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Ready to turn your career into an American success story? If you're a professional aiming to work and thrive in the US or currently navigating the…
Ready to turn your career into an American success story? If you're a professional aiming to work and thrive in the US or currently navigating the…
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Experience
Education
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Thunderbird School of Global Management
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ASU-Thunderbird's Rankings:
# Thunderbird- "Ranked #1 in International Management " (source: Wall Street Journal/Times Higher Education); "Top listed program in International Business Ranking for 20 consecutive years" (source: U.S. News & World Report)
# ASU- "Rank #1-Most Innovative School in the U.S. " (source: U.S. News & World Report 2016 till now) -
Conferred Honorary Doctorate in Economics for outstanding contributions in the discipline by Indian Institute of Oriental Heritage, Kolkata (2016).
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Specialization in Finance and Marketing
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The Doongarsee Gangjee Ruparel College, established in 1952 by the Modern Education Society, Pune is rightly known as one of the best institutions of higher education in Mumbai. The top ranks in University Merit Lists, Gold Medals and the high number of First Classes bagged by our students in the examinations of the University of Mumbai reflect our constant quest for academic excellence.
Licenses & Certifications
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Certified Financial Planner (CFP)
Financial Planning Standards Board
Issued Expires
Publications
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EDITOR, PUBLISHER AND PRINTER OF FINANCIAL PLANNING JOURNAL
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Launched a monthly Financial Planning Journal in 2005 and serving as the Editor, Printer and Publisher since inception up to April 2020
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KEY CITATIONS
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• Home Warranty Regulations through the Lens of Florida’s Home Warranty State: Claims issue and
remedies by Chad Marzen [Asst. Professor of Legal Studies in Business], Florida State University
(2013).
• The Relationship between Services capes and Customer Post Purchase by Anthon Perrone
[Lecturer School of Management And Marketing], Central Queensland, University, Australia (2015)
• Invited to write Forewords of books in Finance by eminent professionals (Yale…• Home Warranty Regulations through the Lens of Florida’s Home Warranty State: Claims issue and
remedies by Chad Marzen [Asst. Professor of Legal Studies in Business], Florida State University
(2013).
• The Relationship between Services capes and Customer Post Purchase by Anthon Perrone
[Lecturer School of Management And Marketing], Central Queensland, University, Australia (2015)
• Invited to write Forewords of books in Finance by eminent professionals (Yale Fellow, etc.) -
MEDIA HIGHLIGHTS
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• Business India (November 2004, readership-338,000) and Business Standard (October 2004,
readership-500,000) carried a special feature as “Front Runner” and “Smart People”.
• Times of India (August 2000, readership-7.5 million) published special feature titled “Mr.
Turnaround” on successful performance as the Director, Symbiosis.
• Name published in the “World’s Who’s Who” – Marquis 19th edition for being the youngest
director (at the age of 24…• Business India (November 2004, readership-338,000) and Business Standard (October 2004,
readership-500,000) carried a special feature as “Front Runner” and “Smart People”.
• Times of India (August 2000, readership-7.5 million) published special feature titled “Mr.
Turnaround” on successful performance as the Director, Symbiosis.
• Name published in the “World’s Who’s Who” – Marquis 19th edition for being the youngest
director (at the age of 24 years) of any business school in the world. -
OTHERS
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Authored several scholarly articles in professional publications/newspapers and served as one of the lead commentators on finance: Over 1000 quotes/articles/references cited in national and regional dailies and business publications as well as in the electronic media (2004-till date)
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RESEARCH PAPERS
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• Navigator Study on Responsible Lending along with IIM, Lucknow (2018).
• Concept Note: Holistic Promotion of National Pension System (2016).
• IOSCO Consultation Report on Suitability Requirements with respect to the Distribution of
Complex Financial Products (2014).
• Establishment of Self-Regulatory Organization (SRO) for Mutual Fund Distributors (2013).
• Development of Investment Advisory in the New Regulatory Paradigm (2009).
• Regulation of Investment…• Navigator Study on Responsible Lending along with IIM, Lucknow (2018).
• Concept Note: Holistic Promotion of National Pension System (2016).
• IOSCO Consultation Report on Suitability Requirements with respect to the Distribution of
Complex Financial Products (2014).
• Establishment of Self-Regulatory Organization (SRO) for Mutual Fund Distributors (2013).
• Development of Investment Advisory in the New Regulatory Paradigm (2009).
• Regulation of Investment Advisors (2008).
• Development of Financial Advisory Model for Rural Population in India (2006).
• Establishment of Professional Rating Standards (2006).
• Service Tax on Mutual Fund Distributors (2004).
• The Need for Reforms in Financial Planning & Regulatory Framework (2004).
Projects
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KEY PROFESSIONAL SPEAKING ENGAGEMENTS
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ADDRESSED AND MODERATED OVER FIFTY (50) PROFESSIONAL SPEAKING ENGAGEMENTS AT NATIONAL AND INTERNATIONAL CONFERENCES ORGANIZED BY REGULATORY AGENCIES AND AS WELL AS PROFESSIONAL ASSOCIATIONS
• Speaker: “Post-Budget Analysis Roundtable Discussion on the Personal Finance and Investments”, Business World Mutual Fund India Summit 2017 (February, 2017).
• Speaker: “Conflict-free advice–Pipedream or real possibility”, Business World Mutual Fund India Summit 2016 (August, 2016).
• Speaker:…ADDRESSED AND MODERATED OVER FIFTY (50) PROFESSIONAL SPEAKING ENGAGEMENTS AT NATIONAL AND INTERNATIONAL CONFERENCES ORGANIZED BY REGULATORY AGENCIES AND AS WELL AS PROFESSIONAL ASSOCIATIONS
• Speaker: “Post-Budget Analysis Roundtable Discussion on the Personal Finance and Investments”, Business World Mutual Fund India Summit 2017 (February, 2017).
• Speaker: “Conflict-free advice–Pipedream or real possibility”, Business World Mutual Fund India Summit 2016 (August, 2016).
• Speaker: “Re-thinking Distribution–Smart Solutions for Smart Customers”, Confederation of Indian Industry (CII)-Financial Distribution Summit 2015 (November, 2015).
• Speaker: “Capital Market – Reinstating Faith of Retail Investors”, BSE Brokers’ Forum and Nav Bharat Times [BSE Brokers’ Forum Conclave] (December, 2013).
• Speaker: “Exploring New Horizons: Financial Percolation to the RURBAN”, Confederation of Indian Industry (CII) [CII Financial Distribution Summit 2013] (December, 2013).
• Moderator: “Disclosure and Transparency and other Regulatory Measures to Prevent Mis-selling of Financial Products”, Securities & Exchange Board of India and BaFin (on behalf of the German Federal Ministry of Development and Cooperation) [Regional Conference on Investor Protection in Capital Markets] (October, 2013).
• Speaker: “Role of Investment Advisors in new Regulatory Environment”, Bombay Stock Exchange [BSE Convention 2012] (December, 2012).
• Speaker: “Financial Inclusion: The Untapped Potential”, Confederation of Indian Industry (CII) [CII Financial Distribution Summit 2012] (December, 2012).
• Speaker: “Financial Planning in a Changing Landscape”, Morningstar [Morningstar Investment Conference, 2012] (November, 2012).
Honors & Awards
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Granted the US Green Card, as Individual of Extraordinary Ability in Finance, under the First Preference, EB-1A category.
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Languages
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English
Full professional proficiency
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Hindi
Full professional proficiency
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Marathi
Full professional proficiency
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