Aditya is the Founder & CEO of Equalifi – a global membership organization for financial services organisations and professionals. A recognized pioneer in the private wealth, alternative investments and family office education space, Aditya provides strategic direction to Equalifi and leads its overall development. Aditya is also the Founder & Principal Advisor of the Indian Association of Alternative Investment Funds (IAAIF) and the Founder of Priwexus – the Family Office Membership Community. Aditya has 18 years of experience in the Financial Services sector in varied disciplines like Wealth Advisory, Financial Education, Consulting, Strategic Planning & Brand Building. Aditya has done his Masters in Human Resources, Masters in Economics and is a Certified Financial Planner. A prolific writer, he has been regularly contributing to the various business, financial and education publications. Aditya is a member of the editorial board of International Family Offices Journal (UK) and has co-authored 2 books on Credit Research and 1 book on Global Family Offices.Aditya currently serves as a Member of SEBI’s Alternative Investment Policy Advisory Committee (AIPAC) and also as a Member of the Investment Council of Niti Aayog’s Women Entrepreneurship Platform (WEP).

Prior to joining Avendus he was Senior Vice President at Bennet Coleman (Times Group) where he helped the family set up their Family Office. He was instrumental in deciding the scope of the Family Office and its functions beyond wealth management, and the appropriate staffing thereof. The Family office functions included Succession Planning, Tax Planning, Wealth Management, Lifestyle Management, Entity management (for investment companies & Charity Trusts), CSR monitoring and advising on Board constitution of the companies in the group. He then served as the Head of the Family Office for the next 3.5 years. Simultaneously with being the Head Family Office at Times Group, he also worked with other families on their Succession and Estate Planning issues and assisted them with drafting Family Constitutions, formation of trusts and Wills. Over the last decade, since he entered the Estate and Succession planning field, Ashvini has worked with over 300 large and small families, successfully completing quite a few complex and conflictual Succession Planning assignments. This includes transfer of promoter shareholding of companies listed on stock-exchanges by obtaining requisite permissions from SEBI. Prior to joining Times Group, he was the Founder MD and CEO of Universal Trustees Private Limited (UTPL), a company co-promoted by Dileep Choksi and Pradip Shah with ICICI Group as an investor. At UTPL he was responsible for completely setting up the company from scratch and taking it to cash break-even. Ashvini has over 28 years of experience of which 11 years have been as an Estate & Succession Planning Professional. Prior to this he has worked in International Private Banking, Mutual Funds and Capital Markets. He has held senior leadership positions in Private Banking business of ICICI Bank in the USA and UK. He plays an active role in setting up the procedures and systems that in turn help the organisation to hold steady initially and reaps the dividends later reaching new heights. Ashvini is a LLM (Pro) from National Law University, Delhi, PG Diploma Holder in Trust & Estate Practice from STEP UK, an MBA in marketing and a commerce graduate. He is currently pursuing an Advanced Diploma in Family Dispute Resolution from NALSAR, Hyderabad. Ashvini is a member of Society of Trust & Estate Practitioners, UK (STEP), Family Firms Institute, Inc. USA (FFI) and Family office Exchange. He regularly contributes articles to the STEP Journal and The Practitioner by FFI. He has been a part of jury the ET Family Business Awards for the 2018 and 2019 editions and is a regular speaker at Family Business Program at SPJIMR. He has also been a guest speaker at IIM, Ahmedabad. He has also conducted sessions for CII and FICCI. He specialises in Estate and Succession Planning.

Family Business Advisor to multi generation family business across India – Developing Road map for family business, Next generation development, Transition and Succession planning, Family Guideline and constitution writing and Facilitating Family & Business Councils Certified Family Business Advisor from Business Family Foundation, Montreal Canada. Advance Certification in “Family Governance” from Family Firm Institute Boston, USA. Visiting Faculty at “Entrepreneurial Development Institute “Ahmedabad , Indian Institute of Management Bangalore and SPJIMR Mumbai in the area of Family Business Management and Entrepreneurship. Over 20 years of experience in various industries like Infrastructure, IT, Consulting, Manufacturing and Engineering in multiple locations across India and abroad. Worked in leadership position in companies like TVSE, WIPRO DELL and GMR. Expertise in Strategic HR, Performance Management, Talent Management, Leadership and Organization Development.

