Speakers

  • Madhusudan kela
    Madhusudan kela
    Proprietor - MK Ventures

Madhusudan Kela is one of the most well-known and seasoned investors in Indian Capital Markets, with an extensive experience of over 27 years, straddling both sell side..

  • Nilesh Shah
    Nilesh Shah
    MD of Kotak Mahindra Asset Management

Mr. Nilesh Shah is the Managing Director (MD) of Kotak Mahindra Asset Management Co Ltd. He has over 25 years of experience in capital markets and market related investments

  • JATIN KHEMANI
    JATIN KHEMANI
    Founder & CEO at Stalwart Advisors

Jatin Khemani is the Founder & CEO at Stalwart Advisors, a Delhi-based SEBI Registered Investment Adviser. He has seven years of experience in equity research and portfolio management.

  • SAFIR ANAND
    SAFIR ANAND
    Brand Strategist

Safir is an Intellectual Property lawyer and brand strategist with diverse interests ranging from brands and music to fashion & travel. He is a prolific investor and harbours deep interest in value investing.

  • Arun Mukherjee
    Arun Mukherjee
    Stocks Guru

Arun happens to be one of most followed investors in Twitter with over 42000 followers.Presently in his quest to educate the retail investor,he conducts his Practical Investing Workshops Pan India..

  • ASHISH CHUGH
    ASHISH CHUGH
    Investor

Ashish Chugh is an investor, primarily in small and mid-cap companies. He is well known for excavating small and under-researched companies to explore potential multi-baggers.

  • Nikhil Vora
    Nikhil Vora
    Founder and CEO of Sixth Sense Ventures

Nikhil Vora is the Founder and CEO of Sixth Sense Ventures. Regarded as one of the strongest analytical minds in the country and 25 years experience in Consumer Domain.

  • Jiten Parmar
    Jiten Parmar
    Value Investor | Multibaggers | Investor Psychology

An entrepreneur and a passionate long term equity Investor. Jiten hasbeen investing in the US markets since 1993, started in the IndianEquity Markets in 2002.

  • VISHAL AGRAWAL
    VISHAL AGRAWAL
    Investor

This is a unique story of success. To attain this level of success, Vishal had to go much beyond than just struggle. He has fought his way to success through his grit and courage.

  • Jegan
    Jegan
    Investor, Options Trader, & Strategist

Prior to being a full-time trader, Jegathesan (aka Jegan) was a software developer with over 15 years of experience. He has been an Options seller right from the time he started trading in July 2015.

  • Varinder Bansal
    Varinder Bansal
    Managing Partner, Pantomath Asset Management

Varinder Bansal is the Managing Partner of Pantomath Asset Management. Prior to this role, he worked as Head of Research & Corporate Editor with CNBC-TV18 for nearly 11 years.

  • Utsav Shrivastava
    Utsav Shrivastava
    Investor

Utsav Shrivastava is   a full time investor based out of Pune. He quit a career in banking and exited the rat race to pursue his passion in investing. Self taught style of investing.

  • Alok Jain
    Alok Jain
    Investment Advisor

An ace practitioner of systematic rule based investing systems and technical trading, he is a keen observer of the psychology and behavioral aspects of the markets.

  • PR Sundar
    PR Sundar
    Aggressive Options Writer

A Mathematics Teacher | Wizard with Numbers | Aggressive Options Writer | Trade Management | Aces Leverage | ~15% OI on the exchange on one of the  two main India Indexes

  • Kapil Tandon
    Kapil Tandon
    Chairman at Ushnak Mal Mool Chand and Chairman at Pureideas.biz

Passionate student of Economics, still learning, i believe learning never ends.Technical Analysis is a hobby and a skill that i have been trying to acquire. Every day is a learning experience.

Thanks!

Book Tickets

Madhusudan kela
Proprietor - MK Ventures

Madhusudan Kela is one of the most well-known and seasoned investors in Indian Capital Markets, with an extensive experience of over 27 years, straddling both sell side and buy side investment mandates. He has expertly played the role of a Chief Investment Officer for over a decade, leading a team of over 40 investment professionals, and managing the Equity AUM portfolio of the largest asset management company (by total AUM) in India.

