CFA Institute Live Webinars Presentation Recorded 14 Feb 2019
CEO’s Insights: Building a Financial Services start-up
Starting your own venture in India requires detailed planning and a disciplined approach. Understanding and incorporating a diverse set of factors is necessary for ensuring sustainability in the new venture. The product or service one is planning to offer, market size, revenue, profit targets and the competitive forces are among the most important factors that need to be incorporated in the planning exercise.
Planning, disciplined execution, team work and tenacity are critical for entrepreneurial success. Infrastructure, government regulations and availability of finance at various stages of growth are among the bigger challenges that all start-ups face. History provides numerous cautionary tales of failure. There are lessons to be learnt from a number of start-ups that began with big fanfare but ended as damp squibs within a short span of time.
In this webinar, Ms Radhika Gupta – CEO of Edelweiss Asset Management, will discuss what it takes to starting your own financial services venture.
1. Understand factors that contribute to building a successful start-up venture
2. Appreciate insights and best practices on writing a start-up business plan
This is the archived version of a live webinar that took place on 14 February 2019.
About the Speaker(s)
A graduate of Management and Technology Program from the University of Pennsylvania (USA); with joint degrees in Economics from the Wharton School & Computer Science Engineering from the Moore School, meet the Captain of our Ship – Ms Radhika Gupta – CEO of Edelweiss Asset Management.
Radhika started her career with McKinsey & Company, and then progressed to become a hedge fund manager with AQR Capital – One of the world’s largest Systematic Asset Managers.
She then moved to India to start her own venture named – Forefront Capital Management, an alternative asset management firm, which was acquired by Edelweiss in 2014. An asset management professional with experience across asset classes and investor segments; she successfully led Edelweiss’s acquisition of JP Morgan’s Mutual Fund business and Ambit Capital’s AIF business in 2016.
A true global personality having travelled across 4 continents, she is the founding President of the University of Pennsylvania Alumni Club, a member of the Global Leadership Council of the Management and Technology Program and a Board Member of the Association of Mutual Funds in India (AMFI). A keen micro blogger on Twitter and Bridge player, her recent video ‘The Girl with a Broken Neck’ – A video which narrates her life journey has garnered more than 55K views in a short span of time.
Watch the video here - https://www.youtube.com/watch?v=GVZScZFGHVA&t=5s
Director, Professional Learning and Advocacy, CFA Institute
Shreenivas Kunte is a director of continuing education and advocacy at CFA Institute. In this role, he contributes to thought leadership in the investment management profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Shreenivas serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.