The financial advisory industry is at a turning point. The next decade will reward those who anticipate change, adapt early, and build businesses that thrive on systems, valuation, and vision.
The Industry is at a turning point. At the NLE Conclave hosted at the Bombay Stock Exchange, some of the sharpest minds in the industry come together to decode the future and equip you with strategies that will define your growth story.
There could be no better venue than the Bombay Stock Exchange, the beating heart of Indian capital markets and an icon of financial history. To stand within its walls is to feel the pulse of enterprise, ambition, and wealth creation that has driven India’s growth story for over a century.
Recognize emerging trends before they become mainstream
Implement new strategies ahead of market shifts
Create scalable processes that drive valuation
Chart a clear path forward for sustainable growth
Mr. Vijai Mantri, a maestro of market insights and data interpretation, will explore how narratives shape the financial world—revealing how stories influence investor behaviour, how biases distort analysis, and how distributors can cut through the noise to find clarity. By reframing narratives, this session aims to empower, not just inform, equipping you to guide clients through complexity with confidence.
Widely respected for his sharp investment acumen and strategic clarity, Aashish has over two decades of leadership in India’s asset management industry. Known for combining disciplined execution with forward-thinking ideas, he has helped shape WhiteOak into a performance-driven, client-centric investment house—reflecting his unwavering belief in conviction over noise and a commitment to long-term value creation.
A Chartered Financial Analyst (CFA) by qualification, he brings over 15 years of experience in investment management, mutual funds, and long-term investing strategies. Beyond leading Etica Wealth, he is an active financial educator and thought leader, frequently sharing insights through social media, interviews, and campaigns aimed at improving financial literacy in India. His philosophy emphasises discipline, patience, and client-centric advice as the foundation of sustainable wealth creation.
Karan Datta, a seasoned leader in India’s financial sector, brings over 25 years of experience across firms like Goldman Sachs and Axis Mutual Fund. Known for his strategic clarity and market insight, he has played a key role in shaping distribution and growth. As an Independent Director at Prudent and former Chief Business Officer at Axis AMC, he offers a sharp, forward-looking perspective on the evolving investment landscape.
With over three decades of experience in financial services and deep expertise in alternative products, he plays a pivotal role in helping MFDs elevate their game. He leads strategy, product design, distribution, and global growth, while also guiding investment teams and overseeing risk, compliance, and regulatory affairs. His prior leadership roles include President and Chief Business Officer at Axis AMC, along with senior positions at ICICI Prudential and Tata Asset Management.
Aniruddha Chaudhuri drives business strategy and distribution for Bajaj Finserv Asset Management across retail and institutional segments. With over two decades of experience across ICICI Prudential AMC, ICICI Bank, Kotak Mahindra Bank, and SHCIL, he brings deep expertise in product development and investor engagement. A Chartered and Cost Accountant, he’s passionate about Behavioral Economics and actively involved with the Ramakrishna Mission’s social initiatives.
He is a rare figure in the financial world, blending deep expertise in markets, mutual funds, and technology. With extensive work on the “Efficient Frontier” for optimal asset allocation and the recent launch of his tech platform “ValueMetrics,” he brings a unique, forward-thinking perspective to investing—making him truly worth listening to.
Vipin Bhandari is currently zonal head – sales and distribution for west zone. He has spend more then 20 years working in different parts of country driving and engaging with distribution. He is an MBA graduate in Finance from SDMIMD Mysore.
Dharmendra Satapathy has spent over a decade helping distributors transform into business owners by focusing on scaling, system-building, and unlocking wealth within their practice. He will share how to scale a practice into a business that attracts valuation, highlighting the role of multiples, structures, and exit strategies in creating lasting wealth.
Swamy Gowda specializes in building strong business backbones through systems and processes, helping distributors move beyond individual effort to create scalable enterprises. He will focus on how robust systems and streamlined processes can transform a practice into a sustainable, future-ready business.
Anticipate the trends shaping wealth and distribution.
Gain practical strategies for valuation investing, alternative assets, and business design.
Connect with industry leaders, peers, and product manufacturers at India's financial hub.
Learn at BSE, feel the pulse of South Mumbai, and experience a city in transformation.
This conclave is for forward-looking distributors who want to stay relevant, impactful, and future-ready.
If you’re ready to embrace change and elevate your game—this is your platform.
September 20, 2025
08.00AM to 06.00PM
BSE, Dalal St, Kala Ghoda, Fort, Mumbai - 01
Join us for an unprecedented gathering of minds at the Bombay Stock Exchange, where finance professionals will converge to explore groundbreaking topics in the industry. This summit is designed to equip you with advanced knowledge and insights shared by leading experts in finance.
Event Highlights Include:
Don’t miss out on this opportunity to elevate your professional journey in the world of finance. Secure your spot today and be part of a community driving innovation and excellence in the financial sector.
Pathshala PRO members will receive the registration link in the mail.
Copyright 2024 © All rights Reserved. Design by ZAUQ