11th India Wealth Management Conference

Brian Pisaneschi, CFA, is Director of Applied Investment Practice and Tools at CFA Institute, where he builds open-source tools that bridge investment theory and practice.His work focuses on helping investment professionals develop a deep, working understanding of what AI can and cannot do for them. He has authored research and built case studies on generative AI applications in finance, including retrieval-augmented generation (RAG), agentic AI, and AI bias.At CFA Institute, he created RPC Labs, an open-source community that brings together investment professionals and data scientists to collaborate on tools and projects that move finance forward.Brian played a leading role in the creation of the CFA Institute UK National AI Investment Challenge, a competition designed to help students and aspiring investment professionals develop practical AI skills while exploring the ethical and responsible use of AI in investment analysis. He is currently leading new CFA Institute research on how artificial intelligence is reshaping roles, skills, and career pathways across the investment profession. A frequent speaker on AI in finance, Brian has been widely quoted on the rapidly evolving role of AI in investment analysis and is recognized for helping investment professionals navigate the opportunities and challenges presented by emerging technologies. In 2025, he was named an Investment Week asset management gamechanger of the next 30 years.Brian earned his CFA charter in 2017 and holds an MS in Quantitative Finance from the University of Bologna.

Varun Jain has over six years of experience across equity research, financial analysis and valuation. He currently serves as Assistant Vice President – Research at Dolat Capital, where he leads coverage of industrial consumables, including mining consumables, explosives, bearings, abrasives and refractories etc. Previously, he covered the building materials sector at Dolat Capital and Nuvama Group. He is passionate about learning about new businesses and industries and identifying undervalued stocks across sectors. He is an ardent admirer of Warren Buffett and Charlie Munger.Varun volunteers with the Professional Learning Committee of CFA Society India’s Mumbai Chapter. He received the Society’s Volunteer Excellence Award for Q1–Q2 FY27 for his contributions to its professional learning initiatives.

Stephen Campisi, CFA is a provocative innovator who has managed investment portfolios across all market segments (private client, philanthropic, insurance and pensions) while also leading the investment guidance function at one of the largest financial institutions in the US. He now consults with investment firms in the areas of asset allocation, risk, portfolio construction and performance evaluation. He has published in all these areas, and his bond attribution methodology is in use at several fund firms and insurance companies. He continues to advocate for a stronger fiduciary focus, coupled with truly client-centered, goals-based investment practices and performance evaluation.

He holds graduate degrees in music and finance, and has been a CFA charterholder since 1992, in addition to being a former society leader. He has been an adjunct professor at the graduate level while teaching CFA review courses for over a decade. He is a frequent conference speaker and has addressed groups such as NACUBO, Council on Foundations, CFA Institute and its local societies, MIT Sloan School and Yale Law School.

Shruti Agrawal is a SEBI Registered Investment Advisor and the Founder of CAGRwealth, a fee-only wealth management firm. She is also the Co-Founder of CAGRfunds, a mutual fund distribution platform, and CAGR Capital, a Portfolio Management Service. A CFA Charterholder and a management graduate from MDI, Gurgaon, Shruti brings a strong blend of corporate and entrepreneurial experience to her work. Prior to stepping into wealth management full-time, she spent close to six years with JP Morgan and Mahindra & Mahindra.Having personally managed wealth for over 200 families, Shruti has developed a deep understanding of the relationship between human behaviour and money decisions, a lens that has shaped her active work in goals-based investing, tying portfolio decisions directly to what clients are actually trying to achieve, rather than to markets or benchmarks alone. She is also passionate about encouraging more women to take charge of their own finances, and frequently conducts workshops toward this purpose.

