Financial Planning Standards Board India (FPSB India) Board of Directors

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1 Board of Directors Sr. No. Name Job Title Organization Mr. Dhirendra Swarup [Chairman] Mr. Ranjeet S Mudholkar, CFP CM [Vice Chairman & Chief Executive Officer] Former Member Convenor Vice Chairman & 3. Mr. Cyril Shroff [Member] Managing Partner 4. Mr. Deepak Chatterjee [Member] 5. Dr. K.P. Krishnan [Member] 6. Mr. Milind Barve [Member] 7. Ms. Monika Halan, CFP CM [Member] Managing Director & Principal Secretary (Coordination) Managing Director & Editor-Mint Money Financial Sector Legislative Reforms Commission (FSLRC) FPSB India Amarchand & Mangaldas & Suresh A Shroff & Co. SBI Funds Management Private Ltd. Department of Personnel & Administrative Reforms (DPAR), Govt. of Karnataka HDFC AMC Ltd. HT Media Ltd. 8. Mr. N Sivaraman [Member] President & Whole Time Director L&T Finance Holdings Ltd. 9. Mr. P. Vijaya Bhaskar [Member] Executive Director Reserve Bank of India (RBI) 10. Mr. Rajan Ghotgalkar [Member] Managing Director 11. Mr. Rakesh Jain [Member] Executive Director & Principal PNB Asset Management Company Pvt. Ltd. Reliance General Insurance Company Ltd. 12. Mr. Suresh Mahalingam [Member] Managing Director TATA AIA Life Insurance Co. Ltd. 13. Mr. Suresh Sadagopan, CFP CM [Member] 14. Mr. Vivek Kudva [Member] Founder Managing Director - India & CEEMEA(Central & Eastern Europe, Middle East & Africa) Ladder7 Financial Advisories Franklin Templeton Asset Management (India) Pvt. Ltd. 15. Mr. Vivek Law, CFP CM [Member] Editor Bloomberg TV India Financial Planning Standards Board India Board of Directors 1

Board of Directors 2013 2015 Mr. Dhirendra Swarup Chairman Mr.

Swarup is the former Member Convenor of the Financial Sector Legislative Reforms Commission (FSLRC).

Prior to this, he was also involved in the drafting of the Fiscal Responsibility and Budget Management (FRBM) Act, 2003.

He was Vice Chairman of the International Network on Financial Education, Organization for Economic Cooperation and Development (OECD) from 2007 to 2009. Mr.

2 Board of Directors Mr. Dhirendra Swarup Chairman Mr. Dhirendra Swarup is serving as the Chairman on the Boards of FPSB India and Financial Planning Corporation (India) Private Limited (FPCIL). Mr. Swarup is the former Member Convenor of the Financial Sector Legislative Reforms Commission (FSLRC). He also served as the Chairman of the Pension Fund Regulatory and Development Authority (PFRDA) from where he retired in Prior to this, he was also involved in the drafting of the Fiscal Responsibility and Budget Management (FRBM) Act, He served as Secretary (Expenditure & Budget) in the Ministry of Finance from 2004 to He has also served as a member of the SEBI board. He was Vice Chairman of the International Network on Financial Education, Organization for Economic Cooperation and Development (OECD) from 2007 to Mr. Ranjeet S Mudholkar, CFP CM Vice Chairman & CEO Mr. Cyril Shroff 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 is serving as a Managing Partner of Amarchand & Mangaldas & Suresh A Shroff & Co, India s largest and foremost law firm. 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. Deepak Chatterjee Mr. Deepak Chatterjee has experience of over 32 years in State Bank of India in various areas such as Credit Administration, Investment Banking, International Banking Operations and Branch Management. In his previous assignment, Mr. Chatterjee was General Manger (Financial Institutions Group), International Business Group in SBI where he was handling fund raising for SBI outside India, Country Risk and Bank exposures. In his previous assignments in the last 10 years, he has held senior positions in SBI and SBI Capital Markets. Mr. Chatterjee is M.Sc from IARI and also holds MBA qualification from FMS, Delhi. He has also completed CAIIB from the IIBF. Dr. K.P. Krishnan is currently serving as the Special Officer and Principal Secretary, Coordination at Department of Personnel & Administrative Reforms (DPAR), Govt. of Karnataka. In his prior assignment, he has served as Secretary in the Economic Advisory Council to the Prime Minister of India. He belongs to the 1983 IAS batch and has an illustrious career of over 28 years as a civil servant. He has also worked as advisor to the Executive Director of the World Bank in Washington, D.C. Dr. K.P. Krishnan Mr. Milind Barve Mr. Milind Barve serves as the Managing Director and CEO at HDFC Asset Management Company. He joined the firm in Mr. Barve was the General Manager of Treasury at HDFC Ltd. and headed the department for 14 years. He was responsible for the management of HDFC s Treasury portfolio and for raising funds from Financial Institutions and Capital Markets. Mr. Barve was also the Head of Marketing for retail deposit products and responsible for investment advisory relationships for Commonwealth Equity Fund Mutual Fund and Invesco India Growth Fund. He is also a director on the Board of other companies besides being the Chairman of Association of Mutual Funds in India (AMFI). Mr. Barve is a Chartered Accountant and an associate member of the Institute of Chartered Accountants of India. Mr. Barve holds a Bachelor s degree in Commerce. Financial Planning Standards Board India Board of Directors 3

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

She is a Yale World Fellow which is Yale University s signature global leadership development initiative.

