Board Members of Association of Financial Planners (AFP) from March 2001 till March 2004 Sr No Name Designation in AFP Organization 1 Mr. Rajiv Bajaj, CFP CM Chairman Bajaj Capital Ltd. 2 Mr. Sanjay Sachdev, CFP CM Vice Chairman Principal PNB AMC Pvt. Ltd. 3 Mr. Milind Barve Member BOD HDFC Asset Management Company Ltd 4 Mr. Ranjeet Mudholkar, CFP CM General Secretary & CEO Association of Financial Planners 5 Mr. Naresh Pachisia, CFP CM Member BOD SKP Securities Ltd. 6 Mr. Nikhil Khatau Member BOD Sun F & C Mutual Fund 7 Mr. R Krishnamurthy, CFP CM Member BOD SBI Life Insurance Company Ltd. 8 Mr. Shailendra Bhandari, CFP CM Member BOD ICICI Prudential 9 Mr. Vijay Venkatram, CFP CM Member BOD HSBC Ltd. Board Members of Association of Financial Planners (AFP) from March 2004 till March 2005 Sr No Name Designation in AFP Organization 1 Mr. Sanjay Sachdev, CFP CM Chairman Principal PNB AMC Pvt. Ltd. 2 Mr. C Jayaram, CFP CM Vice Chairman Kotak Mahindra Bank ltd 3 Mr. Shailendra Bhandari, CFP CM Member BOD ICICI Prudential 4 Ravi Mehrotra, CFP CM Member BOD Franklin Templeton Asset Management (India) Pvt. Ltd 5 Mr. V P Chaturvedi, CFP CM Member BOD TATA Asset 6 Mr. Rajiv Bajaj, CFP CM Member BOD Bajaj Capital Ltd 7 Mr. Pankaj Razdan, CFP CM Member BOD CICI Prudential Asset 8 Mr. K L Murlidhara, CFP CM Member BOD American Express 9 Ms. Shikha Sharma Member BOD ICICI Prudential Asset 10 Mr. Ranjeet Mudholkar, CFP CM General Secretary & CEO Association of Financial Planners 1
List of Board of Directors of FPSB India from January 31, 2005 till September 11 2005 1 Mr. Sanjay Sachdev, CFP CM Chairman Principal PNB AMC Pvt. Ltd. 2 Mr. C Jayaram, CFP CM Vice Chairman Kotak Mahindra Bank ltd 3 Mr. Pankaj Razdan, CFP CM Member BOD ICICI Prudential Asset 4 Mr. V P Chaturvedi, CFP CM Member BOD TATA Asset 5 Mr. U K Sinha Member BOD UTI AMC Ltd. 6 Mr. Rajiv Bajaj, CFP CM Member BOD Bajaj Capital Ltd 7 Mr. Ranjeet Mudholkar, CFP CM CEO & Director Financial Planning Standards 8 Mr. Ravi Mehrotra, CFP CM Member BOD Franklin Templeton Asset Management (India) Pvt. Ltd 9 Ms. Shikha Sharma Member BOD ICICI Prudential Asset 11 Mr. K L Murlidhara, CFP CM Member BOD American Express List of Board of Directors of FPSB India from September 13, 2005 till August 31, 2006 1 Mr. Shailesh Haribhakti, CFP CM Chairman Haribhakti & Co 2 Mr. C Jayaram, CFP CM Vice Chairman Kotak Mahindra Bank ltd 3 Mr. Naresh Pachisia, CFP CM Member BOD SKP Securities Ltd. 4 Mr. Rajiv Bajaj, CFP CM Member BOD Bajaj Capital Ltd 5 Mr. V P Chaturvedi, CFP CM Member BOD TATA Asset 6 Mr. U K Sinha Member BOD UTI AMC Ltd. 7 Mr. Sanjeev Agarwal, CFP CM Member BOD World Gold Council 8 Mr. Amitabh Chaturvedi, CFP CM Member BOD Reliance Capital Asset 9 Mr. Ranjeet Mudholkar, CFP CM Member BOD Financial Planning Standards 10 Mr. P G R Prasad, CFP CM Member BOD SBI Funds Management Pvt Ltd 11 Mr. Joydeep Roy, CFP CM Member BOD TATA AIG Life Insurance Company Ltd. 12 Mr. Sanjay Sachdev, CFP CM Member BOD Principal PNB AMC Pvt. Ltd. 2
