Hyderabad: FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd., hosted a day-long dialogue titled ‘Shaping Tomorrow: Building Practice Growth and Entrepreneurial Pathways for Certified Financial Planning Professionals’ in Hyderabad recently.
The conclave saw CFP professionals, leaders, educators and practitioners from across India’s financial services ecosystem deliberating on emerging opportunities in the financial planning landscape.
The event featured interactive workshops, case studies and panel sessions aimed at fostering dialogue on skill development, ethics and client-centric innovation within the financial planning profession.
Speaking about India’s emerging leadership in financial planning, Dante De Gori, CEO, FPSB International (FPSB Ltd.), said: “India is rapidly emerging as a hub of financial planning talent and innovation. By encouraging professionals to explore new pathways for practice growth and entrepreneurship, FPSB India is contributing to the broader goal of developing a strong, trusted community of financial planners who can serve clients with excellence and integrity.”
The event featured distinguished leaders from across the financial services industry.
The keynote address was delivered by A. Balasubramanian, Managing Director and CEO of Aditya Birla Sun Life Mutual Fund, who set the tone for the day with an insightful session on “Rising Bharat: Charting a Bold Economic Future.”
In his address, Balasubramanian highlighted India’s defining moment in its economic journey — one that is stable, reform-driven and poised for sustained long-term growth.
He noted the steady compounding of household wealth and a transformational shift in investor behaviour, as individuals increasingly move from traditional saving habits to informed, diversified investment choices.
This evolution, he emphasised, underscored the growing importance of financial planning and advisory services in empowering people to make thoughtful, goal-oriented financial decisions.
A fireside chat on “Best Practices and Growth Mantras for Financial Planning Professionals” featured Dr. Ritwik Mishra, Chief Client Officer, Knolskape, Ashish Modani, CEO and Founder, SLA Finserv, and Teena Rawal, Head of Business Development, FPSB India.
The sessions focused on compliance frameworks, fintech convergence and key insights for professional practice.
A panel discussion on ‘Integrating Health and Financial Wellbeing’ brought together Arun Thukral, Professor of Practice, K J Somaiya Institute of Management, Preeti D’Silva, Regional Head – West, Aon Risk Insurance Brokers Ltd., Maj. Hemendra Kumar Singh, Corporate Vice-President, Defence Affinity Business, Axis Max Life, Akhil Chaturvedi, MD and CBO, Motilal Oswal AMC, and Nisha Sanghavi, co-founder at Promore Fintech Pvt. Ltd.
Speaking at the event, Chandrakant Sureka, CEO (Interim), FPSB India, said, “As the financial ecosystem evolves, FPSB is focusing on strengthening the professional capabilities of financial planners and aligning practices with global standards. We continue to encourage financial professionals to combine technical expertise with ethical integrity and client empathy.”
The conclave culminated with the FPSB India Awards, which recognised achievements by students, educators and professionals.
The conclave concluded with a shared commitment among participants to further collaboration, enhance financial education, and uphold professional standards that strengthen India’s position in the global financial planning community.
About FPSB India
FPSB India is a major financial planning body in India dedicated to establishing, upholding, and promoting professional standards in financial planning throughout India.
FPSB India offers the globally recognised CFP® certification, which aims at excellence in financial planning through rigorous competency and ethical standards.
It is home to over 3,200 CFP professionals in India and part of a global network of organizations representing more than 230,648 CFP professionals worldwide.
