10th Value Investing Pioneers Summit | Delhi
10th Value Investing Pioneers Summit
“If I have seen further, it is by standing on the shoulders of giants.” — Isaac Newton
Investing is a journey where experience compounds—not only through our own successes and failures, but also through the wisdom of those who have travelled the path before us. Every generation of investors inherits knowledge shaped by decades of market cycles, business successes, mistakes, changing assumptions and hard-earned lessons. Learning from that accumulated experience is one of the most powerful forms of vicarious learning.
The Value Investing Pioneers Summit (VIPS) was conceived around this idea: that we can accelerate our own journey by listening to those who have already navigated parts of the road we are yet to travel.
VIPS brings together investors and practitioners who have lived through multiple market cycles and experienced both the rewards and setbacks of investing. They share not just what worked, but what didn’t; not only their convictions, but their doubts; not just their successes, but their mistakes—and the moments when deeply held frameworks had to evolve.
The Summit is a forum for curiosity, reflection and intellectual exchange—a space to challenge conventional wisdom, examine our assumptions and learn from the accumulated experience of others.
Because in investing, knowing more is valuable. But learning how to think better may be even more so.
Join us at VIPS for a day of ideas, experiences and conversations that may leave you with fewer answers—but better questions.
EVENT DETAILS:
Date– 24th Oct 2026
Time– 8:30 AM Registration starts
Venue– Hyatt Regency
Note: Early Bird offer ends on 12th October 2026
Registration Fee-
CFA Society India Members- Early Bird: FREE
CFA Society India Members (Post Early Bird)- INR 3500
CFA Society Registered Candidates – Early Bird– INR 3300
CFA Society Registered Candidates (Post Early Bird): INR 5000
Charter Pending- Early Bird- INR 3300
Charter Pending (Post Early Bird): 5000
CFA Institute Members- INR 5000
Non-Members – 6000

Prof. Sanjay Bakshi
Adjunct Professor of Finance @ Flame University
Sanjay Bakshi is a Distinguished Adjunct Professor of Finance at Flame University in Pune, where he teaches behavioral economics and business and investment analysis to undergraduate students and experienced investors in executive programs. Previously, he was an Adjunct Professor at Management Development Institute, Gurgaon, where he taught behavioral finance and business valuation for 21 years. He is also a Managing Partner at ValueQuest Capital LLP, a SEBI-registered investment adviser that advises its onshore and offshore clients on their public-market investments in India. The firm is also the investment manager of an Alternative Investment Fund. Sanjay has been advising family offices on their public market investments for 32 years. Sanjay received an M.Sc. (Economics) from the London School of Economics and Political Science and a B.Com. (Hons.) from the University of Delhi. He is also a Fellow member of the Institute of Chartered Accountants of India. He is 60 years old and lives in New Delhi.

Swanand Kelkar
Managing Partner @ Breakout Capital Advisors
Swanand is the Managing Partner of Breakout Capital Advisors which manages about USD 1.7 bn. in public equities across India and Emerging Markets . Before co-founding Breakout, Swanand worked at Morgan Stanley Investment Management for 14 years overseeing the firm’s Indian public investments. He joined Morgan Stanley as an Analyst in 2007 and rose through the ranks to become Managing Director in 2017. Funds advised by Swanand had top decile performance between 2014 and 2018 and won the best fund award in Citywire rankings in 2017. Before Morgan Stanley, Swanand has worked with Fidelity International and HSBC Asset Management Swanand is a Chartered Accountant and an MBA from IIM Ahmedabad. He has been an op-ed contributor to Mint, Bloomberg and Money Control writing on investing, emerging markets and macro.In 2020 Swanand took a one-year sabbatical from his corporate job. During that year he became a qualified yoga teacher certified by World Yoga Alliance, published short stories, trained at the Gary Kirsten cricket academy in Cape Town and learnt how to cook a five-course meal. Swanand supports a grassroots initiative for women cricketers and a school for the underprivileged in Mumbai.

