The NLE Conclave 2025

Participation Fees - ₹3,000 +GST

NARRATIVES - LIFESTYLE - ELEVATION

This year’s NLE Conclave is designed to shape the mindset of the modern-day distributor—one who doesn’t just manage money, but builds meaning. We’re exploring three powerful ideas that will define the next decade of financial distribution: Narratives, Lifestyle, and Elevation.

Narratives

How stories shape the market—and your client’s mind
We live in a world flooded with data. But data without context can mislead.
Mr. Vijai Mantri, a maestro of market insights and data interpretation, will walk us through how narratives are created in the financial world—how stories influence investor behaviour, how biases creep into analysis, and how distributors can separate signal from noise.
When narratives are reframed with clarity, they don’t just inform… they empower. This session will sharpen your ability to guide clients through complexity with confidence.

Lifestyle

Because wealth is only as good as the life it creates
Money is more than just accumulation. It’s a tool to design a fulfilling life—enabling freedom, relationships, and a sense of contribution.
This segment goes beyond wealth-building, diving into how thoughtful financial planning can create richer lifestyles and stronger communities. We’ll explore how money, when used mindfully, becomes a force for social well-being and balance.

Elevation

The future doesn’t wait. Why should you?
The third theme is a call to action. It’s time to evolve—from individual practitioner to credible, future-ready brand. We’ll explore how to use technology, branding, and structured systems to elevate your practice into a scalable business.
In an industry shaped by change, those who adapt boldly will lead.

About Speakers

Dharmendra Satapathy

Founder, Next Level Education

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.

P Swamy Gowda

Co-Founder, Next Level Education

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.

Mr. Vijai Mantri

Mr. Vijai Mantri, a maestro of market insights and data interpretation, will walk us through how narratives are created in the financial world—how stories influence investor behaviour, how biases creep into analysis, and how distributors can separate signal from noise. When narratives are reframed with clarity, they don’t just inform… they empower. This session will sharpen your ability to guide clients through complexity with confidence.

Aashish P. Somaiyaa

Executive Director and CEO of WhiteOak Capital Asset Management

He is widely respected for his sharp investment acumen and clear strategic vision. With over two decades of leadership in India’s asset management industry, he has built a reputation for blending disciplined execution with forward-looking ideas. Under his stewardship, WhiteOak has strengthened its position as a performance-driven, client-centric investment house — a reflection of Aashish’s belief in conviction over noise and long-term value creation.

Chirag Patel

He is a unique figure in the financial landscape, seamlessly combining a deep understanding of markets, mutual fund products, and cutting-edge technology. It’s a rare and valuable combination—one that allows him to navigate and innovate across these domains.

He has worked extensively on the “Efficienct Frontier,” a framework for optimal asset allocation. Recently, he’s also launched a new technology platform called “ValueMetrics,” which promises to bring a fresh perspective of tech-driven insight to investors. Hearing him would definitely be a treat!

Raghav Iyengar

CEO of 360 ONE Asset (formerly IIFL Asset Management)

He brings over three decades of financial services experience and deep expertise in alternative products to help MFDs lift their game. He drives the firm’s strategy, product design, distribution, and global expansion, while working with investment teams to enhance market presence. He also oversees risk management, compliance, and regulatory affairs. Previously, he was President and Chief Business Officer at Axis Asset Management and has held senior roles at ICICI Prudential AMC and Tata Asset Management.

Aniruddha Chaudhuri

Business Head – Sales and Distribution

Aniruddha Chaudhuri is responsible for anchoring the business objectives of Bajaj Finserv Asset Management Limited across both retail and institutional segments, across India. He leads the sales & distribution function, primarily addressing distributors’ and investors’ investment needs. Before joining Bajaj Finserv Asset Management Limited, Aniruddha was heading the retail sales & distribution and product communication for ICICI Prudential AMC. During his 14-year tenure at ICICI Prudential AMC, he also has led various new projects in product development, management, and communication.

He has over two decades of experience in business strategy, product development and marketing of investment solutions in the banking and mutual fund industry. He has also worked in ICICI Bank, Kotak Mahindra Bank and SHCIL. He is a Chartered Accountant and Cost Accountant. He is an ardent reader and loves Behavioral Economics. He is also closely associated with social activities of Ramakrishna Mission.

Who Should Attend?

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, Mumbai

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:

Insightful Talks: Hear from top industry leaders as they discuss the latest trends, challenges, and opportunities.
Educational Sessions: Participate in sessions to deepen your understanding and expertise in key financial areas.
Networking Opportunities: Connect with peers, mentors, and potential collaborators who can help you advance your business.
Business Strategies: Learn effective business strategies from seasoned professionals to enhance your organization’s growth and success.

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.