Vision to Value – Annual Diversity Event | Mumbai
- March 7, 2026
- 6.30 pm - 10.00 pm
- Boundary Hall, MCA Banquets, G - Block, Bandra Kurla Complex, Mumbai - 400051
An Evening of Strategic Insight, Industry Leadership, and Meaningful Connections
What does it take to transform vision into lasting value? How do the best minds in finance identify opportunities, navigate complexity, and build institutions that endure?
This Women’s Day, CFA Society India brings together exceptional leaders whose careers exemplify the journey from strategic vision to measurable impact. Join us for an evening of candid conversations about building businesses, challenging conventional wisdom, and creating value in India’s dynamic financial landscape.
Featured Speakers:
Madhu Lunawat, India’s first woman founder of a mutual fund house and leader of The Wealth Company, who embodies “Womoneya”—where women and money converge with purpose.
Priti Rathi Gupta, Founder of LXME and co-promoter of Anand Rathi Group, who has empowered over 1.7 lakh women to transform savings into financial confidence, recently honored with the Business Today Most Powerful Women Award.
Rupal Bhansali, CEO and CIO of Double Duty Money Management, a rare woman of color who broke through Wall Street’s glass ceiling, featured in Barron’s “100 Most Influential Women in US Finance” and recognized as a legendary contrarian investor.
Expert Moderation:
Each session will be moderated by distinguished professionals from India’s investment industry, bringing their expertise to guide discussions on capital allocation, risk management, business building, and the evolving landscape of financial services.
The Vision to Value Framework:
This event explores the critical pathways from concept to creation:
- Strategic Vision: Identifying market gaps and opportunities others miss
- Execution Excellence: Building teams, institutions, and sustainable business models
- Risk & Return: Navigating uncertainty while maintaining conviction in contrarian views
- Impact & Legacy: Creating lasting value for clients, investors, and the broader ecosystem
Celebrating FEMTOR – The female mentorship program of CFA Society India:
Discover our mentorship program designed to accelerate professional development for CFA Society India members. Hear from program participants—both mentors and mentees—as they share insights on navigating career transitions, developing investment expertise, and building meaningful professional relationships that create long-term value.
Why Attend:
Whether you’re an investment professional seeking fresh perspectives, an entrepreneur exploring new business models, or someone committed to continuous learning, this evening offers:
- Practical insights from leaders who’ve built successful ventures and managed billions
- Candid discussions on decision-making, talent development, and institutional building
- Opportunities to connect with peers across asset management, banking, and advisory
- Understanding how diversity of thought and experience drives better investment outcomes
The evening concludes with networking and dinner—your opportunity to engage in deeper conversations, exchange ideas, and build relationships with fellow finance professionals committed to excellence.
From vision to value. From insight to action. From ideas to impact.
An evening that celebrates achievement while advancing the profession.
Saturday, March 7, 2026 | 6:00 PM onwards
Boundary Hall, MCA Recreation Club, Bandra Kurla Complex, Mumbai
Registration:
- CFA Society India Members – FREE
- CFA Program Candidates and Charter Pending – INR 500 (Refundable upon attendance)
- Others – INR 1,500 (Refundable upon attendance)
Join us for an evening where vision meets value, and excellence meets opportunity.
Date: Saturday, 7th March 2026 | 6:30 pm onwards
Venue: Boundary Hall, MCA Recreation Club, Bandra Kurla Complex, Mumbai – 400051
Madhu Lunawat
First Indian Woman Founder of a Mutual Fund House
As the Founder of The Wealth Company, the Wealth & Asset management arm of the Pantomath Group, Madhu Lunawat is leading the charge in redefining asset management and financial distribution. With a sharp financial acumen that embodies “Womoneya”—the perfect blend of women and money—she is building a powerhouse that connects capital with opportunity.
Madhu is also the Co-Founder of Pantomath Group, a business spanning Investment Banking, M&A, Asset & Wealth Management, Institutional Equity, and Distribution. Her vision has helped shape the financial landscape, driving SME growth, structuring landmark institutional deals, and executing record-breaking fundraises.
Her journey includes pivotal roles at Infosys, ASREC, and Edelweiss, where she served as CFO of Edelweiss ARC before taking the entrepreneurial leap. Today, her leadership at The Wealth Company is setting new benchmarks—proving that finance isn’t just about numbers, but about vision, bold moves, and breaking barriers.
