Pranav Bhanot is a commercial and civil litigation solicitor at London law firm, Meaby & Co Solicitors. Among his practice areas include acting for family members in high value contentious probate disputes surrounding matters such as challenging the validity of a will, commencing inheritance claims and dealing with failures of executors who fail to carryout their duties. Pranav was shortlisted as Junior Lawyer of the Year in the England and Wales Law Society Excellence Awards 2019.
Murali is the CEO of the Rational Group. He strongly believes in the power of Fintech to bring next-gen money services to businesses and people. Murali was previously at TransferWise where he led execution for platform strategy with Financial Institutions globally. Murali’s career started in Accenture’s Technology division, and he subsequently went on to work with Standard Chartered Bank in their Singapore and London offices across multiple roles spanning Operations, Product, Corporate Finance and Client Coverage. Murali holds a Civil Engineering degree from IIT, an MBA from INSEAD and lives in London with his family.
Gurjinder Bhogal is a Marketing Consultant and Founder of Black Mamba Marketing & Events. She supports fierce female business owners with their Go-to-Market strategy and connecting them with their ideal clients. Since lockdown, Gurjinder has helped businesses diversify & even turn expensive hobbies into fully-fledged businesses.With over 20 years’ experience in Strategic Marketing, Gurjinder has extensive experience when it comes to all areas of Marketing & Strategy which helps businesses not only survive but also thrive during challenging times and beyond. Gurjinder began her career as a marketing executive and slowly worked her way up the corporate ladder to strategically lead teams in the UK & overseas. She gained CIM chartership in 2007, just as the world was entering the Great Recession. She navigated her company through the hardship and helped them not only survive the challenging times but to thrive!
Dina Bhudia – CEO Independent Financial Advisor of P2M Group and has been in the Property and Finance for over 25 years, she thrives in the Asian community as one of the 1st Asian Women Property and Finance experts. She takes pride in empowering Asian women to break traditional stigma’s attached to their role in the Finance Industry. Her success has been through relationships and delivery and leading a team of great professionals. In her spare time she is very much Community driven and runs a Hindu Faith school and is very active in the charitable world promoting traditional values and giving back to the younger generation. She also Mentor’s Small businesses through difficult times, and is a Mental Health First Aider which enhances her empathetic advice process and the important of managing your finances to ensure financial wellbeing. She has her own Financial Doctor blog which is a platform providing factual advice through social media.
Dhruvesh is a Qualified Chartered Accountant trained at Deloitte as part of their Advisory team, where he led projects focusing on multinational listed companies – helping businesses improve their financial planning & forecasting. He later forged a career at Barratt Developments, the largest housebuilder in the UK. Leading their Operational Finance team in overseeing the Midlands region. Now working at EcoWorld International an international residential developer, advising the project board on its London based projects (£800m in GDV) and future site acquisitions. He is responsible for aiding site-wide decision-making ensuring outcomes are delivering & developing the business strategy. In 2014, Dhruvesh bought his first investment property and has since continued to invest & manage property projects using the knowledge gained in his career in real estate & through property education. Over time he has been able to grow a strong property network & power team. He has big ambitions to grow his portfolio as well as helping others along their journey.
Mahul has been in banking for the last 15 years and prior to joining SBI UK he was with Barclays Bank predominantly as a branch manager working in different areas of the West End/London. He has been working for SBI UK since 2016 firstly as a Area Branch Manager and then moving to Head of Products in Sept 19. He currently looks after the Product range and the Marketing. He enjoys finding resolutions for the challenges he faces daily along with interacting with multiple departments.Outside of work his passions are cars and travelling. He also enjoys DIY, Virtual design work.
Dr Dimitri Gavriloff is a Specialist in Sleep Medicine and Clinical Psychologist. He is a Clinical Course Tutor in Sleep Medicine at the Sleep and Circadian Neuroscience Institute at the University of Oxford and runs a Non-Respiratory Sleep Disorders Service at Oxford University Hospitals NHS Foundation Trust. He is also the Clinical Engagement Lead for Big Health, the company behind the digital insomnia treatment Sleepio.
Farid Haque is founder of ERLY STAGE STUDIOS a creative studio and publisher headquartered in London, UK. The Studio is guided by a non-executive board member Mr. Max Brooks (Author and Graphic novelist). Farid has 12 years of experience working across strategy and public services having advised the NHS and worked on two occasions with No. 10 Downing Street while Programme Director for the Council on Social Action and then again as CEO & Campaign Director of Startup Britain. Farid has directed and written a number of graphic novels including most recently (publish date in Feb 2019) a body of work on Germ Warfare written by Max Brooks (the Author of World War Z). He has most recently co-written the Resilience Series together with Clint Watts on the disinformation space as a commissioned work by the Cyber Infrastructure and Security Agency (part of the DHS) and the CDC for the United States government. Farid is a Fellow of the Royal Society of Arts and Manufacturers and has served as a Venture Capitalist at Lean Investments (now Walking.VC) as well as a serial founder in the digital technology space. Prior to that he has a 11-year career as an executive at Accenture (joining when it was Andersen Consulting).
After his mum had a heart attack, Shiv wanted to create financial security for his parents. He wanted them to be able to enjoy their retirement without having to worry about money. After lots of research, Shiv settled on buy to let properties in the North as the vehicle to achieve his aim, and in 2015, moved to Leeds to invest in property fulltime. After building a portfolio for himself and his family, Shiv began helping others to invest. He found people wanted to tap into his knowledge to create passive income, and in 2016, Shiv set up Lifestyle Property People. The company helps busy professionals and business owners invest in sustainable properties by offering a hands-free service to source, purchase, refurbish, and rent buy to let properties in Leeds. Outside of work, Shiv has a passion for travelling and health & fitness. Shiv lives in London with his wife.
Rajen, a radio producer at BBC 1Xtra and Asian Network for Charlie Sloth, MistaJam, Trevor Nelson and Snoochie Shy to name a few, praised the resources at the new college building and urged students to take up opportunities presented to them.He worked as a presenter on radio and been an assistant producer at a BBC level. He worked on outside broadcast (OB), and have created Vox Pop for a number of stations. He is confident in editing on Adobe Auditions, Sadie and StarTrek.He can demonstrate an ability to deal with people at all levels and in all situations. Rajen came to college having passed just three GCSEs but excelled while there, then graduated in Media Production (Radio) from the University of Westminster before starting his career on local radio station and joining the BBC in 2017.