Harsh Antani, CFA, is an investment banker by profession and currently serves as an Assistant Vice President in the Investment Banking team at Keynote Financial Services Limited. He has over five years of experience across mergers and acquisitions, capital raising and strategic advisory. His experience spans the transaction lifecycle, including opportunity assessment, financial and industry analysis, transaction structuring, preparation of marketing materials, investor and buyer outreach, due diligence and deal execution.Before joining Keynote, Harsh worked with InCred Capital and Acuity Knowledge Partners. He holds an MBA in Finance and Operations, is a certified Lean Six Sigma Green Belt and a CFA charterholder.Harsh is also an active volunteer with CFA Society India’s Professional Learning Committee

Mr. Aakash Sood, CFA, is an investment professional at Equanimity Investments, where he evaluates investments in early-growth, tech-first businesses and works closely with founders across the startup ecosystem. A CFA charterholder with prior experience at Deloitte, Aakash brings a strong foundation in investment analysis, valuation, and commercial assessment to his work in venture capital. He has also been actively involved with CFA Society India as a member and volunteer over the past two years, contributing to the broader investment and finance community.

Shruti Agrawal is a SEBI Registered Investment Advisor and the Founder of CAGRwealth, a fee-only wealth management firm. She is also the Co-Founder of CAGRfunds, a mutual fund distribution platform, and CAGR Capital, a Portfolio Management Service. A CFA Charterholder and a management graduate from MDI, Gurgaon, Shruti brings a strong blend of corporate and entrepreneurial experience to her work. Prior to stepping into wealth management full-time, she spent close to six years with JP Morgan and Mahindra & Mahindra.Having personally managed wealth for over 200 families, Shruti has developed a deep understanding of the relationship between human behaviour and money decisions, a lens that has shaped her active work in goals-based investing, tying portfolio decisions directly to what clients are actually trying to achieve, rather than to markets or benchmarks alone. She is also passionate about encouraging more women to take charge of their own finances, and frequently conducts workshops toward this purpose.

Shamit is the Founder and Director of Aumori Capital Advisors (OPC) Private Limited, a firm that advises global investors, funds, and general partners across asset and wealth management.With almost 2 decades of asset management experience, he held senior leadership roles at ICICI Prudential AMC and Nippon Life India AMC. Throughout his tenure, he led offshore funds and international business, mobilizing or advising several billion dollars in cumulative inbound investments and established high-value partnerships and mandates across Asia, Europe and USA. Within mutual funds, he helped bring the government’s flagship divestment solution- Bharat 22 ETF to global investors and launched the strategic metals and energy international fund for local investors.While based in Tokyo with Nippon Life Insurance, Shamit set up India-focused funds and developed the first Japanese equity solution for Indian investors in 2014. He gained initial research experience in Boston and New York, before leading offshore asset management from Mumbai.Shamit holds an MBA from Boston College, USA alongside a Master of Commerce from Sydenham College and a Bachelor of Commerce from H.R. College from the University of Mumbai, India. He serves on the Board of Directors of Indian Association of Investment Professionals (CFA Society India).

Arati Porwal, is the Senior Country Head – India at CFA Institute, and is responsible for designing and implementing CFA Institute’s strategy in India along with managing its enterprise resourcing in the country. She works closely with CFA Institute stakeholders in the country, such as financial institutions, regulators, CFA Societies, and universities. She joined CFA Institute in 2015 and led the Society Relations function for India and surrounding markets before taking over as the Country Head. She was also responsible for implementing CFA Institute’s candidate and member strategy. In her time with the organization, Arati has made significant contributions towards strengthening the investment profession industry, while also demonstrating the immense value that the CFA qualification adds to an individual’s career. Before joining CFA Institute, Arati was the Senior Market Advisor at Enterprise Ireland, providing advisory services to Irish enterprises on market entry into India. Arati also led the Chartered Institute of Management Accountants (CIMA) in India for five years. Prior to joining CIMA, Arati also worked in various roles within the financial services and insurance industry for thirteen years. Arati holds a bachelor’s degree in physics from Mumbai University and an MBA from Narsee Monjee Institute of Management Studies. She is also a certified life and leadership coach.

