Women & Gen Z Wealth Summit 2026
Felicitating Women MFDs and welcoming Gen Z MFDs to a powerful celebration of growth and leadership.
Join us for a day filled with impactful conversations, inspiring stories, and practical insights on wealth creation.
10th January 2026
9:30 AM – 6:30 PM
BSE International Convention Hall
Why This Summit Matters
Discover the insights & opportunities you will gain by this summit.
Expert Wealth Insights
Learn practical investment strategies from India’s top CEOs and fund leaders. Get clarity on how to grow and manage your wealth confidently.
Future-Ready Financial Skills
Understand the latest trends shaping India’s financial landscape. Upgrade your knowledge with actionable, easy-to-apply frameworks.
Network With Leaders
Connect with women entrepreneurs, Gen Z professionals, and industry experts. Build meaningful relationships that support your financial journey.
Who Should Attend
Mutual Fund Distributors & Financial Advisors
Gen Z MFDs & Financial Advisors
Speakers
Speakers
Meet Industry Experts
Madhu Lunawat
Founder, MD & CEO, The Wealth Company Mutual Fund
Brings exceptional expertise in capital markets and asset management. Under her leadership, the firm prioritizes disciplined investing, rigorous research, and long-term value creation for its investors.
A. Balasubramanian
MD & CEO, Aditya Birla Sun Life AMC Limited
He is a distinguished industry veteran with over three decades of experience as a portfolio manager in both fixed income and equity. He leads Aditya Birla Sun Life AMC with deep strategic insight and commitment.
Mohit Bhatia
CEO, Bank of India Investment Managers Pvt. Ltd.
He is an experienced leader with 30+ years across mutual funds, asset management, banking, and wealth management. He has driven business growth, built strong teams, and led key digital initiatives.
Aparna Shanker
CIO Equity The Wealth Company Mutual Fund
With 30+ years in equity investing, Aparna Shanker brings disciplined research and fundamentals-driven investing to The Wealth Company, building resilient, long-term portfolios that help investors stay focused
Seemant Shukla
CEO – Quantum AMC
He is a BFSI veteran with 24+ years of experience across banking, insurance, wealth, AMC and distribution. Multi-channel leader across branch, digital and IFA/MFD. Ex-ICICI, Reliance, Edelweiss, JM Financial & Quantum AMC.
Suranjana Borthakur
Head of Distribution & Strategic Alliance
Sales and Business Development leader with 17 years in BFSI, heading distribution at Mirae Asset. Proven track record in driving revenue, building strategic alliances, and achieving business growth.
Kailash Kulkarni
CEO of HSBC Mutual Fund
He has 32 years of experience across BFSI, leading key business functions and driving growth. Former AMFI board member and SEBI committee member, passionate about travel and adventure.
Sunil Subramaniam
CEO Sense & Simplicity
Financial services veteran with 40 years across MNCs, public and private sectors, retired MD of Sundaram Mutual. Award-winning leader, academic advisor, and creator of the Sense and Simplicity YouTube channel.
Raghav Iyengar
CEO of 360 ONE Asset
Brings 30+ years of financial services experience. He drives the firm's strategy, growth, and market presence, working closely with investment teams and leading key business, product, and distribution initiatives.
D P Singh
DMD & Joint CEO, SBI Mutual Fund
He brings over 30 years of experience in banking and financial services and has been with SBI Funds Management since 1998. As DMD & Chief Business Officer, he leads key segments and has handled diverse roles
Kalpen Parekh
MD & CEO at DSP Asset Managers Pvt. Ltd.
With 27+ years in investment management, Kalpen has led major AMCs and guided investors across asset classes. An engineer and MBA in Finance, he believes markets are cyclical and urges disciplined, bias-free investing.
Dr. K S Rao
Executive Director @ AAFM®
He has 30+ years in India’s mutual fund industry, leading financial literacy initiatives, upskilling 100,000+ MFDs, shaping “Mutual Fund Sahi Hai,” and working to build a financially empowered Bharat.
Krishna Sanghavi
Chief Investment Officer - Equities, Mahindra Manulife Investment Management
He is an ICWA and MMS (Finance) with 29+ years of experience, including 16+ years in Mutual Funds and 8 years in Life Insurance. He led equity portfolios at Canara Robeco, Kotak AMC, and Aviva Life.
Limesh Parekh
CEO and MD, Enjay It Solutions Ltd. (Sanchay CRM)
He is a business leader with 26+ years in the IT industry and the creator of India’s fastest-growing CRM for MFDs and IFAs. Author of Cracking the CRM Code, he helps business owners and sales teams scale with clarity and consistency.
Program Overview
A concise overview of the key topics & strategic insights to be addressed.
Sponsor
Sponsor
Summit Sponsoring Partners
Advisors
Welcome on our
Advisory Board
Choose Your Payment Option
Select your preferred participation plan and complete your registration for the Mumbai Event and upcoming GB2GB gatherings.
Plan A
- Entry to Women & Gen Z Wealth Summit 2026 (Mumbai)
- Access to Networking Sessions
Plan B
- Entry to Women & Gen Z Wealth Summit 2026 (Mumbai)
- Access to Networking Sessions
- Next 2 Events Passes
- GB2GB Membership Benefits
Venue
How to reach
Direction to the Venue
REACH US
Get Direction the Event Hall
BSE International Convention Hall
BSE International Convention Hall
1st Floor, Phiroze Jeejeebhoy Towers, BSE, Dalal St, Fort, Mumbai, Maharashtra 400001
Reserve Your Seat Today
Join us for a practical session designed to help you build a system that supports your growth.
