About the event
Summit Overview
The Global Financial Planner’s Summit 2024, held in October to mark World Financial Planning Day, was a pivotal event for the financial advisory industry. Building on last year’s success, this summit focused on "Financial Advisory Industry for the Next Decade."
The event brought together leading voices in financial planning, sparking crucial discussions on the trends and challenges that will shape the future of the industry. From cutting-edge technology to evolving client-advisor relationships, the summit tackled the most pressing issues set to define the next decade.
20+
Speakers
400+
In Person Attendees
Gallery
Highlights from GFPS 2024
Speakers
Thought Leaders & Experts
Fireside Chat
Radhika Gupta
MD & CEO, Edelweiss Asset Management Limited
Keval Bhanushali
Co-Founder & CEO, 1 Finance
Wealth Management In The Next Decade
Jeet Marwadi
Founder and MD, 1 Finance
Chandraleka
Founder, Dime
Rahul Jain
President and Head, Nuvama Wealth
Feroze Azeez
Deputy CEO, Anand Rathi Wealth Limited
Dinesh Pai
VP, Business Analysis and Investments, Zerodha ; Head - Rainmatter
Role of Alternative Investments in Portfolio Construction & Asset Allocation
Samir Bhandari
Co-founder and CFO - hBits
Nikhil Aggarwal
Founder & CEO, Grip Invest
Siddhartha Bhaiya
MD & CIO, Aequitas Investments
Saurabh Jain
Co-founder, Stable Money
Ramakrishna NK
Co-founder and MD, Rang De
Path to Developed India in 2047
Rajeev Thakkar
CIO, Parag Parikh Financial Advisory Services
Deepak Shenoy
Founder - Capitalmind
Neha Juneja
Co-founder and CEO - India P2P
Rishabh Jain
Co-founder - Labour Law Advisor
Ankita Pathak
Chief Macro and Global Strategist, Angel One Wealth
Guest Speaker
Tobias Maag
Mentor, Coach, Independent Advisor and Wealth Manager - Switzerland
Event Host
Avanne Dubash
Moderator
Kavita Thapliyal
Senior News Editor, Times Network
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“My experience at the Global Financial Planner Summit 2024 has been incredible. The discussions, particularly the insightful fireside chat between Keval and Radhika, were filled with valuable data points that will benefit the entire personal finance community. Events like this are essential for sharing knowledge and fostering collaboration within the industry.”
Neil Borate
Editor - Personal Finance at Mint
"My first visit to the summit has been a truly rewarding experience. Financial literacy is a critical area of focus, especially for the younger generation, and the efforts here are making a significant impact. More events like this are certainly needed to elevate financial literacy, with a strong emphasis on encouraging both male and female participation. I’m confident this will have a lasting impact."
Bhavesh Jain
Co Head - Factor Investing at Edelweiss MF
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