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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

Kirtan Shah

Co-Founder and CEO - Financial Planning Academy

Pushkar Chugh

Director, Standards and Certifications - FPSB India

Sharan Hegde

Founder & CEO - The 1% Club

Shinjini Kumar

Co-Founder - Salt app

Vivek Rege

Founder and CEO - V R Wealth Advisors : Chairperson, ARIA

Fireside Chat

Jeet Marwadi

Founder and MD, 1 Finance

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

Hear from attendee!

Dhruv Marwadi

DhruvMarwadi07

“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! #GFPSummit2023”

Yash Chheda

yashchheda09

Delighted to have experienced the #GFPSummit2023, where we explored India's dynamic financial advisory landscape. From the emerging Middle Net-worth Income group to the transformative potential of Account Aggregators, it's evident that our industry is on the cusp of significant change!

Vedant Vakil

vedantvakil

It was a privilege to engage with esteemed personalities in our industry, including Jeet Marwadi & Keval Bhanushali. The event featured thought-provoking discussions on the future of financial planning and advisory services in India, as well as the importance of personal branding for financial advisors.

Brijmohan Lavaniya

brijmohanlavaniya

I had the opportunity to attend the Global Financial Planners Summit 2023, presented by 1 Finance with education partner FPSB India and media partner LiveMint. The event covered broad topics like "The Future Landscape of Personal Finance Advisory" and "Social Media & Personal Branding for Financial Advisors." It was an insightful and fruitful event and a commendable initiative by the entire team of 1 Finance.

Kamlessh Barariya

@barariya

My key takeaway from the event was the insightful talk by the keynote speaker, Mr. Anooj Mehta. He emphasised the importance of personal financial planning, highlighting how it goes beyond just investments, insurance, expenses, and loans, underscoring its significance in our lives.Overall, it was an enlightening and engaging event and a commendable initiative by 1 Finance.

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