Global Financial Planner's Summit
An initiative by1 Finance

Global Financial Planners Summit 2026

India’s Largest Financial Planners Summit - 4th Edition

Theme : Beyond Investments - The Rise of Holistic Financial Planning

13th October 2026JW Marriott Sahar, Mumbai

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Broadcast Partner

CNBC-TV18

Print
Media Partner

Business Standard

The 4th edition of the Global Financial Planners Summit brings together leading financial planners, wealth management experts, and industry leaders to discuss emerging trends, innovative strategies, and the future of financial planning. The Summit offers a platform for expert-led discussions, real-world insights, and high-value networking opportunities.

The last three editions have brought together a growing community of financial industry leaders.

1.5M+Total Reach
5000+Total Registrations
2500+Attendees Invited
23+Cities Represented
60+Global Speakers

Attendees from Leading Companies

KPMG
BSE
Zuno General Insurance
RBL Bank
Nomura
Morningstar
Edelweiss Group
ICICI Bank
Swiss Re
UBS
State Bank of India
J.P. Morgan
HDFC Bank
WTW
ICICI Lombard
TIAA
DBS
Motilal Oswal
Paytm
PPFAS Mutual Fund
Morgan Stanley
Nuvama
Upstox
South Indian Bank
Aditya Birla Capital
Axis Max Life Insurance
IndiaFirst Life Insurance
Mirae Asset
PwC
U GRO Capital
Wells Fargo
Unity Small Finance Bank
Equentis

Event Agenda

Welcome Address

Jeet Marwadi
Jeet MarwadiMD & Founder,
1 Finance

Panel Discussion: Value of Advisory

Amit Kukreja
Amit KukrejaChairperson,
ARIA
Harsh Roongta
Harsh RoongtaFounder,
Fee Only Investment Advisers LLP
Jeet Marwadi
Jeet MarwadiMD & Founder,
1 Finance

Panel Discussion: The Decade Ahead

Dhirendra Kumar
Dhirendra KumarFounder and Chief Executive,
Value Research
Saugata Chatterjee
Saugata ChatterjeePresident and Deputy CEO,
Nippon India Mutual Fund
Dr. Soumya Kanti Ghosh
Dr. Soumya Kanti GhoshGroup Chief Economic Advisor,
State Bank of India
Utpal Sheth
Utpal ShethFounder and Mentor,
TRUST Group
Sonal Bhutra
Sonal BhutraAssistant Editor & Markets Anchor,
CNBC TV18Moderator

Fireside chat: The Retirement Mandate

Shri Sivasubramanian Ramann
Shri Sivasubramanian RamannChairman,
PFRDA
Keval Bhanushali
Keval BhanushaliCEO & Co-Founder,
1 Finance

Conversation on Money and Behaviour

Prof. Meir Statman
Prof. Meir StatmanProfessor of Finance,
Santa Clara University, California USA

Panel Discussion: Will and Estate Planning

Bijal Ajinkya
Bijal AjinkyaPartner,
Khaitan & Co.
Dr. Deepak Jain
Dr. Deepak JainDirector,
AAFM India & Nexgen
Sadia Khan
Sadia KhanPartner,
Shardul Amarchand Mangaldas & Co
Sneha Makhija
Sneha MakhijaDirector & Head of Wealth Planning,
Sanctum Wealth
Sonal Bhutra
Sonal BhutraAssistant Editor & Markets Anchor,
CNBC TV18Moderator

Panel Discussion: Borrowing and Debt

Bharat Lamba
Bharat LambaPresident,
DSP Finance
Devyani Parameshwar
Devyani ParameshwarFounder and CEO,
Mera Kal
Mohan Parsuramka
Mohan ParsuramkaCOO,
1 Finance
Sachin Seth
Sachin SethRegional MD,
India and South Asia, CRIF India

No Stalls, No Sponsors & No Sales

What Our Attendees Say

Dhruv Marwadi
Neil Borate
Bhavesh Jain
Yash Chedda
Brijmohan Lavaniya

Attended the Global Financial Planners Summit today. Learnt about the financial advisory landscape of India, the rising Middle Net-worth Income group, and how the Account Aggregator will be the UPI moment of the financial advisory industry, among many other things!

Dhruv Marwadi

Director

Marwadi Chandarana Group