3rd annual “Women in Finance” Leadership Summit India 2020



AIWMI’s 3rd annual “Women in Finance” Leadership Summit India (WIF2020) will provide an opportunity for knowledge-sharing and to develop actions to further drive sustainable change in the Indian Financial Services. WIF2020 will celebrate the doers and doing, connect women professionals and empower the Indian financial services as a whole. Featuring keynote conversations, executive and gen-nex panel discussions and fireside chats, WIF2020 will bring together the voices and insights of a diverse range of female luminaries. This event will focus on Women Leaders leading the sector and redefining the rules of engagement. It will explore ways to realize the true and complete potential of the women talent pool.

AIWMI’s inaugural Women in Finance Leadership Summit India organized in November 2017 had brought together an impressive group of more than 100 women leaders from the Indian financial services sector for a day of high-level discussion and non-stop networking. The inaugural Summit focused on the far-reaching and ongoing transformational process of the financial sector. This included the macroeconomic environment and regulatory frameworks that are changing quickly and profoundly in light of the changing gender balance dynamics. The second edition of WIF was organized in March 2019 along with the inaugural edition of  “India’s Top 100 Women in Finance” campaign. These twin-events were a huge success in  acknowledging the best women professionals in Indian financial services as well as in promoting effective corporate strategies for creating gender diversity at all levels of leadership.

WIF2020 is designed to take the mission forward through its interactive format that will offer attendees an opportunity to have a diverse and well-informed dialogue about the progression of women into senior roles in the financial services sector. WIF2020 also aims to advance the debate and give new impetus to the movement, drawing on the day’s discussions to lay out ways for participants to change their organizations. Through practical examples, insight from business leaders and interactive dialogue we will address the hurdles companies face as they seek to develop their most talented leaders, regardless of gender.

Join us and more than 300 leading women professionals at this unique, exciting and thought-provoking event of the year.



September 25, 2020

14:00 hrs

Welcome Remarks

 

Aditya Gadge, Founder & CEO AIWMI

14:10 hrs

Opening Remarks

 

Anjali Bansal, Founder, Avaana Capital ,Former Chairman, Dena Bank

14:15 hrs

Leadership Lessons

 

Confirmed:

Anjali Bansal, Founder, Avaana Capital
Nilesh Shah, MD & CEO, Kotak Mutual Fund
Rajiv Sabharwal, MD & CEO, Tata Capital
Chhavi Moodgal, Chief Strategy Officer, InCred (Moderator)

15:00 hrs

Dare to Lead

 

Confirmed:

Deepa Aggarwal Gracias, Country Head, SGX

Gesu Kaushal, Executive Director, Kotak Investment Banking

Praveena Rai, Chief Operating Officer, NPCI

Lavanya Ashok, Investment Professional

Roopa Venkatkrishnan, Independent Financial Advisor

15:45 hrs

Traveling right for a Solo Woman – Things to do and not to do while going solo!

Confirmed:

Suprio Bose, Founder, The Nomad Foodie
Divyakshi Gupta, Founder – The Quirky Wanderer
Anindita Chatterjee, Founder, Travel Chatter

16:30 hrs

Mentoring Session

 

Confirmed:

Radhika Gupta, CEO, Edelweiss Asset Management
Madhavi Rai, Associate Vice President- HR, Sanctum Wealth Management (Session Moderator)

17:15 hrs

Felicitation- India's Top 100 Women in Finance 2020

18: 30 hrs

End of Conference


* AIWMI reserves the right to amend any part of the Event format, including speakers and agenda.

  • Founder & CEO- Association of International Wealth Management of India (AIWMI)
  • Founder & Principal Advisor- Indian Association of Alternative Investment Funds (IAAIF)
  • Member- Board of Directors at Association of International Wealth Management (AIWM), Switzerland
  • Member- Advisory Board at Family Office Group, USA.

Aditya has done his Masters in Human Resources, Masters in Economics and is a Certified Financial Planner. A prolific writer, Aditya has been regularly contributing to various business, financial and education publications. Aditya is also a Member- Editorial Board of International Family Offices Journal (Global Law & Business). Aditya has recently co-authored 2 books on Credit Research and 1 book on Global Family Offices.

