If money is your hope for independence you will never have it. The only real security that a man will have in this world is a reserve of knowledge, experience, and ability.
Charter Members
| Aditya Birla Money Mart Limited | Mr. Pankaj Razdan Deputy CEO - Financial Services |
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| Alliance Bernstein | Mr. Shailesh Haribhakti Representative |
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| ASK Wealth Advisors Private Limited | Mr. Rajesh Saluja CEO & Managing Partner |
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| Axis Bank Limited | Ms. Sonu Bhasin President Retail Financial Services |
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| Bajaj Capital Limited | Mr. Rajiv Deep Bajaj Vice Chairman & Managing Director |
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| Barclays Bank PLC | Mr. Satya Narayan Bansal CEO - Barclays Wealth |
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| Birla Sun Life Insurance Company Limited | Mr. Ajay Srinivasan Chief Executive Financial Services |
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| BNP Paribas (SA) | Mr. Sharad Sharma Country Head- Wealth Management |
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| Citibank N.A | Mr. Sourabh Kumar Country Investments and Insurance Director |
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| Daiwa Asset Management (I) Pvt. Ltd. | Mr. Piyush Surana Chief Executive Officer |
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| Destimoney Securities Private Limited | Mr. Sudip Bandyopadhyay President |
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| Deutsche Bank AG | Mr. Ajay Bagga Head & MD of Private Wealth Mgmt. |
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| Dhanlaxmi Bank | Mr. Amitabh Chaturvedi Managing Director & CEO |
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| Dynamic Equities Private Limited | Mr. Shailesh Saraf Managing Director |
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| Edelweiss Capital Limited | Mr. Vikaas M Sachdeva Chief Executive Officer |
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| FIL Fund Management Private Limited | Mr. Suraj Kaeley Director - Sales & Product Development |
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| FPI Padmakshi Financial Planning & Wealth Management | Mr. Yvo Metzelaar | |
| DirectorMr. Vivek Kudva MD India & CEEMEA |
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| Franklin Templeton Asset Management (India) Private Limited | ||
| Geojit BNP Paribas Financial Services Limited | Mr. C.J. George Managing Director |
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| HDFC Asset Management Company Limited | Mr. Milind Barve Managing Director & CEO |
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| HSBC Limited | Mr. Gannesh Bharadhwaj Head Wealth Management Personal Financial Services India |
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| ICICI Bank Limited | Dr. G Ramachandran Head Global Research Group |
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| ICICI Prudential Asset Management Company Limited | Mr. Nimesh Shah Managing Director |
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| ICICI Prudential Life Insurance Company Limited | Mr. Tarun Chugh Chief – Alternate Distribution |
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| ICICI Securities Limited | Mr. Anup Bagchi Executive Director |
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| ING Financial Services Private Limited | Mr. Navin Suri Managing Director & CEO |
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| Karvy Stock Broking Limited | Mr. Hrishikesh Parandekar Chief Executive - Wealth Management |
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| Kotak Mahindra Bank Limited | Mr. C. Jayaram Executive Director |
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| KZen Equities Services Private Limited | Mr. Rahul Patel Managing Director & Partner |
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| L&T General Insurance Company Limited | Mr. Joydeep Roy Chief Executive |
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| L&T Mutual Fund | Mr. Sanjay Sinha Chief Executive Officer |
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| Life Insurance Corporation of India | Mr. Arvind Swaroop Secretary, Field Personnel Training |
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| Mirae Asset Global Investments (I) Private Ltd | Mr. Arindam Ghosh Chief Executive Officer |
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| MetLife India Insurance Company Limited | Mr. Rajesh Relan Managing Director |
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| Motilal Oswal Securities Limited | Mr. Manish Shah Associate Director - Business Strategy and New Initiatives |
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| Networth Stock Broking Limited | Mr. Girish Dev Chief Executive Officer |
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| Principal PNB AMC Private Limited | Mr. Rajan Ghotgalkar Managing Director |
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| Reliance Capital Asset Management Limited | Mr. Sundeep Sikka President & CEO |
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| Reliance Life Insurance Company Limited | Mr. Malay GhoshPresident | |
| Reliance Securities Limited | Mr. Vikrant Gugnani Executive Director |
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| Religare Enterprises Limited | Mr. Sunil Godhwani Chairman & Managing Director |
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| SBI Funds Management Private Limited | Mr. Achal Kumar Gupta Managing Director |
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| SBI Life Insurance Company Limited | Mr. MN Rao Managing Director & CEO |
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| SKP Securities Limited | Mr. Naresh Pachisia Managing Director |
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| State Bank of India | Mr. V Murali General Manager (New Businesses) |
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| Standard Chartered Bank | Mr. Vishal Kapoor Head Relationship Management - Pvt. Bank India |
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| TATA AIG Life Insurance Company Limited | Mr. Suresh Mahalingam Managing Director |
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| TATA Asset Management Limited | Mr. Sanjay Sachdev President & Chief Executive Officer |
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| UTI AMC Limited | Mr. Debashish Mohanty Country Head – Retail Sales |
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| World Gold Council | Mr. Ajay Mitra Managing Director |
CALENDAR
December 10
CFA level 1
December 12
CFP through Challenge Status Mode
October 27
CFP through distance mode, cfp through correspondance mode
January 10
Opportunities in Financial Planning for Mutual Fund Agents
April 09
SCHEDULE OF DADAR BRANCH
CFA level 1
December 12
CFP through Challenge Status Mode
October 27
CFP through distance mode, cfp through correspondance mode
January 10
Opportunities in Financial Planning for Mutual Fund Agents
April 09
SCHEDULE OF DADAR BRANCH
| Course Category | Basic Course |
| Course Name | CFA |
| Courses Code | CFA (Chartered financial analyst) |
| Event Title | CFA level 1 |
| No. of Days | Saturday & Sunday |
| Timing | 2-5 |
| Start Date | 10/12/2011 |
| End Date | 12/03/2012 |
| Course Category | Basic Course |
| Course Name | Challenge Status CFP Program |
| Courses Code | Challenge Status programme of CFPCM |
| Event Title | CFP through Challenge Status Mode |
| No. of Days | Saturday & Sunday |
| Timing | 2-5 & 11-2 |
| Start Date | 12/12/2011 |
| End Date | 12/04/2012 |
| Course Category | Basic Course |
| Course Name | CFP Program (Distance Mode) |
| Courses Code | CFP Program (Distance mode) |
| Event Title | CFP through distance mode, cfp through correspondance mode |
| No. of Days | 1 year |
| Timing | 1 year |
| Start Date | 27/10/2011 |
| End Date | 28/10/2012 |
| Course Category | Basic Course |
| Course Name | CFP |
| Courses Code | Orientation for Mutual fund agents for CFP course |
| Event Title | Opportunities in Financial Planning for Mutual Fund Agents |
| No. of Days | Saturday & Sunday |
| Timing | 8 months |
| Start Date | 10/01/2012 |
| End Date | 10/01/2012 |
| Course Category | Basic Course |
| Course Name | CFP |
| Courses Code | Regular Batch for CFP course |
| Event Title | SCHEDULE OF DADAR BRANCH |
| No. of Days | Saturday & Sunday |
| Timing | 2-5 & 11-2 |
| Start Date | 09/04/2011 |
| End Date | 09/12/2011 |
CORPORATE SOLUTIONS
SMILE offers host of service and programs to Corporates in the area of AMCs, Insurance Cos., Banks, and Brokers. To know more please submit your Email ID.