At Chandra Lakshmi, we are committed to empowering you to reach your financial goals. In an ever-evolving financial landscape, the need for continuous knowledge upgradation and strategic financial planning is more pronounced than ever before. To support your personal and professional growth, we recently held a financial planning conference, 'Arthshastra', featuring prominent and noteworthy panelists who shared their valuable insights and strategies relating to managing money on an individual and business level.

A landmark event hosted by Chandra Lakshmi brought together nearly 150 attendees for an engaging and insightful day of discussions and networking. The conference featured six panel discussions covering critical aspects of financial planning, providing attendees with a comprehensive overview of the industry's latest trends and strategies.

Insurance:

Moderated by Kamal Bhambhani, Director Chandra Lakshmi, the panel discussed the various kinds of policies, riders, applicability and topics like amount of coverage needed. Panel featured distinguished speakers:

• Rohit Gupta, Head-Insurance Partners, Medibuddy
• Bhupendra Singh, Training Head, Royal Sundaram
• Jasvinder Singh, Reg. Training Manager, HDFC Life

Equities & Angel Investing:

Moderated by Laksh Bhambhani, Chandra Lakshmi, this session delved into the intricacies of valuations, long term strategies and modalities of the startup world with insights from:

Palash Malik, Founder, Finask Value

• Yamika Mehra, Partner, Favcy Ventures
• Ateet Chopra, DVP, Sales, Helios Capital

Financial Planning & Real Estate:

Moderated by Parminder Singh, Branch Head, DCB Bank, this discussion brought together experts to talk about the financial planning process, trends in real estate, the various challenges and objectives of planning wealth through properties. The experts on the panel were:

• Shrimi Sinha, Senior Director, JLL
• Kamal Bhambhani, Director, Chandra Lakshmi

Fraternity Funds:

Another session moderated by Kamal Bhambhani, featured prominent voices in fraternity funds to discuss about the growth of the industry, regulatory and safety scenarios and the many usages of fraternity funds:

• Tattamangalam Subramanium Sivaramakrishnan, Chairman, All India Association of Chit Funds
• Tarunn Aggarwal, Director, Golden MP Chits
• Narender Khurana, Founder, Lakshmi Leasing & Finance & Group Companies

Taxation & Estate Planning:

Moderated by Nazm Singh, CA, MBA & Forensics Expert, this session discussed the latest changes in the budget and the very imminent topics of managing estate and succession. The topics dove into wills, trusts, the judicial system and the safeguards around planning family wealth. The panel saw some of Delhi’s senior most professionals:

• Sanjay Nath, FCA, B. R. Maheshwari & Co.
• Kirti Uppal, Senior Advocate, Delhi High Court

Business Cashflow Management:

The final panel, moderated by Anmol Dhuper, Director Sales, Thunes, touched on the highly technical and thought provoking topics of mergers & acquisitions, Corporate Finance, diluting equity, raising debt and managing finances in a high growth environment. The prestigious panel was:

• Sanjay Nath, FCA, B. R. Maheshwari & Co.
• Sumit Khadria, CFO, Ebix Cash

The attendeed received the Panel Discussions with Enthusiasm and Academic Vigour.

This year’s conference was particularly special as it marked the 48th anniversary of Chandra Lakshmi Fraternity Fund Private Limited. The event celebrated the company’s long and respectful standing in the business and finance community. It also served as a platform to honor some of the valuable relationships that have been instrumental in Chandra Lakshmi’s journey and success.

The Arthshastra 2024 conference was a resounding success, offering a platform for knowledge sharing and professional networking. The event not only highlighted the importance of comprehensive financial planning but also put emphasis on continuous learning and adaptation in an ever-evolving market. Chandra Lakshmi's dedication to fostering financial literacy and professional growth was evident throughout the conference.

The high-caliber discussions and the expertise of the speakers provided attendees with actionable insights and strategies to enhance their financial planning endeavors.

As the financial world continues to evolve, events like Arthshastra 2024 play a crucial role in equipping professionals with the knowledge and tools they need to succeed. The conference was a testament to the power of collaboration and the importance of staying informed in the dynamic field of financial planning. The event concluded with a networking lunch, allowing attendees to discuss the day’s insights and forge new professional connections.