3rd Financial Talent Summit | Delhi
- May 3, 2025
- 9 am to 5 pm
- Le Meridien, Sector 26 M.G. Road, Gurgaon Delhi, Border, Gurugram, Haryana 122002

The 3rd Financial Talent Summit, Delhi, co-hosted by CFA Society India and CFA Institute, is an excellent platform to engage with industry leaders, explore career opportunities, and gain insights into the evolving landscape of private investments and entrepreneurship.
Key Highlights:
Career Development: Learn how to build a compelling personal and professional narrative that can enhance career growth. Discover techniques to position yourself effectively in interviews, networking opportunities, and leadership roles.
Insights on Entrepreneurship: Understand the mindset and skills required to thrive as an entrepreneur. This session with seasoned entrepreneurs and investors will explore topics including risk-taking, innovation, and long-term strategic thinking.
Panel Discussion on Private Investment:
- Gain insights into the key factors that influence private capital investments, including market trends, risk assessment, and value creation.
- Explore emerging opportunities and challenges shaping the future of private investments in India.
Employer Sessions & Networking: Connect with leading employers from the industry, gain firsthand insights into hiring trends, and explore potential career opportunities.
The 3rd Financial Talent Summit, Delhi, is a must-attend event for CFA charterholders and candidates looking to expand their expertise, engage with industry leaders, and take their careers to the next level.
Registrations are open.
Wendy Werner, CFA
Country Head - India and Maldives, International Finance Corporation
Ms. Wendy Werner is the Country Head of International Finance Corporation for India and Maldives, based in New Delhi. She implements growth and diversification of IFC’s India and Maldives portfolio, with particular focus on maximizing IFC’s development impact. Prior to her current role, Ms. Werner was the IFC Country Manager for Bangladesh, Bhutan, and Nepal. She had implemented IFC’s strategy to expand financial inclusion, sustainable infrastructure and support competitiveness through investment and advisory services. Previously, Ms. Werner was the Manager for Trade and Competitiveness Advisory Services for the East Asia Pacific region. With IFC, she has also worked in Tajikistan and the Western Balkans. Ms. Wendy Werner is a CFA Charterholder and holds a joint MBA/ MA International Affairs from George Washington University and a BA from Grinnell College.Tushar Aggarwal
Founder and CEO, Stashfin
Tushar Aggarwal is the founder and CEO of Stashfin, a private equity backed fintech platform based out of Singapore and New Delhi. Tushar founded Stashfin to address the gap in the consumer lending market. In India, credit card adoption is less than 3%, owing to limited credit history, low acceptance by merchants, and higher pricing for long-term credit. Traditional financial institutions have been unable to tap into these segments owing to higher commitment requirements from customers. Stashfin caters to these segments by offering a credit card-like solution over UPI. With a focus on delivering transparent financial services leveraging machine learning and analytics, Stashfin has rapidly grown and achieved remarkable milestones. To date, the company has disbursed more than a billion dollars and serves a customer base of three million individuals. The company has raised more than $750 million across debt and equity, and is recognized as one of the fastest growing and profitable fintech platforms. Notable stakeholders of Stashfin include Henry Kravis (founder and Chairman of KKR), Tencent Holdings, Uncorrelated Ventures, Renaud Laplanche (founder and CEO of Upgrade) and Koh Boon Hwee (Chairman of Altara Ventures). Prior to Stashfin, Tushar was an Executive Director at Everstone Capital, a private equity firm managing over $4 billion in assets headquartered in Singapore, where he led the firm’s investments in Northern India across retail and financial services. His prior board affiliations include Ritu Kumar, Sohanlal Commodities Management and Transpole Logistics. Prior to Everstone, Tushar was a private equity investor with General Atlantic, a private equity firm managing over $30 billion is assets based out of New York investing in high growth technology enabled enterprises. Prior to General Atlantic, Tushar was an investment banker in the mergers and acquisitions team of Lehman Brothers based out of New York. Tushar started his career with Goldman Sachs in New York. He holds a BE in Electrical Engineering from Stony Brook University, where he graduated Magna cum Laude. Tushar holds an MBA from The Wharton School at the University of Pennsylvania and the CFA charter. Tushar is a fellow of the Aspen Institute and a member of the Young Presidents’ Organization. Tushar is an inventor and has been awarded a patent from the United States Patent and Trademark Office. He is a Tez X speaker and a recognized ‘fintech’ thought leader. He is a frequent columnist with some of the global business leading publications and is recognized as the top 30 open banking influencers. Tushar is an adventurist and tends to enjoy all things moving; having driven trains, buses, trucks, and flown planes. Tushar is a private pilot and enjoys brewing beer.Krupa Shankar V, CFA
Partner, National Investment and Infrastructure Fund
Krupa has over 16 years of experience across fund of funds, private equity and investment banking. He joined NIIF’s Private Markets team in Mumbai as a Principal in February 2021, and is responsible for developing the deployment strategy of the Funds, identifying and evaluating prospective fund managers, and managing the portfolio along with the team. Prior to joining NIIF, he was part of the Asia Equity team managing DEG’s ~USD 1 Bn Asia portfolio with investments spanning LP positions, direct equity investments, and co-investments, with a focus on the South Asian region. Earlier in his career, Krupa has worked with MCap Fund Advisors – an India focused, sector agnostic private equity fund manager, and at o3 Capital – a boutique advisory firm focused on M&A and Private Equity. He started his career in finance with YES Bank’s corporate banking division. His overall experience ranges from corporate banking, investment banking, GP and LP positions, across Indian and global institutions, giving him a well-rounded perspective on the Indian market, and a deep network of relationships. Krupa is a CFA Charterholder, holds a Post Graduate Diploma in Management from the Indian Institute of Management (IIM), Lucknow, and has also holds a Bachelor of Engineering (Hons) in Electronic and instrumentation from Birla Institute of Technology and Science (BITS), Pilani.Hem Kishore
GSD Wealth Investments Leader, Mercer
Hem Kishore is the Wealth Investments Leader at Global Service Delivery (GSD), Mercer India, where he has been instrumental in growing the Investments team from 5 to over 600 members since joining in 2014. Under his leadership, the team provides support to Mercer Global Investments, including performance reporting, consulting services, investment solutions/Outsourced Chief Investment Officer (OCIO), and research for more than 3,500 clients with approximately $1.8 trillion in assets under advisory and OCIO. With 25 years of experience in investment banking, equity research, valuation, portfolio management, mutual fund research, and private equity, Hem previously led teams at CRISIL and NewRiver Inc.Nilesh Kothari
Co-founder and Managing Partner, Trifecta Capital
Nilesh co-founded Trifecta Capital in 2014 and established it as the leading financing and advisory firm serving leading Indian startups. Across its three divisions – Venture Debt, Growth Equity and Tech Enabled Advisory Solutions, Trifecta Capital manages an AUM of around US$ 850 mm and provides alternate capital and solutions to start-ups across different stages. Previously, Nilesh served as Global Managing Director (Ventures & Acquisitions) at Accenture plc. and led several large acquisitions and investments for Accenture across the world. Overall, he has nearly 35 years of experience across investments, operations and entrepreneurship. He also been part of several new ventures at the AV Birla Group, JM Financial and the Hero Group. Nilesh has devoted his career to financial management, operating finance, global investing and scaling tech businesses. As an entrepreneur, he has delivered large outcomes to investors across the past 15 years. He also has a keen interest in travel, rock music and cinema. Nilesh holds a Masters in Management Studies from BITS Pilani, and is also a Cost and Management Accountant.Category | Early Bird Offer | Regular Price |
Members |
1,000 |
1,500 |
CFA Program Candidates |
1,500 |
2,500 |
CFA Level III Cleared |
2,000 |
2,500 |
360 One
360 One WAM is an Indian wealth and asset management company headquartered in Mumbai, India. Founded in 2008, it provides financial services, including wealth management, asset management, portfolio management, corporate treasury solutions, and lending. The company operates in five countries and has 27 offices across India. As of December 2024, 360 ONE WAM had assets under management (AUM) of over ₹5.79 lakh crore (US$68 billion) and had more than 7,500 clients, including individuals and institutions.Acuity Knowledge Partners
Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 500 financial institutions and consulting companies to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. Acuity is headquartered in London and operates from 10 locations worldwide. Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.Alvarez & Marsal
Alvarez & Marsal is a leading global professional services firm dedicated to helping organizations tackle their most complex business issues, maximize stakeholder value, and deliver sustainable change. Privately held since its founding in 1983, clients select Alvarez & Marsal for its deep expertise and proven ability to create and deliver practical solutions to their unique problems. Leveraging A&M’s restructuring heritage, the company's fact-driven, action-oriented approach empowers organizations to drive transformation and unlock value at every stage of growth. Its worldwide network extends across six continents, with over 10,000 people comprised of experienced operators, world-class consultants, former regulators and industry authorities. The company fosters a uniquely collaborative environment that embraces our peoples’ diverse perspectives and A&M’s entrepreneurial spirit to deliver end-to-end capabilities that span advisory, business performance improvement, and turnaround management.Fidelity International Ltd.
Fidelity International Ltd (FIL) is a privately held, global investment management company founded in 1969 by Edward Johnson III. It offers investment solutions and services to a diverse range of clients, including individuals, institutions, and wealth managers. FIL is a subsidiary of Fidelity Investments, but operates independently as a separate entity.Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.
3 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
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