A Financial Services professional with deep expertise in Family Office and the Investment Advisory space, Nitai is the Lead for Investment Strategy and the Chairman’s Family Office at Hero MotoCorp Ltd., the world’s largest two-wheeler manufacturer. Over the years, Nitai has been exposed to different asset classes and financial markets (domestic and global), giving him rich experience and an extensive network. As a part of Private Banks as well as Institutional and Boutique Multi and Single Family Offices, Nitai has worked with Ultra High Net Worth Families, Corporate Treasuries, and highly placed professionals/entrepreneurs. Nitai has been one of the earliest professionals to work on Family Offices in India, key to development and execution of the concept and the first-ever, commercial launch of Multi Family Office Services in the country. In the process, he also founded and managed an exclusive team of portfolio analytics specialists to cater to portfolio management needs of Family Offices. Nitai has been investing for nearly two decades across the globe’s Capital Markets in multiple asset classes, specializing in investments in unlisted ventures in sectors as diverse as air purification, electric vehicle manufacturing, co-living, multi-modal ride sharing, vernacular social media, mobile entertainment, sports data tech, logistics SaaS platforms, rooftop solar, B2B business platforms, smart kitchen devices, electric mobility infrastructure, and more. Currently leading the structure and team at a large, diverse, and global Single Family Office, Nitai's interests and expertise lie in dealing with complex structural issues (solutions around Family Governance, Global Wealth preservation and transmission) and also in implementing portfolio risk-reward optimization techniques (in theory as well as in practice). Nitai holds a degree in engineering from the Indian Institute of Technology and MBA from the Indian Institute of Management.

Dr. Nupur Pavan Bang is Associate Director at the Thomas Schmidheiny Centre for Family Enterprise, Indian School of Business (ISB). She specializes in family business and finance. She has taught courses in family business, finance, accounting, and insurance at premier B-Schools in India and globally. Nupur is a renowned thought leader in family businesses and is a frequent speaker at industry forums on issues related to family governance, family office, and the role of women in family businesses. She is an astute observer of “families” and has interacted with several of them to understand their challenges, strengths, and best practices. She has authored several research papers, case studies, white papers, and articles for international and Indian publications. Previously, Nupur worked as the Head of Analytics at the Insurance Information Bureau of India (an initiative of the Insurance regulator, IRDAI), an Associate Professor at IBS Hyderabad and as an Auditor in Singapore. She is a Post-Doc Fellow from ISB, holds a PhD in finance and is a Fellow of the Association of Certified Chartered Accountants (ACCA) of UK. She was listed amongst the top 100 women in Finance in India in the year 2020.

Rakesh has 18 years of experience operating across lines of businesses like capital markets, derivatives trading, commodities & FX dealing and wealth management.In his current role, he heads the Investment Advisory practice at Edelweiss Private Wealth which caters to about 50 marquee clients with a collective AUA of Rs. 10,000 cr. He has been instrumental in developing quantitative models to drive asset allocation calls in various asset classes like equity, debt, gold and international equities. He takes a keen interest in portfolio analytics and believes in guiding the clients in a consultative way to achieve the highest risk-adjusted returns with a long-term perspective.