Raj is a fully qualified trust and estate practitioner with 15 years’ experience in trust planning, management and trusteeship. He also advises on the safe mitigation of inheritance tax. Raj completed the STEP diploma in 2009 and followed by obtaining a distinction while completing the legal practice course at the college of law. His experience encompasses working in the legal, tax, accounting and trustee sectors having worked for some of the most diverse and well known private client businesses in London. Raj focuses on working closely with families to ensure their estate planning needs are met.
UK-based digital entrepreneur, specialising in guiding people how to make an income from home through trading currencies and commodities, cryptocurrencies, home business and dropshipping/e-commerce. She has been running her own investment firm as part of a wider educational platform for a few years and is experienced in both trading and personal mentorship. This has allowed her to leave the corporate world and start her own business within the platform - which is active in over 128 countries and has helped over 400,000 members worldwide learn how to trade, invest and study personal development.
With the launch of real estate and stocks education pending, Nilee is committed to reaching her goal of helping over 5000 people across the world change their lives through financial education.
We are born to win - but conditioned to FAIL! A proud father of 3 beautiful daughters, Sam has carved himself with authenticity, integrity, self-care, self-respect, self-love, and a strong connection with self. He has built within him the pure source of happiness. He has been immersed in personal motivation and permanent transformation since 2007. He started as a coach within the Youth Sector and then developed this into business transformation which has been in operation since 2009. As a result of his extensive international training of entrepreneurs and leaders since 2002, he is recognised as one of the UK’s top trainers and coaches. In 2005, he began offering talks and workshops for young adults at schools and colleges. In that time, he trained and spoke to over 8,000 young adults. They include the gifted and talented as well as students with behavioural challenges. Within the corporate, he has delivered training on - Mindfulness - Meditation - Mental Health Communication Skills Listening Skills Team Building Emotional Intelligence Bespoke training.
Shalini founded E2Exchange in 2011. Its mission is to help build and foster the future high impact entrepreneurs of the UK by providing one place, under one umbrella organisation, where entrepreneurs come to grow their businesses by connecting with fellow entrepreneurs, sourcing investment, finding NEDs and accessing world class corporate services. E2E Invest, the fundraising arm of E2E, focuses on securing early-stage capital for high growth businesses. E2E Exec, the recruitment arm sources high calibre directors for its members. E2E’s founding Board include Sir Richard Branson, Luke Johnson, Brent Hoberman, Lord Bilimoria CBE, DL and Duncan Bannatyne OBE.? Its corporate partners include LDC, UBS & Cavendish Corporate Finance and its Members include global and fast growth entrepreneurs. Prior to establishing E2E Shalini was an Investment Director at LDC the private equity arm of Lloyds Banking Group and led LDC’s off-market origination network; The LDC Opportunity Club. Shalini joined LDC from Lloyds Banking Group where she ran the Group’s 'plain vanilla' International Trade Finance business whilst chairing the Lloyds TSB’s Emerging Leaders, programme. Previously to working for Lloyds TSB, Shalini along with three former Managing Directors of Deutsche Bank, set up the world’s first online 'bank to bank' trade finance company. She was a management accountant at Deutsche Bank and has worked in various finance related roles for Bankers Trust, NatWest Bank and Coopers & Lybrand.
Hari Mistry is a Solicitor in the North West specialising in private client matters looking after the financial affairs of individual clients and trustees. This includes the drafting of Wills and Lasting Powers of Attorney, inheritance tax planning and the administration of estates and trusts. He is a member of the Society of Trusts and Estate Practitioners which is the global professional association for those advising families across generations and a member of the Solicitors for the Elderly which is a specialist group of lawyers who support and make a difference to older and vulnerable people. Hari also acts as a Trustee for a carer’s charity which helps meet the individual needs of carers by providing information, advice and emotional support.
Chandresh is an experienced professional with a demonstrated track record of more than two decades with financial services industry across different lines of business such as Investment Banking, Wealth Management and Equity Capital Markets (ECM). He spent more than 10 years in Investment Banking / Capital Markets experience across Mumbai, Hong Kong & London. He was formerly worked with Citigroup (Investment Banking) & Merrill Lynch (ECM & Institutional Trading). On educational front - MBA (Finance) from University of Exeter (UK) and Bachelor of Commerce from Mumbai University.
Rishi is the CEO and Co-Founder of the UK’s leading SME-focused challenger bank, OakNorth Bank, which launched in September 2015 and has enjoyed a meteoric rise.
Rishi Khosla OBE is a British-Indian serial start-up entrepreneur, co-founding OakNorth, alongside Joel Perlman.
The bank has lent over £5.1B to date to what it calls the “Missing Middle” – businesses that have the most significant impact on economic and employment growth.
Its loans have directly helped with the creation of over 22,500 new jobs and more than 15,600 new homes across the UK.
In addition to its UK bank, OakNorth also licenses its software (the ON Credit Intelligence Suite) to other commercial banks around the world.
This unique combination as a Bank and an enterprise software business has enabled OakNorth to attract over $1B from investors and achieve a valuation of $2.8B.
In 2020, the Financial Times ranked OakNorth Bank as the fastest growing business in Europe and according to OakNorth Bank’s 2020 results which were published earlier this week, it lent over £1.1B to UK businesses last year and made £78M pre-tax profit. Rishi previously co-founded Copal Amba, a financial research company that was scaled to 3,000 employees and sold to Moody’s corporation in 2014. He is also an active venture investor and provided early-stage funding to Paypal and Indiabulls.
