5th Financial Talent Summit | Mumbai

5th Financial Talent Summit | Mumbai

  • February 24, 2024
  • 9.00 am - 5.30 pm
  • The Lalit Mumbai, Chhatrapati Shivaji Maharaj Int'l Airport Rd, Navpada, Marol, Andheri East, Mumbai, Maharashtra 400059

.Eric Sim, CFA

A key opinion leader with more than 2 million followers on LinkedIn, Eric Sim, CFA, served as a managing director at UBS Investment Bank as well as an Adjunct Associate Professor of Finance at Hong Kong University of Science and Technology. Sim founded the Institute of Life with a mission to help young professionals achieve success at work and in life. He is the author of “Small Actions: Leading Your Career to Big Success” and is currently based in Singapore. Check out his visual CV with notable failures here.

Anantharaman S, CFA

Chief Risk Officer, Bank of Baroda

Anantharaman is a professional banker with more than 25 years of experience in credit, market risk and operational risk. Currently the Chief Risk Officer of Bank of Baroda, Anantharaman has comprehensive credit underwriting experience covering the gamut of large/medium/small businesses as well as retail credits. Prior to joining Bank of Baroda, he was the Joint Head of Wholesale Credit at HDFC Bank, handling a credit book of $60 Billion with impeccable asset quality. Before joining HDFC Bank, he held the position of Group CRO and Group Head -Compliance of L&T Financial Services responsible for the group’s risk management functions.

Aniket Nikumb

Founding Team, Mensa Brands

Aniket Nikumb is a seasoned finance professional with over a decade of experience across investing and startup building. Currently, Aniket is part of the Founding Team at consumer-tech unicorn Mensa Brands where he led the acquisition of several successful e-commerce brands such as MyFitness, Pebble and Villain into Mensa Brands' portfolio. At Mensa, Aniket has deployed $200m+ of capital to acquire 20+ brands across fashion, home and beauty and built among the largest D2C lifestyle business in India. Aniket also leads Mensa’s corporate VC arm and has led investments in India’s leading colour cosmetics player, Renee Cosmetics and Dubai-based fashion company, The Giving Movement (“TGM”). Previously, Aniket has been an investor in public markets and private equity markets globally leading investments in several consumer, technology and financial services companies. Aniket started his career as a consultant at McKinsey & Company. He is a rank-holder Chartered Accountant and has earned an MBA from Columbia Business School. In his free time, Aniket enjoys traveling and exploring different food cuisines.

Bhavik Doshi, Associate Director, Native

Bhavik has 9+ years of cross-functional experience across in-house talent acquisition and executive search. Starting his career with Fullerton India Credit Company managing talent acquisition for Rural & Retail businesses, he also played a pivotal role in recruiting business teams at L&T Infrastructure Finance & Aditya Birla Finance. Before joining Native, he was with Michael Page as an Associate Manager, managing NBFC & Fintech leadership hiring. As an Associate Director at Native, he will be managing Consumer Lending & Insurance Practice. Bhavik is a fitness enthusiast & goes by the belief of Health is Wealth.

Preeti Chheda, CFA

Chief Financial Officer, 
K Raheja Corp Investment Managers LLP

Preeti Chheda is the Chief Financial Officer of K Raheja Corp Investment Managers Private Limited, Manager to Mindspace Business Parks REIT. Preeti has been associated with K Raheja Corp group for around 17 years across various roles in commercial real estate including equity and debt fund raising, acquisitions, raising private equity for real estate projects, investor relations and financial reporting. Before joining KRC Group she has worked with Marico Limited, Shell Gas (LPG) and Cairn Energy. Preeti is a qualified chartered accountant with over 23 years of work-ex. She is also a Company Secretary and a CFA Charterholder. Preeti has also passed the Uniform CPA Examination from the Colorado State Board of Accountancy, USA. She is also a member of the Hybrid Securities Advisory Committee constituted by the Securities and Exchange Board of India and on the Expert Committee on REITs and InvITs in IFSC.

Ruchi Thakkar

Director, Native

Ruchi has around 11 years of experience in Investment Banking (IB), Structured Finance (SF) and Project Finance (PF). Post her MBA from NMIMS, she started her career with SBI Capital’s Project Finance desk. She later moved to HDFC Bank, where she spent close to 8 years focusing on IB and SF products across sectors. Additionally, she was also responsible for Infrastructure coverage across IB, SF and PF. As a Director at Native, Ruchi will focus on hiring for the Capital Market sector. Ruchi is a board gaming enthusiast and loves trying new games across the globe.

