Financial Planning Standards Board India (FPSB India) Board of Directors
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1 Board of Directors Sr. No. Name Job Title Organization 1. Justice(Retd.) Shri B. N. Srikrishna [Chairman] Former Judge Supreme Court of India 2. Mr. Ranjeet S Mudholkar, CFP CM [Vice Chairman & Chief Executive Officer] Vice Chairman & Chief Executive Officer FPSB India 3. Mr. Cyril Shroff [Director] Managing Partner Cyril Amarchand Mangaldas 4. Mr. Dinesh Khara [Director] Managing Director & CEO 5. Ms. Monika Halan, CFP CM [Director] Editor-Mint Money HT Media Ltd. 6. Mr. N Sivaraman [Director] President & Whole Time Director SBI Funds Management Private Ltd. L&T Finance Holdings Ltd. 7. Mr. Pankaj Mathpal, CFP CM [Director] Managing Director & CEO Optima Money Managers Pvt. Ltd. 8. Mr. Sachindra Nath [Director] Group Chief Executive Officer Religare Enterprises Ltd. 9. Mr. Suresh Mahalingam [Director] Member-Group Management Centre Rajesh Wadhawan Group (Holding entity of DHFL) Financial Planning Standards Board India Board of Directors 1
2 Justice (Retd.) Shri B.N.Srikrishna is an eminent Indian jurist and a former Judge of the Supreme Court. Till recently, he served as the Chairman of Financial Sector Legislative Reforms Commission (FSLRC). He also served as the Chief Justice of the High Court of Kerala and was the chairman of the Sixth Central Pay Commission. Srikrishna also headed the commission of enquiry on the Mumbai riots. Justice(Retd.)Shri B.N.Srikrishna Chairman Mr. Ranjeet S Mudholkar, CFP CM Vice Chairman & CEO Mr. Ranjeet S. Mudholkar is serving as the Vice Chairman and CEO of Financial Planning Standards Board India (FPSB India). In the past ten years, he has led the transformation of FPSB India till date. In 2009, he served as Chairman of the Asia-Pacific Forum, comprising FPSB Affiliates. He also served as a Member of the Nominating Committee for selecting candidates for the 2013 FPSB Global Board of Directors. Besides ensuring that the Vision and Goals of successive Boards are well executed, he has been responsible to ensure the growth of the organisation while keeping all the stakeholders aligned. He is also the Editor of the Financial Planning Journal, a leading monthly periodical for the Financial Planning community in India. Earlier, he has also served as the Director of Symbiosis Institute of Management Studies (SIMS), a premier Business Management School in India, between Mr. Cyril Shroff Mr. Cyril Shroff is serving as a Managing Partner of Cyril Amarchand Mangaldas. With over 25 years of experience in a range of areas, including corporate laws, securities markets, banking, infrastructure and others, Mr. Shroff is regarded and has been consistently rated as India s top corporate, banking and project finance lawyer by several international surveys including Euromoney, Chambers Global, IFLR and Asia Legal 500. He has authored several publications on legal topics besides being a visiting lecturer of securities law at the Government Law College. He is a member of the advisory board of the Centre on Lawyers and the Professional Services Industry, established by the Harvard Law School, and a member of the advisory board of the National Institute of Securities Markets (NISM). Mr. Shroff was admitted to the Bar Council in 1982 after receiving his BA and LLB degrees from the Government Law College in Mumbai. He has been a solicitor at the Bombay High Court since Financial Planning Standards Board India Board of Directors 2
3 Mr. Dinesh Khara Mr. Dinesh Khara assumed office of Managing Director & CEO of SBI Funds Management Pvt. Ltd. in November Prior to joining SBI Funds Management Pvt. Ltd., Mr. Khara has worked for over 29 years in State Bank of India in various assignments. In his previous assignment, Mr. Khara was Chief General Manager, Bhopal Circle overseeing the Bank s Retail Network spread over the State of Madhya Pradesh and Chattisgarh. He was also posted in Bank s Chicago branch for about 4 ½ years as Vice President (Personal Banking). He also worked as General Manager, Subsidiaries in SBI Corporate Centre overseeing the functioning of Bank s Non Banking Companies and was actively associated with the mergers of two Associate Banks in SBI. Mr. Khara is an MBA from Faculty of Management Studies, Delhi University and also holds the CAIIB qualification. Ms. Monika Halan, CFP CM Ms Monika Halan is Editor of Mint Money and part of the leadership team at Mint, India s second largest business newspaper that has an exclusive partnership with the Wall Street Journal. She is a reputed media personality, known for her expertise in personal finance. She is a Yale World Fellow which is Yale University s signature global leadership development initiative. In her previous assignment, she was the Editor of Outlook Money, India s largest personal finance magazine. She has also worked with the government as Advisor to the Swarup Committee. An alumnus of Delhi School of Economics, Shri Ram College of Commerce and Cardiff University, she wrote her first book, Seven Steps to Financial Freedom, in Mr. N. Sivaraman Mr. N. Sivaraman is President and Wholetime Director at L&T Finance Holdings. He is serving at L&T for the last 28 years. Over the period, he has been involved in all aspects of finance and accounts, mergers and acquisitions and investor relations. He is responsible for and oversees the following entities L&T Finance Limited, L&T Infrastructure Finance Company Limited, L&T Investment Management Limited and L&T General Insurance Company Limited. During his career at L&T, Mr. Sivaraman has played a key role in structuring the demerger of the cement business of L&T and inducting private equity investors in L&T Infrastructure Development Projects Limited. He is a Chartered Accountant and is a fellow member of the Institute of Chartered Accountants of India. Financial Planning Standards Board India Board of Directors 3
4 Mr. Pankaj Mathpal, CFP CM Mr. Pankaj Mathpal has over 20 years of work experience in Marketing, Financial Planning & Education. He practices in the area of personal finance and is actively involved in education and trainings. He is a prominent face in media and regularly appears on various business channels like CNBC TV18, CNBC Awaaz, Bloomberg, NDTV Profit, ET Now, Doordarshan & Zee Business. Also, he has authored several articles on the subject related to personal finance. Mr. Mathpal is a post graduate in Management and Fellow of American Academy of Financial Management, USA. He is Certified Financial Planner CFP CM from Financial Planning Standards Board India, Chartered Wealth Manager (CWM ) from American Academy of Financial Management, USA, Certified International Wealth Manager (CIWM ) from Association of International Wealth Management, Switzerland and Certified Personal Financial Advisor (CPFA) from National Institute of securities Market. He is a member of Knowledge Management Development Committee of Financial Planning Standards Board India (FPSB India). Mr. Suresh Mahalingam Mr. Suresh Mahalingam is the Member - Group Management Centre at Wadhawan Global Capital Pvt Ltd, Hold Company of Dewan Housing Finance Corporation Limited. He has earlier served at Tata AIA Life Insurance Company Limited as Managing Director and also at HDFC Standard Life as General Manager Marketing. He has been serving the Life Insurance industry in various capacities besides heading a task force of Bombay Chamber of Commerce. His initiatives have helped in building sector specific consensus and network in order to address relevant issues that arise in the path of promoting and percolating insurance amongst the masses. With more than two decades of experience in the insurance sector, his competence & qualifications would help understand the channelization of efforts in synchronizing the distribution strategies in tune with the changing regulatory environment. Financial Planning Standards Board India Board of Directors 4
5 Mr. Sachindra Nath Mr. Shachindra Nath leads the entire integrated financial services business of the Religare Group. Religare s financial services bouquet spans across SME focused lending, Retail Broking, Life Insurance, Health Insurance, Mutual Fund, Global Capital Markets, Investment Banking and Global Asset Management. As one of the key founding team members at Religare, Shachindra has been the core pillar of Religare s successful growth journey in the last 14 years. He joined Religare in the year Under his leadership, Religare has grown from a mono line broking led business to a diversified financial services major. Some of his achievements include successfully leading the IPO process for Religare in 2007, establishing new businesses, stitching together successful joint ventures and partnerships for the group. He is also the chief architect for Religare s unique multi boutique alternative focused Global Asset Management Platform (with an AUM of over 20 BN USD). Under his leadership, Religare has transitioned into a performance orientated, bottom line focused organization and has evolved from an investment phase company to a growth oriented company, ready to capture growth opportunities on a self-sustaining basis. Over the years he has also successfully guided other promoter group businesses across diversified categories such as Healthcare, Global IT, Wellness retail, Diagnostics etc on key strategic issues. Shachindra is a qualified lawyer and is a University Rank holder from the Banaras Hindu University (India). Financial Planning Standards Board India Board of Directors 5
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Board of Directors 2014 2015 Sr. No. Name Job Title Organization 1 Justice (Retd.) Shri B.N.Srikrishna [Chairman] Former Judge Former Judge - Supreme Court of India, and Former Chairman - Financial Sector
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