Global Financial Planners Summit 2023
Global Financial Planners Summit 2023

India's Exclusive Invite-Only

Global Financial Planners Summit 2023

Where Insights, Connections, and Leading Expertise Unite

  • calendar-iconOctober 7, 2023
  • time-clock-icon9:30 AM - 3:00 PM
  • location-iconThe Westin, Goregaon

About the Event

Every year, on the first Wednesday of October, the world unites to celebrate World Financial Planning Day. It is a global initiative to raise awareness of the importance of financial planning and to empower individuals to achieve their financial goals.

This year, 1 Finance is proud to join the global community in celebrating world financial planning day and celebrating the community of financial planners and advisors.

Core Objectives of The Summit

  • Showcase India's Potential

    Underscore the country's potential as a burgeoning hub for financial planning and advisory services.

  • Highlight Responsible Financial Planning

    Responsible and sustainable financial planning, emphasising ethical and prudent practices.

  • Foster Community Networking

    A dynamic platform for financial planners to connect, exchange ideas, and collaborate.

  • Inspire Action

    Insightful discussions led by industry veterans to empower proactive financial advisory practices.

Event Details

  • calendar-light-iconOctober 7, 2023
  • time-clock-light-icon9:30 AM - 3:00 PM
  • location-dark-iconThe Westin, Goregaon

Order of Events

  • 9:30 AMBreakfast, Engagement and Networking
  • 10:30 AMWelcome address - Mugdha Kalra
    Mugdha KalraBBC100 Women 2021, Broadcast Journalist, News Anchor, Autism Activist, Inclusion Strategist
  • 10:45 AMOpening Note - Anooj Mehta
    Anooj MehtaVice President - Partner Success - 1 Finance
  • 11:00 PMPanel Discussion
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      Vivek RegeFounder and CEO - V R Wealth Advisors ; Chairperson, ARIA
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      Kirtan ShahCo-Founder and CEO - Financial Planning Academy
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      Shinjini KumarCo-founder - SALT App
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      Pushkar ChughDirector, Standards and Certifications, FPSB India
    Sharan HegdeFounder & CEO - The 1% Club
  • 11:45 AMPapa please - Awareness campaign Film Releasepapa-please-img
  • 12:15 PMFireside ChatAccount Aggregator Framework - How will it change the future of Finance Industry
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      Jeet MarwadiFounder and MD, 1 Finance
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      Nikhil KurheCo-Founder & CEO at Finarkein Analytics
  • 12:45 PMFireside ChatSocial media and personal branding for financial advisors
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      Manish PandeyContent Consultant
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      Kanan BahlCA, Finance Educator
  • 1:30 PMNetworking Lunch
  • Event hosted and moderated byhost-imageMugdha KalraBBC100 Women 2021, Broadcast Journalist,News Anchor, Autism Activist, Inclusion Strategist

Register Now

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