Professional Documents
Culture Documents
2012
FPSB INDIA REPORT | DECEMBER 2012 | 1
CONTENT
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Membership / CFP Examination Area wise distribution of CFP
CM CM
Professional Statistics
05 11
Certificants
16 18 20 22 24
Charter Member-wise numbers of CFPCM Certificants Education Partners Continuous Education Current / Upcoming Events Ethics and Discipline / Practice Standard List of Board of Directors List of Charter Members of FPSB India Marks Promotion / Protection
25 26 27
1
Category
CFPCM certificants Student AFP Charter Members
Percentage growth
6.82% 10.08% 2.54% --
Number
1416 322
Percentage of Total
81.47% 18.53%
Age
20-29 30-39 40-49 50-59 60+ Years of Experience 0-5 6-10 11-15 16-20 20+
Number
223 772 525 182 36 Number of CFPCM Professionals 681 441 256 158 202
Percentage of Total
12.83% 44.42% 30.21% 10.47% 2.07% Percentage of Total 39.18% 25.37% 14.73% 9.09% 11.62%
19%
11%
13%
Male
Age 20-29 Age 30-39 30% 44% Age 40-49 Age 50-59
Female
81%
Age 60+
12%
15%
11-15 Years
16-20 Years 20+ Years
25%
Student Member Enrollment Statistics 2012 - 13* Enrollments Term Total Apr 12 162 May 12 277 Jun 12 232 Jul 12 293 Aug 12 676 Sep12 219 Oct12 257 Nov12 215 Dec12 265 Growth Rate
NA 140.85 24.56 88.73 51.87 71.75 (7.90) (12.98) 30.57 (7.31) --
Total 2596
No of Enrollments
284 684 852 1,608 2,443 4,196 3,867 3,363 4,391 4,070 2,596 28,354
30000 25000
20000 15000 10000 5000 0
4000
3500 3000
2500
Number of Student Enrollments
2000 1500
1000 500
Total Enrollments in the Year 2012-13 and comparison over previous year
Regular Pathway Period
April - December 2012 April - December 2011
Total
2596 (-23.31%) 3385
Total Enrollments
2947 (-24.59%) 3908
Total
4070 (-7%) 4391
Total Enrollments
4711 (-5%) 4948
Total
Total Enrollments
100% 100%
Total
Grand Total
31 58 13 102
51 156 66 273
0 927 3 930
51 1083 69 1203
CFPCM certificants
Total
Grand Total
9 0 0 9
0 1131 2 1133
CFPCM certificants
Total
Grand Total
0 1284 2 1286
*Not Eligible Candidates are those who have passed all the 5 Examinations but are not eligible for CFPCM Certification due to inadequate Experience, incomplete documents and non-payment of fees for the previous year. # Included in Total Eligible and considered in paid category * Not Eligible Candidates are those who have passed all the 5 Examinations but are not eligible for CFPCM certification due to inadequate Experience, incomplete documents and non payment of fees for the previous year.