A 15-year corporate employee, who left the security blanket of employment, to become an entrepreneur and build multiple start-ups within 24 months. Tinesh now sits on the board of many start-ups within Cyber, EdTech, Social Tech and advises on start-up, survival and growth. Tinesh's own companies are now gaining some super traction and already making a real difference in Cyber industry, however, this has come with some seriously hard life lessons that entrepreneurs do not often talk about. Tinesh has written about his journey and shares his story on his own personal blog site. www.tineshchhaya.com Tinesh is a mentor, motivator and assists individuals who are considering an entrepreneurial career as well as a mental health advocate, keen supporter of mindfulness and self-care. He is a Forbes Technology Council member, which is an invitation only global executive technology group.
Russell Bahar is the founder of Asian Jewish Business Network, AJBN Recruitment, and Director of Spring Ad Consultancy. He launched the Asian-Jewish Business network in early 2019 which from the very start attracted huge interest. The inaugural event of the Asian Jewish Business Network which was held in Nov 2019 at the iconic Lord’s cricket ground attracted more than 400 CEOs and other senior figures from the world of Law, Property, Insurance, Finance, Banking and Accountancy, etc… Guests also heard from leading business figures from both communities including International Development Secretary Alok Sharma MP, Deputy Mayor of London for Business Rajesh Agrawal, Sir Lloyd Dorfman, Lord Bilimoria, Ron Kalifa and Faisal Islam. The first gathering confirmed a clear appetite for this unique forum, and in Jan 2020 he launched the AJBN Members Club in London which now have 65 company members and at the end of 2020 they also launched the members club in Manchester and Leeds, plus in January of this year a Recruitment department, AJBN Recruitment. Russell is delighted to announce a return to Lord’s on the 15th November 2021, this time with a series of events aimed to further the AJBN’s goals of helping to share best practice and ultimately boost trade.
Mihir Kapadia is founder and Chairman of Sun Global Investments Ltd., a FCA regulated Investment Banking company. Sun Global business verticals include Wealth Management, Asset. Managment, Corporate Finance and Trading. Mr. Kapadia is a well known investor, deal maker and investment advisor. His interests include philanthropy, education and community development initiatives.
Hamza is a Tax Manager of Ferguson Maidment & Co. based in the City of London. The firm provides a holistic tax service to a variety of UK and International sized clients. This is from individuals to corporate entities. Hamza is FCCA and CTA qualified possessing over 10 years of UK and International Tax experience. This includes both compliance and tax advisory. He specializes in tax from Property Tax to Inheritance Tax.
Vivek Madlani is the CEO and cofounder of Multiply.ai, the UKs first fully automated financial adviser, where he is currently helping people buy their first home and build their wealth automatically connect to the right savings and investment products in the right amounts.Prior to founding Multiply, he was an exotics derivatives trader both at Lehman Brothers and at Natwest where he built up a trading business from scratch.He is also a fully qualified financial adviser.
Jakub advises clients on estate planning, will preparation, inheritance tax, trust related matters and Lasting Powers of Attorney. He specialises in cross-border estate administration and tax related matters. His cases often involve assets and liabilities located in multiple jurisdictions.
Steve has been with SBI for 10 years this coming June and in his role as Head, National Sales he looks after the sales and service of its 12 UK branches.Prior to joining SBI he spent over 20 years working in the RBS group and Barclays including 10 years in Guernsey, Jersey and the Isle of Man.Working for SBI UK has been an incredibly exciting experience for him as whilst State Bank of India is huge globally, in the UK it is a relatively small bank and this makes working there very rewarding as , unlike working for a “High Street” bank, the staff have a much closer involvement in strategic decision making. Everyone has an opportunity to make a difference.Outside of work he enjoys the countryside and walking Buster his dog. However his main pastime is motorcycling; his wife and he own a Harley Davidson tourer and they tend to spend their holidays touring Europe whenever they can.
Jonathan Metliss is the Chairman of Axiom Stone. Jonathan, one of the City’s best-known and most distinguished lawyers, has had a long and successful legal career. He specialises in corporate finance with an emphasis on takeovers, acquisitions, financings, flotations and joint ventures, with particular expertise in the real estate, retail and leisure and technology sectors.
Sam, CEO and Co-founder of Nova Money. In a previous life he has managing billions for investment banks and actually had a lot of fun doing it. But then he realised that most people don't like to care of their money because it's boring.So, he created Cash Coach to be the personal finance app that millennials want to open everyday. Depending on your personality and goals, Cash Coach can be cute, funny or ruthless with you.
Bhupinder Anand is MD of 'Anand Financial Architecture', IFAs based in Uxbridge. Alongside 'Anand Wills and Trusts', he connects law, tax and financial planning to provide a holistic, one-stop, Estate Planning service. Twice awarded UK 'Independent Financial Adviser of the Year' and rated Evening Standard 'Best IFA in the Capital', he was also Finance Editor of Eastern Eye newspaper and presented his own finances series on Zee TV.He is a 25-year member of the Million Dollar Round Table, an association representing the world's best 50,000 advisers.Bhupinder has global recognition as a keynote speaker at major conferences, including to an audience of 12,000.He is author of 'Smashing the Glass Ceiling - Breaking Through Your Personal Barriers to Success'. Bhupinder's skill is in simplifying the complex world of financial planning, helping clients to design their future financial home and then source the most appropriate financial furniture to achieve their goals.
Ushma cares about how we can all thrive and better manage our mental health, with a particular interest in reducing stigma in Indian communities. She was previously a strategy consultant, NHS Governor, and health tech investor. She has co-authored multiple reports and analysis around mental health and digital health, including figures quoted by former Prime Minister Theresa May. She currently works for Big Health, who are helping millions back to better mental health through proven digital programs for insomnia, poor sleep, worry and anxiety.
Paul has been working in the Financial Service Industry for over 30 years at a senior level with many high street banks after which he found his final role with Crystal Financial Solutions Limited. He has a Diploma qualified in Financial Services and takes great pride in helping his clients to build a better future by helping them to increase their wealth and reduce their tax. He specialises in Pensions, both personal and company, Investment and Inheritance Tax Planning. He has also worked for the Financial Ombudsman, where he was an adjudicator, dealing with pension and investment complaints which has given him insights on what good financial advice should look like.
