Committees - CFA Society India

CFA Society India is a volunteer-driven society. The activities of the society are delegated to various committees. Every committee has one director in charge, co-chairs and committee members. Brief description about the role of each committee and list of its members is as follows:

Research and Advocacy • Public Awareness • Career Services

Membership • Professional Learning

Research, Advocacy and Standards Committee

Research, Advocacy and Standards Committee aims to contribute to the important stakeholders of the investment profession through the advocacy efforts viz: investors. The advocacy efforts of the committee are focused on contributing meaningfully toward corporate governance and investor awareness. Research and Advocacy committee has 3 main pillars of activities: Working with members to propagate standards of best practices, working with regulators and media to raise standards in the profession, and working with the investors to promote awareness of CFA Charter and increase financial literacy. To achieve its objectives, the committee engages with regulators and other agencies in the financial market. Following are a few examples of the projects completed by the committee to achieve its objectives:

Jan Nivesh Abhiyan, wherein focused efforts were taken to spread the financial literacy at the grassroot level
Promoting CFA Institute Code and Standards and asset managers code
Global Investment Performance Standards (GIPS)
Response to comment papers from Regulators – SEBI, RBI, PFRDA
Round Table discussions on Corporate Governance Issues
Partnering with NSDL – Putting Investors First Events in Cities across India
South Asia Advocacy Forum – Joint initiative to create content for regional impact
Identify and publish topics of research relevant to India and region
Another initiative is the Ethics Challenge and is being led by Dr. Monika Chopra, CFA, Director, CFA Society India with the able support of a team of volunteers.. It is a competition between university-sponsored teams which requires them to analyse a case containing a variety of ethical dilemmas. The case is developed by CFA Society India in conjunction with CFA Institute and incorporates common ethical issues and the application of the CFA Institute Code of Ethics and Standards of Professional Conduct. Teams create a presentation based on their analysis and recommendations on how the violations should be addressed.

You can reach out to Research, Advocacy and Standards Committee at advocacy@iaipirc.org

List of Committee members:

Full Name	Location	Role
Shreenivas Kunte, CFA, Ph.D	Mumbai	Director
Pramod Saraf, CFA	Indore	Co-chair
Nimisha Pandit, CFA	Pune	Co-chair
Kshitiz Jain, CFA	Delhi	Co-chair
Shwetabh Sameer, CFA	Mumbai	Co-chair
Tarang Agarwal, CFA	Mumbai	Co-chair
Abhishek Bhuwalka, CFA	Mumbai	Active Volunteer
Ajit Kumar, CFA	Mumbai	Active Volunteer
Alekhya Nag, CFA	Bengaluru	Active Volunteer
Ankur Gupta, CFA	Bengaluru	Active Volunteer
Ankur Gupta, CFA	Mumbai	Active Volunteer
Ashish Kela, CFA	Mumbai	Active Volunteer
Ashwini Damani, CFA	Kolkata	Active Volunteer
Aveek Mukherjee, CFA	Kolkata	Active Volunteer
Deep Master, CFA	Mumbai	Active Volunteer
Gajendra Kothari, CFA	Mumbai	Active Volunteer
Geetu Aggarwal , CFA	Mumbai	Active Volunteer
Hansi Mehrotra, CFA	Mumbai	Active Volunteer
Jayen Narendra Shah, CFA	Mumbai	Active Volunteer
Manish Jain, CFA	Hyderabad	Active Volunteer
Megha Jain, CFA	Delhi	Active Volunteer
Mohan Kumar Krishna Prabhu, CFA	Bengaluru	Active Volunteer
Monika Duggal, CFA	Delhi	Active Volunteer
Nethra Bhat , CFA	Bengaluru	Active Volunteer
Nilesh Saha, CFA	Mumbai	Active Volunteer
Nimesh Jain, CFA	Hyderabad	Active Volunteer
Piyush Singh, CFA	Mumbai	Active Volunteer
Prakash Bhawnani, CFA	Ahmedabad	Active Volunteer
Pranav bansal, CFA	Delhi	Active Volunteer
Priyank Singhvi, CFA	Mumbai	Active Volunteer
Ranjita Deo, CFA	Mumbai	Active Volunteer
Rashmi Modi, CFA	Kolkata	Active Volunteer
Rohit Gupta, CFA	Mumbai	Active Volunteer
Sabir Jana, CFA	Pune	Active Volunteer
Sarfraz Bhimani , CFA	Mumbai	Active Volunteer
Shreenivas Kunte, CFA	Mumbai	Active Volunteer
Shreyans Mehta, CFA	Delhi	Active Volunteer
Shruti Agrawal, CFA	Delhi	Active Volunteer
Uday Kumar Dhoot, CFA, CIPM	Bengaluru	Active Volunteer
Umang Katyal, CFA	Mumbai	Active Volunteer
Umesh V. Kudalkar, CFA	Pune	Active Volunteer
Vidhu Shekar, CFA	Mumbai	Active Volunteer