Kapil joined True North in early 2021 and is responsible for establishing the Private Credit business for True North platform. True North Private Credit has raised and fully deployed the 1^st fund and made investments in 28 companies with a total capital of ~USD 300mm (Rs 2700 cr). True North is now raising its second private credit fund and has already achieved its initial close  and raised till date ~$80mm – Rs 750 cr. Fund II has also started making investments (4 already done and 4 more in pipeline).Kapil has spent 30 years in Indian financial markets. Started in banking, moved through trading desks, built credit businesses, and eventually ended up running a private credit fund at True North focused on India’s mid-market. The career took him through ICICI Bank, GE Capital, Goldman Sachs, Deutsche Bank, Edelweiss, and KKR. Different institutions, different cycles, different lessons. The common thread was credit – how it gets structured, how it performs, how it is distributed, how the funds are raised and how it fails.In 2021, he founded True North Private Credit inside True North, one of India’s established private equity firms. The mandate was to build a direct lending platform for India’s mid-market from scratch. That work continues.Kapil holds an Electrical Engineering degree from IIT, Delhi and is an MBA from Faculty of Management Studies, Delhi.

Jayen Shah is the Founder and Managing Director of Mavuca Capital Advisors, a Mumbai-based boutique investment bank and transaction advisory firm specialising in debt capital markets across India’s power, infrastructure, and financial sectors. He brings over 31 years of experience spanning leadership roles at Kotak Mahindra, ABN AMRO, Rabobank, RBS, Standard Chartered, and IDFC Bank.Over his career he has structured and executed complex financing transactions across the credit spectrum, with deep expertise in structured finance and India’s evolving regulatory landscape. He has contributed to development of India’s corporate bond markets by contributing to regulatory think-tanks and presentations, CFA Society advocacy and outreach, special purpose committees.His decades of experience places him at the intersection of fixed income, private credit, infrastructure capital, and the institutions shaping India’s debt markets.Jayen is CFA Charterholder, since 2003 and signing member that petitioned to set up CFA Society in India. He is also MMS in Finance & Bachelor in Engineering both from University of Mumbai.He is passionate about traveling, trekking and he is PADI certified scuba diver.

Mustafa Ghouse is the Founding General Partner of Centre Court Capital (CCC), India’s first dedicated venture capital fund focused on the sports and gaming ecosystem. With over a decade of experience leading JSW Sports and pioneering key initiatives in Indian sports, he recognized a critical gap—early-stage founders in this sector lacked dedicated capital and the operational expertise needed to scale. CCC was created to bridge this gap, combining investment with hands-on support to accelerate growth in a rapidly evolving industry. Prior to launching CCC, Mustafa was the founding CEO of JSW Sports, where he played a pivotal role in shaping India’s modern sports landscape. He spearheaded the development of the Inspire Institute of Sport (IIS), a first-of-its-kind high-performance training centre that has nurtured multiple Olympic medalists. Under his leadership, JSW Sports strategically invested in and operated franchises across major leagues, including the Indian Premier League (IPL), Indian Super League (ISL), Pro Kabaddi League (PKL), Women’s Premier League (WPL), and SA20. His ability to anticipate and act on emerging trends has consistently placed him at the forefront of sports development in India. Before transitioning to the business of sports, Mustafa had an accomplished career as a professional tennis player on the ATP Tour, representing India at the Davis Cup and winning a bronze medal at the Asian Games. His journey—from competing at the highest level to shaping the future of Indian sports through investment—gives him a rare, end-to-end perspective of the industry.

Dev Bajaj is the Managing Director of a new Consumer focused venture capital firm that has reached a first close. He began his career in investment banking at Citigroup and moved into private equity at Fox Paine before founding MITRA, a B2C agri and rural-focused business acquired by Mahindra & Mahindra. He then worked at Kalaari Capital, and later moved to a portfolio company, Dream Sports as Chief Strategy Officer. During his tenure, Dream scaled be of the largest sports ecosystems globally, where nine companies were built and about $2 billion of capital was raised.An INSEAD MBA, Dev has a long-standing interest in the intersection of sports, media and technology, and in cross-border India–US deals. Off the clock, he competes on the ITF Masters tennis circuit.  