Head of the Commercial Property, Investment and Residential Departments and a Partner Idnan deals with a variety of Property matters including freehold and leasehold sales and purchases; remortgages and refinancing; equity release schemes; right to buy schemes; acquisition of investment properties; commercial property matters including, auction sales and purchases, granting leases; licences to assign; rent deposit deeds; business purchases; licensing applications. Idnan’s clients include property developers, surveyors, lender’s, institutional investors, retailers, landlords and tenants. Many of Idnan’s clients come to him as a result of referrals from existing clients and professional recommendations. Idnan is based at the Edgware and Mayfair offices to support the needs of his clients.
Mr. Sharad Chandak is the UK Regional Head of State Bank of India (SBI), India’s largest bank. Mr. Chandak has over 30 years’ experience in banking, having started his career with SBI in 1988. He is also Chief Executive Officer of the subsidiary, State Bank of India (UK) Limited, formed in April 2018. Prior to joining SBI’s UK office in November 2018, he worked in India at the bank’s various offices and business verticals. During this time, he worked in Retail banking, Mid-Corporate and Stressed Asset Resolution Group.
Mr. Loknath Mishra is the Managing Director and CEO of ICICI Bank UK PLC. Mr. Mishra has been with the ICICI Bank for over 22 years and has extensive experience in corporate and transaction banking services. Most recently, he provided leadership to a large team managing relationships with some of the largest corporate clients in India. Prior to that, he was responsible for transaction banking domestically and internationally at ICICI Bank Limited, where he oversaw the development and launch of some industry leading digital and technological trade platforms. Mr. Mishra also has experience of leading the structured finance, capital market and custody business of ICICI Bank Limited. Mr. Mishra has an MBA (Finance) and is also a Certified Associate of Indian Institute of Bankers (CAIIB).
Olivia has extensive experience in advising ultra high net worth individuals and families on cross-border, offshore and international succession and life planning, including the setting up and management of single-family offices, private capital placement and private wealth strategy. Her knowledge of family office structuring is invaluable to her clients as well as her ability to communicate with all members of a family, allowing them to concentrate on the positive that binds them together as a unit. Olivia is a pioneer of the newly-revised virtual single family office, using the most up-to- date systems to bring the benefits of the single family office to a wider variety of clients and taking the concept truly into the 21st century. As well as acting as CEO for Single Family Offices, she is often called in to advise other Family Offices worldwide on restructuring, providing legal services and educating younger generations. Olivia believes that a successful Private Wealth lawyer must understand not only the investment markets worldwide, but have a good understanding of geopolitical issues and economic factors. Her podcast on the effects of the Covid-19 pandemic on family offices was very well received.
Hitan Mehta has been an integral member of the British Asian Trust. He is a member of the
original founding team and its first ever employee. He has devoted the last 13 years to make BAT
a resounding success, serving as its Executive Director.
Hitan has over this time also supported HRH The Prince of Wales’s interactions with South Asia, having personally accompanied him on five trips to the region. Hitan has also served as Head of Operations for The Prince of Wales’s Charities Foundation, organising commercial activities to raise funds with a programme of music, sports, films and exhibitions.
His concerted efforts on UK India relations saw him recognised in the ‘100 Most Influential People in UK India Relations’ list for 2018.
Vatsal Garg is a retail portfolio manager for investors in India and manages their money on a basis of a legal one-to-one contract signed by both parties under the message - 'Enegma Capital'. He has completed his Masters in Corporate Finance from Henley Business School, University of Reading, United Kingdom, and passed with Distinction
He invests in Indian Equities and also deals in Macro trades through his virtual portfolios.
He has authored a book - 'Hedge Funds: Strategies and Portfolio Management in Hedge Funds and other Alternate Investment Funds' which explains major strategies followed by hedge funds and also discussed Private Equity, Takeovers, Coronavirus, Special Purpose Acquisition Company, and Portfolio Management.
Paresh is a Chartered Accountant by profession. After over 10 years in the financial services industry, I decided to embark on a new journey. He had always wanted to do something that would make a positive difference in the community. In 2019 he started a franchise business providing quality care in a person's own home.
Pragnesh is one of the founding Partners of Axiom Stone Solicitors and has led the firm from a single employee to more than 100 staff over four offices. He represents various clients, including high net-worth individuals, blue-chip companies, hedge funds, foreign companies, SMEs, property developers and pharmaceutical companies. Pragnesh specialises in Real Estate and Banking and Securitisation. Notable transactions include billion dollar claims against national governments, developments ranging from single-unit prime properties to local regeneration projects. He has vast experience representing clients in a wide range of commercial and civil disputes, having appeared before the Court of Appeal, all divisions of the High Court and various County Courts.
Shakeel has over 15 years’ experience within the QSR Operations environment in their own family franchised businesses, initially with Pizza Hut Delivery & KFC (YUM Brands) and more recently with Starbucks & diversification into 9Round gyms. He has a multi-site restaurant expertise with a strong belief/philosophy of continually promoting talent from within and providing extended career paths. He is privileged to have had seats at the Pizza Hut Delivery UK Leadership Franchise Council and Marketing Boards for 6 years. He had the responsibility of representing their franchised colleagues in the estate, collating their views and addressing their concerns and/or new innovations to the Brand Leadership Teams. Shakeel diversified into the fitness industry due to the surge in general “wellness” and healthier lifestyle of the public. 9round offered an intelligent business model based on flexibility for the consumer, advanced technology and focus on digital marketing.
Tushar has been a specialist in Mortgages in India. He has handled various roles in his 15 year stint with ICICI Bank. The areas include Real Estate financing, consumer mortgages, Product. Tushar is now heading the commercial real estate lending business for ICICI Bank UK PLC.
Yogesh has been in the Financial Services Industry over 15 years. During a successful and varied career working for several financial institutions, he gained a passion for helping people and providing good honest advice at all times. The diverse exposure and experience he accumulated gave him confidence in taking his first step in cofounding a company in 2011. However, his desire to offer an even more personalised service and apply the business principles and ethics that he stands for is why he set up Aegis Life Financial Services in 2018. His key clients are individuals, families and businesses who wish to identify their shortfalls in protection planning and understand and achieve their goals with the help of a professional. The ability to speak different Indian languages helps him to communicate effectively with his clients. He has made it his mission to help his clients ensure they have the right policies that protect themselves and their loved ones, so they can spend more time doing the things that really bring joy to their business and their lives in general. “My mantra - everything that happens in life, does so for a reason. The experiences build you as a person and you have to be resilient and adaptable if you want to survive and thrive!”