Priti Rathi Gupta
Founder- LXME, Co-Promoter– Anand Rathi Group
Priti Rathi Gupta, Founder of LXME, is a trailblazer redefining how women engage with money in India. Through her vision and leadership, she has empowered and inspired over 1.7 lakh women to take charge of their finances, transforming their small savings into meaningful investments and financial confidence. An alumni of Harvard Business School, Priti brings over two decades of experience in the BFSI industry, where she has consistently challenged conventions and built new pathways for inclusion and innovation. As the co-promoter at Anand Rathi Group, one of India’s largest financial services conglomerates, she was instrumental in establishing the Commodities, Currency, and Forex Advisory businesses, earning industry- wide recognition for her strategic foresight and leadership.
Under her leadership, Lxme’s thriving community continues to receive international accolades. Its Facebook community was chosen as one of only 130 global groups for the Facebook Community Accelerator Program, designed to scale high-impact initiatives. More recently, Lxme was among 20 women-founded or co-founded startups selected for the prestigious Google for Startups Accelerator Program, chosen from nearly 400 applicants—a testament to Priti’s mission of bridging the gap between women and wealth.
In recognition of her far-reaching impact, Priti was recently honoured with The Business Today Most Powerful Women Award, which celebrates distinguished women leaders whose contributions have significantly shaped India’s economic landscape.
After earning several accolades in the financial services sector, Priti chose to pursue another long-held passion: filmmaking. Being exposed to the intricacies of the movie world while setting up a film fund , she found an interesting niche for herself in the industry. While finance has been part of her DNA, , she was deeply attracted to the art of storytelling through films. She discovered a discernible gap in Indian cinema when it came to fun, quirky and content-driven cinema. She soon set up Ishka Films with the intent of capitalising her bent of mind for the arts and her business acumen, to meaningful and credible cinema.
She is mother to two children, Aishwarya and Krishnav. Passionate about Music, Design and Literature, Priti runs a couple of foundations dedicated to them.
Rupal Bhansali
CIO - Global Equities
Double Duty Money Management, LLC
Rupal Bhansali is the CEO, CIO and Portfolio Manager of international & global equity strategies at Double Duty Money Management, LLC, headquartered in New York. She is a rare woman of color to have broken through the glass ceiling on Wall Street and from 2001 to 2023 was among the 2% of female portfolio managers to solely manage a mutual fund in the US. She is also the author of a book called “Non-Consensus Investing” which describes her unconventional approach to investing. Previously, she worked at Ariel Investments for 12 years, at MacKay Shields for 10 years & at Oppenheimer Capital for 5 years, in senior leadership & portfolio management roles. She started out on the buy-side as a research analyst at the hedge fund, Soros. From 2020 to 2023, she was featured in Barron’s “100 Most Influential Women in US Finance” list and from 2019 to 2023 she served as a member of their prestigious Investment Round-table, which features “10 of Wall Street’s smartest investors”. In 2021 CNBC called her a “Legendary Contrarian”, in 2017, PBS’s Wealth Track described her as an “Unconventional Thinker”, in 2015, Barron’s recognized her as a “Global Contrarian,” and in 2009, Forbes International Investment Report named her a “Global Guru,”. She is a frequent guest on Bloomberg, CNBC, Yahoo Finance & Fox Business News, & a sought after speaker at conferences hosted by the CFA Institute, Morningstar & Schwab.
Anil Ghelani, CFA
Head of Passive Investments & Products
@ DSP Mutual Fund
Anil has been a volunteer with the CFA Society India since the past 2 decades and has served as the Vice Chairman on the board. Besides this volunteer role, Anil has been working with DSP Group since 2003. He is currently Head of Passive Investments & Products, managing a range of ETFs and Index Funds across equities, fixed income and commodities. Previously, he served as the CEO & Chief Investment Officer at DSP BlackRock Pension Fund Managers. Earlier in his career at DSP, he led the Risk and Quantitative Analysis team providing quantitative research inputs and buy-side credit research on companies across various sectors. Prior to joining DSP, Anil worked at IL&FS Asset Management Company and at S.R. Batliboi a member firm of EY.
Randi Tolber, CFA
Managing Director, Member & Society Relations
@ CFA Institute
Randi Tolber, CFA, is Managing Director, Member & Society Relations at CFA Institute. She leads global strategies to deliver value to more than 200,000 members and charterholders and supports the network of CFA Societies across 90+ markets worldwide. Her work focuses on strengthening the global-local partnership model, advancing volunteer leadership, and enhancing the member experience throughout the professional lifecycle.
She also serves as Executive Sponsor of Women @ CFA Institute, a business resource group dedicated to fostering an inclusive and empowering environment for women and allies across the organization.
Randi previously spent 15 years in private wealth management as a portfolio manager and senior investment strategist at two U.S.-based banks. A CFA charterholder since 1990, she has served on two CFA Society boards and holds an MBA, the CFA Institute Sustainable Investing Certificate, and additional credentials in climate investing and public company governance.
2 PLCFA 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 |