Madhu is currently the promoter of a proprietary investment vehicle started in 2018 – “MK VENTURES”, a Member of the Board of Aptech Ltd., a Member of the Board of Reliance Securities Limited, former Chief Investment Strategist at Reliance Capital Limited, and a former Member of the Capital Market Advisory Board at The Confederation of Indian Industry (CII). At Reliance Group, he was a permanent invitee to all board meetings, in the capacity of a senior decision maker and key Group resource.

In a distinguished Investments career spanning three decades, Madhu has received several accolades, including the Best Equity Fund Manager, received from the Prime Minister of India. He is actively counselled by the leading Industrial Houses in India, on matters of strategic importance, and also on their personal investments. Madhu also informally advises family offices of several distinguished HNIs, and also advises select global institutions on investing into India.

After a 17-year successful stint at Reliance Group, where he was a key decision maker, Madhu went entrepreneurial in Jan 2018. He is the founder of MK Ventures, a boutique proprietary investment vehicle, focused on alpha opportunities across sectors. In the new initiative, Madhu has assimilated a best-in-class team of professionals with over 75 years’ experience of investing in and building businesses. The team’s key members have all worked with Madhu for over 5 years, and left Reliance Capital with him to start out MK Ventures.

MK Ventures essentially started out as a family office for Madhu. However, the ambition is to scale it up into a differentiated investment platform that can collaborate with leading institutional and individual investors globally. Together, they can deepen the scope of engagement, and bring the best strategic advice, corporate governance and business practices to investee companies, to create maximum value for all stakeholders. The team at MK Ventures is in the process of executing detailed plans to create this robust investment platform and has made significant progress in last 6 months. To start with, they are already doing syndicated equity investments, where they co-invest with some of the most renowned Indian and Global investors.

MK Ventures brings to the table, the essence of Madhu’s Investment style – identifying passionate entrepreneurs, leveraging thematic opportunities, taking differentiated bets, and holding on to investments for long periods. With their deep understanding of the Indian market, they are also well placed to identify and benefit from special situation opportunities such as mispriced bets, deep value plays, turnaround stories, change in corporate governance practices, cyclical plays and business restructuring for wealth creation.

Until 2017, Madhu was heading the Investment Function at Reliance Capital, one of India’s leading NBFCs, and the flagship company of Reliance Group (one of India’s leading business groups with interests in Financial Services, Energy, Telecommunications, Infrastructure & Defence).

Madhu joined Reliance Group in 2001, and was entrusted the task to build their Asset Management – Mutual Fund business. He handpicked key members in the Investments team and spearheaded the fund’s investments. From 2003 until 2010, Madhu headed the Equity team at Reliance Mutual Fund (now Reliance Nippon Life Asset Management), effectively being the face of the Asset Management business. Madhu was also the architect behind the staggering growth in RMF’s AUM from less than Rs. 200 Cr. (USD 30mn) to over 1 lakh Cr. (USD 15bn+) in less than a decade.

Under Madhu’s leadership, RMF’s key schemes have consistently delivered best-in-class returns. For example, Reliance Growth Fund, the flagship scheme, delivered a CAGR of 32% between Jan 2004 and Sep 2010, compared to S&P 100 benchmark returns of 19.8%. The scheme has gone on to grow over 110 times since inception, and was the first fund in India to cross NAV of Rs. 1,100. During Madhu’s tenure, RMF was also rated as the most trusted Mutual Fund house for 3 consecutive years by Economic Times, India’s leading business newspaper.

In 2010 Madhu was promoted to Chief Investment Officer at Reliance Capital, RMF’s parent. In this role, Madhu provided strategic oversight on the entire Investment function at RCap – effectively controlling more than 3 lakh Cr. (USD 45bn+) in AUM. He also played an instrumental role in building the other businesses at Reliance Capital, and in attracting strategic investment into various arms of Reliance Capital by Japanese majors Nippon Life & Sumitomo Mitsui.