Surinder Arora is the Founder and Chairman of the Arora Group. Having arrived in the UK as a teenager from India, Surinder founded the business in 1999, running a luxurious four-star hotel at Heathrow for airline staff. From there, he built a business based on strong principles of enterprise, including the purchase of the Renaissance London Heathrow hotel in 2012, where he had worked as a waiter in the 1970s. Today, the Arora Group is a successful private group of UK-focused companies, with specialist property, construction and hotel development and management divisions. The Group owns and manages a diverse portfolio of assets across Britain’s key business locations, with a particular presence in airport regions. Surinder and his wife Sunita are also co-founders of the Arora Charitable Foundation, supporting social responsibility initiatives in the UK and overseas.
Sahil Kapoor has over 14 years experience in equity & macro-economic research. His expertise lies in providing investment & portfolio allocation advice to his clients. He assists clients in understanding the direction of the stock markets – when to be optimistic & when to be cautious with their investments. His area of expertise involves macro economics, sectoral analysis & options markets.
He joined Edelweiss in the markets team where he traded equity, commodity and bond markets. He moved to investment research and has been the Chief Market Strategist for Edelweiss Investment Research for the past 5 years. He is an expert in catching signals early and devising strategies to profit from them.
Mr Devvrat Kumbhojkar started his career with State Bank of India as Probationary Officer in 2009. He has rich experience in offshore banking, retail credit, branch operations and NRI banking. He has served in various branches/offices of the bank in the state of Maharashtra and Goa. Some of his previous assignments includes Manager of the Offshore Banking Unit in Mumbai, Manager (Risk Rater) at Mid-Corporate Regional Office in Mumbai, Chief Manager of NRI Branch Vile Parle, Mumbai and Branch Manager of Bicholim branch in Goa. Presently he is heading the NRI services of SBI (UK) Ltd since November 2020. Prior to joining London office of SBI, he was working as Private Secretary to The Chief General Manager of Maharashtra Circle of State Bank of India.
Sachin is director of PillboxCapital 3 Fund, tasked with sourcing investor finance and launching this new private equity fund in 2019. Sachin is an entrepreneur and a strategist with experience throughout the private equity value chain. He has built businesses in hospitality and in healthcare, exiting the former to another private equity backed buyer in 2013 and the latter in 2016. Sachin has also advised numerous private equity firms for over 5 years, on capital growth strategy. Sachin was recently recognised as being within the top 100 most influential global Indians, in 2018. He has advised and consulted several think-tanks and governmental organisations in India and the UK, around healthcare, and education strategy. Sachin has a post-graduate qualification in Philosophy with a specific interest in the study of Theology and Liberty. He has spent time at the Universities of Oxford, Nottingham and Princeton pursuing his interests.
Mr Sanjay Pandey is the Executive Director of State Bank of India (UK) Limited. Mr Pandey has over 22 years’ experience in Retail and International banking, having started his career with SBI in 1998.Prior to joining SBI’s UK office in December 2020, he worked in SBI Hong Kong, SBI New York and in India at the bank’s various offices and business verticals including being Regional Manager of Varanasi region. During this time, he worked in Retail banking, IT operations, Project Management.Mr Pandey has achieved double postgraduation with MSc (IT) and MBA (Finance).
Founder of Successful Superwomen [www.Facebook.com/groups/successfulsuperwomen ]. She is a mindset and transformation mentor. Helping South Asian female entrepreneurs break through limiting beliefs and transform their passion & side hustle into a successful business. With over 20 years of experience from high flying corporate roles in Telecoms, Media and Pharma to going solo in the creative world. Multi award winning multicultural wedding photographer at www.bhavnabarratt.com Featured on: Hello Magazine, Vogue, BBC, ITV, Loose Women, Channel 4, The Times, KhushMag, Daily Mail, The Sun, Metro, Yorkpress... and many more! Massive F1 fan, love chai, travel, good food, beach life and dancing on tables. Currently travelling the world, raising two multilingual, multicultural spirited boys and wife to a creative film and tv prop master.
Vijay has been a Partner with Harold Benjamin since 2010 and took over as the firm's Managing Partner on 1 January 2019.Alongside the day to day management of running the firm, he still maintain his busy client portfolio, particularly specialising in property acquisitions, disposals, funding arrangements and auctions for a range of small to mid-range builders and property developers, and assist on high-value residential and mixed-use schemes including the redevelopment and regeneration of brown and greenfield sites.He has been the lead on several hotel deals including the acquisition of both boutique hotels and more mainstream hotel brands for private investors and companies. The hotels are spread across London and the United Kingdom. The firm has been engaged in deals with hotel brands including Hilton, Marriott, Accor and the work has included the full gambit of real estate instructions together with franchise and service agreements.He is an active deal maker and legal adviser and a number of his most entrepreneurial and influential family business clients / connections hail from the Asian Community.
A property entrepreneur with over 25 years of investing in property, including: Buy-to-Let, HMOs, Planning Gain and Distressed Assets. A passion for health and fitness having lost over 50kg at the age of 50 and appearing in a number of men’s health publications. As Diksesh points out this was as much about mindset and nutrition as it was working out. A regular on Club House where he is valued for his honest no holds barred views on property investing, human behaviour and mental wellbeing. He is a sought after speaker covering topics such as due diligence, joint ventures and mindset. Additionally, he offers a range of property education programmes from group coaching to executive level support.
Vital Concept was established 15 years ago as a branding agency but very quickly moved to a one stop brand company taking care of client’s graphic design, branding, websites, printing, signage and digital marketing. Our aim is to provide our clients with an end to end solution to reach their existing and potential clients. The team consist of 12 people with various skill sets giving our clients an all-round high quality service as a solution.