EXAMINATION
EXAMINATION
Month wise breakup of Examination Statistics for the year 2012 -13
Examination Statistics - April, 2012
Name of Exam Exam 1 - Risk Analysis and Insurance Planning Exam 2 - Retirement Planning & Employee Benefits Exam 3 - Investment Planning Exam 4 - Tax & Estate Planning Total Appeared 209 221 127 133 690 Passed 93 109 54 46 302 Failed 116 112 73 87 388 Pass% 44.50% 49.32% 42.52% 34.59% 43.77%
EXAMINATION
EXAMINATION
CFPCM certification Exam 5 & CSP Examination Statistics 2009 -10 Particulars Total Appeared 1,610 Passed 912 Failed 698 Pass % 56.65%
CFPCM certification Exam 5 & CSP Examination Statistics 2010 -11 Particulars Total CFP Particulars Total
CM
Appeared 1381
Passed 882
Failed 499
Pass % 63.87%
certification Exam 5 & CSP Examination Statistics 2011- 12 Appeared 1198 Passed 711 Failed 487 Pass % 59.35%
CFPCM certification Exam 5 & CSP Examination Statistics 2012-13* Particulars Total
* As on 31st December, 2012
Appeared 980
Passed 380
Failed 600
Pass % 38.78%
Month wise breakup of Exam 5 & CSP Statistics for the year 2012-13
Apr 12 Pathway Regular Challenge Status Total Appeared 49 37 86 May 12 Pathway Regular Challenge Status Total Appeared 78 19 97 June 12 Pathway Regular Challenge Status Total Appeared 80 34 114 Passed 35 12 47 Failed 45 22 67 Pass % 43.75% 35.29 % 41.23% Passed 29 5 34 Failed 49 14 63 Pass % 37.18% 26.32% 35.05% Passed 20 12 32 Failed 29 25 54 Pass % 40.8% 32.4% 37.2%
EXAMINATION
July 12 Pathway Regular Challenge Status Total Appeared 73 35 108 August - 2012 Pathway Regular Challenge Status Total Appeared 87 39 126 September 12 Pathway Regular Challenge Status Total Appeared 90 24 114 October 12 Pathway Regular Challenge Status Total Appeared 87 24 111 November 12 Pathway Regular Challenge Status Total Appeared 76 31 107 December 12 Pathway Regular Challenge Status Total Appeared 81 36 117 Passed 39 9 48 Failed 42 27 69 Pass % 48.15% 25.00% 41.03% Passed 25 16 41 Failed 51 15 66 Pass % 32.89 % 51.61 % 38.32% Passed 37 6 43 Failed 50 18 68 Pass % 42.53% 25.00% 38.74% Passed 41 9 50 Failed 49 15 64 Pass % 45.56% 37.50% 43.86% Passed 37 14 51 Failed 50 25 75 Pass % 42.53% 35.90% 40.48% Passed 29 5 34 Failed 44 30 74 Pass % 39.73% 14.29% 31.48%
3
1 2 3 4 Total
Region-Wise
Sr. no. Region East North South West Total 97 367 342 932 1738 % to Total Certificants 6% 21% 20% 54% 100%
City-Wise
Sr. no. 1 2 3 4 5 6 7 8 Total top 8 cities Other Cities Total Eligible Certificants City Mumbai Delhi Bengaluru Pune Chennai Kolkata Ahmedabad Hyderabad Total 611 154 133 86 92 61 77 55 1269 469 1738 % to Total Certificants 35% 9% 8% 5% 5% 4% 4% 3% 73% 27% 100%
State-Wise
Sr. no. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 City Andhra Pradesh Assam Bihar Chandigarh Chhattisgarh Delhi Goa Gujarat Haryana Himachal Pradesh Jharkhand Karnataka Kerala Madhya Pradesh Maharashtra Orissa Pondicherry Punjab Rajasthan Tamil Nadu Uttar Pradesh Uttarakhand West Bengal Total Certificants 65 5 6 13 3 156 17 145 40 3 9 146 15 35 770 4 1 27 29 115 58 6 70 1738 % to Total Certificants 4% 0% 0% 1% 0% 9% 1% 8% 2% 0% 1% 8% 1% 2% 44% 0% 0% 2% 2% 7% 3% 0% 4% 100%
Grand Total
4
