Justice (Retd.) A.P. Shah

Justice (Retd.) A.P. Shah retired as Chief Justice of Delhi High Court in 2010. Post that, he was appointed Chairperson of the Broadcasting Content Complaints Council (BCCC). He also served as the Chairman of the Law Commission of India. He is a Member of the Governing Council appointed by the Ministry of Law and Justice for Judicial Reforms. He has been appointed by the Ministry of Finance to chair the Committee on Direct Tax Reforms and for recruiting talent in PSBs. He is a Commissioner in the International Commission of Jurists.

Ashish Kumar Chauhan

Mr. Ashish Kumar Chauhan currently works as the MD and CEO of Bombay Stock Exchange (BSE). He is one of the founders of India’s National Stock Exchange (NSE) where he worked from 1992 to 2000. From 2000 to 2009, he served as the President and Chief Information Officer of Reliance Group and also acted as the CEO of the IPL cricket team Mumbai Indians in its formative years. He is a distinguished visiting professor at Ryerson University, Toronto, Canada.

D.R. Dogra

Mr. D.R. Dogra is MD and CEO of Credit Analysis and Research Ltd. (CARE). He has about 40 years of experience in the areas of banking and credit rating. Several initiatives have been successfully taken under his leadership including setting up of the first credit rating agency in Mauritius, forging ties with other global rating agencies for the creation of ARC Ratings. Under his leadership, CARE has also prepared a dossier on the Indian Economy as well as white papers on the equity and debt markets for the Ministry of Finance.

Shailesh Haribhakti

Mr. Shailesh Haribhakti is the Group Chairman of DH Consultants Pvt. Ltd, a leading domestic accounting and consulting firm. He is a Chartered and Cost Accountant, and a Certified Internal Auditor, Financial Planner and Fraud Examiner. At present, he is also serving as the Chairman of the National Pension System (NPS) Trust, constituted by the Pension Fund Regulatory and Development Authority (PFRDA). Mr. Haribhakti is also a visiting faculty at the Indian Institute of Management (IIM), Ahmedabad.

Vinod Rai

Mr. Vinod Rai served as the 11th Comptroller and Auditor General (CAG) of India. He has also served as Secretary in the Ministry of Finance, where he initiated reforms in the banking, insurance and pensions sector. He has been conferred the Padhma Bhushan, the third highest civilian award by the Government of India in 2016. He has served as a director on the boards of State Bank of India, ICICI Bank, IDBI Bank, Life Insurance Corporation of India, and Infrastructure Development and Finance Company of India. He is currently a Visiting Senior Research Fellow at the Institute of South Asian Studies, National University of Singapore.


The financial plans submitted by Investment Advisers registered with SEBI under the SEBI (Investment Advisers) Regulations, 2013, applying under the category of financial intermediaries would be evaluated holistically by the following leading U.S. based financial planning professionals:

Amy Jo Lauber

Amy Jo Lauber, a buffalo native, started her career in financial services in 1993. She worked as a wealth management consultant for HSBC Bank and as director of financial planning for Harold C. Brown & Co., LLC. She specializes in comprehensive, holistic financial planning on a fee-only basis. Her first book titled “Living Inspired and Financially Empowered: Aligning Our Spiritual and Material Lives” was released in May 2012 and her second book titled “Peace & Abundance: A Workbook- Biblically Based Inspiration for Better Money Management” was released in December 2015.

Deena Katz

Deena Katz is Chair of Florida-based advisory firm Evensky & Katz Wealth Management and an associate professor of personal financial planning at Texas Tech University’s Department of Applied Professional Studies. In 2013, Katz received the Financial Planning Association's Heart of Financial Planning Award. She is the author or co-editor of several books relating to financial planning, has written for several trade publications and was the first female Editor-in-Chief of the trade publication Journal of Retirement Planning.