In his 5 years at Prideview, Pritesh has swiftly moved up the ranks to Director and is responsible for handling the affairs of a large number of our private investors, having done over 150 commercial property deals with a deal value in excess of £175M. He is well qualified to handle property acquisitions or disposals off-market, in auction or via private treaty and speaks regularly at our oversubscribed investor seminars and most recently our virtual property seminar. Previously, he was a senior account manager with Prideview's property insurance partners in the City of London, where he developed an excellent grounding in property risk appraisal and also holds a Law degree from Bristol University, which has given him a thorough understanding of the legal nuances of property investment.
Nilesh is one of the Principals at Prideview Group, one of the leading commercial property investment consultancies for private investors. He qualified as a Chartered Accountant at KPMG before joining Prideview, and alongside managing the company finances & insurance service, remains one of the first points of contact for first-time and smaller private investors. He personally overseas all Prideview communications, ensuring that our thousands of registered investors only receive news and deals specifically tailored to their requirements. He regularly writes in external publications such as Estates Gazette and the Asian Voice, and speaks at our oversubscribed investor seminars and more recently our virtual property seminar. Being a naturally outgoing person, he has also worked hard to establish The #PrideviewCricket Cup as the largest charity cricket day in the property industry, which has raised several hundred thousand pounds for charities globally.
Alpesh Patel OBE has represented the United Kingdom since 1999 when the Prime Minister appointed Alpesh as Dealmaker to The Department for International Trade to bring outstanding tech companies to the UK, which solve the world’s biggest problems. Alpesh left being a Barrister to educate people on financial literacy for social mobility and co-founded the UK chapter of the world's largest entrepreneur mentoring organisation (Tie.org). Private Equity / Hedge Fund Founder with a focus on cleantech, sustainability, social impact. He has his own dedicated shows on Bloomberg & Sky; is a CNBC co-host; has been a Financial Times columnist for 5 years. He is a Co-Chair at Loomba Trust for widows and orphans. He was awarded an OBE in 2020 for services to the Economy and International Trade.
Heena is a CV specialist. She is also a qualified accountant, an author and an NLP (Neuro-Linguistic Programming) Master Practitioner. She loves what she does. She works with intelligent, passionate and talented professionals who are looking to advance their career. She combines her substantial experience in finance and finance recruitment with her writing and coaching skills to help you create a compelling impactful CV. Your CV is the first impression you make on a potential new employer. She can help you make the right first impression and land the interview. She is passionate about helping you succeed. She believes it’s her job to show you how talented you are, and help you truly believe that. Armed with that self-belief, she knows you can do whatever you set your mind to. That’s why she loves what she does.
Priti is the founder of Multi- Award winning UK based Event Management and Luxury Wedding Planning company - Priti Raichura Events. And the company provides planning, design and event management services for luxury, bespoke weddings, private parties and corporate events. Food is something that is close to her heart – she has excellent contacts with caterers and as a ‘foodie’ herself, she understands the importance of good quality cuisine for all occasions. In fact, such is her breadth knowledge about the Indian food industry, that she often hosts the BBC Curry show on Radio Leicester. She also regularly appears on radio and television in her capacity as a wedding expert and party planner; most notably as the BBC Radio Leicester’s bridal expert and as the Wedding Guru for the Pukaar Magazine in which she writes for regularly. As an award winning business woman with a reputation for excellence, she is regularly a speaker at weddings conducting the role of Master of Ceremonies on request by her clients. She is also a freelance broadcaster for Pukaar News, BBC Radio Leicester, Sanskar Radio and has also worked as a presenter for MATV and Aastha International TV.
Paresh Raja has an extensive background at one of the Big 4 consultancy firms, specialising in structured finance, and has a long-standing career in the commercial and specialist lending sector. He is therefore well placed to discuss anything bridging finance specific, or business and property more generally. Paresh is now the CEO at Market Financial Solutions which he has developed to become a leading name in the bridging finance space. Bridging Finance can be used to support acquisitions of buy-to-let properties and are open to a range of clients, from individuals to companies.
Tiba Raja is a specialist in both banking and finance, having worked at Aviva, HSBC’s Investment arm and Goldman Sachs before launching Market Financial Solutions in 2006, where she works persistently in the background as Executive Director. She is a bridging and property market expert, focusing heavily on how it can be used to streamline the auction process for buyers, both on commercial and residential properties. Tiba is also an expert in strategy and business development, as well as being dedicated to philanthropy – focusing mainly on children’s charities.
Ed is a Director of Keystone Probate a specialise probate company. He is a fully qualified STEP member and has worked in the probate industry for over 20 years. He has in-depth knowledge of the many technical and practical issues faced by Executors gained through his extensive experience of dealing with estates.
Jay is a Sound and Mindset Practitioner, with over 20 years of experience in various complementary therapies, to do with Mindset, Energy and Sound. Jay is a great believer in learning, the mind is expansive. She has fascinated by the power of the mind, body and spiritual connection. She has a regular meditation and yoga practice that keeps her grounded and energized. She loves botanical painting, it’s a time where she simply become absorbed into her artwork, oblivious to the outside world, igniting the creativity within her. We are all able to do anything we want, it’s all about putting your mind to it and learning how to do things. Over the years she has developed the interest in exploring more into making vegetarian healthy dishes which are vegan and also compliment the ayurvedic way of eating, to have a healthy body and mind.
Sanjay Rughani, is a Senior Consultant and Founder at Sterling Professional Finance, established 20 years ago with his wife Jay Rughani. He brings to the table sound finance advise, Debt raising options particularly in the property sector, including facilities for Commercial, Residential Investments & Portfolio Funding, Development, whilst suggesting Short Term Bridging Finance especially when purchasing from an Auction, Doing Refurbishment or when conventional lending is unavailable. Additionally, he consults on Business Funding to include, Unsecured Cashflow, Invoice Discounting & Factoring, Asset Finance, Equity & Cash flow management skills, to both SME’s and fast-growth businesses. He is also as an Investor and Non-Executive Director. An experienced entrepreneur, skilled negotiator, and business planner, he consults on a variety of funding options for SMEs & corporates, including the healthcare sector. Sanjay has also a passion to help the community being a Trustee, where he is involved with Various Charity’s & SEWA organisations.
