Program on Financial Services - Making Peace with Money

Fees: Member ₹590/- (Including GST)

Event Date	16-09-2023 10:00 am
Event End Date	16-09-2023 6:00 pm
CPE Credit Hrs	6
Location	ICAI Tower, Bandra Kurla Complex, Bandra East

Topic	Speaker
16th September 2023 : 10.00 am to 06.00 pm
Financial Planning	Shri Gaurav Khemka, VP SBI Mutual Fund
Life Insurance Term Plan & ULIP	Ms. Bhina Desai, Senior Business Development Manager – NRI – Max Life Insurance CA. Darshan Kshirsagar Sr. Associate Partner - BI & NRI Strategic Initiatives
Health Insurance Health & Travel	Ms. Pragati Chauhan, Assistant Vice President – Training – Reliance
General Insurance Motor, top-up & Critical Illness	Mr. Anurag Rampal Senior VP - Central distribution & Strategy, Marketing & communication, Renewals and Online & D2C – Liberty General Insurance
PMS & RIA Stocks	Mr. Sheetal Malpani CIO – Tamohara Investment Managers Ms. Harini Dedhia Portfolio Manager and Head of Research
Alternate Investment Fund	Mr. Romit Barat Investment Evangelist
Make in peace with Money	Ms. Aarti Navandar Rathi MD Aarvia Fintech Advisors Pvt Ltd
Panel Discussion	Mr. Anurag Rampal Senior VP - Central distribution & Strategy, Marketing & communication, Renewals and Online & D2C – Liberty General Insurance CA. Darshan Kshirsagar & Ms. Bhina Desai Mr. Seemant Shukla, Chief Business Officer, JM Mutual Fund Mr. Romit Barat Investment Evangelist Ms. Harini Dedhia, Portfolio Manager and Head of Research

For all queries related to program email us on wircevents@icai.in or can call on 022-33671424 / 17

Kindly note registration will be closed half hour before the program.