List of Board of Directors of FPSB India from September 12, 2006 till September 9, 2007 1 Mr. Shailesh Haribhakti, CFP CM Chairman Haribhakti & Co 2 Mr. C Jayaram, CFP CM Vice Chairman Kotak Mahindra Bank ltd 3 Mr. Naresh Pachisia, CFP CM Member BOD SKP Securities Ltd. 4 Mr. Rajiv Bajaj, CFP CM Member BOD Bajaj Capital Ltd 5 Mr. V P Chaturvedi, CFP CM Member BOD TATA Asset 6 Mr. U K Sinha Member BOD UTI AMC Ltd. 7 Mr. Ashvin Arora, CFP CM Member BOD Optimix 8 Mr. Ajay Bagga, CFP CM Member BOD Lotus India AMC 9 Mr. Amitabh Chaturvedi, CFP CM Member BOD Reliance Capital Asset 10 Mr. Sanjiv Roy, CFP CM Member BOD Birla Sun Life Insurance Company Ltd. 11 Mr. Pankaj Razdan, CFP CM Member BOD ICICI Prudential Asset 12 Mr. Ranjeet Mudholkar, CFP CM Member BOD Financial Planning Standards 13 Mr. Rajan Ghotgalkar Member BOD Principal PNB AMC Pvt. Ltd. List of Board of Directors of FPSB India from 10 September 2007 till September 30, 2008 Sr No Name Designation Organization 1 Mr. Shailesh Haribhakti, CFP CM Chairman BDO Haribhakti Consulting Pvt. Ltd 2 Mr. Ajay Bagga, CFP CM Vice Chairman Deutsche Bank AG 3 Mr. Amitabh Chaturvedi, CFP CM Member BOD Reliance Capital Asset 4 Mr. Anup Bagchi, CFP CM Member BOD ICICI Securities Ltd 5 Mr. C Jayaram, CFP CM Member BOD Kotak Mahindra Bank Ltd. 6 Mr. Deepak Chawla Member BOD State Bank of India 7 Mr. Gautam Chikermane, CFP CM Member BOD Hindustan Times 8 Ms. Madhu Sinha, CFP CM Member BOD International College of Financial Planning 9 Mr. Sameer Bhargava, CFP CM Member BOD Principal PNB AMC Pvt. Ltd. 10 Mr. Sanjiv Bajaj, CFP CM Member BOD Bajaj Capital Ltd 11 Mr. Yeshwant Angane, CFP CM Member BOD IMS Learning Resource Pvt. Ltd 3
List of Board of Directors of FPSB India from October 1, 2008 till September 10, 2009 1 Mr. Ajay Bagga, CFP CM Chairman Deutsche Bank AG 2 Mr. Gautam Chikermane, CFP CM Vice Chairman Hindustan Times 3 Mr. Amitabh Chaturvedi, CFP CM Member BOD Dhanalaxmi Bank 4 Mr. C Jayaram, CFP CM Member BOD Kotak Mahindra Bank Ltd 5 Mr. Deepak Chawla Member BOD State Bank of India 6 Mr. Shailesh Haribhakti, CFP CM Member BOD BDO Haribhakti Consulting Pvt. Ltd. 7 Mr. Anup Bagchi, CFP CM Member BOD ICICI Securities Ltd 8 Mr. Sameer Bhargava, CFP CM Member BOD Principal PNB AMC Pvt. Ltd. 9 Ms. Madhu Sinha, CFP CM Member BOD International College of Financial Planning 10 Mr. Sanjiv Bajaj, CFP CM Member BOD Bajaj Capital Ltd 11 Mr. Yeshwant Angane, CFP CM Member BOD IMS Learning Resource Pvt. Ltd List of Board of Directors of FPSB India from September 11, 2009 till March 31, 2011 1 Mr. Ajay Srinivasan, CFP CM Chairman Aditya Birla Group 2 Mr. Gautam Chikermane, CFP CM Vice Chairman Hindustan Times 3 Mr. Anup Bagchi, CFP CM Member BOD ICICI Securities Ltd 4 Mr. Joydeep Kumar Roy, CFP CM Member BOD L&T General Insurance Co. Ltd. 5 Dr. Kamal Kishore Goel, CFP CM Member BOD Unique Health & Wealth Consultants Pvt. Ltd. 6 Mr. Lovaii A Navlakhi, CFP CM Member BOD International Money Matters Pvt. Ltd 7 Mr. Ranjeet S Mudholkar, CFP CM Member BOD & Principal Advisor Financial Planning Standards 8 Mr. Sharad Sharma, CFP CM Member BOD BNP Paribas SA 9 Mr. Sundeep Sikka, CFP CM Member BOD Reliance Capital Asset 10 Mr. V Murali, CFP CM Member BOD State Bank of India 11 Mr. Vishal Kapoor, CFP CM Member BOD Standard Chartered Bank 4
List of Board of Directors of FPSB India from April 1, 2011 till March 31, 2012 1 Mr. Dhirendra Swarup Chairman Financial Planning Standards 2 Mr. Ranjeet S Mudholkar, CFP CM Vice Chairman and CEO Financial Planning Standards 3 Mr. Amitabh Chaturvedi, CFP CM Member BOD Dhanalaxmi Bank 4 Mr. Anup Bagchi, CFP CM Member BOD ICICI Securities Ltd 5 Mr. Gautam Chikermane, CFP CM Member BOD Hindustan Times 6 Mr. Jaydeep Kashikar, CFP CM Member BOD Brain Point Investment Centre Private Limited 7 Dr. K P Krishnan Member BOD Secretary in the Economic Advisory Council (EAC) to the Prime Minister of India 8 Mr. Kedar Desai Member BOD Desai Desai Carrimjee & Mulla, Advocates & Solicitors 9 Mr. Mukesh Dedhia, CFP CM Member BOD Ghalla & Bhansali Securities Private Limited 10 Mr. Rajan Ghotgalkar Member BOD Principal PNB AMC Pvt. Ltd. 11 Mr. Sharad Sharma, CFP CM Member BOD BNP Paribas SA 12 Mr. Sundeep Sikka, CFP CM Member BOD Reliance Capital Asset 13 Mr. Suresh Mahalingam Member BOD Tata AIG Life Insurance Company Limited 14 Mr. V Murali Member BOD State Bank of India 15 Vivek Law, CFP CM Member BOD Bloomberg UTV 5
