meteoric rise in Assets Under Management (AUM), growing from over ?6,500 crore as of 31st March 2017 to more than ?1.40 Lakh crore by 31st July 2024. A graduate of the Wharton School at the University of Pennsylvania, Radhika is also a hedge fund manager, entrepreneur, and author. In 2022, she authored 'Limitless,' a ground-breaking guide steering the journey of self-investment towards success. Her dynamic presence in motivational sessions at corporate events and podcasts underscores her commitment to enlightening others on both fiscal understanding and mental resilience. 

Radhika has been listed by Forbes, Fortune, and Business Today among India’s ‘Most Powerful Women in Business’ and by Economic Times in their list of ‘India’s Hottest 40 Young Business Leaders.’ Further solidifying her global reputation in the finance domain, she was recognized as a Young Global Leader in 2022 by the World Economic Forum and received the Distinguished Alumni Award in 2023 from the Jerome Fisher Program in Management and Technology. She was also a judge on Shark Tank India (season 3) and has been named one of GQ India's 35 Most Influential Young Indians (MIYI 2024).

Radhika Gupta is the MD & CEO of Edelweiss Mutual Fund. Under her stewardship, the company has seen a meteoric rise in Assets Under Management (AUM), growing from over ?6,500 crore as of 31st March 2017 to more than ?1.40 Lakh crore by 31st July 2024. A graduate of the Wharton School at the University of Pennsylvania, Radhika is also a hedge fund manager, entrepreneur, and author. In 2022, she authored 'Limitless,' a ground-breaking guide steering the journey of self-investment towards success. Her dynamic presence in motivational sessions at corporate events and podcasts underscores her commitment to enlightening others on both fiscal understanding and mental resilience. 

Radhika has been listed by Forbes, Fortune, and Business Today among India’s ‘Most Powerful Women in Business’ and by Economic Times in their list of ‘India’s Hottest 40 Young Business Leaders.’ Further solidifying her global reputation in the finance domain, she was recognized as a Young Global Leader in 2022 by the World Economic Forum and received the Distinguished Alumni Award in 2023 from the Jerome Fisher Program in Management and Technology. She was also a judge on Shark Tank India (season 3) and has been named one of GQ India's 35 Most Influential Young Indians (MIYI 2024).

 

Saurabh Mukherjea

Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). 

In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by the Extel Survey as one of the top small cap analysts in the UK.  In India, Saurabh was rated as the leading equity strategist in 2015, 2016 and 2017 by the Asiamoney polls. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital.

Saurabh is a CFA charter holder and a SEBI registered investment advisor. In 2017, upon SEBI’s invitation, he joined SEBI’s Mutual Fund Advisory Committee. In 2019, Saurabh was part of the Expert Committee constituted by SEBI to update and upgrade the PMS regulations. Saurabh has written six bestselling books – Gurus of Chaos (2014), The Unusual Billionaires (2016), Coffee Can Investing: The Low Risk Route to Stupendous Wealth (2018), The Victory Project: Six Steps to Peak Potential (2020), Unfiltered: The CEO and The Coach (2023), and Behold the Leviathan - the Unusual Rise of Modern India – and he is a Fellow of the Royal Society of Arts.

Neil Borate

Neil Borate heads the personal finance team at Mint. He is a graduate in law and economics, with a postgraduate diploma in investments from the University of Birmingham, UK. He has also passed the CFA Level 1 exam. Neil started writing about personal finance in 2016 at Value Research, a mutual fund research portal. After a stint at a fintech, Neil joined Mint in 2019 as a mutual fund reporter. He was made Deputy Editor in 2022 and Editor (Personal Finance) in 2024. He has also co-authored the book  - The Big Bull of Dalal Street on Rakesh Jhunjhunwala, one of India's most successful investors.

Dhirendra Kumar

Dhirendra Kumar is the Founder and CEO of Value Research, India's leading independent mutual fund information and research provider. Since founding the company in 1990, Mr. Kumar has been guiding Indian investors, leveraging his unique insights gained from observing the evolution of India’s mutual fund industry and assisting thousands of investors. He is the Editor of Value Research's popular website, valueresearchonline.com, and its two monthly magazines, Mutual Fund Insight and Wealth Insight. Additionally, he is a well-regarded columnist and commentator in print and electronic media and serves on advisory committees for SEBI, PFRDA, and IEPF of MCA.

