Introduction

News Corp VCCircle FinServ 2017
Disrupting the disruption in Financial Services

The PE-VC Outlook Survey 2017 conducted by VCCircle at the beginning of this year found 66% of investors rooting for financial services sector in the immediate term. The skew towards the sector was higher among PE funds managing assets more than $1 billion. While VC investments in fin-tech sector nosedived to $216 mn in 2016 against a high of $1.6 bn in 2015, a vccircle.com analysis in May found that fin-tech companies - spread across payments & lending, wealth & expense management, financial and investment advisory segments – had already raised more than $1.5 billion in the first five months of 2017, thus, indicating a sharp turn of tide.

Alongside alternative investments, foreign strategic as well as portfolio money, too, is flowing freely into the Indian capital markets, insurance, asset management and banking companies.

The interest on the part of investors is understandable. By 2020, India is expected to become the world’s fifth largest banking business in the world while the country’s life insurance sector is already one of the largest globally even as asset management continues to expand on a fast clip.

What adds to the attraction of these sectors is the fact that the penetration of financial products and services in India is one of the lowest in the world. This contradiction coupled with constant technological advancements and gradual shift towards a digital environment and an eager government pushing for more reforms and regulations at the same time has brought financial services sector in India to an interesting cusp where we are witnessing old and traditional models making a somewhat uneasy truce with new kids on the block such as mobile wallets, payment banks, robo advisors, or cryptocurrency among others.

In the midst of this swirl are ever eager investors excitedly looking for the next big catch.

In this dynamic backdrop, VCCircle presents the fifth edition of VCCircle Finserv where leading CEOs from banks, NBFCs, insurance, stock broking, advisory and fintech sector besides private equity, venture capital investors and M&A and legal experts will take the stage to separate the proverbial wheat from the chaff.


Agenda

09.00 - 10.00
Registration and networking

10.00 - 10.15
Opening Address by Jaideep Mehta - CEO, NewsCorp VCCircle

10.15 - 11.25
Panel 1: Building customer-oriented businesses
Customer in India has two distinct identities – the one that belongs to India and the other that comes from Bharat. While the four pillars of fin-serv business – namely transacting, borrowing, investing and risk management – remain the same for both the customers, it’s the products and delivery that need both creative and conservative solutions. How are some of the leading players in the Industry reconciling the twin objectives?

Rajiv Bajaj - Chairman and Managing Director, Bajaj Capital
Deepak Sharma - Chief Digital Officer, Kotak Mahindra Bank
Amit Shah - Senior President & Country Head Corporate Strategy, YES BANK & Executive Director, YES Global Institute
Dhaval Agarwal - Director - Investments, Tuscan Ventures
Arun Thukral - Managing Director & CEO, Axis Securities
Niren Shah - Managing Director, Norwest Venture Partners India
Tamal Bandyopadhyay - Adviser Strategy, Bandhan Bank (Moderator)

11.25 - 11.40
Networking Break

11.40 - 12.10
Fireside Chat: Future outlook: Shaky or stable?
According to a research report, global venture investment in FinTech grew by 11% to $17.4 billion in 2016 with China leading the race. In India, however, investments in fintech companies declined to $216 million in 2016 against a high of $1.6 billion in 2015. The tide seems to have turned in 2017 as fintech companies spread across consumer as well as enterprise space have raised more than $1.5 billion in the first five months alone. Is fintech back on investors' priority list?

TCM Sundaram - Founder & Managing Director, IDG Ventures
Archna Shukla - Editor-in-Chief, News Corp VCCircle

12.10 - 13.15
Panel 2: Financial inclusion for lasting growth
The unserved and the under-served present a huge opportunity for new and old banks, insurance and financial services provider. Besides, financial inclusion will bring rich dividends for macro economy, too, creating a virtuous cycle that boosts consumption and thus, growth. Government’s initiatives, such as the Jan-Dhan Yojana, Atal & Varishtha Pension Yojana and Direct Cash Transfers, have set the ball rolling on this front, yet lasting success requires a belief among larger stakeholders, primarily private players, that inclusion is not a mere obligation but a real commercial opportunity. What are the challenges for the industry in pushing financial inclusion goal even as it admits that opportunities galore?