Mr. Rajesh Sawhney is a renowned business builder, a serial entrepreneur and a leading angel/ seed investor in India. He founded GSF in 2012, establishing it as one of the country’s top tech accelerators. He has invested in over 150 startups over the last fifteen years across a wide spectrum of industries SAAS, Fintech, Media and Consumer Internet. Rajesh curates and hosts GSF-Investor-Founders Retreat Conference in Goa each year that has attained an iconic status. It brings together eminent investors and startup founders from all over the world. He has been on boards of several companies- Indiamart, Ixigo, Matrimony, Neilsoft and Microland steering several IPOs, acquisitions and ramp-ups. Rajesh was the founding President of Reliance Entertainment (2005-2011) where he built a diversified entertainment conglomerate in India spanning green-field multiplex projects, a global movie production company, animation studios, TV & Radio broadcasting companies and multiple internet businesses including OTT and gaming websites. Earlier, he worked with the Times of India Group between 1991-2025. While with the Times Group, he set up many new products in print, radio and internet businesses. He was the Founding Director of Times Internet, where he launched industry leading internet portals and e-commerce businesses. Rajesh is an alum of Harvard Business School (AMP) and a fellow of the London School of Economics.

Mr Namit Arora, CFA has over 31 years of professional experience, including over 26 years in Private Equity / PIPES / public markets Investment Management and 5 years in equity research, credit research and corporate finance. He is Managing Partner at IndGrowth Capital Advisors (Investment Manager to INDGROWTH ACTIVEQUANT WEALTHBUILDER – Category III Alternative Investment Fund AIF).His prior roles include with Standard Chartered Bank – Private Equity, Bank of America – Private Equity and ICICI Securities (ICICI – J.P. Morgan Joint Venture). He has served on the Board of Directors of various PE investee companies including Craftsman Automation, P I Industries, SPGVL (now IndiGrid Infrastructure Trust), Ocean Sparkle, Privi Speciality Chemicals, Man Infraconstruction etc.He is an MBA (IIM), B. Tech (IIT) and CFA Charter Holder (CFA Institute, USA). He has been a volunteer in the CFA Community since 2007. He served as a Director on the Board of IAIP (Indian Association of Investment Professionals), the CFA India Society for almost a decade and as IAIP’s Vice President

Harsh Kr Dhanuka is the Chief Investment Officer & Head of SAR Group Family Office (Single Family Office of founders of Luminous, Livpure, Livguard, Lectrix, Mooving). An accomplished financial Services professional with deep expertise and leadership experience in Family Office environment and the Investment management space. He leads the Investment Strategy and is responsible for setting up and managing the people, processes, policies, succession and estate planning for the Single-Family Office.His investment expertise spans a broad array of asset classes and markets (domestic and global),giving him years of rich experience and an extensive network. He has more than a decade ofexperience of cross-functional leadership across Foreign Private Bank, Corporate treasury team of a large Indian MNC and an Institutional Single-Family Office. Harsh has worked closely with Ultra High Net worth Families, Corporate Treasuries, and highly placed professionals and entrepreneurs.Harsh holds a bachelor’s degree in commerce from St Xavier’s College, Kolkata & is a qualified Chartered Accountant & Company Secretary.Harsh’s interests and expertise lie in dealing with complex structural issues (working on designing and implementing solutions for global wealth preservation and transmission) and in implementing portfolio risk-reward optimization techniques (in theory as well as in practice).