Anjali Bansal is the Founder and Managing Partner of Avaana Growth Capital, an investment platform that invests in and provides business building support for the scaling up of high growth companies. She was previously global Partner and Managing Director with TPG Growth PE, Spencer Stuart India CEO, and strategy consultant with McKinsey and Co in New York and India. She has also been an active angel investor in India with investments in various early and growth stage consumer companies.

She serves as an Independent Director on the boards of GSK, Bata India, Tata Power, Voltas and Delhivery and on the Advisory Board of Columbia University South Asia. She has a bachelor’s degree in Computer Engineering from Gujarat University and a master’s in International Finance and Business from Columbia University.

Anindita Chatterjee, the founder of Travel Chatter is a travel content creator and is a passionate globetrotter. Her adventures have taken her to 65 countries so far!
Professionally, she is a marketing leader and has provided strategic leadership to companies like Unilever, Welspun and Rentokil as their Chief Marketing Officer.

She is also a personal branding coach and a motivational speaker. In addition to conducting various workshops / webinars, she is a part of “The Outstanding Speaker’s Bureau”. She has participated in various talk shows/panel discussions on “The art of balancing your passion & profession” & “Life lessons learnt travelling through 65 countries” to name a few.
She has been featured on radio shows, her articles have been printed in leading newspapers, magazines and various other digital platforms. She has also collaborated with a lot of brands as a travel influencer.

Anindita’s friends usually call her a “live wire”. She is an ardent dog lover. She loves to keep herself fit. She runs an NGO called Anubhab Foundation, a school for underprivileged children in Kolkata along with her mother.

Deepa is an Economics graduate and MBA from Delhi University passed out in 1996. Soon after, she joined the dealing room at Citibank Bombay in the FX and Derivatives’ Sales team. From plain vanilla FX and swaps in the late 90’s the suite of products expanded to include complex derivatives such as Equity linked debentures, structured swaps and Commodity hedging.
The National Stock Exchange launched Currency Futures late 2008 and that is when Deepa joined the NSE to head the business development of Currency and Interest rate segment for clients on the exchange. During her 7+ year tenor, NSE was market leader in Currency Futures, and several new products like Currency options were introduced in the market.

Deepa is now the Country Head for SGX Rep office in India.

Divyakshi is a freelance travel blogger and social media consultant and she blogs at www.quirkywanderer.com. She started blogging in 2006. With an MBA in marketing, she began her career as a Strategic planner in DraftFCBUlka. Left the job eventually.

She was the first Indian travel blogger to be featured by wordpress.com in 2016. She has led the #DoorsOfIndia campaign for Tata Steel in 2017, a digital campaign covering the stories of iconic doors across India. The campaign won several accolades and was featured in many portals and dailies. She has been featured by Travel & Leisure Asia, Holidify, Tripoto, Thrillophilia, Treebo, Asian Paints, Midday, Asian Age, Deccan Chronicle, Indian express.

Dr. Manisha Ketkar, Director Symbiosis School of Banking & Finance is a Commerce graduate and a Fellow Cost Accountant (FCMA). She has also done her Master’s in Business Studies (MBS) from the University of Pune.

She has done her PhD in ‘Study of supply risk management practices’ with Symbiosis International (Deemed University) under the guidance of Dr. O. S. Vaidya from IIM Lucknow. Dr. Ketkar has presented papers in International Conferences and also has some published papers to her credit.

Dr. Ketkar has 28 years of experience. She has handled the operations of a business unit of a pharmaceutical multinational for over 16 years before her passion for teaching made her join Symbiosis in 2006. Her areas of expertise are Cost & Management Accounting and Supply Chain Management.

Dr. Ketkar is acknowledged for her interactive teaching approach. Along with academics, she is also known for her innovative approach to improvements, from student related matters to process reengineering.

As a Human Resources Business Partner at Sanctum Wealth Management, Madhavi’s role is multi-faceted from designing strong people practices that support business delivery to maintaining an emphasis on an employee value proposition that retains and attracts the right people. She is also involved in leading change management and enjoy designing HR interventions which can potentially amplify business success.

With over 10 years of experience in HR and having worked at Godrej, Wockhardt & Future Group, she has actively contributed to organisational interventions related to Learning & Organisation Development, Talent Management and Engagement as a subject matter expert.

