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Event Name:Bangalore Symposium 2007
Theme:Delivering value through Financial Planning Services
Content:
S.No.TopicSpeaker
1Use of technology to foster Financial Planning in a direct sales environment- challenges and experiencesAnup Bachi, CFP, Sr. General Manager - Head Retail liabilities Group, ICICI Bank Ltd.
2Evolution insurance products of Financial PlanningJoydeep Roy, CFP, Chief Distribution Officer, Tata AIG Life Insurance Co.
3The importance of ‘open architecture’ to Financial Planning advice- bank perceptiveKanwar Vivek, CFP, Joint General Manager, ICICI Bank
4Role of product manufactures to facilite a Financial Planning approachKrishnaswami Rajagopal, Chief Investor Officer, Reliance Mutual fund
5Embracing the Financial Planning process- a recipe for a profitable business model.Lovaii Navlakhi, CFP, CEO, Money Matters
6Experience of implementing Financial Planning at a national level learning and challenges.Rajiv Deep Bajaj, CFP, Managing Director, Bajaj Capital Ltd
7Legislative and regulatory changes require for robust development of investment advisory and FP in IndiaShailesh Haribhakti, CFP, Chairman, FPSB India
8Enterprise technology to increase efficacy of Financial Planning.Sumeet Vaid, CFP, CMO, OptiMix

Financial Consumers
Financial Professionals
Financial Institutions
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