Page 51 - Banking Finance November 2024

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deeply with the audience, reinforcing the idea that every to safer options. This session provided attendees with
setback holds the potential for future success. valuable techniques to maximize portfolio returns while
managing risk.
7. FFF Achievers Awards
The day concluded with the FFF Achievers Awards, 4. Quant Investing and Growth Investing
recognizing outstanding wealth managers and financial Back-to-back sessions led by Sandeep Tandon, MD &
professionals for their exceptional contributions. CEO of Quant MF, and Neelesh Surana, CIO of Mirae
Awardees were celebrated for their ability to guide clients Asset AMC, introduced attendees to quantitative and
through complex financial journeys, achieving remarkable growth investment strategies. Tandon explored the
success in wealth management. This event underscored potential of quant investing, which uses data-driven
the conference's theme of resilience and focus, honoring models to identify trends and make investment decisions
those who have demonstrated excellence in fostering with a high degree of precision. Surana then discussed
client trust and long-term financial security. growth investing, focusing on identifying stocks with strong
growth potential. Both sessions gave attendees practical
Day 2: September 28, 2024 - Focus on
insights into innovative approaches for optimizing their
Diversification, Incremental Gains, and
portfolios, highlighting the complementary roles of quant
Awards and growth strategies in achieving robust returns.
1. Yoga and Meditation 5. Negotiation: A Guiding Force for Success
The day began with a refreshing yoga and meditation Dr. Samish Dalal from SP Jain School of Global
session led by Sushma K Jain. Attendees engaged in Management conducted an interactive session on
guided exercises designed to foster mindfulness and negotiation, an essential skill in the financial sector. Dalal
prepare them mentally and physically for a day of discussed effective negotiation tactics, such as
learning. The session set a calm yet focused tone, understanding stakeholders' needs, building rapport, and
enabling participants to approach the day's discussions strategically framing proposals. Through role-playing
with clarity and energy. exercises, attendees practiced these techniques, equipping
2. Panel Discussion with MFD Achievers themselves with skills to achieve successful outcomes in
Aashish P Sommaiyaa moderated an engaging session high-stakes negotiations. The session empowered
with some of the most accomplished Mutual Fund attendees to approach negotiations with confidence,
Distributors (MFDs) in the industry, including Janak D whether with clients, partners, or regulatory bodies.
Shah, Ashish Modani, and Saibal Biswas. These leaders 6. Wealth Creation Strategies with a One-
shared their success stories, highlighting strategies for Pointed Focus
sustaining growth in a competitive market. The discussion A panel led by Ganesh Mohan of Bajaj Finserv AMC
underscored the importance of client relationships, discussed wealth creation through focused investment
adaptability, and strategic diversification, providing strategies. Expert panelists, including Venugopal Manghat
attendees with actionable insights to replicate these (HSBC AMC), Anand Radhakrishnan (Sundaram AMC),
successes in their own practices. and Mohit Bhatia (Bank of India AMC), contributed
3. How Important is SELL Discipline? insights on identifying high-potential assets and
Ajay Sharma delivered a powerful session on the maintaining long-term investment focus despite market
distractions. The session emphasized disciplined, one-
importance of "SELL Discipline" in investment
pointed investing as a way to achieve steady wealth
management. Sharma emphasized the need for a
accumulation, with panelists providing valuable
structured approach to selling assets, encouraging
investors to identify potential red flags early. By using perspectives on navigating market fluctuations while
remaining committed to growth goals.
case studies, he demonstrated how disciplined exits can
protect gains and minimize risks, underscoring the value 7. Awards and Gala Evening
of knowing when to transition from high-performing assets The day concluded with the FFF ET Most Influential VC

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