Sr. No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Challenge Status Pathway Charter Members 2011-12 As on Mar 31, 2012 Aditya Birla Money Mart Limited Alliance Bernstein Corporation ASK Wealth Advisors Private Limited Axis Bank Bajaj Capital Limited Barclays Bank PLC Birla Sun Life Insurance Company Limited BNP Paribas Citibank N.A Daiwa Asset Management (I) Pvt. Ltd. Destimoney Deutsche Bank AG Dhanlaxmi Bank Dynamic Equities Private Limited Edelweiss Financial Services Ltd. FIL Fund Management Private Limited FPI Padmakshi Financial Planning & Wealth Management Franklin Templeton Asset Management (India) Private Limited Geojit BNP Paribas Financial Services Limited HDFC Asset Management Company Limited HSBC ICICI Bank Limited ICICI Prudential Asset Management Company Limited ICICI Prudential Life Insurance Company Limited ICICI Securities Limited 0 0 0 4 0 1 0 5 2 0 0 2 0 1 0 0 0 1 0 5 1 11 0 4 16 2012-13 As on Dec 31 2012 0 0 0 5 0 1 1 5 9 0 0 1 0 1 1 0 0 1 0 5 1 9 0 3 19
Challenge Status Pathway Sr. No. Charter Members 2011-12 As on Mar 31, 2012 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 ING Financial Services Private Limited Karvy Stock Broking Limited Kotak Mahindra Bank Limited KZen Equities Services Private Limited L&T General Insurance Company Limited L&T Mutual Fund Life Insurance Corporation of India MetLife India Insurance Company Limited Mirae Asset Global Investments (I) Private Ltd Motilal Oswal Securities Limited Networth Stock Broking Limited Principal PNB AMC Private Limited Reliance Capital Asset Management Limited Reliance Life Insurance Company Limited Reliance Securities Limited Religare Enterprises Limited SBI Funds Management Private Limited SBI Life Insurance Company Limited SKP Securities Limited Standard Chartered Bank State Bank of India TATA AIA Life Insurance Company Limited TATA Asset Management Limited UTI AMC Limited World Gold Council 0 0 3 0 0 0 3 0 0 2 0 0 10 0 1 0 8 0 0 1 62 1 4 13 0 2012-13 As on Dec 31 2012 0 0 5 0 0 0 4 0 0 2 0 0 5 1 2 1 4 0 0 2 49 1 3 14 0
Total 2011-12 As on Mar 31, 2012 0 1 10 0 1 0 31 3 1 5 0 1 12 3 1 1 14 1 4 1 108 12 5 23 0 2012-13 As on Dec 31, 2012 0 1 9 0 0 0 29 3 1 4 0 1 5 3 2 1 11 0 2 3 85 11 3 22 0
Grand Total
161
155
215
179
376
334
5
S.No.
1
EDUCATION PARTNERS
Education Partners: The following Education Partners have been authorized to provide CFPCM Certification Education Program in India. EP Name
ACE School for Professional Studies
Contact Person
Ms. Charu Kaushik
Designation
VP(Trainings and content),
Address
26/32, Pal Mohan Sadan,East Patel Nagar, Delhi-110008 53, Ashawadi, S.V. Road, Opp. Shopper's Stop, Behind Yashwant Nagar, Andheri West, Mumbai 400058 Anagram Knowledge Academy LTD. 3rd Floor, Hertage Square, Opp. Atlanta Tower, Gulbai Tekra, Ahmedabad 380015 3rd Floor, "Swapnil" Bldg. Nr. Navrangpura cross Road, Navrangpura, Ahmedabad - 380 009 Gulab Bhawan, 4th Floor, 6, Bahadur Shah Zafar Marg, New Delhi-2 1st Floor, Doulatram Mansion, Kitridge Road, Colaba, Mumbai - 400005 B/201 Hemu Classic Shopping Centre, Opp. New Era, S.V.Road, Malad-West, Mumbai-400064 Shree Krishna niwas, 3rd floor, Shraddhanand Road Extn, Vile Parle (E), Mumbai - 400 057 2E/8, 2nd Floor, Jhandewalan Ext., New Delhi - 110055 Farha Tower, 1st Floor, adjacent to Barton centre, 83 Mg road, Bangalore: 560001
Contact No
+91-11-45050202, +91-9560400711
Email ID
info@asps.edu.in
Director
+91-9930805522, +91-22-26244248
info@ambitionlearning. com
+91-9227408080
prashant.shah@ knowledgeacademy.in
+91-79-26460870, +91-9825078724
sevak.ajay@ arihantinstitute.com
Director
+91-11-43702201/202
gcsharma@bifm.edu.in
+91-22-22797404, +91-9322637748
info@fpacademy.in
Finstitute
Coodinator
contact@finstitute.in
Vice President
+91-22-26141111, +91-9322198917
mjain@gols.in
IIFP
Mr. Niamatullah
Programme Director
+91-11-43166700, +91-9953755092
contact@iifp.in
10
Divisional Head
+91-9886727272
shajan.samuel@iijt.net
EDUCATION
S.No.