Mr Somani is an entrepreneur and industrialist. Over the last 30 years he has successfully built businesses in real estate, building materials, distribution, internet, travel and textiles. He is Chairman of the Somani Family Office and a Director/Advisor on various Boards.  He invests in and engages with mid-sized industrial and manufacturing companies to scale up.As Promoter and Executive Chairman of Everest Industries Ltd (a publicly listed construction material and pre engineered buildings company) 2005-2019 the company became India’s fastest growing building products company.As Co-Founder of CompareIndia.com 2000-2006 he created India’s first comparison portal for appliances, electronics and automotives, and sold it to CNBC Web18.He is an MBA from University of Pittsburgh, USA, a post-graduate diploma holder in business management from SPJain Institute and a Masters of Commerce from University of Bombay’s Sydenham College. He is fascinated by various programs on Lean Manufacturing, Fast Construction and Singularity University, concepts that he has attempted to distil in his organisations.Mr Somani is deeply involved in several social causes close to his heart. Currently, in education (Vice President of Mahesh Shikshan Sansthan Jodhpur, Member of the Global Advisory Board of the Chancellor of University of Pittsburgh and Advisory Board of Museum of Solutions, Mumbai), philanthropy (Director at Centre for Advancement of Philanthropy India), culture (Founder of Inner Courtyard Mumbai and Trustee of Pt Jasraj School of Music), urban conservation (at Rotary Club of Bombay and as Chairman of Indian Heritage Society Mumbai) and urban governance (Advisory Board of Praja).

Sujay is a Finance professional with 20+ years experience across investment banking, VC/PE funds and Family Office investments. Currently managing the Family Office of RJ Corp.

Rajendra Kalur, CFA, is a financial-services professional with over 30 years of experience across asset management, mutual funds, investment advisory, wealth management and capital markets. He has held senior leadership positions with GIC Asset Management, DSP Merrill Lynch, Prudential ICICI Asset Management and ABN AMRO/RBS, covering investment management, products, advisory and client portfolio management. He was the Founder Director & CEO of TrustPlutus Wealth Managers India, where he built and led a specialist wealth-management business. Rajendra has also served on the Board of CFA Society India, including its Audit Committee and Research & Advocacy Committee, and is currently an Independent Director of Multi-Act Trade & Investments and an Associate Director of Abakkus Trustee Company Pvt. Ltd. He holds the CFA qualification from CFA Institute, an MBA from Cranfield School of Management, UK, and a Post Graduate Diploma in Marketing from the Chartered Institute of Marketing, UK. He continues to engage closely with the investment industry as an independent consultant, financial educator and senior faculty with CIEL and FinX, bringing an investor, governance and practitioner perspective to the discussion on India’s evolving Family Office ecosystem.

Moin Ladha is a Partner at Khaitan & Co., based in Mumbai, with over 18 years of experience in corporate, M&A and financial regulatory matters. He is a senior member of the firm‘s Financial Regulatory Practice, which has been highly recommended by leading ranking agencies, and he has himself been highly recommended and rated by IFLR1OOO, Legal SOO, Legal Era, Hubbis, among others.Moin regularly advises on complex regulatory structuring, cross-border investments, exchange control, securities law and financial regulations, particularly in transactions involving regulated entities. He has extensive experience assisting clients with regulatory approvals and licensing from key regulators including the Reserve Bank of India (RBI) and the Securities and Exchange Board of India (SEBI). He also works closely with the Monetary Authority of Singapore (MAS), Dubai Financial Services Authority (DFSA) and Financial Services Regulatory Authority (FSRA) for facilitating investments for Indian clients.He is a frequent contributor to leading business publications and a regular speaker at domestic and international conferences on financial regulation, cross-border investments and strategic regulatory developments.

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Shaily Gang is the Chief Investment Strategist at Standard Chartered Bank Wealth, India. Based in Mumbai, Shaily is responsible for driving investment strategy from running the India Investment Committee (IIC), formation of asset class views to publishing market outlook and commentaries and engaging in client conversations directly and through events and webinars.Shaily is a Management post-graduate with over 23 years of extensive financial markets experience across Asset management Product, financial products distribution and client facing roles. In her previous roles, she strengthened her understanding on Macro, Markets and Products. Her previous roles include Tata Asset Management Company, Head- Products, Mutual Funds and Alternate assets Product Manager at ICICI Bank, Investment Counsellor at Royal Bank of Scotland. She started her career HDFC Bank as Relationship Manager.Shaily builds a more holistic view on asset allocation to help navigate volatile financial markets. She regularly contributes articles to leading financial newspapers.

