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.

Prashant Saran

Prashant Saran Prashant Saran has been a financial sector regulator for over three decades. He served as a Whole Time Member of the Securities and Exchange Board of India from 2009-16 where he was deeply involved in issues pertaining to Investor Education and Investor Protection. He has been instrumental in carrying out far reaching reforms in Primary Markets and Mutual Funds. He is credited with formulation and acceptance of National Strategy for Financial Education. Earlier, in his tenure as Chief General Manager In-charge with the Reserve Bank of India where he headed the Department of Banking Operations and Development, he was responsible for regulating commercial banks. In his tenure as banking regulator, he oversaw the process of implementation of Basel 2 and took the initiative in establishing a modern anti-money laundering regime as well as a system of disseminating credit information. Currently he is engaged in areas of corporate governance and financial education. He possesses a Master’s Degree in Physics from Panjab University, Chandigarh.

Rajesh Mokashi

Rajesh Mokashi Rajesh Mokashi is currently the Managing Director & CEO of Credit Analysis & Research Ltd. (CARE Ratings), a premier credit rating agency in India and also Director in CARE's subsidiary companies viz. CARE Ratings (Africa) Pvt. Ltd. And CARE Kalypto Risk Technologies and Advisory Services Pvt. Ltd. He has over 30 years’ experience and worked with Otis Elevator Company India Ltd, DSP Financial Consultants Ltd. and Kotak Mahindra Finance Ltd before joining CARE. He has worked in diverse areas in ratings such as rating operations, criteria development, business development, disinvestment advisory services, international ventures, regulatory compliance, human resources management, information technology etc. He holds a Masters Degree in Management from NMIMS and is a Graduate in Mechanical engineering from VJTI, Mumbai University. He has also completed CFA programme both from the CFA Institute, USA and ICFAI Hyderabad. He has also attended specialized course in Risk Management from the Stern School of Business, New York University, USA. He is an avid reader and has been a guest faculty at several national level institutions on topics related to risk management.

Dr. Rajiv Kumar

Dr. Rajiv Kumar, a well-known Indian economist, is the author of several books on the Indian economy and India's national security and one of the country's leading columnists. He is a Senior Fellow, at the Center for Policy Research, (Delhi) and Chancellor of the Gokhale Institute of Economics and Politics (A Deemed University, Pune). He is also the Founding Director of Pahle India Foundation, a non-profit research organization that specializes in policy research and analysis. He presently serves on the Board of Management of King Abdullah Petroleum Studies and Research Center, Riyadh; Institute of Human Development, Delhi and Giri Institute of Development Studies, Lucknow. He is a Government of India nominee on the Boards of, Economic Research Institute for ASEAN and Asia, Jakarta; Central Board of the State Bank of India, Mumbai and Indian Institute of Foreign Trade, Delhi. He was Secretary General of the Federation of Indian Chambers of Commerce and Industry (FICCI, 2010-2012). He has a D.Phil. in Economics from Oxford University and a Ph.D from Lucknow University.

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.

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.