11
EP Name
Indian School of Business & Finance
Contact Person
Head CFP Admissions
Designation
Relationship Executive
Address
15 A, Ring Road, Lajpat Nagar IV, New Delhi 110024 3rd Floor, Gulab Bhawan, Near Times of India, 6, Bahadur Shah Jafar Marg, New Delhi-01 7th Floor, "B" Wing, BSEL Tech Park, Opp. Vashi Station, Navi Mumbai-400705 # 33, 2nd Floor, Prabhakar Reddy Complex, 6th C Main, HMT Layout, R T Nagar, Bangalore 560032
Contact No
+91-11-40430000
Email ID
cffp@isbf.edu.in
12
+91-9910588001
rajiv@icofp.org
13
+91-9223313462, 022-27814772
sabyaafp@itm.edu
14
Mr. Karthick C S
+91-80-41726535, +91-9980166321
karthick.cs@knowise. co.in
15
L.J. Center for Professional Studies (LJBS) Mandar Learning Academy Pvt Ltd
Center Head
Infotower Ahmedabad-380015 Suite #305 A, 10A Hospital Street, Kolkata-700072 (INDIA) 220, 2nd floor, Neptune's "Flying Colours", Pandit Din Dayal Upadhay Marg, LBS cross road, Mulund(W), Mumbai - 400080 NJ Center 'B' Tower,801,Udhna Udyog Nagar Commercial Complex,Central Road No. 10,Udhna, Surat-394210 Survey No. 499, Near Manas Resort, Bhugaon, Tal - Mulashi, Paud, Pune411042 AISF Building, ADJ: Lady Sriram College, Amar Colony, Lajpat Nagar-IV, New Delhi B 23, Lajpat Nagar II, New Delhi - 110024 1/1-1; Atria Towers Palace Road, Bangalore 560 001 1. 201/A, Frontline Lake Shore Towers,Rajbhavan Road, Somajiguda, Hyderabad-500082 8th Floor, Ansal Classique Tower, Rajouri Garden, New Delhi- 110027
+91-7930120116/26742878 +91-33-22155590
info@ljbs.in
16
info@mandarfin.com
17
+919820833373
divyengada@ mteducare.com
18
+91-9327022995
info@njgurukul.com
19
+91-9325666621, +91-20-67903100/103
20
Mr. H S Bansil
PD
+91- 9818665534
hsbansil@rniscfp.org
21
Sambodhi Research & Management Institute SBMJC - Center for Financial Planning & Management
+91-11-49242400-99
admissions@srmi.in
22
+91-80-22353216/120
raghuanand@ jaingroup.info
23
Ms.Tanvi Agarwal
Head Operations
+91-9866800093
tanvi.agarwal@ stratagem.co.in
24
The New Era Education Society Trinity Global Education Private Ltd
+91-9650391592
25
Executive Director
Trinity House, Plot No.5/B, Qureshi Nagar, Kurla (East), Mumbai 400 070. 413, 4th Floor, Bussa Industrial Estate, Hanuman Lane, off Ganpatrao Kadam Marg, Near Peninsula Corporate Park, Lower Parel(West), Mumbai 400013
+91-22-61238700
26
Director
info@vantagein.co.in
6
Sr. No.
1 Authorship
CONTINUOUS EDUCATION
Continuous Education:
CE Category
FPSB India awarded CE points to the CFPCM certificants for the following:
CE Points (CEPs) Admissible
15
CE Program/ Activity
Authorship of Book on Finance or any component of Financial Planning* Authorship of articles in Print/ Electronic Media/ Financial Planning Journal Published interview in print media or interview/ panel discussion in electronic media Published quotes in print media or viewpoint/bite in electronic media (per article or appearance) Professional Courses and Certifications (Actuary, CA, CFA, CAIIB, JAIIB, ICWA, CS) Higher Academic Qualifi-cations (Post Graduate or Doctorate in Finance, Economics, Econometrics, Mathematics/ Statistics, Law) Licentiate/Associate/Fellowship of Life Insurance from Insurance Institute of India MBA (Finance- Part Time) / (except Finance- Full Time) Mandatory Certifications (NISM-MF, IRDA) other relevant courses of NCFM, BSE, IIBF, NISM, etc.