She has acquired her Post Graduate Certificate in Human Resources Management from XLRI, Jamshedpur, a Master’s Degree in Human Resources from the Maharashtra Institute of Labour Studies, and a Bachelor’s Degree in Management Studies from Narsee Monjee Institute of Management Studies.

Mr. Nilesh Shah is the Managing Director (MD) of Kotak Mahindra Asset Management Co Ltd. He has over 25 years of experience in capital markets and market related investments, having managed funds across equity, fixed income securities and real estate for local and global investors. In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management Franklin Templeton and ICICI securities. Nilesh is the recipient of the inaugural Business Standard Fund Manager of the year award – Debt in 2004. He was part of the team that received the best fund house of the year award at Franklin Templeton as well as at ICICI Prudential. Nilesh is a gold medalist chartered accountant and a merit ranking cost accountant. His hobbies include reading and educating investors on financial planning. He has co-authored book on Financial Planning called “A Direct Take”.

Padmaja has been nominated as Co-Chair of Global Business Angel Network (GBAN). She is a member of the National Expert Advisory Committee on Innovation, Incubation and Technology Entrepreneurship.

She also established a unique model of an incubator, in partnership with the Indian Government. She is a member of the Governing Council of EM3 Services. A graduate with English Honours, Padmaja has completed her MBA as well as Chartered Accountancy (Intermediate) with her internship with S.R. Batliboi (an E&Y group company).

As a Chief Operating Officer, Ms. Praveena Rai is in-charge of formulating & deploying the marketing, business development, product management and operations strategy for NPCI. Ms. Rai drives product penetration, reach and visibility of NPCI’s offerings through suitable partnerships. With over 20 years of extensive experience, Ms. Rai has built expertise in various facets of payments, cards, retail, transaction, wholesale and commercial banking. Prior to joining NPCI, she was leading the cash management portfolio at Kotak Mahindra Bank Limited. Earlier, Ms. Rai has managed payments for Asia Pacific and has been the Head of sales at HSBC, where she provided solutions to global banking corporations and SME’s in Asia and India respectively. Ms. Rai holds a Bachelor’s degree in Electronics and Communication and has a post-graduate degree from IIM Ahmedabad.

RM Vishakha, MD & CEO, IndiaFirst Life Insurance Company Limited (IndiaFirst Life), is a Chartered Accountant from the Institute of Chartered Accountants of India. As an inspiring leader and a confident professional, Vishakha has helmed IndiaFirst Life as its MD & CEO since March 2015. Recognising her achievements through a journey of over three decades in the Indian insurance space, ICAI bestowed Vishakha with the prestigious award of CA Business Leader – Women (2017). She ranks amongst Fortune India’s 50 Most Powerful Women in Business for the years 2017, 2018 and 2019. Vishakha has been enlisted as a trail blazer amongst contemporaries across industries by prestigious publications, such as Business World, Forbes, and Business Today. Vishakha is also an independent Director on the board of NRB Bearings Private Limited.
As a leader, Vishakha continues to efficiently manage and balance expectations with all stakeholders at IndiaFirst Life!

Radhika is a graduate of Management and Technology Program from the University of Pennsylvania (USA); with joint degrees in Economics from the Wharton School & Computer Science Engineering from the Moore School. Radhika started her career with McKinsey & Company, and then progressed to become a hedge fund manager with AQR Capital – One of the world’s largest Systematic Asset Managers. She then moved to India to start her own venture named – Forefront Capital Management, an alternative asset management firm, which was acquired by Edelweiss in 2014.

She is the founding President of the University of Pennsylvania Alumni Club, a member of the Global Leadership Council of the Management and Technology Program and a Board Member of the Association of Mutual Funds in India (AMFI).

Mr. Rajiv Sabharwal, a B. Tech from IIT Delhi and PGDM from IIM Lucknow, has over 26 years of experience in the banking and financial services industry. Mr. Sabharwal is currently the
Managing Director & CEO of Tata Capital Limited. He is also the Chairman of Tata Capital
Financial Services Limited, Tata Capital Housing Finance Limited, Tata Securities Limited and Tata Asset Management Limited and is also on the Board of Tata Capital Cleantech Limited, Tata Capital Pte Ltd. and Tata Realty and Infrastructure Limited.

