Highlights
15,000+
Live Attendees
300+
In Person Attendees
10+
Speakers
About the event
A Defining Moment
The 2023 Global Financial Planners Summit was a watershed moment for the Indian financial planning industry. Held during World Financial Planning Week, the summit discussed issues and opportunities in the personal financial services sector.
One key point was that financial planning in India often needs a broader focus beyond just investments. The summit emphasised incorporating holistic aspects of personal finance. Discussions also covered challenges and future demographics within the Indian financial services industry.
A major theme was India's shift from a labour-oriented to a skill-oriented economy, which creates unique financial situations.
The summit concluded on a hopeful note, highlighting the power of financial planning to empower individuals and unlock financial security in a rapidly changing world.
Speakers
Panel Discussion
![](/images/2023-event/KirtanShah.png)
Kirtan Shah
Co-Founder and CEO - Financial Planning Academy
![](/images/2023-event/PushkarChugh.png)
Pushkar Chugh
Director, Standards and Certifications - FPSB India
![](/images/2023-event/SharanHegde.png)
Sharan Hegde
Founder & CEO - The 1% Club
![](/images/2023-event/ShinjiniKumar.png)
Shinjini Kumar
Co-Founder - Salt app
![](/images/2023-event/VivekRege.png)
Vivek Rege
Founder and CEO - V R Wealth Advisors : Chairperson, ARIA
Fireside Chat
![](/images/2023-event/Jeet Marwadi.png)
Jeet Marwadi
Founder and MD, 1 Finance
![](/images/2023-event/Nikhil Kurhe.png)
Nikhil Kurhe
Co-Founder and CEO, Finarkein Analytics
Manish Pandey
Content Consultant
Kanan Bahl
CA, Finance Educator
Event Host
Mugdha Kalra
Gallery
Highlights from GFPS 2023
Event reviews
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From only investment planning to financial investment planning : Bridging the gap
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