The financial advisory community witnessed an extraordinary gathering at Network FP National 2025, held in Mumbai, bringing together over 2,000 financial advisors from more than 100 cities across India. This prestigious annual event has once again set the benchmark for professional networking, knowledge sharing, and industry innovation in the financial planning ecosystem.

The two-day conference offered a vibrant platform for financial advisors to deepen their expertise, learn from industry leaders, and connect with peers. The event featured a meticulously curated series of sessions designed to address emerging trends, challenges, and opportunities in the financial planning domain.

Highlights of Network FP National 2025 [NFP2025]- A Grand Convergence of Financial Advisory Excellence

Highlights of Network FP National 2025

Fund Manager Talks:

The Fund Manager Talks provided actionable insights on growth-driven sectors and emerging market strategies, offering a wealth of knowledge for Personal Finance Professionals managing portfolios between ₹50 Crores to ₹500 Crores. These sessions empowered advisors with practical approaches to enhance portfolio performance and capitalize on evolving market opportunities.

Speakers:

  • Kavitha Menon
  • Pramod Saraf, CFA
  • Varun Sharma, Suresh Sadagopan
  • Manish Gunwani, Vivek Shah
  • Shridatta Bhandwaldar, Kalpesh Ashar
  • Vinay Paharia, Amit Trivedi
  • Rakesh Sethia, Uday Dhoot
  • Rahul Singh, Rahul Agarwal
  • Rohit Rathi, Bhavesh Bhatt
  • Sachin Relekar, Girish Ganaraj
  • Kaustubh Belapurkar, Meghashyam Sinkar

Think Tank Discussions:

The Think Tank track focused on 11 powerful strategies for mutual fund (MF) asset book building. This track aimed to help PFPs grow their clients’ wealth while strengthening their own asset books. Delivered by leading CEOs and successful practitioners, it provided practical insights to enhance portfolio management and advisory services.

Speakers:

  • Navneet Munot, Brijesh Dalmia
  • Kalpen Parekh, Dr. Mukesh Jindal CFA, CFP, Ph.D.
  • Swarup Mohanty, Lovaii Navlakhi
  • Vishal Kapoor, Srikanth Bhagavat
  • Neil Parikh, Nikhil Naik
  • Ajit Menon, Ashish Modani
  • Radhika Gupta, Ashok Kumar E R
  • Ganesh Mohan, Hemant Rustogi
  • Raghav Iyengar, Gajendra Kothari, CFA
  • Prateek Agrawal, Amar Pandit, CFA, CFP
  • Anthony Heredia, Vishal Dhawan
Highlights of Network FP National 2025 [NFP2025]- A Grand Convergence of Financial Advisory Excellence

Alternate Talks: Alternate Ways to Serve Clients Beyond MFs

Alternate Talks focused on exploring innovative ways for financial advisors to serve clients beyond mutual funds. With the theme “Alternate Ways to Serve Clients Beyond MFs,” this track provided insights into diverse products and solutions to increase revenue and improve client offerings. Seventeen founders and CEOs shared their expertise, offering delegates actionable strategies to expand their portfolios.

Speakers:

  • Sushant Bhansali
  • Nimesh Mehta
  • Anil Rego
  • Maneesh Dangi
  • Apoorva Vora
  • Vaibhav Shah
  • Jay Kothari (SVP-Equities)
  • Ajinkya Kulkarni
  • Suresh Darak
  • Irfan Mohammed
  • Bhavik Thakkar
  • Ekmmeet Singh
  • Nirmal Rewaria
  • Vikash Jain
  • Kanan Bahl
  • Kaustubh Belapurkar
Highlights of Network FP National 2025 [NFP2025]- A Grand Convergence of Financial Advisory Excellence

Success Talks: 11 Pillars of Success for PFPs

Success Talks revolved around the 11 pillars of success for personal finance professionals (PFPs). This track aimed to inspire continuous improvement by reflecting on key aspects of financial advisory and distribution practices. Delivered by 11 business heads and 22 successful practitioners, this track catered to PFPs managing assets between ₹25 crore and ₹250 crore. Success Talks delivered impactful sessions on self-development, mastering client acquisition, team management, and leveraging technology.

Speakers and Topics:

  • Saugata Chatterjee, Shailesh Gadre, Balvir Chawla
  • Abhishek Tiwari, Rohit Shah, Nirav Panchmatia
  • Akhil Chaturvedi, Abhishek Mohhta, Neeraj Chauhan, CFP
  • Suranjana Borthakur, Bhushan Wani, Anand K Rathi
  • Usha Nair, Chetan Chandaliya, Mukul Agarwal
  • Hemant Kumar, Puneet Agarwal – ACA, CISA
  • Prakash Lohana, Vivek Rege
  • Manish Mehta, Meghashyam Sinkar
  • Rohit Mattoo, Rahul Agarwal, Anup Bhaiya
  • Ashok Kanawala, Aditya Agarwal, Nikhil Kothari
  • Gaurav Goyal, Kiran Telang, Nitin Sawant

Growth Talks:

The Growth Talks sessions provided actionable strategies and blueprints for success tailored specifically for PFPs. Delivered by experienced advisors and career coaches, these sessions were designed to inspire clarity and focus on growth.

Topics Covered:

  • Value Proposition of PFPs
  • Demand for PFPs in India
  • Revenue Model for PFPs
  • Income Potential for PFPs
  • Simplest Success Formula for PFPs
  • Career Pathways & Milestones for PFPs
  • Nine-Step Growth Map for PFPs

Speakers:

  • Puneet Oberoi, CFP
  • Bhuvanaa Shreeram
  • Rajeshwar Reddy Kasarla
  • Aajay Beell
  • Sandeep Sahni
  • Priyanka Ketkar
  • Nikhil Karnik, PGDM (Finance), QPFP®
  • Kavita Bothra
  • Srikanth Matrubai
  • Charmi Shah, CFP, CWM, CRA, QPFP
  • Balvir Chawla

Expo:

The summit also featured India’s largest exposition for financial advisors and distributors, bringing together 52 partners and supporters under one roof. This platform enabled attendees to explore innovative solutions, connect with industry leaders, and discover tools to enhance their practices and better serve clients.

Highlights of Network FP National 2025 [NFP2025]- A Grand Convergence of Financial Advisory Excellence

Social Stages: Show Your Beliefs, Build Client Trust

At Network FP National 2025, Social Stages offered thoughtfully designed backdrops to amplify personal branding and showcase principles like:

  • Client First
  • Ethics at Heart
  • Lead by Example
  • Learning Never Stops
  • Personal Finance Professional (PFP)

These stages were a unique platform for advisors to build trust with clients while reinforcing their professional ethos.

What are Participants Saying:

Highlights of Network FP National 2025 [NFP2025]- A Grand Convergence of Financial Advisory Excellence
Highlights of Network FP National 2025 [NFP2025]- A Grand Convergence of Financial Advisory Excellence
Highlights of Network FP National 2025 [NFP2025]- A Grand Convergence of Financial Advisory Excellence

Unveiling the Future of Financial Planning

Network FP National 2025 was a testament to the rapid evolution of the financial advisory landscape. With over 2,000 advisors from diverse backgrounds gathered under one roof, the conference demonstrated the power of collective learning and collaboration. Discussions emphasized the importance of embracing technology, maintaining client-centricity, and continuously upgrading skills to remain competitive in a rapidly changing environment.

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