He has served as an Executive Director on the Board of ICICI Bank where he was responsible for several businesses including retail banking, business banking, rural banking, financial inclusion, technology and digital banking. He has also served as the Chairman of ICICI Home Finance Company Limited and was on the Board of ICICI Prudential Life Insurance Company Limited. He
was also on the Investment Advisory Committee (Real Estate) of ICICI Prudential AMC.
Mr. Sabharwal has been acknowledged for his contribution to the growth of the Retail Banking
and Real Estate & Housing Finance market in India.

Mr. Sabharwal also has had experience in both Venture Capital and Growth Capital investing at Sequoia Capital and True North. He has been on the Board of a number of early stage and
growing companies in Financial services space.

He has also served on a number of committees of RBI and IBA.
Mr. Sabharwal has had successful stints with True North Managers LLP, Sequoia Capital, Godrej Group, SRF Finance, GE Capital and Times Bank.

Mrs. Roopa Venkatkrishnan – India’s leading Independent Financial Intermediary. She has been involved with the Mutual Fund industry for the last 22 years. She started her independent practice in 2003 and since then has been serving clients across all segments. She has enabled her clients through judicious suitability profiling, proper asset allocation, systematic savings to become HNI’s. She takes great pride in creating HNI’s.

Roopa has firmly believed that staying invested in the most appropriate and suitable products over the long term create wealth A large part of her AUM, consists of assets that have been invested in equities way back in 2003-04.
She urges youngsters, who are settling in their careers to develop a habit of saving at a young age, does seminar on retirement planning for groups of employees.
Roopa is committed to spreading financial literacy, not only amongst the educated, but also within the less privileged and economically weaker sections of society. She takes great pride in creating financial stability for them.
Several of these activities have been initiated by FIFA (Foundation of Independent Financial Advisors) which she is active as the Honorary Secretary. She also mentors many Mutual Fund Distributors.

NOTABLE ACHIEVEMENTS

  • 4 Times CNBC – UTI Award for Best Performing Individual Financial Advisor

Suprio Bose is the founder of The Nomad Foodie which has quickly become a global knowledge sharing online platform on food. He pursued hospitality and catering in the US as a career and his insatiable quest to learn about food has taken him to many places around the world from where he has collected food knowledge and information which is often shared through The Nomad Foodie´s website as well as it’s Facebook community.
A WSET II holder, he also holds the distinction of being the only Indian to have interviewed Chef Joan Roca and Chef Albert Adria.
On the panel of jury of the upcoming Epicurean Guild Awards 2020 by Living Foodz, Suprio has featured as a guest judge in Master Chef India season 5 and has been also seen on Fox Tv´s show – Grilled.
He is also an ocassional actor who was recently seen in the Yash Raj Films blockbuster “Hichki” and is the host of the upcoming LF Originals show “Click my Plate”.
The Nomad Foodie platforms have now become a reference point for food and travel tips for many of his followers and his Insta Series have been highly acclaimed for their style and content.

Usha Sangwan, was the first ever woman Managing Director of LIC. Usha is a PG in Economics, PG Diploma holder in Human Resource Management and Licentiate from Insurance Institute of India. She joined LIC as Direct Recruit Officer in 1981. She at present is the Board Member of Axis Bank, Grasim Industries Ltd., and Bombay Stock Exchange Ltd.

She had started Direct Marketing Channel in LIC alongwith online sale of policies. She also brought LIC into Social Media. She institutionalized many Corporate Communication activities like LIC Student of the Year, Mobile Van, College Campus and Rozgar Melas. Usha has received innumerable awards and recognition including Forbes List of 50 most powerful Business Women in Asia; “Most Powerful Women in Indian Business” by Business Today and “Most Influential Women” in Businessworld.




Date: September 25, 2020

Venue:


AIWMI’s 3rd Women in Finance Leadership Summit 2019 provides an unmatched opportunity to connect your brand with more than 300 women financial services professionals from across the country.

Aligning your organization’s brand with AIWMI is a smart and effective way to engage relevant audiences and demonstrate expertise and credibility in a neutral environment.

In addition to industry leading conferences and summits, AIWMI builds Strategic Solutions, working with clients to create events from conception to execution based on specific themes, audiences and geographies. We offer a full spectrum of event formats that cater for our client’s engagement and positioning requirements.
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Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM