• Arun Thukral, CFP®, (Mumbai) a startup investor/advisor and BFSI consultant, formerly the managing director and CEO of Axis Securities Limited.
  • B. Srinivasan, CFP®, (Bengaluru) an entrepreneur, director of Shree Sidvin Group and founder president of the nonprofit Council of Financial Planners (COFP).
  • D.V. Suresh, CFP®, (Hyderabad) founder of DVS Associates Pvt. Ltd., a financial planning practice advocating sound financial health for all.
  • Kavita Devi, CFP®, (Nashik) a CTEP Inheritance Planner and Registered Life Planner.
  • Naresh Pachisia, CFP®, (Kolkata) founder and managing director of SKP Securities Ltd., Eastern India’s leading boutique investment banker.
  • Renu Maheshwari, CFP®, (Chennai) co-founder of Finscholarz, providing fee-only financial planning and portfolio management services, and the first individual SEBI Registered Investment Adviser (RIA) in Tamil Nadu.
  • Col. Sanjeev Govila (Retd), CFP®, (Delhi) an individual SEBI RIA, founder and CEO of Hum Fauji Initiatives, a company dedicated to armed forces officers and their families.