4 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. Mr. P. Vijaya Bhaskar is currently serving as an Executive Director at Reserve Bank of India (RBI) since June His present assignment at RBI includes looking after Central Security Cell, Department of Banking Supervision and Department of Non-Banking Supervision. In his prior assignment at RBI, he has served as the Regional Director of Karnataka. Mr. P. Vijaya Bhaskar Financial Planning Standards Board India Board of Directors 4

He spearheads the Principal International s interests in India and also serves as a Director on the Boards of Principal Retirement Advisors Company (P) Ltd. and Principal Global Services (P) Ltd.

5 Mr. Rajan Ghotgalkar Mr. Rajan Ghotgalkar has been the Country Head - India of Principal International since late 2007; and is also the Managing Director of Principal PNB Asset Management Company (P) Ltd. He spearheads the Principal International s interests in India and also serves as a Director on the Boards of Principal Retirement Advisors Company (P) Ltd. and Principal Global Services (P) Ltd. He has also served as a Director on the Board of Association of Mutual Funds in India (AMFI). He holds a Bachelor s Degree in Commerce & Economics from the University of Bombay and is also a Chartered Accountant from ICAI. He has a rich International banking experience spanning more than 24 years and he has an excellent grasp on areas pertaining to branch management, operations, finance, consumer banking and retail banking. He brings to the fore deep understanding of financial services industry, exemplary leadership skills and execution capabilities for taking the Financial Planning industry into the next orbit of growth. Mr. Rakesh Jain is serving as the Executive Director and Chief Executive Officer of Reliance General Insurance Co. Ltd. He has over 18 years of industry experience, his previous assignment being with ICICI Lombard, where he played leadership roles across Operations, IT, Claims Management, Reinsurance, Corporate Business and the Broking channel.mr. Jain holds Chartered Accountant and Cost Accountant certifications. He won several internal & external accolades including the coveted CFO of the year (2009) in financial services by the Institute of Chartered Accounts of India. Mr. Rakesh Jain Mr. Suresh Mahalingam Mr. Suresh Mahalingam is the Managing Director of Tata AIA Life Insurance Company Limited. He holds a Bachelor in Commerce from Madras University and PGPIM from International Management Institute, India. He has earlier served 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 5

Mr. Suresh Sadagopan, CFP CM Mr. Suresh Sadagopan is the Founder of Ladder7 Financial Advisories, a specialist Financial Planning firm.

His articles on Finance and related subjects regularly appear in various publications such as Times of India, DNA Money, Business Standard, The Economic Times, Money Today, moneycontrol.

He also conducts corporate training programs on Financial Planning for senior personnel in financial services field. Mr.

6 Mr. Suresh Sadagopan, CFP CM Mr. Suresh Sadagopan is the Founder of Ladder7 Financial Advisories, a specialist Financial Planning firm. He has been associated with FPSB India s Examination Review Committee as well as the Knowledge Management Committee. His articles on Finance and related subjects regularly appear in various publications such as Times of India, DNA Money, Business Standard, The Economic Times, Money Today, moneycontrol.com, Financial Planning Journal etc. He has participated in several shows on NDTV profit, CNBC Awaaz and DD News. He also conducts corporate training programs on Financial Planning for senior personnel in financial services field. Mr. Sadagopan has done Master of Management Studies (MMS) from BITS, Pilani. Mr. Vivek Kudva is the Managing Director (India) and Central & Eastern Europe, Middle East & Africa (CEEMA) at Franklin Templeton Investments (India) since In his previous assignment he served as the General Manager of the National Bank of Oman. Prior to that, Mr. Kudva served as the Country Head of HSBC s personal financial services where he developed and executed successfully the bank s retail growth strategy in India. He is an Engineering graduate from IIT-Delhi and an IIM-Ahmadabad alumnus. Mr. Vivek Kudva Mr. Vivek Law is an Editor with Bloomberg TV India, a leading Business News Channel. He is responsible for leading the Editorial function across verticals. A Business Journalist of par excellence, he has earlier worked a National Editor (Consumer Affairs) with CNBC TV 18. Mr. Law is a graduate from Delhi College of Arts and Commerce. In his illustrious 18 years in Business Journalism in print and electronic media, he has been at the forefront in the issues related to Personal Finance, Real Estate, Small and Medium Enterprises, Consumer Grievances and Economic Crime. Mr. Vivek Law, CFP CM Financial Planning Standards Board India Board of Directors 6

Financial Planning Standards Board India (FPSB India) Board of Directors

Financial Planning Standards Board India (FPSB India) Board of Directors 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