Ravi Saraogi

Ravi Saraogi is the Co-Founder of Samasthiti Advisors and a SEBI Registered Investment Adviser. He previously headed the fund raising and product design verticals at Northern Arc Investments (formerly known as IFMR Investments). Prior to Northern Arc, he worked at the institutional equities research desk at IIFL Capital and JP Morgan. He has also worked with HSBC in their business intelligence team. Ravi was recognized as one of the “40 under 40” outstanding professionals in the Indian Alternative Investment industry by the Indian Association of Alternative Investment Funds (IAAIF). He is a member of the Professional Learning (PL) committee at the CFA Society India. He is also a technical consultant to Dvara Research, which is an organization that undertakes policy research to promote financial inclusion in India. He has also consulted with the Social Impact Investments team at United Nations Development Programme (UNDP). He regularly contributes to business newspapers and magazines on topics relating to the economy, finance and investing. He is a Masters in Economics from Madras School of Economics and CFA charterholder from the CFA Institute, US.

Nilesh Shah

Nilesh Shah is Managing Director of Kotak AMC.

Nilesh lead his team to the Best Fund House of the Year Award at all the mutual funds where he has worked viz. Kotak, ICICI Prudential and Franklin Templeton Mutual Fund.

Nilesh is a part time member of the Economic Advisory Council to the Prime Minister. He is a part time member of Unique Identification Authority of India (UIDAI). He is a member of the Board of Association of Mutual Funds in India and a Member of CoBoSAC committee of SEBI

Aashish P Sommaiyaa

Aashish holds a Bachelor of Engineering in Polymer Science from Pune University and a Masters in Management Studies in Finance from NMIMS, Mumbai University. He passed out of MMS Finance at NMIMS in the year 2000.

Aashish is responsible for strategizing, growing and managing the domestic operations at White Oak Capital, a highly differentiated equity fund management firm managing Mutual Funds, AIF and PMS strategies totaling over $3 bn. WhiteOak Capital is founded by Prashant Khemka, former CIO at Goldman Sachs Asset Management for their India Equity and Global Emerging Markets strategies. White Oak Capital totally manages nearly $10 USD across its global as well domestic businesses and is one of the leading foreign portfolio investors investing into India on behalf of global investors including sovereign wealth funds, pension funds, family offices and HNIs.

Prior to joining White Oak Capital, Aashish served for nearly 8 years as Managing Director and CEO of Motilal Oswal Asset Management Company, one of the highly regarded and differentiated equity managers in India backed by excellent performance track record and well documented investing philosophy. Starting with about ?1,300 crs ($150 mn) in 2013, Motilal Oswal AMC grew to >?42,000 crs ($5.6 bn) of equity assets across portfolio management services, alternative investment funds, offshore funds and domestic Mutual Funds. Aashish played a pivotal role in launching and growing a highly differentiated passive business which for the first time introduced Indian investors to investing in Nasdaq100, S&P500 and similar differentiated indices. Motilal Oswal was awarded Brand of the Year at the CNBC India Business Leadership Awards in 2018 and Aashish was awarded Most Distinguished Alumni of the year 2018 by his alma mater NMIMS, Mumbai.  

Aashish has 25 years’ experience in business strategy and management, process driven sales and distribution, product development and marketing of investment offerings. He has been engaged with India’s private sector asset management industry for pretty much its entire growth trajectory post 1998.

Prior to Motilal Oswal AMC, Aashish was heading sales, distribution and product development at of ICICI Prudential AMC for their MF, PMS and Real Estate offerings through multiple distribution channels across India and Middle East. He has led new product development, product management, communication, and distribution channel delivery over a number of years.

Sandeep Tandon

Navya Naveli Nanda

Shiv Parekh

Shiv is an exemplary leader in the realms of real estate and technology. His academic journey includes a BS in Engineering Physics from Stanford University and an MBA from Harvard Business School, complemented by a wealth of professional experience at notable institutions like Citi and Stanford Management Company, where he played a pivotal role in managing Stanford's $30 billion endowment. His expertise also extends to real estate development with Raycon and establishing WorkLoft, India's inaugural co-working space.

In 2018, Shiv channelled his entrepreneurial vision into founding hBits, a premier fractional ownership platform in India. This Mumbai-based startup stands out for its innovative integration of real estate, finance and technology. It democratizes access to premium real estate investments, offering retail investors an opportunity to partake in Grade A commercial property ventures with clear exit strategies.

