ARVIND A. RAO

Founder of Dreamz Infinite Financial Planners, a fee‐based independent financial planning institution, has over 5 years of experience in the field of financial services. Prior to this has worked with UTI Asset Management Company Private Limited and Deloitte Haskins and Sells. Currently working as ‘Chief Planner’ with Dreamz Infinite Financial Planners which is strongly spreading the fee based financial planning practice and making in‐roads in client servicing in various areas ranging from investment planning, tax planning to cash flow planning as per the global standards for financial planning .

• A Chartered Accountant, Certified Financial PlannerCM and Certified Financial Manager by qualification, he has special expertise in strategic financial planning and tax planning.
• Delivered presentations on financial planning subjects at various forums such as Principal Mutual Fund, Bajaj Capital and the Society of Financial Planners.
• Regularly contributes research articles to various media like ‘DNA Money’, ‘The Week’, and ‘The Informed Investor’ among others.
• Empanelled as an Expert with leading portals like www.arthamoney.com and www.window2india.com.

JAGDISH BHATT

Have 18 years of specialized experience in marketing, distribution, sales, public relations,product planning, investors/client servicing and back-office functions of financial products,especially insurance - both Life & Non-Life and mutual funds

• Well acquainted with all aspects of insurance – pre-underwriting (risk inspections, gap analysis,pricing, terms, etc.); underwriting (negotiating terms with insurers, presenting & finalizing terms with clients, placing with insurer, arranging proper documentation of proposals, etc.); post underwriting(policy issuance, on-going services, claims settlement, renewals, etc.)
• Extensive product knowledge in both Life & Non-Life segments, acquired through professional qualifications, training & practical experience
• Faculty for insurance (both Life & Non-Life) in various institutes

Educational:

• Bachelor of Arts (economics, public administration, political science), Osmania University

Professional:

• Certified Financial Planner CM (CFPCM) from Financial Planning Standard Board India
• Associate of Insurance Institute of India (A.I.I.I.), Insurance Institute of India
• Insurance Brokers Examination (Composite Broker), National Insurance Academy
• AMFI Certified & Registered
• Investment Management Course, NMIMS

Author:

• Article on Financial Planning published in DNA Money
• Article on ‘Risk Management in the Insurance Sector in India vis-à-vis International practices’ published in ‘Riskurrent’ a publication of Riskraft Consulting Ltd., part of FT (MCX) group

NAVIN FERNANDEZ

Certified Financial PlannerCM

• Industry Experience for more than 25 years, in capital market.
• Former faculty of MBA(Finance) at Manipal University.

ASHOK MANSUKHANI

Certified Financial Planner ^CM
15 years of work experience in financial markets.

WILSON NADAR

MBA in Finance
Inhouse Faculty having teaching experience of more than 3 years in Finance Stream

AMEYA JOSHI

Certified Financial Planner
Inhouse Trainee having teaching experience of more than 3 years in Financial Industry