Rajni Dhameja, CFA

A Chartered Accountant and CFA charter holder with rich experience of ~18 years across fixed income, equity and derivatives markets. Currently responsible for origination and structuring of debt capital markets deals for investment and market making portfolios at ICICI Bank Ltd. Since the last 10 years, associated with fixed income markets covering origination, structuring, valuation and market risk management. Prior to that, she has worked for around 7 years in a leading stock exchange handling quantitative analytics in the equity and derivatives market. She is a volunteer with CFA Society India as Co-Chair of Career Services Committee.

Aditya Jadhav, CFA

Aditya Jadhav, a distinguished finance professional with a CFA designation and over a decade of experience in investments and portfolio management, is known for his unwavering commitment to excellence throughout his career. In his current position, he successfully secured $6 million in funding from ICICI Bank and Baring Private Equity Partners India for the PropTech startup PropertyPistol. With a rich career history that includes roles at esteemed organizations such as SIDBI Venture Capital, Kubera Cross-Border Fund, and the National Stock Exchange of India Ltd, Aditya has made significant contributions. At SIDBI VC, he led investments that attracted capital from prominent firms such as Amazon, Beenext, Mayfield, Incofin, and Samunnati etc. During his tenure at Kubera Partners, he played a key role in managing successful portfolio exits, generating proceeds exceeding USD 40 million through divestments. Aditya holds a bachelor's degree in engineering from VJTI and a postgraduate degree in management from Mumbai University. As a CFA Charterholder with over 15 years of experience in the startup ecosystem and investments, he has worked with leading mid-market PE funds and early-stage VC funds. He finds fulfilment in mentoring and nurturing young talent with entrepreneurial aspirations, and he actively mentors founders supported by India's first dorm room fund, Campus Fund.

Rajeev Radhakrishnan, CFA

Rajeev is the Director of the CFA Society India and a charter holder of the CFA Institute, USA, having over 17 years of rich experience. He currently heads the Fixed Income desk at the SBI Mutual Fund. Earlier, Rajeev was the Co-Fund Manager for Fixed Income with UTI Asset Management for seven years. He joined SBIFM as a fixed income portfolio manager in 2008. He is an Engineering graduate and holds a Masters degree in finance from Mumbai University.

Yash Sayla, CFA

Yash Liresh Sayla is a Partner at Versor Investments. Versor is a New York based multi strategy Quant Hedge Fund. In his role at Versor, Yash is part of the Business and Product Development team.  His responsibilities encompass overseeing the Marketing and Branding strategies for the firm's uncorrelated hedge fund products, as well as managing client collateral and marketing infrastructure. He along with his team caters to clients in Europe and North America. He collaborates with the team in India to expand Versor's presence in the Middle East and Asia. Prior to Versor he was with Anand Rathi Private Wealth management, responsible for providing wealth solutions to high networth and ultra high networth individuals. Yash actively contributes to the CFA India Society's career committee and participates in various volunteer initiatives aimed at advancing career opportunities. Yash is a CFA charter holder and has a MBA in Finance from IMT Ghaziabad.

Category Regular Price Early Bird Offer


CFA Level 3 Cleared



CFA Program Candidates



Early bird offer extended to 16th February Cancellation Policy: No refunds will be issued for any cancellations received within 48 hours of program starts. Sharing of registrations is not permitted.
JM Financial JM Financial is an integrated and diversified financial services group. The Group’s primary businesses include: (a) Investment Bank (IB) caters to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) provides an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.
CRISIL CRISIL is an agile and innovative, global analytics company driven by its mission of making markets function better. CRISIL is India’s foremost provider of ratings, data, research, analytics and solutions. The company has delivered independent opinions, actionable insights, and efficient solutions to over 100,000 customers. CRISIL’s businesses operate from India, the US, the UK, Argentina, Poland, China, Hong Kong and Singapore. CRISIL is majority owned by S&P Global Inc., a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide.
MSCI MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, MSCI powers better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. The company creates industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
The ITI Group Incorporated in 1991, The Investment Trust Of India [erstwhile Fortune Financial Services (India) Limited] is one of the largest financial services conglomerate listed on the BSE & NSE. ITI Limited through its group companies is in the business of mutual fund (AMC), asset finance, used car finance, SME finance, education finance, nano finance, gold loans, institutional broking, retail broking, investment banking, insurance broking, debt securities. ITI has also promoted two AIFs - long short equity fund and venture fund.
3 PL

CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.

Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price
2024-2-24 09:00 2024-2-24 17:30 Asia/Kolkata 5th Financial Talent Summit | Mumbai India’s financial services industry is transforming rapidly, thanks to formalization of the economy, growing digitization, and the emergence of fintech and artificial intelligence. These are exciting times. These are also demanding times, where we need to adapt to stay relevant and resilient in the face of change. The 5th Financial Talent Summit, Mumbai, hosted by The Lalit Mumbai, Chhatrapati Shivaji Maharaj Int'l Airport Rd, Navpada, Marol, Andheri East, Mumbai, Maharashtra 400059
Save Event to Calendar
past event