Abhay Laijawala joined Lighthouse Canton in May 2026 as Managing Director & CIO, India. Based inMumbai, Abhay brings over three decades of experience in Indian equity markets, built across leadingglobal investment banks including HSBC, DSP Merrill Lynch, Citibank, JPMorgan and Deutsche Bank.His career spans sell-side research, global macro strategy and asset management — covering the fullarc of India’s equity market evolution, from early foreign institutional access to the structural shiftdriven by domestic financialisation.At Deutsche Bank, he served for a decade as Managing Director and Head of Equity Research, leadingcoverage of more than 120 Indian stocks across multiple sectors and formulating India equity strategyfor institutional clients worldwide — sharpening the cross-sector depth and global macro fluency thatdefine his investment philosophy. Having navigated the Global Financial Crisis, demonetisation and theCovid pandemic, he brings a deep understanding of market behaviour during macro dislocations. Mostrecently, as Head of Offshore Investments at Canara Robeco Asset Management, he grew the RobecoIndian Equities Fund’s AUM tenfold, delivering consistently top-quartile performance among offshoreIndia funds. Abhay holds an M.Com from the University of Bombay and an MBA in Finance from theUniversity of Rhode Island.

Ashwin Patni is a seasoned specialist in Wealth and Asset Management with over 23 years of experience in the capital markets, both domestic and international. He brings a wealth of expertise in Fund Management, Investment Process, Product Management, Product Structuring, Business Strategy, and Development.Throughout his career, Ashwin has successfully navigated various aspects of Asset Management, leading initiatives across multiple asset classes including listed equity, debt, structured credit, private equity, and real estate. His leadership has spanned strategy formulation and execution, business planning, and launching new business verticals within asset management companies, such as offshore partnerships, PMS, AIF, pension funds, and Gift City initiatives.Before joining Julius Baer, Ashwin was associated with Axis Asset Management Company, IDFC Asset Management Company and Standard Chartered Bank.He holds a Post Graduate degree from IIM Calcutta, a Bachelor of Engineering (B.E.) in Metallurgy, and a Chartered Financial Analyst (CFA) certification from the USA.

Harsh has over two decades experience in managing funds and advisory encompassing Global and Indian equities, fixed income, and alternate assets.He believes in dynamic asset allocation approach using all assets classes.Under his leadership, Tata AIF became the largest category III long short fund, ranking no. 1 its category for three years in a row. He also led the launch of SIF strategies for 360 Asset.In his current role as CIO for LGT, he will broaden the investment offerings for the Global and Indian investors and help them participate in the global opportunities in equities, multi asset, hedge fund strategies, and private markets.

Sumiit Lakhutia is an Associate Editor and Content Strategist with Network 18. During his 15+ year career in media, he has worked on a diverse array of shows (Chat shows, panel discussions, lifestyle shows, awards and other ground events) on topics ranging from BFSI to technology, health to entrepreneurship and CSR to energy. A strong supporter of Investor Education and Investor Awareness, he regularly spearheads these initiatives in the BFSI space. This is his 2^nd stint at Network 18, coming back from Times Network where he led the Mumbai team content and production team of the branded content vertical. Sumiit is a bi-lingual media professional with diverse experiences as a voice artist and a television anchor and comes with the added know-how of working in his family business of home linens. A Bachelor of Commerce from Sydenham College of Commerce and Economics, Mumbai, he also holds a Masters degree in Marketing Management from Middlesex University, London. Sumiit is a Certified Financial Planner (CFP) [by the Financial Planning Standards Board (FPSB)], a MCX Certified Commodity Professional and has completed the Financial Education Certification Examination (Series XVIII) and Mutual Fund Distributors Certification Examination (Series V-A) held by the National Institute of Securities Markets (NISM).