MUMBAI, 13 NOVEMBER, 2019 (GPN) : The CFA Society India, established in April 2005, is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors and other financial professionals who promote ethical and professional standards within the investment industry in India. In its endeavour to promote Financial Literacy to the masses, CFA Society India is organising Jan Nivesh Abhiyaan – an initiative on cycles, from 15th to 29th November.

The 14-day tour will be flagged off on November 15th 2019, simultaneously from Gurugram and Mumbai. The cyclists from both regions will converge in Ahmedabad and proceed together to the final destination Indore which will witness the biggest investor seminar with about 5000 attendees. All Cyclists who are part of the initiative are volunteers of the CFA society and are eminent personalities in the field of finance and wealth management. 

The distance from Mumbai and Gurugram to Indore is roughly 1300 Km and covers a vast expanse of the country’s North West corridor and includes 22 halts and over 50 pit stops across the states of Maharashtra, Gujarat, Rajasthan and Madhya Pradesh. At each halt, the CFA Society India will be conducting sessions reach out to the local communities to create awareness of the various policies that promote thrift as well as educate them on the various measures that the regulators and policymakers have undertaken to create a healthy eco-system for individual savings and investments. This will be done through a panel of speakers – financial planning practitioners and investment specialists – communicating with the locals about the benefits of goal-based planning for individual savings.

Speaking on the occasion, Rajendra Kalur, Director, CFA Society India, said “One of the key reasons for embarking on the mission is the growing realization that despite the rise in GDP and the high individual savings rate the level of financial literacy in India is amongst the lowest in the world. This creates a great degree of dissonance as the nation embarks on an ambitious plan to become a $5 trillion economy. As the economy grows larger, it also becomes more complex and hence the urgent need to not only increase penetration of banking and other financial products but also raise financial awareness levels. While SEBI has mandated that a certain portion of the fund TER be allocated for investor education, there also exists a need for greater financial education among segments who are currently not Mutual Fund investors or are out of the pale of regulated products, since a lot of the financial mistakes occur in this segment”. ENDS

PRESS CONFERENCE – JNA 2019

Order of write up – Navneet, Anil, Raj, Kishor, Shreenivas & NSDL

CFA SOCIETY INDIA 

Rajendra Kalur is an Independent Consultant cum Financial Educator and has over 25 years of experience in the Financial Services domain comprising Asset Management, Investment Banking, Wealth Management and Insurance. Rajendra has worked across the value chain and has proven expertise in nurturing nascent businesses and transforming business models. In addition Rajendra is a member of the Board of CFA Society India and is responsible for Research & Advocacy committee.

Till recently he was the Founder Director and CEO of TrustPlutus, a boutique Wealth Management fFrm which he founded alongwith Utpal Sheth, Senior Partner of RARE Enterprises. Prior to TrustPlutus Rajendra has worked with RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch and General Insurance Corporation of India in various capacities.

Rajendra is an MBA from Cranfield School of Management, UK and holds a post Graduate Diploma in Marketing from Chartered Institute of Marketing, UK. Rajendra is also a Chartered Financial Analyst, from CFA Institute, US and a Certified Financial Planner from FPSB, India. Rajendra is a public speaker and writer.

Rajendra is also a long distance Runner and Cyclist 

Shreenivas Kunte, CFA, CIPM, is a director of continuing education and advocacy

at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the

investment profession. He writes on investing topics in leading publications

and represents CFA Institute at conferences and forums. Mr. Kunte serves as

an external research scholar at the Indian Institute of Technology Bombay.

Previously, he worked as the country trading strategist for Citi in Tokyo, Japan.

He holds a degree in computer engineering from the University of Mumbai.

 

Kishor is a Director on the Board of CFA Society India. He brings rich and extensive experience of more than 22 years across multiple industries and functions including 15 years in capital markets. With an MBA and CFA he has meticulously developed his expertise in all aspects of equity investments & platform solutions. He has flair across the investment chain including research, portfolio management, Wealth Management and investment sales.

He was a Portfolio Manager with ING Investment Management as Sr. VP & Portfolio Manager managing. During his 9 year stint in ING he has worked across investment styles – fundamental, Quantitative, fund of funds and Multi Manager portfolios.

He completed his CFA from the CFA Institute – Charlottesville, VA, USA in 2006 and is a member of the Board of Director in the Indian Association of Investment Professional (IAIP) – CFA society of India.

Passionate about Wealth Management and creating awareness on Risk, Financial Literacy and Optimal Asset Allocation.

• Navneet Munot, M.Com, CA, CFA, CAIA, FRM

Navneet Munot joined SBI Funds Management as Chief Investment Officer in December 2008. He has over 24 years of rich experience in Financial Markets. In his role, Navneet is responsible for overseeing investments 

worth over USD 42 billion across various asset classes in mutual fund and segregated accounts. In his previous assignment, he was the Executive Director & Head – multi –strategy boutique with Morgan Stanley Investment Management.

Prior to joining Morgan Stanley Investment Management, he has worked as Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund and worked in various areas such as fixed income, equities and foreign exchange. 

Navneet is the chairman of Indian association of Investment Professional (India society of CFA charter holders with over 2000 members). His articles on matters related to financial markets have widely been published.

Navneet is Nominee Director on the board of SBI PENSION FUNDS (P) LTD

Navneet is a postgraduate in Accountancy and Business Statistics and a qualified Chartered Accountant. He is also a Charter Holder of the CFA Institute and CAIA Institute. He has also done FRM.

ANIL GHELANI, CFA

Senior Vice President

DSP Mutual Fund

Anil is the Vice Chairman of the CFA Society India.

He has been working with DSP Group since 2003. 

The DSP Group with a legacy of over 150 years, is one of the oldest and most respected financial services firms in India.  

Anil is currently Head of Passive Investments & Products. Previously, he served as the Business Head & Chief Investment Officer at DSP BlackRock Pension Fund Managers. 

Earlier in his career at DSP, Anil was heading the Risk & Quantitative Analysis team, providing quantitative research inputs and buy-side credit research on companies across various sectors.

He also worked at IL&FS Mutual Fund and at S.R. Batliboi a member firm of EY. 

Anil is a CFA Charter Holder, Chartered Accountant and holds a Bachelor of Commerce degree.

NSDL: Mr. Manoj Sathe is the Vice President , Investor Education at NSDL, the largest depository in India.

Holds degree in Electronics Engineering from Mumbai University 

Completed leadership training programmes from IIM Kolkata and IIM Bangalore

Total experience of 23 years

Holds the unique distinction of being the first Vice President in NSDL to lead both technology and Business functions. 

Played a key role in bringing about path breaking changes in NSDL systems, resources and processes.

Represented NSDL in many national and international forums. 

Currently heads multiple functions viz. Investor education, Marketing-Branding, Business development – South and west region NSDL Depository, Business Development – National Academic Depository   

Chief Mentor at PTVA Institute of Managements COEI – Incubation Center of Entrepreneurship and Innovation 

Panel Member of Economics syllabus committee of Jhunjhunwala College

Received Best Orator award from NSDL

Works on a mission of reaching out to as many investors as possible and educate them and make them financially literate. Have conducted more than 300 investor education sessions till now across India.  

Has spoken at various Universities as well as IIT Mumbai, IIM Ahmedabad and                      IIM Bangalore