Maran Govindasamy
Executive Director @ UNIFI Capital
Maran is one of Unifi’s co-founders and currently holds the position of Executive Director. Starting his journey in capital market in early 90s, he has worked with some of the leading names in the financial markets. He currently manages some of Unifi’s key client relationships and has also been instrumental in spearheading Unifi’s initiatives into niche investment strategies and new geographies. His passion for granular details about Indian economy and consumption pattern helped to develop thematic investing styles far ahead of time. He generously shares his thoughts with data as a sought after speaker in academic and industry forums.

Manish Gunwani
Chief Investment Officer – Equity @ Bandha AMC
Mr. Manish Gunwani serves as the Chief Investment Officer – Equity at Bandhan AMC. He brings rich fund management experience and an excellent track record of wealth creation for investors. Mr. Gunwani’s proven expertise and successful track record has helped further enhance the equity franchise of the fund house.Mr. Gunwani has over 30 years of rich experience, covering the entire gamut of equity research as well as fund management. In his previous assignment, Mr. Gunwani was the Chief Investment Officer – Equities at Nippon India Mutual Fund where he was responsible for equity AUM exceeding Rs 1.2 lakh crores. Under his leadership, equity funds saw broad-based and steady improvement in performance. Before this, he was the Deputy CIO (Equities) at ICICI Prudential AMC, where he was instrumental in scaling up two flagship funds to a cumulative AUM of over Rs. 35,000 crores.An alumnus of IIT Madras, Mr. Gunwani also holds a postgraduate diploma in management from IIM Bangalore. Beyond his professional sphere, Manish takes a keen interest in reading about historic events and follows football.

Anshul Saigal
Anshul Saigal has spent over 26 years in Indian capital markets. Most recently he served as the Principal Officer at Kotak AMC PMS until November 2023. Over 16 years at Kotak PMS, Anshul helped set investment strategy and managed portfolios through multiple market cycles. He now invests full-time through his family office, Saigal Capital Advisors LLP. Before Kotak, he worked in equity research and corporate credit at JP Morgan, ICICI Bank, and Standard Chartered Bank, which gave him grounding in equity analysis, portfolio management, and credit evaluation.

Jitendra Chawla, CFA
Business Head (North) @ PPFAS AMC
Jitendra Chawla brings over 25 years of experience in investment management, asset allocation, portfolio structuring, and relationship management. He currently serves as the Business Head (North) at PPFAS AMC. Prior to this, he held key positions at Deutsche Private Wealth, Citi Wealth Advisors, Kotak Private Wealth, ABN AMRO Bank, and Standard Chartered Bank. Jitendra holds a Bachelor’s Degree in Commerce from Delhi University, a Postgraduate Diploma in Business Management, and is a CFA charterholder. Additionally, he has been an active volunteer with CFA Society India for the past 15 years and previously served as a Director on the society’s board.

Vikrant Gupta
Founder and Partner @ Apricus Wealth Investment Managers LLP
Vikrant Gupta is Founder and Partner at Apricus Wealth Investment Managers LLP, a SEBI-registered portfolio management and investment advisory firm. He has more than 15 years of experience across portfolio management, equity research and investment consulting. Prior to founding Apricus Wealth, Vikrant spent close to a decade with Antares Equities in Melbourne, as part of the Australian equities team managing $6 billion in assets, where he focused on company research and active portfolio management. He began his professional career with Russell Investments, advising institutional clients on strategic asset allocation. Vikrant is a CFA Charterholder and holds a Master of Financial Analysis and a Master of Accounting from Melbourne, along with a Bachelor of Business Administration from Delhi. Outside investing, he enjoys playing poker and scuba diving

Gaurav Kaushik, CFA
Executive Director @ Avendus Wealth Management
Gaurav is currently Director on the Board of the Indian Association of Investment Professionals (CFA India Society). He also serves as Executive Director at Avendus Wealth Management. He has over 22 years of experience in Wealth management in India managing and advising Ultra high net-worth clients on end-to-end advisory including portfolio management, offshore investments, estate planning and family office solutions. Previously he had a successful 19 year stint at Kotak Wealth Management (now Kotak Private) working in various roles in family office advisory and client relations.
He has been an active member of the CFA Society India since 2012 and served as Co-Chair, Professional learning committee, leading the Delhi chapter.
He completed his BBS (Finance) from Shaheed Sukhdev College of Business Studies, Delhi University in 2004 and attained his CFA Charter in 2011.