Earlier, before joining Reliance Group, Madhu worked in a number of sell side institutions for around a decade. He was the first professional employee, and the founding member of the Institutional team, at Motilal Oswal, one of India’s most respected brokerage houses. He also had brief stints at UBS and Peregrine Securities – where he was the Head of Securities.

Madhu is widely regarded for his ability for wealth creation. Over the last three decades, he has identified and mentored several passionate entrepreneurs, and invested in such companies in their early phase of growth. He has helped several promising companies realize their true potential. In the process, Madhu has acquired a deep understanding on how businesses work and also the intersection of macro and policy initiatives with micro / company specific constraints. This also reflects in the strong performance of Reliance Mutual Fund’s flagship scheme “Reliance Growth Fund”, which went up 110 times in 15 years, under Madhu’s leadership.

Madhu has been profiled by leading Indian and International magazines, including the likes of Forbes and Asiamoney. His views are sought after by the leading business news channels in India including CNBC TV18, ET Now, Bloomberg, BTVI (all English), and CNBC Awaaz, Zee Business (Hindi). He is a regular panellist for sharing investment views, and opinion on a host of macro and thematic events. He has also hosted or been a panel invitee to major conferences including those organized by industry bodies like FICCI, CII, leading domestic and international institutions related to capital markets etc.

Madhu is also frequently invited to make representations to policy makers on critical business-related issues of national importance, helping take the industry voice to the policy makers. For example, Madhu’s views on the Union Budget have been highly sought after for more than a decade now.

Outside of work, Madhu is involved with various social and religious causes. He is currently a Trustee at Konark Cancer Foundation – a dedicated cause working for cancer patients for both providing financial assistance and helping them get the right treatment and patient care. Madhu is also an active volunteer for Isha Foundation – one of the most recognized and respected NGOs in the country. Isha has been founded by Sadhguru – a globally renowned voice on social / spiritual matters.

As a way to give back to the markets, his second home for last 3 decades, Madhu has been active in several initiatives to educate retail investors on markets through conferences, events organized by local groups & associations, corporates.

Madhu holds a Masters Degree in Management (Finance) from the Mumbai University. He has risen from a vernacular (non-English medium) background to successfully pursue his dreams, and loves mentoring passionate entrepreneurs and investors to do the same.

Nilesh Shah
MD of Kotak Mahindra Asset Management

Mr. Nilesh Shah is the Managing Director (MD) of Kotak Mahindra Asset Management Co Ltd. He has over 25 years of experience in capital markets and market related investments, having managed funds across equity, fixed income securities and real estate for local and global investors. In his previous assignments, Nilesh has held leadership roles with Axis Capital, ICICI Prudential Asset Management , Franklin Templeton and ICICI securities. Nilesh is the recipient of the inaugural Business Standard Fund Manager of the year award – Debt in 2004. He was part of the team that received the best fund house of the year award at Franklin Templeton as well as at ICICI Prudential. Nilesh is a gold medalist chartered accountant and a merit ranking cost accountant. His hobbies include reading and educating investors on financial planning. He has co-authored book on Financial Planning called “A Direct Take”

JATIN KHEMANI
Founder & CEO at Stalwart Advisors

Jatin Khemani is the Founder & CEO at Stalwart Advisors, a Delhi-based SEBI Registered Investment Adviser. He has seven years of experience in equity research and portfolio management.  He is a CFA Charter Holder and holds an MBA in Finance from Christ University, Bangalore. On weekends he teaches finance to MBA students and is a volunteer with The Art of Living since 2006, where he leads state level fund-raising campaigns.

SAFIR ANAND
Brand Strategist

 

Safir is an Intellectual Property lawyer and brand strategist with diverse interests ranging from brands, music, fashion, travel. He is a prolific investor and harbours deep interest in value investing.

Recognised for his expertise in trademark matters, Safir Anand has led licensing and franchising for multinationals entering India. And he has been an active contributor at Franchise India and Licensing India. Very recently he has been working closely with the Indian fashion community to resolve intellectual property matters.

His recent talks include BSE Institute, Business Coaching Institute, Indian Investment Conclave and International Brand Licensing and Merchandising show .

He has been featured both in his capacity as a lawyer, investor and strategist in Economic Times, Times Of India, Asian Age,  Business Standard, Mint, Patriot,  Dalal Street Journal, Safal Niveshak, Quint, The Week, Business World.

Safir has been recognised in Wockhardt Foundation’s Youth Popular Awards, and relishes his role in finding and encouraging innovation as part of MeltingPot2020.

Safir has a vibrant social media following on Twitter – @safiranand – and blogs at https://safirpicks.wordpress.com.

Arun Mukherjee
Stocks Guru
In the kingdom of stock investing, there have been many folks who have come and disappeared within just a few years. Nonetheless, there are very few who have stood the test of time and have made an authentic dent in the universe of stock investing. Arun Mukherjee,a college dropout by choice,is a full time investor in Indian stock market with an overall experience of 14 long years. He started way back at the tender age of 15 with the dream of being liberated by age of 30 which is done by Gods grace. He has been a staunch loyalist to the small and midcap fraternity and till date has met over 250 companies in person. He has been lucky enough in unearthing multibaggers from the small and microcap arena. Notable examples being Caplin Point, Symphony, Atul auto, Shilpa Medicare, Avanti feeds, Medicamen bio, Kingfa etc.
He runs a microcap blog arunthestocksguru.com which till date has got hits of over 8 million with visits from each and every part of the world. Arun also operates an android app called Share Bazaar which has been a rage since its launch. The Free market based app has received tremendous acceptance from the investment fraternity with rich downloads of over 80000.
Arun happens to be one of most followed investors in Twitter with over 42000 followers.Presently in his quest to educate the retail investor,he conducts his Practical Investing Workshops Pan India and Pan world. He incidentally at age of 30 is living his second life after breaking his back in a scary bike accident.Aside conventional valuation metrics and theoretical craps,he believes in the realms of practical common sense pattern based investing with a strong scuttlebutt approach. In Goa,he is set to unveil all those antics.
ASHISH CHUGH
Investor

Ashish Chugh is an Investor, primarily in small & midcap companies. He is well known for excavating small & under researched companies to explore potential multibaggers.
Ashish has been a familiar face on various business channels and has been sharing his Investment Ideas for the past 15 years on CNBC & CNBC Awaaz. His weekly show with Udayan Mukherjee called Hidden Gems was a very popular show on CNBC. He is also a Guest Speaker at various Investor Education initiatives by the CNBC Group in various cities in India – CNBC TV18 Investor Camps & CNBC Awaaz Money Yatra.
He also contributed his research on Moneycontrol and Poweryourtrade.com. Many of his recommended stocks have turned into Multibaggers.
Ashish is passionate about Equities – Equity Research for him is more of a passion than a profession. Besides being a student of fundamentals, he lays great emphasis on Psychology of the Markets and Behaviour of the Herd for timings related to investment decisions

Nikhil Vora
Founder and CEO of Sixth Sense Ventures

Nikhil Vora
Founder & CEO

Other than enjoying meeting dynamic, young entrepreneurs, Nikhil loves conversations with his 12 year old girl, which brings true perspective. For more thrills, Nikhil chooses to sky dive, bungee jump as also indulge a bit at Salsa!

Jiten Parmar
Value Investor | Multibaggers | Investor Psychology

An entrepreneur and a passionate long term equity Investor. Jiten has been investing in the US markets since 1993, started in the Indian Equity Markets in 2002. Jiten is a partner at Aurum Capital, an investment advisory firm.

We had invited him to share his investing ideas at the inaugural edition of the Investors Carnival Conference, where he presented his framework on investing in Cyclical stocks, a style of value investing, which can give big payoffs, if done right.

At Goa this October, meet, interact with and learn from this investor, his thoughts on a very important aspect of investing, “Investor Behavior : How should an in investor handle self during different phases of the market”.