List of Board of Directors of FPSB India from April 1, 2012 till March 31, 2013 1 Mr. Dhirendra Swarup Chairman Financial Planning Standards 2 Mr. Ranjeet S Mudholkar, CFP CM Vice Chairman and CEO Financial Planning Standards 3 Mr. Amitabh Chaturvedi, CFP CM Member BOD Purple India 4 Mr. Anup Bagchi, CFP CM Member BOD ICICI Securities Ltd 5 Mr. Gautam Chikermane, CFP CM Member BOD Financial Planning Standards 6 Mr. Jaydeep Kashikar, CFP CM Member BOD Brain Point Investment Centre Private Limited 7 Mr. Kedar Desai Member BOD Desai Desai Carrimjee & Mulla, Advocates & Solicitors 8 Mr. Mukesh Dedhia, CFP CM Member BOD Ghalla & Bhansali Securities Private Limited 9 Mr. Rajan Ghotgalkar Member BOD Principal PNB AMC Pvt. Ltd. 10 Mr. Sharad Sharma, CFP CM Member BOD BNP Paribas SA 11 Mr. Sundeep Sikka, CFP CM Member BOD Reliance Capital Asset 12 Mr. Suresh Mahalingam Member BOD Tata AIG Life Insurance Company Limited 13 Mr. V Murali Member BOD State Bank of India 14 Vivek Law, CFP CM Member BOD Bloomberg UTV 6
List of Board of Directors of FPSB India from April 1, 2013 till March 31, 2014 1 Mr. Dhirendra Swarup Chairman Financial Planning Standards 2 Mr. Ranjeet S Mudholkar, CFP CM Vice Chairman and CEO Financial Planning Standards 3 Mr. Cyril Shroff Member BOD Amarchand & Mangaldas & Suresh A Shroff & Co. 4 Mr. Deepak Chatterjee Member BOD SBI Funds Management Private Limited 5 Ms. Monika Halan Member BOD Mint Money HT Media Ltd. 6 Mr. Milind Barve Member BOD HDFC AMC. Ltd. 7 Mr. N Sivaraman Member BOD L&T Finance Holdings Ltd. 8 Mr. P. Vijaya Bhaskar Member BOD Reserve Bank of India (RBI) 9 Mr. Rajan Ghotagalkar Member BOD Principal PNB Asset Management Co. Pvt. Ltd. 10 Mr. Rakesh Jain Member BOD Reliance General Insurance Co. Ltd. 11 Mr. Suresh Mahalingam Member BOD TATA AIA Life Insurance Co. Ltd. 12 Mr. Suresh Sadagopan Member BOD Ladder7 Financial Advisories 13 Mr. Vivek Kudva Member BOD Franklin Templeton Asset Management (I) Pvt. Ltd. 14 Mr. Vivek Law Member BOD Bloomberg TV India 15 Dr. K P Krishnan Member BOD Ministry of Finance Government of India 7
List of Board of Directors of FPSB India from April 1, 2014 onwards 1 Justice Retd. Mr. B N Srikrishna Chairman Financial Planning Standards 2 Mr. Ranjeet S Mudholkar, CFP CM Vice Chairman and CEO Financial Planning Standards 3 Mr. Cyril Shroff Member BOD Amarchand & Mangaldas & Suresh A Shroff & Co. 4 Mr. Dinesh Khara Member BOD SBI Funds Management Private Limited 5 Ms. Monika Halan Member BOD Mint Money 6 Mr. Milind Barve Member BOD HDFC AMC. Ltd. 7 Mr. N Sivaraman Member BOD L&T Finance Holdings Ltd. 8 Mr. P. Vijaya Bhaskar Member BOD Reserve Bank of India (RBI) 9 Mr. Suresh Mahalingam Member BOD Dewan Housing Finance #10 Mr. Rajan Ghotagalkar Member BOD CPrincipal ipnb Ld Asset Management Co. Pvt. Ltd. #11 Mr. Rakesh Jain Member BOD Reliance General Insurance Co. Ltd. 12 Mr. Suresh Sadagopan Member BOD Ladder7 Financial Advisories 13 Mr. Vivek Kudva Member BOD Franklin Templeton Asset 14 Mr. Vivek Law Member BOD Bloomberg TV India #: Resigned in October, 2014 8