Public Awareness Committee (PAC)

The primary objective of PAC is to help members publish the content and create awareness about CFA Society India among the public at large through social media. PAC publishes the quarterly newsletter of CFA Society India to update the members about the Society’s activities including events. PAC maintains a blog for CFA Society India wherein the summaries of the events are published along with the original articles provided by members. PAC leverages Facebook, Twitter, LinkedIn and YouTube to promote the events organised by CFA Society India. CFA Society India is one of the widely followed CFA Society on social media. You can reach out to PAC committee at pac@india.cfasociety.org

List of Committee members:

Full Name	Location	Role
Sandeep Gupta, CFA	Bengaluru	Director
Parijat Garg, CFA	Delhi	Co-chair
Shivani Chopra, CFA	Delhi	Co-chair
Rajni Dhameja, CFA	Mumbai	Co-chair
Siddharth Gupta, CFA	Mumbai	Co-chair
Jignesh S Kamani, CFA	Mumbai	Co-chair
Ajay Minocha, CFA	Delhi	Active Volunteer
Ashok M, CFA	Bengaluru	Active Volunteer
Jitendra Kumar, CFA	Hyderabad	Active Volunteer
Jolly Balva, CFA	Ahemdabad	Active Volunteer
Jyoti Soni, CFA	Delhi	Active Volunteer
Kamal Wadhwani, CFA	Pune	Active Volunteer
Labanya Prakash Jena, CFA	Delhi	Active Volunteer
Manish Bhattar, CFA	Bengaluru	Active Volunteer
Manish Gvalani, CFA	Mumbai	Active Volunteer
Manish Kayal, CFA	Mumbai	Active Volunteer
Parvez Abbas, CFA	Delhi	Active Volunteer
Rinkal B Shukla, CFA	Mumbai	Active Volunteer
Rohit Chopra, CFA	Delhi	Active Volunteer
Sampath Sharma Nariyanuri, CFA	Ahmedabad	Active Volunteer
Shravan Kumar Sreenivasula, CFA	Mumbai	Active Volunteer
Siddharth Jain, CFA	Mumbai	Active Volunteer
Sreyansh Banthia, CFA	Delhi	Active Volunteer
Srividhya Venkatesan, CFA	Mumbai	Active Volunteer
Sumit Dora, CFA	Delhi	Active Volunteer
Vikram Jhawar, CFA	Pune	Active Volunteer

Career Services Committee

The primary objective of the Career Services Committee is to help members and candidates with their career by increasing the visibility of CFA programs among employers. The committee carries out a focused employer outreach program. To help members and candidates connect with the employers, the committee maintains an online career centre and a job board. It helps members and candidates by organizing the Financial Talent Summit and career day events in various locations.

Women in Finance initiative has been covered under the Career Services Committee and this initiative is being led by Dr. Monika Chopra, CFA, Director, CFA Society India with the able support of a team of volunteers. which undertakes multiple innovative initiatives throughout the year, specifically for the women in the finance space. One such initiative is the FEMTOR Program. It is a volunteer-led initiative that supports women members in developing their skills to grow through different stages in their careers and realize their full potential. The club is open to all CFA Society India women members and is designed to pair mentors and mentees to work together and achieve specific goals by providing invaluable and unbiased career-advancing guidance and support to the younger cohort. Another initiative of the women-in-finance is the Financial literacy.