VISHAL AGRAWAL
Investor

This is a unique story of success. To attain this level of success,Vishal Agrawal had to go much beyond than just struggle. He has fought his way to success through his grit and courage. He is an inspiring role model for the people who hold grudges against GOD for pushing them hard on the pedestal path. When Life pushes you to the edge of difficulty, God catches you when you fall or you learn how to fly. Vishal Agrawal has many ‘Firsts’ to his name, which has made him an exceptional talent.

A ‘South Bombay-ite’, born with ‘perfect vision’. Life rolled smoothly for vishal till the age of 17 untill he was diagnosed from a rare genetic condition that damages the retina, that would gradually make anyone blind. However, Vishal was determined to fight against all odds as life pushed him harder at the edge of difficulty.

A student of HR college, then founded a long/short India focussed equity fund generating 450% return for the investors. Vishal went on to do his MBA from one of India’s most prestigious institute, Jamnalal Bajaj Institute of Management Studies in the year 2013 by standing first in the MBA enterance exam in DA.

Vishal expected life to reward him for his accomplishments. But reality hit him hard and all his expectation were doused by the nauseating attitude of the corporate employers who rated his disability higher than his merits. Vishal was asked to apply only for the government jobs as private sectors had not much consideration for such people.

Vishal had a burning desire to go for the higher elevation in life and this propelled him more for the success. Vishal decided to fight his odds and decided to create a platform for himself, where not many had ventured .

However, his indomitable spirit brought him success and based on his merits he was hired by Standard Chartered as Trader in Global markets where he manages millions of dollars of the bank’s exposure to fixed income and currency etc.

Vishal Agrawal has the credit of being the ‘first’ blind trader with financial giant Standard chartered and the only blind trader in Asia and second in the world.

Vishal works in Standard Chartered’s Global Markets Office in Mumbai. Watching him in the middle of the trading floor as he switches back and forth from computer screens,his Impairment is not apparent at all. But to check his e-mail, read research reports and look at presentations,Vishal uses a screen-reading software whose speed is so high that it sounds like gibberish to the untrained ear. When he needs to read graphs, which the software cannot do,Vishal goes through the data and tries to imagine the graph in his head.
On his desk, multiple computer screens show the usual flashing of Bloomberg messages and spreadsheets of constantly changing numbers, emails and news, alongwith the keyboard are linked to headsets through which the information and figures are read out to him at rapid speeds.The same technology reads out everything he receives on his iPhone.

Having achieved success the hard way, Vishal Agrawal plans to inspire many people who are at odds against the appalling outlook of the society. Vishal through his sustained efforts, now wants to create awareness for the people battling with such disabilities and make society acknowledge their efforts and talents.He mentors many such people and has raised huge funds for food for the cancer child patients and various other causes.

Vishal continues to be an active investor in Equities, which he truly loves so much so that his friends and various market participants vouch for his passion.
In his free time, Vishal loves reading books,listening to music and socialising with his friends.
Vishal represents a unique personality and diversity in his truly never giving up spirit.
Here are few links :
1. https://economictimes.indiatimes.com/markets/forex/meet-vishal-agrawal-a-blind-currency-trader-who-makes-money-by- listening/articleshow/53146514.cms
2. https://www.bloomberg.com/news/articles/2016-07-10/blindness-is-no-obstacle-for-this-currency-trader-in-mumbai

Jegan
Investor, Options Trader, & Strategist

Prior to being a full-time trader, Jegathesan (aka Jegan) was a software developer with over 15 years of experience. He has been an Options seller right from the time he started trading in July 2015. Since then, he’s won Zerodha’s 60-day challenge a grand total of 10 times. His returns for the previous financial year crossed the 100% mark.

This year, Jegan has attained 25% returns on a fund size of INR 2.5 crore without even a 1% draw-down for the last 5 months by following risk-defined strategies. His favourite one is the “Calendar Spread”, since it provides very good immunity to Black Swan events.

At #IC2018, Jegan will talk about the following topics:

1. How to reuse your portfolio for Options trading.
2. How investors can make optimal use of risk-defined strategies without risking their portfolio.
3. The importance of protecting your portfolio.
4. How to perform portfolio hedging? When hedges do go wrong, how do you carry out adjustments?