Nicola Ryall has over 30 years’ experience in marketing & sales, cutting her teeth at American Express and Coca-Cola. She is a founder-member of Branduin Business Support; a founder-associate of Brolly Marketing and owns the KAI Foundation. She set up her marketing consultancy, Ryall Marketing, in 1992 and since then has helped her clients plan & execute their sales & marketing activity, delivering them profitable sales and business growth. She has experience in a wide range of sectors, including professional & financial services, high-tech and telecoms, manufacturing and consultancy. Nicola regularly runs workshops and seminars on strategy, integrated marketing, copywriting, lead generation and digital & social media marketing. These are run in conjunction with universities, chambers of commerce, local authorities and commercial organisations. Additionally, as a member of Branduin, she is currently facilitating 'boardroom'/P2P sessions on behalf of the Herts Chamber of Commerce & the Herts Growth Hub.
Abhishek currently is the Chief Business Officer for State Bank of India (UK) Limited and manages the lending business for the bank covering Mortgages (Buy to Let), Commercial Real Estate lending and Corporate Finance. Prior to joining SBI UK, he has also led investment banking and corporate banking activities across leading international banks in UK. SBI has made BTL its growth focus and his team has grown the BTL loan book over 3x in last 3 years putting the Bank on track to becoming a key player in the space.
With over 10 years of industry experience, Dipesh provides professional, focused advice to assist clients purchasing their first home, moving home, re-mortgaging or simply looking to protect their home and their loved ones. He breaks things down, strips back the jargon and simplifies the process for his clients. Removing the stress and giving them back their valuable time. He provides his clients with a high level end to end service from initial consultation to the completion of their mortgage. He guides his clients on: - Liaising with estate agents, or New Build developers - Liaising with solicitors to progress the legal aspects of property purchase - Ensuring that the lending he recommend is suitable to their needs - Reviewing their existing protection arrangements and provide sound advice where there is a potential shortfall.
Shandip has been an estate planner for over 8 years now, with experience in banking and pharmacy retail management for 30 years prior to this. He is based in Harrow, Middlesex. His firm Balance Consultancy is based in Stanmore with clients all over England but mainly within London. He thoroughly enjoys his work and gets huge satisfaction from helping people. It is his clear passion to ensure public are educated on this vitally important subject as all agree death is inevitable and the likelihood of loss of mental capacity is also very high. He is fully conversant in Gujarati spoken. He is the chair of Middlesex and West London regional group of the Society of Will Writers and also on the national Professional Standards Board of the Society of Will Writers. He was born in Tanzania of Jain origin. He has been in the UK for the last 45 years. Key interests include sport – playing and watching, charity work (am a Trustee of major charity promoting humanitarian and other development work Veerayatan), runs a spiritual Jain school every week (SCVP) and generally loves life as a whole. He is a keen reader and music lover (all genres).
Manisha helps ambitious entrepreneurs create compelling content for their brand so they can stand out, boost their visibility and have the confidence to start generate leads and sales by building a loyal, engaged audience.
Tushar Shah is co-founder and director of Centrum Group which runs and operates businesses in Health Care, Real Estate, and Private Equity. The group started its humble beginnings 15 years ago from a bedroom and has now grown to a combined turnover of £8 Million across. The philosophy of Centrum Group is to grow teams who then grow businesses and challenge the status quo to drive value. Many of the individual businesses have won multiple awards and recognition for their innovation, people development, and customer service.
Dipal has worked in the Investment Banking world for 15 years and then decided after having children to become a coach, helping women return to the workplace with confidence and self-worth. She wants women to succeed with their careers, and not feel guilty being away from family. Being a working mum and juggling so many balls is definitely a challenge, and her aim is to help clients be more resilient and see these challenges as opportunities, as well as enjoy what they do. Life can be hectic, and it’s easy to lose sight of where your career is going and where it could go, and therefore believe that self development is important in these times. She enjoy seeing clients grow in confidence, and their self esteem, and lowering the expectations of themselves.
Rumit Graduated from LSE in economics, is a chartered accountant and chartered tax adviser with a proven track record over 25 years in closing complex and large financing and structured transactions at Bankers Trust and Deutsche Bank. He has a thorough understanding of business organisation and structures and vast experience in origination, execution and the development of domestic and cross border financing solutions. He possesses excellent commercial and business acumen, leadership and communication skills. He believes in the philosophy of giving back to society and therefore is involved in charitable activities. He has been instrumental in creating a business and professional network for a community charity, creating a platform to inspire young entrepreneurs and more recently assisting the community at large by organising webinars on topical subjects on wealth, health and education. Other interests include golf and other sports and organising events.
Cloud Solutions Architect for a global technology firm and Former Toastmasters’ president, Sumit Sharma looks after a portfolio of projects involving all things Technology, Communication and Wellness. As well as coaching corporates and charities on Public Speaking and effective communication, Sumit also hosts The Vichaar Manthan podcast, a project looking to earnestly explore ideas through a Dharmic lens. Sumit has a can-do attitude and is a mentor to many, engaged for earnest and honest debate, rallying impassioned like-minded people to be part of the churning and facilitation of Dharmic ideas.
Anurag is a 3rd time founder with 2 exits. Previously he was Co-Founder, Chief Product & Enterprise Officer, Affle (Listed in India NSE: Affle). He also founded & sold one of India's first full-service Mobile Advertising Agencies and a unique Offline to Online e-commerce marketplace. Anurag has co-authored the book ‘The Curious Digital Marketer’ for Mobile Marketing and has recently moved to the UK, being endorsed by Tech Nation as an Exceptional Talent in Digital Technology.
Bob is a former banker who has been in financial services from the age of 17. He has experience as a financial planner, IFA, Estate Agent, Auctioneer and for the last 18 years or so he has majored in mortgages. Bob has won several awards and is well known and respected figure in the industry. As well as appearing on TV & Radio Bob enjoys a large following on Facebook where he does a weekly finance show. He has advised clients of all wealth levels and is a mortgage strategist at his firm Chess Mortgages.
Bob is a former banker who has been in financial services from the age of 17. He has experience as a financial planner, IFA, Estate Agent, Auctioneer and for the last 18 years or so he has majored in mortgages. Bob has won several awards and is well known and respected figure in the industry. As well as appearing on TV & Radio Bob enjoys a large following on Facebook where he does a weekly finance show. He has advised clients of all wealth levels and is a mortgage strategist at his firm Chess Mortgages.
