The Fintellect at FPSB India Summit 2.0 – Reimagining the Future of Financial Planning in the New Bharat

We are proud to share that Mr. Shiv Raj Singh, CFP®, Designated Partner, represented Fintellect Intelligent Financial Services at the FPSB India Summit 2.0, held on 7th April 2025 at K J Somaiya Institute of Management, Mumbai. The summit brought together global and Indian thought leaders to reimagine the future of financial planning in the New Bharat. It was an inspiring confluence of ideas and insights led by Mr. Dante De Gori, CFP®, Global CEO of FPSB Ltd., and Mr. Krishan Mishra, CEO of FPSB India, along with several industry veterans, policymakers, and educators. Mr. Shiv Raj marked a remarkable presence with a thought-provoking question during one of the key panel discussions, which explored how financial planning is evolving to meet the aspirations of a changing India. He asked about the impact of the tariff war started by the USA on the global financial world and its effect on the world’s supply chain, especially China’s. The question was duly addressed by Mr. Ajit Menon, CEO, PGIM India Mutual Fund, followed by insights from Mr. Prashant Jain, Founder & CIO, 3P Investment Managers (former CIO, HDFC Mutual Fund). A special highlight was his warm and insightful interaction with Mr. Dante De Gori, along with the opportunity to engage with Mr. Krishan Mishra. These interactions took place in the esteemed presence of Ms. Amisha Sethi, Sr. VP – Policy & Communication, FPSB India, and Ms. Lushika Sahu, Sr. Manager – Partner Success & Business Strategy, FPSB India. The summit also served as a powerful networking platform where Mr. Singh connected with fellow CFP® professionals, dignitaries from K J Somaiya Institute, and other passionate contributors to the financial planning ecosystem. At The Fintellect, we are committed to contributing to such transformative platforms that shape the financial planning profession in India and across the globe.