Soumya is the founder of Waterfield Advisors, India’s largest independent Multi Family Office and Wealth Advisory company and brings over 25 years of experience in financial services. She started her career with ANZ Grindlays Bank (later Standard Chartered Bank) and spent 17 years with the Bank, working in both India and Singapore. Her last assignment was heading the Private Banking division of Standard Chartered in India, before founding Waterfield in 2011. At Waterfield, Soumya advises several of India’s leading business families on their global investments, issues related to succession and the continuity of their family enterprise, corporate and family governance, business strategy and philanthropy. The company presently advises on global assets of ~US$4.3 bn and is one of the most awarded Wealth Management firms in the country. Soumya was recently featured in the Forbes India Women Power List 2021 and was awarded Outstanding Private Banker Asia Pacific by Private Banker International in 2021. Apart from being recognized as one of India’s top 100 women professionals in Finance, Soumya also serves on the Board of several non profit organizations in the education and healthcare space. She presently serves as a Trustee of Peepul, a charity focused on creating a school transformation platform for government schools in India; on the Advisory Council of the Indian Institute of Technology (IIT) Gandhinagar’s Research Park and Entrepreneurship Centre; as a Board Member of the Centre for Study of Science, Technology and Policy (CSTEP, founded by Padma Vibhushan Dr. VS Arunachalam), a research Think-Tank that recommends public policy on the use of new emerging technologies for social and economic development in the areas of Energy, Climate Change and Infrastructure; and as a Trustee of The Banyan Acadamy of Leadership in Mental Health (BALM), a non-profit that works in the area of mental health and homelessness. Soumya also serves as an Independent Non-Executive Director of Aavas Financiers, a listed housing finance company, engaged in the business of providing mortgage loans, primarily to the un-served, unreached and under served segments in India. Soumya was awarded the Radhakrishnan Scholarship to study at Oxford University, U.K, where she completed her Masters in Mathematics and holds a B.A (Hons) in Mathematics from St. Stephen’s College, Delhi.

Mr. Abhishek Bisen has done BA Management, MBA Finance. He has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd. where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

As CBO, he spearhead the Sales & Distribution, Business Development, Digital, Product and Marketing functions of the organization. He brings with him more than 22+ years of differentiated experience in Financial Services across Banking, Life Insurance, Capital Markets & Mutual Funds. He is known to be a collaborative people’s leader with a strong track record of performance in building new businesses, turning around businesses, building & managing high performing teams in high paced organizations. In his previous assignment as National Head- Sales & Distribution for Principal Mutual Fund, he led the growth and business development initiatives for the organization. Under his leadership, Principal witnessed impressive 4x growth in equity assets, from 2300 Crs to 9000 Crs. Prior to Principal, he was with ICICI Prudential Mutual Fund as Vice President & Head -IFA Channel, Emerging markets, Training & Investor Education and held various sales leadership roles across various key markets in India. He has also worked and held key positions with IDBI Capital, ICICI Prudential Life Insurance, Citi Financial & HDFC Bank. He has been a regular speaker at various Industry platforms and has conducted more than 300 sessions for Investors and Distribution partners. He has also attended various Local & Global Investment conferences and completed Strategic Execution Workshop at Drake University, USA. He is a Science graduate from Rajasthan University and master’s in management from Devi Ahilya University, Indore & has qualified UGC- NET in Management.

Joydeep has worked in the financial services industry for 25 years, till 2016. Of this, the last 13 years were with BNP Paribas in the Wealth Management department as Senior Vice President - Advisory Desk - Fixed Income. Prior to BNP, he worked with various companies in the private sector. Since 2017, Joydeep is on his own, pursuing his passion. Joydeep writes columns regularly in various financial publications. Since January 2017 till date, he has published 378 articles in publications like Mint, Moneycontrol, Financial Express, ET Markets/ET Online, The Hindu, Hindu Busines Line, Outlook Money, Cafemutual, etc. He appears on CNBC Mutual Fund show approx. once in two months. He has authored four books (1) “Fixed Income Markets in India - Investment Opportunities for You”, (2) “Mutual Funds in India - Vehicle for Fixed Income Investments” (3) “Open Your Eyes - to Management Lessons Around Us” and (4) (a) “Wealth Management - a Guidance for Affluent and Middle Income Classes” and a variant as per university syllabus (4) (b) Financial Planning and Wealth Management - Concepts and Practice. He has done trainings for CRISIL, FPSB, NISM, CIEL, AIWMI and certain Mutual Funds. He is a visiting faculty at SBM-NMIMS, Mumbai. Joydeep is a Certified Financial Planner. He did his MBA from Jadavpur University, Kolkata, in 1991. He has been awarded “100 Most Influential BFSI Leaders” by BFSI Congress in February 2019 and “50 Most Influential Financial Services Marketing Professional” at the Financial Services Marketing Summit in Nov 2019 and Nov 2021.

Niraj Agarwal joined ICRA Analytics in the year 2010 and has worked across multiple service lines. He plays a key role in new initiatives and developing products across mutual fund and fixed income domain. Niraj is an alumnus of ICFAI Business School and holds a bachelor’s degree in Business Management from Jadavpur University. He has also done Management Development Programs from Indian Institute of Management, Kolkata and XLRI, Jamshedpur.