Under Shiv's astute leadership, hBits has grown phenomenally, amassing over 100,000 plus registered users and establishing itself as India's foremost fractional ownership platform. Shiv's forward-thinking approach and strategic insight have not only propelled hBits to new heights but also garnered him prestigious accolades, including Forbes Asia 30 Under 30 in 2022 and Business World Disrupt 30 Under 30 in 2022

Sudarshan Lodha

Sudarshan Lodha is the Co-founder of Strata, an innovative investment platform that democratizes access to premium commercial real estate. Under his leadership, Strata has grown to manage assets worth Rs 2,200 Crores.

In addition to his entrepreneurial role, Sudarshan is an experienced legal counsel in the real estate industry, with extensive expertise in advising, drafting, negotiating, and reviewing transaction documents for major real estate acquisitions, investments, financing, and large-scale project funding. Throughout his career, he has represented investments exceeding $1.4 billion in India, establishing himself as a key figure in the country's real estate investment landscape.

Mahavir Chopra

Mahavir Chopra is the founder of Beshak.org, India’s only independent insurance platform. With over 20 years of industry experience, Mahavir has held prominent leadership roles, including Chief Business Officer at Coverfox and Practice Leader for eBusiness at Marsh. His deep expertise in health and life insurance has made him a recognized voice in the media, where he is frequently quoted for his insights. Passionate about consumer-first solutions, Mahavir has been instrumental in bringing transparency and improved trust to the insurance sector, shaping how insurance is perceived and accessed in India. 

Samit Singh

Samit Singh has over 27 years of corporate experience in Banking and Financial Services space having worked with firms like Citibank, UBS (where he was COO for India & China operations) and with JP Morgan Chase (where he was Executive Director in Wealth Management and later in Investment Banking). He took an early retirement from corporate life to focus on his passion - increasing financial awareness and helping people with matters of personal finance. He has been covered by The Mint newspaper and a couple of times featured in Wintwealth videos as well.

Abhijit Bhave

Jay Prakash Gupta

Naveen Fernandes

40 years of capital market experience. Started with Rs 125 in 1981-82, while at college.

CFP, MA (Economics), MA (English) and a load of NISM certificates.

Worked in capital market as stockbroker, in sales, writing, editing, research and portfolio management (at broking firms, mutual funds and investment managers).

Learnt forex (from V Thiagarajan) and fixed income (Uma Shashikant), the best teachers possible.

Associated with the Council of Financial Planners, Bangalore, a dynamic industry body since a decade.

Vivek Banka

With a career spanning over 2.5 decades in the financial services industry, Vivek has worked across diverse firms including BNP Paribas, 360 One Wealth, played a key role in building a home-grown stockbroking outfit, and led multiple entrepreneurial ventures, including the successful exit of (Altiore Capital) to IIFL Wealth Management. From global institutions to start-up success, Vivek has seen it all.

He is currently the founder at GoalTeller, a personal finance platform that arguably is the most exhaustive platform available for users. Designed to cover every aspect of financial planning.

He is also an experienced equity investor with nearly 24 years in the field and has participated in angel investments as well.

Vishal Dhawan

Vishal Dhawan is a Certified Financial Planner and co-founder of Plan Ahead Wealth Advisors, a SEBI registered investment advisory firm established in 2003.

Plan Ahead won the Best Investment Advisor for multiple years in the Outlook Money Awards and was also the second runner up in the Plan Plus Global Awards - Asia Region multiple times.

Vishal is an economics graduate and a MBA in Finance. He worked as a banker before cofounding Plan Ahead Wealth Advisors. He frequently writes columns and shares his expertise on television & radio.

Vishal was also a founder director of ARIA – the Association of Registered Investment Advisors.

Rishabh Shroff

Rishabh is the co-head of the Private Client team at Cyril Amarchand Mangaldas. He specializes in preparing family constitutions and settlements, trusts, wills, and succession planning. He provides succession, taxation, estate and wealth planning advice for wealthy individuals and their families, who are often promoters of large family businesses. Recently, he has been advising on some of India’s largest family separations and realignments.

He is the National Co-Chair of the FICCI Young Leaders Forum, Chairman of the Family Business Network (WR) and also the Philanthropy Ambassador for WWF India.

He is ranked in the ‘The Economic Times 40 under Forty: India Inc’s Top Young Leaders 2021.’, and also a double winner of the Fortune Magazine ‘Forty under 40’ in both 2023 and 2024.