Vinay Tanna is a Solicitor and Notary Public. He has been a litigator for over 20 years and has advised clients on their personal wealth protection strategies. He specialises in family and inheritance disputes with special interest in those with assets in India and elsewhere in the world. He has a specialist knowledge of Pre-nuptial agreements and has written a book guiding couples on this sensitive subject. He sits on boards and panels of various charities and organisations.
Sanjiv Shah is the Chief Investment Officer at Sun Global Investments Limited which is a UK-based FCA-regulated Trading, Investment Advisory and Management Firm.
His activities include investing in the Global Fixed-Income Markets with a focus on bonds issued in US Dollars, Euros and GBP with issuers across all Geographies. He is the Portfolio Manager for Client Managed Accounts and Co-Manager of a number of Funds in asset classes ranging from Bonds, Structured Products and Global Equities.
He has worked for the Bank of England, the FCA, Lazard Brothers and Banque Paribas Capital Markets. In 1996 he co-founded India Value Investments Limited. which has been a very successful long-only Indian Equity Fund. He is an advocate of long term investing in Equities as the most effective way to create long term wealth. His investing approach is based on a close study of the writings of Ben Graham, Warren Buffet, Charlie Munger, Peter Lynch and Monish Pabrai.
He has an MA in Economics from Cambridge University.
Arya Taware, Founder & Managing Director of FutureBricks, a fintech property investment platform, hails from Pune. A first generation migrant to the UK, she started her journey at UCL’s The Bartlett School of Planning. It was then, while working for an SME housebuilder, that she discovered a gap in the market: small and medium sized housebuilders face the challenges of getting access to mainstream finance. With an interest in investing, Arya Taware took action and decided to merge the two: thus started her entrepreneurial journey as she founded FutureBricks, a property investments platform which has to date a total portfolio of projects loan book reaching over £3.4 million across 18 projects. Today, with a vision to grow the business to a loan book of £100 million within the next 3 years, Arya is focused on democratising property investing.
Five times business awards finalist and independent Franchise Consultant, Krishma Vaghela started her career in franchising in 2009, with a successful 6 years on the operational front leading, developing and successfully restructuring multiple franchises on behalf of investors for UK Superbrand Pitman Training, securing her two finalist awards: 'Best New Business' and 'Best Business Woman in Franchising'. Other achievements: • 2018 founding Franchise Future and Business Futures • 2018 Featuring live on LBC Radios ‘Business Hour’ to discuss UK franchising • 2018 A visit to 10 Downing Street to meet the Prime Ministers Business Adviser to discuss the issues surrounding start-ups and business growth • 2018 Contributing in articles on behalf of Direct Line For Business and featuring on their International Women's Day marketing campaign • 2018 A book contribution in ‘The Successful Mumpreneur’, advising on investing in a franchised business • 2019 finalist for ‘Entrepreneur of the Year’, ‘Business Woman of the Year’, ‘Best New Business’ • 2018 – Present - Sponsor and judge for multiple business awards • 2019 – Present - Judge and start-up mentor for Warwick University’s Enterprise Programme • 2019 – Present - Member and ambassador of EWIF – Encouraging Women into Franchising • 2020 – Present - An independent consultant with Europe’s leading franchise consultancy
Vimal Sheth is a senior product manager working with the ICICI Bank UK PLC taking care of remittances and digital marketing. He is passionate about solving real life issues and providing better services to customers using technology. He is a graduate of IIM Lucknow (2010) and L.D. College of Engineering (Information Tech, 2004).
Manish Vaid handles Marketing and New Account Acquisitions for ICICI Bank UK PLC. He is an IMT Ghaziabad graduate with substantial experience in Financial Industry covering Banking and Insurance in India and the UK.
In his professional career, Manish has set-up numerous distribution networks for Financial Products and enjoys a deep understanding of customer segments and their financial needs.
Head of Private Client Department and Partner Vassos specialises in private client work; wills, probate and trusts together with related matters such as estate planning and LPA’s. He also has in-depth residential and commercial property knowledge. He has been qualified over 12 years and having previously worked in small specialist London firms, his knowledge base is broad and his approach is one of “hands-on” common sense, with an appreciation of taking the most effective and tax-efficient route, and also securing the deal for the client. His clients include high net worth individuals who require inheritance tax-planning and he is experienced in preparing bespoke tax-efficient arrangements and advising on ways to efficiently reduce inheritance tax exposure. As well as individuals, his clients include business owners and entrepreneurs, property investors and family offices. He regularly represents clients from around the world and is fluent in Greek. Vassos is regularly able to save significant amounts in inheritance tax for his clients, and his team are frequently involved in multi-million pound property transactions.
Mr Yudhist Narain Singh is a Senior Partner and founder of YNS & Associates, a law firm based in New Delhi. He has over a decade of experience advising on a wide array of real estate and corporate matters for international & domestic clients.
Mr Singh has been widely recognized for his work in litigation and dispute resolution in various forums including the Supreme Court, National Company Law Tribunal and other courts. He has been actively involved in leasing transactions and advisory work for various key market players and has successfully concluded more than 1,00,000 square feet of leasing transactions pan India.
Mr Singh has been a regular speaker at various international conferences organised by chambers of commerce such as ASSOCHAM and CII, and regularly provides his insights in leading publications and via television. He has been especially recognized for his contributions to the development of the Real Estate (Regulation and Development) Act, 2016 (RERA) and has been actively involved in advising the state authorities on the practical aspects of implementation of RERA.
Deepak is a seasoned Banker who over the past decade specialized in Real Estate Investment banking. He has worked across India, Singapore, UAE and UK in his 2 decade banking stint across Retail, Private & SME Banking and in the Real Estate specialization has been the Chief Business Officer of Puravankara Ltd, one of India's first listed Developer. He is now the VP- Growth of Series -C investee company - Zolostays - one of the largest Co-Living Operator in India. He leads acquisition of standalone towers from developers for operations besides directing build to suit Co- Living assets for investors.