Remarks
Book to be completed in the validity period Published date of the article to be in the validity period Published date/ telecast date to be in the validity period Published date/ telecast date to be in the validity period Date of completion to be in the validity period Date of completion to be in the validity period Date of completion to be in the validity period Date of completion to be in the validity period Date of completion to be in the validity period Date of completion to be in the validity period Date of completion to be in the validity period Date of event to be in the validity period
Ongoing
30-Jun12 30-Jun12
15
Ongoing
15
Ongoing
Qualification
10
Ongoing
10
Ongoing
30-Jun12
Certification/ Courses
Aspirational relevant courses of at least 1-year duration run by professional education entities
10
Ongoing
LOMA Certification Events, Seminars, Round Table/Conference, Financial Planning Congress, etc. and Workshops organized and /or pre-approved by FPSB India or FPCIL Other events related to one of the Financial Planning components* or other relevant matters on Economy and Finance
10
Ongoing
Ongoing
30-Jun12
Events/ Meetings
10
Ongoing
Ongoing
Ongoing
CONTINUOUS EDUCATION
Sr. No. 5
CE Category
CE Program/ Activity Quiz in the Financial Planning Journal or solving queries in the Newspapers/other journals
Relevant Documents Admissible Result Sheet Acknowledgment letter from the College/Institute mentioning the date, topic & number of hours of lecture/ training/workshop Acknowledgment letter from the College/ Institute mentioning the date, topic & number of hours of lecture/ training/ workshop Online submission; shall be captured in the survey data (complete submission only considered) Copy of the Financial Plan constructed for the household in case of Pro bono work Participation Certificate/Attendance sheet & Event Agenda/ Event schedule Participation Certificate/Attendance sheet & Event Agenda/ Event schedule Participation Certificate/Attendance sheet & Event Agenda/ Event schedule
Quiz
Teaching
Training and Teaching assignments other than performed/undertaken as part of profession (Workshops, Institutes, Classroom teaching, etc.) (Full day assignment)
30-Jun-12
Speakership
30-Jun-12
Survey Response
Completion of FPSB India's Job Analysis Survey towards restructuring syllabus topic list for CFPCM Certification Program
30-Jun-12
Surveys will be intimated through e-mails, will also be on FPSB India's website for specified durations. The construction and submission of the Financial Plan has to be in the applicable period for the award of CEPs Date of Show to be in the validity period
Pro bono work which can be classified as voluntary contribution to the community, helping the deprived people with transfer of knowledge culminating into construction of Financial Plan
Ongoing
Participation in TV Shows/interviews
30-Jun-12
10
Others
30-Jun-12
Date to be in the validity period To be decided on case to case basis or recommended to attend a specified program
Grace Points
Up to 2
Ongoing
* Components of Financial Planning: Financial Management, Asset Management, Risk Management or Insurance Planning, Tax Planning, Retirement Planning and Estate Planning
Important Points:
1 2 3 4 5 The requirement of acquiring 15 CE points (CEPs) is immediately after the issue of initial certification and falls due when the certificant renews his/her certification at annual intervals. The CEPs are to be acquired in certification period and any excess points are not carried forward in the next certification period. The failure to renew on due date apart from late renewal penalty entails requirement of earning extra CEPs only beyond 6 months of due date of renewal. Failure to fulfill the Continuous Education criterion within the prescribed period will result in non-renewal of CFP Certification and will also preclude any use of the CFP marks by the certificant. Unsupported, misstated or fraudulent reporting of CE credits shall be viewed seriously and may call for action by FPSB India and may be a ground for disciplinary action leading to revocation of the CFP Certification.