Varinder Bansal
Managing Partner, Pantomath Asset Management

Varinder Bansal is the Managing Partner of Pantomath Asset Management. Prior to this role, he worked as Head of Research & Corporate Editor with CNBC-TV18 for nearly 11 years. He holds an MSc Finance & MBA Finance degree. Pantomath Asset Management is India’s only MSME focused investment firm with the biggest research team. Research mantra of 3 Ps – Promoter, Product & Price – is the foundation of firm’s investment philosophy. His famous learning quote remains “In God we Trust, all others bring data – W. Edwards Deming”

Utsav Shrivastava
Investor
 
Utsav Shrivastava is   a full time investor based out of Pune. He quit a career in banking and exited the rat race to pursue his passion in investing. Self taught style of investing…looks primary at nanocaps and microcaps at a nascent stage..and staying with the company as it becomes big. Aims to know the cost he has  invested in better than anyone else on the street.
At the Investors Carnival Conference at Goa, Utsav will speak on SME investing : prospecting for gold
Alok Jain
Investment Advisor
Alok Jain is a Delhi based SEBI registered Investment Advisor and founder of a momentum investing platform called weekendinvesting.com

Alok is an Engineer from the Indian Institute of Technology Delhi and a MBA finance from the University of Maryland. He returned to India to start his journey in the markets by setting up one of the first National Stock Exchange memberships in New Delhi in 1996.

In the next two decades, Alok developed a keen sense for systematic rule based investing systems and technical trading. He is a keen observer of the psychology and behavioral aspects of the market and wanted to quantify and incorporate them in his investing. Alok had been running several of his products on his own funds since many years and over time he was convinced that others could make use of the same products as well and thus launched his advisory weekendinvesting.com.

The unique part about his strategies is the low time-spent : returns ratio where the user spends 15 minutes a week to attend to their portfolios and the returns have so far have been beating the benchmarks by a wide margin.
Alok was recently featured in the news media for his advisory. https://tinyurl.com/ycy9vph8. He also runs a hyperactive twitter feed at @Weekendinvestng to share his trading thoughts with a large twitter group.
PR Sundar
Aggressive Options Writer

PR Sundar

After a smashing debut at TC Mumbai where he was part of the hugely popular Live Trading BankNifty MasterClass earlier in May 2018 at Mumbai, we are excited to invite PR Sundar again to the Goa Carnival.

Where he proposes to share

1. A versatile method for investors to hedge their long Portfolios using options strategies.
2. An all Nighter Brainstorming Session on the world of Options. For Investors and Traders.

His brief Bio:

A Mathematics Teacher | Wizard with Numbers | Aggressive Options Writer | Trade Management | Aces Leverage | ~15% OI on the exchange on one of the two main India Indexes

Come, spend 4 days with the Options Pro this October at Goa

Kapil Tandon
Chairman at Ushnak Mal Mool Chand and Chairman at Pureideas.biz

Passionate student of Economics, still learning, i believe learning never ends.Technical Analysis is a hobby and a skill that i have been trying to acquire. Every day is a learning experience.Fashion is my bread and butter and fashion designing my fist hobby and strength. Have been in the profession for last 27 years.Ex Regional Director ATMA (Association Of Technical Market Analysts) and Ex Chairman of regions committees of an organisation of technical analysis – What started as a hobby is now a passion and enjoying every bit of it. Gives the opportunity of following the twin hobbies of public relations and Technical Analysis.Specialties: Economic History,Technical Analysis and Fashion Designing.

Experience
Chairman at PureIdeas.biz
April 2016 – Present
Mentored this start up of fashion jewellery and contemporary fusion clothing. Exports and retail in particular to U.S.A.
CMD at Ushnak Mal Mool Chand
January 1985 – Present
Managing the brand name Ushnakmal Since 1985 domestically as well as overseas.

Education
Shri Ram College of Commerce
Bachelor’s degree Economics, Business/Managerial Economics, 1983 – 1986
Activities and Societies: Economic History, Economic trends.
Delhi Public School – Mathur Road
Honours, Economics, 1971 – 1986

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