Sapna Tiwari is a CERTIFIED FINANCIAL PLANNER with over a decade's experience into training industry. Apart from holding CFP certification, she is a post graduate in Economic Administration and Financial Management, Certified Personal Financial Advisor and Licentiate member (LIII) of Insurance Institute of India. She is holding NSE's certifications in equity market, derivatives market and mutual funds as well. She has extensive training experience with corporates and various education institutions like EIL, Railtel, IPPB, Deutsche Bank, Ratnakar Bank, Maruti, P & B, Trust Plutus and Bajaj Capital to name a few. Besides working as a trainer for personal finance, she is also the author of some of the popular educational books like ‘Securities Laws & Compliances’, ‘Easy Approach to Tax Laws’ and ‘Solved Scanner for Direct Taxes’. Numerous contributions have been made by her in the field of finance by writing a range of articles. One can find her articles on common finance portals like paisabazaar, myiris, investmentyogi and thecompletewoman on common topics affecting day to day life of every human. She has been associated with financial markets and has extensive expertise in stock market and financial instruments such as mutual funds, insurance, equities, derivatives. She has trained over a thousand professionals on various topics within personal finance including superannuation planning, finance for non-finance, NPS, mutual funds etc.

Arijit brings a diverse set of experiences to the firm and its portfolio companies, having worked across multiple domains in financial services, health care and retail. His investments at Trifecta Capital span across health care, mobility, education, consumer brands, fintech and B2B services - both e-commerce and SaaS. He loves the journey of building something new, especially in areas where technology can create non-linear value. He is also a foodie as well as a voracious reader interested in philosophy, economics, history and science communication. Further, he is an animal lover who dotes on his pet cat. 13 years of experience as an investor, repeat entrepreneur, senior business leader, strategy consultant, and quant specialist. Previously a founder of a Fintech startup, Tavaga, India’s first goal-based passive investment platform. Led expansion strategy, store performance improvement drives and margin initiatives at Pantaloons as Executive Assistant to the CEO, helping to implement a turnaround in profitability during its turbulent post-acquisition phase. Was a Strategy Consultant at McKinsey, where he served several of India’s largest financial institutions across areas such as driving growth, improving sales and collection force effectiveness, and capital management. Before his MBA, laid the foundations for a sustainable primary health care business, Sugha Vazhvu, which he led as CEO. He also developed models of equity trading liquidity for Lehman Brothers. Portfolio relationships Arzooo, Bank.Open, Bizongo, BharatPe, Box8, Builder.ai Chalo, CueMath, Furlenco, Healthians, Infra.Market, Innoviti, Intello Labs, Kitchens@, KreditBee, Livspace, Loconav, MyGlamm, Nobroker, Plum, Practo, Servify, Sigtuple, THB, Vedantu, Vinculum, Zoomcar Education IIT Bombay (2006) IIM Bangalore (2012)

Has been engaged by SA to build a scalable HY credit business starting with RE Credit & expanding to other synergistic HY ideas. Karthik is a financial services professional with over 22 years of experience across principal investing, funds management, investment banking, corporate finance, assurance and transaction diligence services. Under his stewardship, SA has raised ~INR 11 bn of commitments across its AIF funds for RE credit and has built a strong team and performance track record during perhaps some of the most challenging times for real estate as well as the economy with de– monetization, RERA, GST, NBFC crises and now Covid impact. Prior to SA, worked in senior roles across institutions like Clearwater Capital Partners (a pan Asian special sits manager), Yes Bank, Rabobank, Arthur Andersen, PwC and has helped create profitable businesses and operations of scale in each of his roles.

