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
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