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Leadership Excellence Initiative

Project Information

  • Client:Money9
  • Date:Feb 14, 2024
  • Author: Ruchika
  • Place: Mumbai

Leadership Excellence Initiative

Leaders and experts will share insights on various aspects of personal finance, financial inclusion, and investment strategies during the summit. An enriching event for all participants

Money9 Financial Freedom Summit 2024 an event that aims to address various aspects of personal finance.   

Topics Covered:

  • The summit provides a platform where experts will answer questions related to:
    • Earnings: How people earn money.
    • Expenses: Managing spending.
    • Investments: Making informed investment decisions.
    • Savings: Strategies for saving money.
    • Insurance: Understanding insurance options.


  • The summit aims to empower individuals with knowledge and insights to achieve financial independence.


 Here are some of the key speakers who addressed  the summit:
- Anupriya Patel (Minister of State for Commerce):
   - Inaugural Address: "Re-imagining Financial Inclusion."
- Radhika Gupta (MD & CEO, Edelweiss AMC):
   - Special Address: "Insured Bharat: How to achieve Insurance for All by 2047?"
- Subhrajit Mukhopadhyay (ED, Edelweiss Tokio Life), Venkatesh Naidu (CEO, Bajaj Capital Insurance), Harsh Roongta (Certified Financial Planner), and Priya Deshmukh Gilbile (COO, Manipal Cigna Health Insurance):
   - Panel Discussion: "Secured Bharat: How to Boost India's Financial Savings."
- Saugata Bhattacharya (EVP & Chief Economist, Axis Bank), Siddhartha Sanyal (Chief Economist & Head Research, Bandhan Bank), Rajani Sinha (Chief Economist, CareEdge), and Atul Joshi (MD & CEO, Oyster Capital):
   - Panel Discussion: "How to ensure Financial security via Financial markets."
- Nilesh Shah (Group President & MD, Kotak Mahindra AMC):
- D.P. Singh (Deputy MD, SBI Mutual Funds):
   - Fire Side Chat: "Invest Bharat: What is next for mutual funds."
- Sandeep Bagla (CEO, Trust MF), Hemant Rustagi (CEO, Wiseinvest), and Aashwin Dugal (Co-CBO, Nippon India MF):
   - Panel Discussion: "Fintech Bharat: Can Fintech drive much-needed financial inclusion?"
- Mohit Gang (Co-Founder & CEO, Moneyfront), Varun Chopra (Co-Founder & CEO, Eduvanz), Pankaj Bansal (CBO, Bank Bazaar), and Shachindra Nath (Vice Chairman & MD, UGRO Capital):
   - Panel Discussion: "How to enhance trust of small investors on Indian Stock Equity Market?"
- Dipan Mehta (Founder, Elixir Equities & Member of BSE, NSE, CDSL):
   - Valedictory Address.
- Devendra Fadnavis (Deputy Chief Minister, Maharashtra):
   - Valedictory Address.


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