Nalin Moniz

Nandini Pathak is a Leader in the Investment Funds practice at Nishith Desai Associates and is actively involved in the firm's thought leadership on the venture capital and private equity side. With a strong focus on VC / PE funds, she has advised several international and domestic clients on legal, regulatory and tax issues, fund governance and fund economics best practices and negotiations with various participants at the fund formation stage. She frequently interacts with the securities regulator and custodians. Her expertise includes tax efficient structuring for India focused funds as well as investor negotiations. With her practice base on the fund formation side, she also regularly advises clients on the regulatory front including securities laws and exchange control laws. She believes in thought leadership through knowledge sharing, and frequently authors publicly available analysis on relevant topics in the investment funds industry. Nandini holds a B.A.LL.B. (hons). degree and an LL.M. (in Corporate and Financial Law) degree from Jindal Global Law School and has recently (in 2019) been recognized as a ‘Distinguished Alumni Award for Exemplary Acc

Pranav Pai is the Founding Partner and Chief Investment Officer at 3one4 Capital. He leads investments and portfolio construction at 3one4 Capital. As CIO, he has led over 70 seed and venture capital investments across several investment categories in India and the US. Currently, 3one4 Capital manages over INR 2300 Cr (USD 300 Mn) and its investments include Licious, Open, DarwinBox, BetterPlace, Jupiter, Koo, Dozee, Begin, and Tracxn. 3one4’s investments include YourStory, Licious, OnlineTyari, Faircent, Tracxn, Wigzo, DarwinBox, and Tonetag. By investing on behalf of Mohandas Pai, the private fund has been consistently ranked as one of India's top angel investors. Pranav serves on the boards of and as an advisor to several of the companies in the portfolio. 3one4’s investments include YourStory, Licious, OnlineTyari, Faircent, Tracxn, Wigzo, DarwinBox, and Tonetag. By investing on behalf of Mohandas Pai, the private fund has been consistently ranked as one of India's top angel investors. Pranav serves on the boards of and as an advisor to several of the companies in the portfolio. Pranav received the “35 Under 35” award from Entrepreneur Magazine, India and the “40 Under 40” Alternative Investments Professionals of India award from the Association of International Wealth Management of India (AIWMI) and the Indian Association of Alternative Investment Funds (IAAIF). He was also on the GQ List of 25 Most Influential Young Indians 2020-21. Prior to 3one4 Capital, Pranav was an early employee and Sr.Product Manager at EdCast, an education technology startup in the San Francisco Bay Area. Pranav holds a Master's in Electrical Engineering from Stanford University and a Bachelor's in Electronics and Communications Engineering from RV College, Bangalore.

Shashvat is Investment Director at Aavishkaar Capital, where he is responsible for deal origination and execution, portfolio management and conducting exits. He has 13+ years of experience in technology, corporate banking and early stage investing across South and South-east Asia. At Aavishkaar, he has successfully concluded deals across agri-business, financial inclusion and essential services in India, Indonesia, Bangladesh and Sri Lanka. Prior to Aavishkaar, Shashvat had more than two years of IT product development experience with UBS investment bank in Hong Kong and ~1 year of corporate banking strategy experience with DBS Bank in Mumbai. Shashvat did his Post Graduation in Management from Indian School of Business (India) and holds a B.Tech. degree in Computer Science & Engineering from Indian Institute of Technology, Bombay (India). He has also cleared 2/3 levels of the CFA (Chartered Financial Analyst) Program. At Aavishkaar, he has successfully concluded deals across agri-business, financial inclusion and essential services in India, Indonesia, Bangladesh and Sri Lanka. Prior to Aavishkaar, Shashvat had more than two years of IT product development experience with UBS investment bank in Hong Kong and ~1 year of corporate banking strategy experience with DBS Bank in Mumbai. Shashvat did his Post Graduation in Management from Indian School of Business (India) and holds a B.Tech. degree in Computer Science & Engineering from Indian Institute of Technology, Bombay (India). He has also cleared 2/3 levels of the CFA (Chartered Financial Analyst) Program.

Vineet is the Promoter, Founder and CEO of Vivriti Asset Management Limited, an AMC which was incorporated in 2019. Vineet is also the co-founder of Vivriti Group which was founded in 2017 and comprises of a debt Platform ‘CredAvenue’ along with a NBFC. Conceptualised with a vision to launch 3 dimensional funds; that focus on Risk, Return and Impact, Vivriti AIF manages specific thematic funds in the Fixed Income Asset Management space. Vineet has over 20 years of experience in financial services and is an industry expert in debt capital markets, performing credits, financial inclusion and digital fund management.