Spring Summit is a rendezvous of like-minded individuals for professional development and intellectually stimulating discussion at a corporate setting.
There are no general principles to investing, and to each his own. However, the world is ever dynamic, and business cycles seem to be changing in a blink. So as CBWN, we feel that it helps to hear from the experts and get perspectives on current and future trends first-hand. And add to it, a dash of changing asset allocations strategies, if any, specifically by women. We are pleased to organize a networking event for women alumni with three short sessions on equities, real estate and wealth management by industry experts.
Suruchi Jain (Speaker) '11
Managing Director and Founder, Opportune Wealth
Suruchi Jain holds an MBA in Finance and Accounting from the University of Chicago Booth School of Business, and a post-graduate degree in Economics from Mumbai University. Suruchi Jain an expert on equities with 11+ years of experience. She was an Equity Research Analyst with Morningstar tracking Indian equities, for four years prior to founding Opportune Wealth Advisors Private Limited in 2016.
She comes from a family of investors and finance professionals, with high integrity and honesty as a core value.
Opportune Wealth Advisors Private Limited offers a range of wealth management solutions including financial planning, direct equity investments and mutual fund investments. Its aim is to help clients grow and preserve their wealth, in a manner that helps them achieve their financial goals. Opportune Wealth helps clients allocate their capital in a way that will ensure long term appreciation of their wealth and purchasing power over time. While advising on equity investments, Opportune Wealth conducts fundamental research to find quality companies, whose value per share is estimated to appreciate manifold over the next 10 years to 20 and 30 years.
Shobhit Agarwal (Speaker)
Managing Director & CEO, ANAROCK Capital Advisors
Shobhit is a true visionary entrepreneur with professional excellence and experience of over 20 years in the field of real estate investments. Having handled many marquee transactions witnessed by the Indian real estate industry, Shobhit has been instrumental in taking Indian real estate to the global capital market platform. With his unique investment ideas, he led JLL into previously becoming the highest grossing company in India. Earlier in his career, Shobhit led the India Capital Market business for JLL with aplomb. During his 17 years stint at JLL, he created a robust platform focussing on client delivery and positioned JLL as India's market leader in Capital Markets. With equal intensity and expertise, Shobhit also oversaw the hospitality business for JLL and helped various large hospitality chains with Asset Monetisation and Fund Raising. His in-depth knowledge about the sector and deep-rooted relationship with developers and capital providers have resulted into multi-billion dollar deals.
At his latest venture, ANAROCK Capital, he focuses on steering the strategic direction through the various investment verticals to ensure that ANAROCK Capital's core philosophy of technology enabled investor-centric decision-making continues to serve the best interest of its clients.
Valmiki Khatri (Speaker)
Partner, Krushna Finserv LLP
By qualification, Valmiki is Chartered Accountant from the Institute of Chartered Accounts of India and holds an MBA (Finance) from the Warwick Business School, UK. He has over 16 years of combined experience in the fields of investment consultancy, corporate finance and tax advisory services.
Previously, he has worked with some renowned organizations including KPMG (a global accounting firm) and Yen Capital Advisors (a boutique investment banking company). He contributes investment strategies and tips regularly to his firm's monthly publication (namely Wealth Mail) aimed at spreading investor awareness and financial literacy. Since many years he has been an active member of the Oneness University, India – a socio-spiritual organization involved in spiritual upliftment, social development, charity and community welfare.
Krushna Finserv LLP is a leading investment consultancy firm established in 1994. Some key statistics: 24+ Years of track record; INR 1,000 Cr + Assets under Management; 165,000 + Client folios; 12,600 + Family Client relationships and 32,900 + Individual Client relationships.
Since 2002, the Chicago Booth Women's Network (formerly known as the Chicago Women in Business Alumnae Network) is the worldwide organization of women graduates of the University of Chicago Booth School of Business. Our mission is to support our alma mater, facilitate a global alumnae network online and in person, and support women in business worldwide. Visit our web site: