Advisor Speak 1st Feb 2013
Get a 360 degree perspective with this IFA association
Yogesh Sharma, YS Capital, Mumbai; Founder-Director FIFA


Yogesh Sharma - one of FIFA's Founder-Directors, and among their most active members, provides a birds-eye view of the activities that FIFA has been recently engaged in, over the last couple of months. The breadth of activities is truly impressive - from partnering leading industry summits, to providing members media profiling opportunities, to gaining insights from global and domestic experts on business, regulations and markets, to interfacing with the MF industry on operational and regulatory issues : it's a truly 360 degree perspective that FIFA offers its members, on an ongoing basis. Read on to see what FIFA has been doing in recent weeks and decide whether you would like to gain from FIFA's well rounded activities.


Dear Friends,

FIFA is proud to announce that it's members Ms. Roopa Venkatakrishnan, Ms. Massarat Fakih, Ms. Sapna Narang, Ms. Sujata Kabraji and Ms. Shiney Sebastian were recently aired on CNBC TV 18 as part of DSP Blackrock's endeavour towards increasing Financial Awareness and Literacy amongst women.

It gives me immense pleasure to also inform you that two of our members, Mr. Lovaii Navlakhi & Ms. Sujata Kabraji are among the recipients of 'Money Today - FPCIL Awards 2012'. While Mr. Lovaii Navlakhi of International Money Matters Pvt Ltd (IMMPL) was awarded as Best Institutional Financial Planner, Ms. Sujata Kabraji was the Second Runner-up in Best Independent Financial Planner category. WE on behalf of FIFA extend a very hearty congratulations to them!

Other highlights of events and activities of FIFA are as follows :

  • FIFA has tied up with Express Money of Indian Express whereby FIFA can contribute articles / columns on a weekly or fortnightly basis.

  • FIFA was Industry partner of the CII's premier edition of Financial Distribution Summit on 19th December, 2012 at Hotel The Lalit, Mumbai

  • The quarterly meeting of FIFA with AMFI was held on 21st December 2012 where Mr. Sinor briefed members on the Direct Plan discussions AMFI had with SEBI amongst other issues. FIFA gave constructive suggestions for increasing the number of IFAs across the country. This was welcomed by AMFI.

  • The 1st Annual General Meeting of FIFA which was held on 21st December where Mr. Vijay Agarwal and Mr. Bhavesh Dalpatram Damania were elected new Directors of FIFA. The AGM proceedings were followed by a talk on "The Service Profit Chain" by Mr Rajni Shah.

  • Recently , on 16th Jan 2013, the Financial Advisory Industry Review (FAIR) Panel established by the Monetary Authority of Singapore (MAS) presented its Review on the Financial Advisory Industry and its Summary List of Recommendations. The same has been uploaded on the FIFA website.

  • As a part of FIFA's endeavor to gain perspective from the best of the Industry for its members, FIFA had organized a presentation on the 17th Annual Wealth Creation study conducted by Motilal Oswal Securities Ltd. The study was presented by Mr. Raamdeo Agrawal on 24th Jan 2013. The event was exclusive for FIFA members. It helped FIFA members to understand the study and use the study and the information provided towards their Investor's goals. FIFA has been conducting such events in the past too. Some of them are highlighted below :

    • Panel discussion on Value investing. Panel Included Mr. Raamdeo Agrawal, Sonjoy Bhattacharya, Anoop Bhaskar alongwith Ramesh Damani. All FIFA members were Invited along with select distributors/Industry players.

    • Exclusive Meeting for FIFA members with Vangaurd on "How MF industry works in developed market ? How low cost MFs scale and operate". Being future ready!!

  • FIFA was invited for an exclusive meeting at the AMFI office along with operational heads of AMCs on 28th January, 2013, where FIFA gave it's views on operational issues faced by its members as well as issues members faced with the new UIN Card and also the new KYC norms.

FIFA will continue to do such exclusive tie ups and knowledge sharing events/training which will greatly enhance the knowledge base of its members. If you are not registered with FIFA yet, please email your details to or visit and register online.