List of Committee members:

Full Name	Location	Role
Litesh Gada, CFA	Mumbai	Director
Rajeev Radhakrishnan, CFA	Mumbai	Director
Dr. Shagun Thukral, CFA	Pune	Active Volunteer
Mandar Chapekar, CFA	Pune	Active Volunteer
Sunil Mohan, CFA	Bengaluru	Active Volunteer
Biswarup Mohapatra, CFA	Mumbai	Active Volunteer
Deepank Kumar, CFA	Bengaluru	Active Volunteer
Amrit Mann, CFA	Mumbai	Active Volunteer
Ankit Goel, CFA	Delhi	Active Volunteer
Arjun Bhalla, CFA	Mumbai	Active Volunteer
Arun kumar, CFA	Delhi	Active Volunteer
Ashish Kumar Rungta, CFA	Pune	Active Volunteer
Chinmaya Amte, CFA	Mumbai	Active Volunteer
Manish R. Doshi, CFA	Mumbai	Active Volunteer
Pallav Jain, CFA	Delhi	Active Volunteer
Prasad Padala, CFA	Mumbai	Active Volunteer
Rakesh Agarwal, CFA	Delhi	Active Volunteer
Ram krish, CFA	Abu Dhabi	Active Volunteer

Membership Committee

Membership Committee acts as a bridge between Society and its members. The committee conducts surveys, feedback and analysis to determine the member needs and communicate the same to society so that they can be incorporated into Society’s action plan. The committee assists new members in the membership process. The committee runs the membership awareness and renewal campaign every year. The committee organizes the charter award ceremony for new charterholders. You can reach out to Membership Committee at membership@india.cfasociety.org

List of Committee members:

Full Name	Location	Role
Sanjay Parikh, CFA	Mumbai	Director
Mital Rohit Parekh, CFA	Mumbai	Co-chair
Nirdesh Chauhan, CFA	Delhi	Co-chair
Rinda Lakshmi, CFA	Bengaluru	Co-chair
Nikhil Shah, CFA	Mumbai	Co-chair
Isheeta Gupta, CFA	Bengaluru	Active Volunteer
Khyati Mehta, CFA	Mumbai	Active Volunteer
Akshay Pahwa, CFA	Delhi	Active Volunteer
Om Kumar Jha, CFA	Delhi	Active Volunteer
Ravi Agrawal, CFA	Mumbai	Active Volunteer

Professional Learning (PL) Committee

To succeed in a highly competitive and ever-changing investment industry, investment professionals must be committed to furthering their knowledge, skills, and abilities. Participating in lifelong learning demonstrates a commitment to professional excellence and illustrates a dedication to serving your clients and employers. CFA Society India, through its PL committee, offers such opportunities and focuses on providing member value by conducting events across various cities. It provides knowledge-enhancing content through various modes including podcasts, webinars, etc. It currently offers events in 9 cities. The committee also organizes various marquee events such as India Investment Conference, Value Investor Pioneer summit, India Fintech Conference, India Wealth Management Conference, Masters at Work, Fixed Income Summit etc. on an annual basis across various cities. You can reach out to PL committee at events@india.cfasociety.org

List of Committee members:

Full Name	Location	Role
Shamit Chokshi, CFA	Mumbai	Director
Vijayanand Venkataraman, CFA	Chennai	Director
Kishor Bagri, CFA	Mumbai	Active Volunteer
GAURAV KAUSHIK, CFA	Delhi	Active Volunteer
Gaurav Somani, CFA	Indore	Active Volunteer
Hrishikesh Deshmukh, CFA	Pune	Active Volunteer
Jigar Nareshkumar Patel, CFA	Ahmedabad	Active Volunteer
Kalyan Vijay Sivalenka, CFA	Hyderabad	Active Volunteer
Kunal Pradeep Sabnis, CFA	Mumbai	Active Volunteer
Litesh Gada, CFA	Mumbai	Active Volunteer
Mayank Rasiklal Patel, CFA	Ahmedabad	Active Volunteer
Mohit Beriwala, CFA	Kolkata	Active Volunteer
Prashant Anil Shah, CFA	Pune	Active Volunteer
Ravi Saraogi, CFA	Chennai	Active Volunteer
Sudarshan Mall, CFA	Kolkata	Active Volunteer
Vivek Rathi, CFA	Hyderabad	Active Volunteer
Aanchal Almal, CFA	Ahmedabad	Active Volunteer
Abhinav Hans, CFA	Delhi	Active Volunteer
Aditya Bagul, CFA	Mumbai	Active Volunteer
Akshay Gupta, CFA	Delhi	Active Volunteer
Anirudh Sarda, CFA	Hyderabad	Active Volunteer
Ankit Agrawal, CFA	Chennai	Active Volunteer
Archit Lohia, CFA	Mumbai	Active Volunteer
Ashutosh Vivek Dabake, CFA	Pune	Active Volunteer
Binyani Bharat, CFA	Mumbai	Active Volunteer
Deepak Mundra, CFA	Delhi	Active Volunteer
Gaurav Jayeshkumar Sanghavi, CFA	Pune	Active Volunteer
Harneet Singh, CFA	Delhi	Active Volunteer
Jeet Jhaveri, CFA	Ahmedabad	Active Volunteer
Jugal Harpalani , CFA	Pune	Active Volunteer
Kumud Jha, CFA	Delhi	Active Volunteer
Mahesh Bangalore Puttamadappa, CFA	Bengaluru	Active Volunteer
Mandar Vishwas Bagul, CFA	Pune	Active Volunteer
MANISH CHAWLA, CFA	Delhi	Active Volunteer
Megha Malpani, CFA	Bengaluru	Active Volunteer
Mohit Chhajer, CFA	Bengaluru	Active Volunteer
Parth Patel, CFA	Ahmedabad	Active Volunteer
Poojakumari Jhabak, CFA	Mumbai	Active Volunteer
Pranav Ashok Bhavsar, CFA	Ahmedabad	Active Volunteer
Raghavan Sridhar, CFA	Chennai	Active Volunteer
Raghu Kotrike, CFA	Hyderabad	Active Volunteer
Rambabu Chollangi, CFA	Hyderabad	Active Volunteer
Ratnasri Karra, CFA	Bengaluru	Active Volunteer
Richa Sethia, CFA	Bengaluru	Active Volunteer
Sachin Chopra, CFA	Bengaluru	Active Volunteer
Shivam Garg, CFA	Delhi	Active Volunteer
Srivathsan Ramachandran, CFA	Chennai	Active Volunteer
Vaibhav Jain, CFA	Mumbai	Active Volunteer
Vikrant Vishwambhar Warudkar, CFA	Mumbai	Active Volunteer
Yogesh Narayanan Sundaram, CFA	Chennai	Active Volunteer

Special Projects – CFA Institute Research Challenge in India (IRC)

The CFA Institute Research Challenge saw its inaugural edition in 2007 and is considered as ‘the Investment Olympics’ for university students. CFA Society India (IAIP) has been hosting the annual educational initiative for several years which has been very well received across business schools, students and the investment management and finance community. Participation to this competition is by invitation only and is extended to a select set of leading business schools in India. The program is designed to promote best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis. It complements students’ university curriculum by simulating the ‘real world’ experience of an equity analyst. You can reach out at team@iaipirc.org

List of core members:

Full Name	Location	Role
Dr. Monika Chopra, CFA	Delhi	Director
Jainendra Shandilya, CFA	Mumbai	Co-chair
Dr. Shagun Thukral, CFA	Pune	Co-chair
Sudarshan Mall, CFA	Kolkata	Active Volunteer
Deepika Sharma, CFA	Pune	Active Volunteer
Hrishikesh Deshmukh, CFA	Pune	Active Volunteer