Anshul Gupta

Anshul has almost a decade long experience in Indian debt markets and has conceptualised many first of its kind structures like covered bonds, pooled loan issuances etc. He Co-Founded Wint Wealth in the year 2020 with the vision of democratising bond markets for retail investors. Till date more than 60000 investors have invested almost 2000 Cr across various senior secured bonds on Wint Wealth platform.

Devina Mehra

Devina Mehra, Chairperson and Managing Director of First Global, is a gold medallist from IIM Ahmedabad as well as from Lucknow University, where she broke several records and got 8 Gold Medals.

She founded First Global as a securities firm almost exactly 31 years back.

She spearheaded First Global's globalisation almost 25 years ago, making First Global the first Asian (ex-Japan) firm to become a member of the London Stock Exchange in 1999 and then the NASD.

First Global, led by Ms. Mehra, is now a Global Asset Management firm managing over USD 700 million in assets in India & Globally using a unique Human + Machine model.

In the PMS space since its launch just over 4 years ago, its equity scheme has been among the best performing multicap schemes, both on the returns and risk adjusted returns basis.

She has been quoted widely on Global as well as Indian markets by global financial media like Wall Street Journal, Barron's, Business Week, Fortune, Forbes, CNBC, Financial Times etc.

Alan Abelson, legendary columnist of the leading publication Barron’s called First Global research "Credible...and often, much more than that".

She was featured among the 50 Most Powerful Women in Business by Fortune magazine in 2022.

Ms. Mehra has been felicitated and featured as one of India's leading entrepreneurs by Outlook Business and Entrepreneur magazines.

Some of her major calls in the global markets were identifying the cashflow turnaround in Amazon at a price of $15 and highlighting the accounting shenanigans in Worldcom and Enron well ahead of the scandals. In India, her most memorable call was on HDFC Bank in 1996. She has identified many turning points in the markets in her role as Research Head & Global Strategist, including when in June 2022 she said that it was time to invest in the Indian markets...when the Nifty was below 15300. And then again in March 2023, when the Nifty was sub 17000

Ajay Awtaney

Ajay Awtaney is a credit card and loyalty programmes expert widely recognised for his insights published on LiveFromALounge.com. Ajay graduated in Computer Science from the University of Delhi and then completed his MBA from Management Development Institute Gurgaon. He worked driving Strategy and Business Initiatives at various Banking and Financial Services firms for two decades, starting with the State Bank of India’s International Banking Division, Motilal Oswal and then at Canara Robeco, where he led Corporate Development and International Asset Management teams.

With a focus on maximising rewards, Ajay specialises in helping individuals make informed decisions about credit cards, loyalty programs, and financial strategies. His expertise covers optimising credit card benefits, managing points and miles, and leveraging rewards for travel and lifestyle perks. Ajay’s clear, actionable advice has earned him a loyal following, making him a trusted resource for anyone looking to enhance their personal finance management and make the most of credit card rewards and travel loyalty programs.

Ganesh Mohan

Manoj Dhanotiya

A beacon of entrepreneurial spirit, Manoj Dhanotiya-CEO of MicroMitti has seamlessly bridged the worlds of SAAS, eCommerce, and now, real estate. Behind the success of AiTrillion, Manoj’s multi-dimensional expertise spans over a decade, encapsulating not just the technological realm, but also the intricate tapestry of real estate investments, especially in India.

His roles as the former CEO of GoWebBaby and AiTrillion underline a career marked by versatility and an ability to innovate across sectors. With esteemed academic roots from the University of Cincinnati and Harvard, Manoj has translated his learning into real-world achievements, whether it’s launching thousands of eCommerce stores, crafting specialized ERPs, or delivering Law CRMs. The range of his clientele, from TeleBrands to Harley Davidson NY, bears testimony to his adaptability and vast reach.

Beyond these achievements, Manoj’s connections run deep in the legal community. This robust network, combined with his affiliations with global investors, provides him a unique vantage point in real estate investments and legal negotiations, ensuring every project he undertakes is grounded in legality and integrity.

It’s his passion for ushering in next-generation concept-based commercial, residential and colonizing projects that spurred the creation of Micro Mitti. Recognizing a gap in the market, Manoj aspired to bring an innovative platform that simplifies the intricacies of real estate, making it more accessible to a broader audience. Micro Mitti, with its heart firmly set in proptech, is the manifestation of this vision.

Additionally, Manoj’s formidable reputation extends to his adeptness in fundraising for startups. His ability to rally significant funds testifies to his influence and the trust the global investment community places in his ventures.