7
Date 22/11/2012 26/11/2012 30/11/12 30/11/12 30/11/12 07/12/12 08/12/12 18/12/12 19/12/12 15/01/13 16/01/13
List of current/upcoming events for inclusion on FPSB Indias website that will be of interest to FPSB Indias stakeholders
Event Counsellor Meet Event with FPI Padmakshi for CFPCM Certificants running their Financial Planning Practice Regional Chapter Meet Managing your Clients Expectations Regional Chapter Meet Managing your Clients Expectations Regional Chapter Meet Managing your Clients Expectations Regional Chapter Meet Managing your Clients Expectations Financial Planning Mathematics Advanced Role of Investment Advisors-Regulatory Challenges CII Financial Distribution Summit 2012 Money Today FPCIL Awards 2012 Financial Plannning Congress Location Mumbai Mumbai Mumbai Kolkata New Delhi Bangalore New Delhi Mumbai Mumbai Mumbai Mumbai
Regional Chapter To help CFPCM Certificants who want to start their financial planning practice covering the following but not limited to: Making a Business Plan Raising Debt/Equity Staffing Setting up the firm Marketing and Business Development Financial Planning Process Any other aspect Faculty Meet To augment the need of strong focus on education standards by our Education Partners, FPSB India initiate a Train the Trainer program. This session invited faculties of the Education Partners to solve their doubts and discuss the new syllabus pattern. Special Session To help build a better connectivity and understanding with the candidates, FPSB India held Special Sessions exclusively for the candidates pursuing the CFPCM Certification Program. These sessions entertained queries related to the CFPCM Certification program by Knowledge Management Team of FPSB India. The faculties of our Education Partners were also invited as special invitees. The purpose of these sessions was to facilitate the candidates clear their academic doubts thus enhance the quality education so that the candidates are well equipped to seek knowledge and participate in the body of knowledge for the benefit of Financial Planning Profession in India.
Other Initiative By FPSB India FPSB India prepared a detailed response on the questions enumerated by Financial Sector Legislative Reforms Commission (FSLRC) Working group on Pension products and Small saving as a part of consultations with the stakeholders in the first week of April 2012. The questions were primarily related to the pension sector and products which have been comprehensively covered in the response. Along with the same FPSB India has also presented the current scenario in the Financial Planning Industry and how pension products can be distributed more effectively adopting the Financial Planning approach. FPSB India also submitted a detailed response on the consultation report published by International Organisation of Securities Commissions (IOSCO) on Suitability Requirements with respect to the Distribution of Complex Financial Products in the third week of May 2012. The report mainly comprises of nine points which are mentioned in the media statement released by IOSCO in February 2012. FPSB Indias response covers in details the aspect of distribution of complex financial products in the context of Indian markets and consumers FPSB India prepared a report on the indicators and trends and the expected future developments in Indian economy in the current scenarios in May 2012. Various Data like GDP growth rate, major economic events , economic cycles have been mentioned and analysed in detail. The report is an effort to understand the direction of the economy vis-a-vis growth scenario and Investment opportunities. The report will help the practising financial planners and other stakeholders understand the economic environment in relation to the wealth creation opportunities
Date
The ranking of FPSB Indias website www.fpsbindia.org improved drastically to around 10,000 in the run up to March, 2010 from 73,530 as in November, 2009. The ranking is in terms of traffic of visitors on our website and is confined to within the Indian territory.
FPSB INDIA REPORT | DECEMBER 2012 | 24
8
Cases opened Cases concluded
Number of cases
Marks Promotion/Protection
Number of unauthorized use/misuse of the marks cases processed during the quarter.
Marks disciplinary cases Unauthorized Use * Cases opened Cases concluded Misuse ** Cases Opened Cases Concluded Number of cases
* Unauthorized use cases = Individuals/entities use the Marks without being licensed to do so. ** Misuse cases = Properly licensed individuals/entities use the Marks in a manner which does not comply with FPSB guidelines/trademark law.