Coupled with his long-standing relations with builders, landowners and investors in India and his drive to champion avant-garde projects, Micro Mitti emerges as more than just a business venture. It’s Manoj’s ode to a city he cherishes, and his commitment to making real estate investment a transparent, efficient, and enriching experience for all.

In sum, Manoj Dhanotiya is not just an entrepreneur; he is a visionary, striving tirelessly to harness technology and his vast network to reshape the contours of real estate, ensuring it’s a realm accessible and rewarding for everyone.

Siddharth Srivastava

Mr. Siddharth Srivastava has more than 13 years of experience in the field of financial services and stock markets. He has been associated with Mirae Asset Investment Managers (India) Pvt. Ltd. from 1st January 2020 till date with overall responsibilities of leading passive investment products.

Prior to this assignment, he was Senior Manager at NSE Indices Ltd. from September 2014 October 2018 and was associated as Senior Associate at Morgan Stanley Capital International from November 2010 August 2014.

Mr. Srivastava currently manages Mirae Asset S&P 500 Top 50 ETF, Mirae Asset NYSE FANG + ETF, Mirae Asset Hang Seng TECH ETF, Mirae Asset Global Electric & Autonomous Vehicles ETF Fund of Fund, Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund

Manish Gunwani

Mr. Manish Gunwani joined Bandhan Mutual Fund in January 2023 for heading the equity fund management for the fund house. He brings rich fund management experience and an excellent track record of wealth creation for investors. Mr. Gunwani’s proven expertise and successful track record would help further enhance the equity franchise of the fund house.

Mr. Gunwani has over 25 years of rich experience, covering the entire gamut of equity research as well as fund management. In his previous assignment, Mr. Gunwani was the Chief Investment Officer - Equities at Nippon India Mutual Fund where he was responsible for equity AUM exceeding Rs 1.2 lakh crores. Under his leadership, equity funds saw broad-based and steady improvement in performance. Before this, he was the Deputy CIO (Equities) at ICICI Prudential AMC, where he was instrumental in scaling up two flagship funds to a cumulative AUM of over Rs. 35,000 crores.

Mr. Gunwani graduated from IIT Madras and has a postgraduate diploma in management from IIM Bangalore

Ashish Singhal

Devam Sardana

Irfan Mohammed

Aspero, a registered platform, is a leading player in fixed-income securities investmen Irfan Mohammed, the Executive Director of the Board, leads the growth and operations across Aspero's B2B (Institutional Investors), B2B2C (Wealth partners), and B2C (retail investors) verticals.

Irfan is a founding member of the Yubi Group, and prior to this role as ED Aspero, he served as the Chief Business Officer for Financial Services. He was instrumental conceptualizing and implementing the Yubi Platform and network, driving its adoption from inception and scaling it to its current volumes. Additionally, Irfan was a founding member of Vivriti Capital, a prominent NBFC that provides debt to mid-market enterprises.

Irfan has led and pioneered debt raise and due diligence for over 300 Financial Institutions across multiple asset classes over the last 14 years. He has led many first its kind and innovative debt structures for emerging asset classes and NBFCs. He has a deep expertise in credit underwriting, structured finance products, fintech soluti co-lending strategy and NBFC-banking partnerships. As an industry expert, Irfan has spoken at various forums such as MFIN, Sa-dhan, NABARD, Rating agencies and CFA Society.

Prior to Vivriti, Irfan was the Partner and Head of Small Business Loans and Housing Finance at Northern Arc. He has completed his Masters in Business Administration from IRMA and masters in commerce from Osmania University and he was a CFA charter holder

Kailash Kulkarni

Mr. Kailash Kulkarni is the Chief Executive Officer (CEO) of HSBC Mutual Fund, India. HSBC Asset Management has a large focus on Asia of which India plays an important role. Apart from having the responsibility of growing the Indian business, he also collaborates with the other countries to showcase the Indian investment capabilities to get allocation from international investors.

Mr. Kulkarni was the erstwhile CEO of L&T Investment Management and also led the marketing initiatives for L&T Financial Services. He has over 34 years of work experience of which 28 years has been in various functions of businesses across BFSI. He started his career with Eicher Motors as part of the distribution, sales and marketing functions.

He was a member of the SEBI Mutual Fund Advisory Committee, was on the board of Association of Mutual Funds of India (AMFI) and also headed the Financial Literacy Committee for AMFI in the past. Mr. Kulkarni is a management graduate from the Institute of Management Development and Research. He loves to travel around the world and is passionate about adventure sports.