9
S.No
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Mr. D. Swarup Mr. Anup Bagchi
Name
Designation
Chairman Vice Chairman and CEO Director Director Director Director Director Director Director Director Director Director Director Director
Mr. Gautam Chikermane Mr. Jaydeep M Kashikar Mr. Kedar Desai Mr. Mukesh D Dedhia Mr. Rajan Ghotgalkar Mr. Sharad Sharma Mr. Sundeep Sikka Mr. Suresh Mahalingam Mr. Venkatraman Murali Mr. Vivek Law
10
S.No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Company Aditya Birla Money Mart Limited Alliance Bernstein ASK Wealth Advisors Private Limited Axis Bank Limited Bajaj Capital Limited Barclays Bank PLC Birla Sun Life Insurance Company Limited BNP Paribas (SA) Citibank N.A Daiwa Assest Management (I) Pvt. Ltd. Destimoney Securities Private Limited Deutsche Bank AG Dhanlaxmi Bank Dynamic Equities Private Limited Edelweiss Financial Services Ltd FIL Fund Management Private Limited FPI Padmakshi Financial Planning & Wealth Management Franklin Templeton Asset Management (India) Private Limited Geojit BNP Paribas Financial Services Limited HDFC Asset Management Company Limited HSBC Limited ICICI Bank Limited ICICI Prudential Asset Management Company Limited ICICI Prudential Life Insurance Company Limited
Representative Mr. Pankaj Razdan Mr. Shailesh Haribhakti Mr. Rajesh Saluja Ms. Shikha Sharma Mr. Rajiv Deep Bajaj Mr. Satya Narayan Bansal Mr. Ajay Srinivasan Mr. Samir Bimal Mr. Sourabh Kumar Mr. Sethuram Iyer Mr. Sudip Bandyopadhyay Mr. Ajay Bagga Mr. P G Jayakumar Mr. Shailesh Saraf Mr. Vikass M Sachdeva Mr. Suraj Kaeley Mr. Sean Kelleher Mr. Vivek Kudva Mr. C.J. George Mr. Milind Barve Mr. Gannesh Bharadhwaj Dr. G. Ramachandran Mr. Nimesh Shah Mr. Tarun Chugh
Designation Deputy CEO Financial Services Representative CEO & Managing Partner MD & CEO Vice Chairman & Managing Director CEO - Barclays Wealth Chief Executive Financial Services MD & CEO Country Investments and Insurance Director Chief Executive Officer President Head & MD - Private Wealth Mgmt. Managing Director & CEO Managing Director Chief Executive Officer Director Sales & Product Development Group-Director MD-India & CEEMEA Managing Director Managing Director & CEO Head Wealth Management Personal Financial Services India Head Global Research Group Managing Director Chief Alternate Distribution
Company
Representative Mr. Anup Bagchi Mr. Rajan Pathak Mr. Hrishikesh Parandekar Mr. C. Jayaram Mr. Rahul Patel Mr. Joydeep Roy Mr. Kailash Kulkarni Mr. Arvind Swaroop Mr. Jishan Yoo Mr. Rajesh Relan Mr. Nimesh Mehta Mr. S. P Jain . Mr. Rajan Ghotgalkar Mr. Sundeep Sikka Mr. Malay Ghosh Mr. Vikrant Gugnani Mr. Sunil Godhwani Mr. Deepak Chatterjee Mr. M N Rao Mr. Naresh Pachisia Ms. Gita Narasimhan Mr. Vishal Kapoor Mr. Suresh Mahalingam Mr. Arvind Sethi Mr. Debashish Mohanty Mr. Amresh Acharya
Designation Managing Director & CEO Vice President & National Head Chief Executive - Wealth Management Joint Managing Director Managing Director & Partner Chief Executive Chief Executive Officer Secretary- Field Personnel Training Chief Executive Officer Managing Director Head Sales & Distribution Chairman & Managing Director Managing Director President & CEO President Executive Officer Chairman & Managing Director Managing Director Managing Director & CEO Managing Director CGM - Financial Planning and Wealth Management Head Relationship Management Private Banking India Managing Director Managing Director & Chief Executive Officer Country Head Retail Sales Director Investment
ING Financial Services Private Limited Karvy Stock Broking Limited Kotak Mahindra Bank Limited KZen Equities Services Pvt. Ltd. L&T General Insurance Company Ltd. L&T Mutual Fund Life Insurance Corporation of India Mirae Asset Global Investments (I) Pvt. Ltd. MetLife India Insurance Company Limited Motilal Oswal Securities Limited Networth Stock Broking Limited Principal PNB AMC Private Limited Reliance Capital Asset Management Limited Reliance Life Insurance Company Limited Reliance Securities Limited Religare Enterprises Limited SBI Funds Management Private Limited SBI Life Insurance Company Limited SKP Securities Limited State Bank of India Standard Chartered Bank TATA AIA Life Insurance Company Limited TATA Asset Management Limited UTI AMC Limited World Gold Council