K Paul Thomas - Managing Director & CEO, ESAF Small Finance Bank
Rohit Krishna - SVP Chief of Commercial and Market Development, Vodafone M - Pesa
Harjeet Toor - Head - Cards, Retail and MSME Loans and Financial Inclusion, RBL Bank
Rajat Gandhi - Founder & CEO, Faircent
Sunish Sharma - Managing Partner, Kedaara Capital Advisors LLP
Kshama Fernandes - Managing Director & CEO, IFMR Capital (Moderator)

13.15 - 14.15
Networking Lunch

14.15 - 14.35
Fireside Chat:
Jitendra Gupta - Managing Director, PayU Payments India
Niren Shah - Managing Director, Norwest Venture Partners India

14.35 - 14.55
Special Address I: What will it take to get investors and entrepreneurs excited about insurance and pension funds?
Private insurance companies in India have been seen as showing lack of efficiency and innovation while keeping a risk-averse stance in serving the middle and lower rung of the market even as the spirited govt at the Centre has launched a plethora of innovative insurance and pension schemes for those on the periphery of consumption. Making use of emerging technologies to come up with innovative distribution models and customized products, private insurers stand to tap a large underserved market. What are they waiting for?

Amrit Singh - SVP & Head of Business Strategy, Max Life Insurance

14.55 - 15.15
Special Address II: Wealth Management : Tapping market through innovation
Sandeep Jethwani - Managing Partner & Head of Advisory, IIFL Investment Managers

15.15 - 15.35
Special Address III: Online Brokerage as a service: Is it built to last?
Gagan Singla, CMO, Angel Broking

15:35 - 15:50
Networking Break

15.50 - 16.50
Panel Discussion 3: Tech-tonic shifts
Technology’s role in bridging the gap between service providers and end users with customized solutions while keeping operational expenses and risks in check cannot be emphasized more than ever. In the same context, while, financial services have traditionally been associated with banks, NBFCs, insurers and of late, with mobile wallets but soon messenger platforms such as WhatsApp, Hike, Facebook Messenger and even Truecaller are getting ready to introduce peer-to-peer payments in India. Technology has turned tables for all the traditional players as well as the new one. This panel will discuss new age technologies such as robotics, IoT and also new business models across this sector.  

Sachin Maheshwari - Founder & CEO, EzCred
Asutosh Upadhyay - Head - Programs, Axilor Ventures
Vaibhav Lodha - Co Founder, ftcash
Prasanna Lohar - Head Technology - Innovation & Architecture, DCB Bank
Krishnan Vishwanathan - Founder, Kissht
Piush Kothari - Head Strategy, Digital business and Customer Analytics, Aditya Birla Payments Bank (Moderator)

16:50
End of Conference


Speakers

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Rajiv Bajaj

Chairman & Managing Director, Bajaj Capital Limited
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Amit Shah

Senior President & Country Head Corporate Strategy, YES BANK & Executive Director, YES Global Institute
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Dhaval Agarwal

Director – Investments, Tuscan Ventures
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Arun Thukral

Managing Director & CEO, Axis Securities Ltd
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Deepak Sharma

Chief Digital Officer, Kotak Mahindra Bank
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Tamal Bandhopadhyay

Adviser Strategy, Bandhan Bank
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Piush Kothari

Head Strategy, Digital business and Customer Analytics, Aditya Birla Payments Bank
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Kshama Fernandes

Managing Director & CEO, IFMR Capital | @IFMRCapital
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Harjeet Toor

Business Head - Cards, Retail & MSME Loans, Financial Inclusion, RBL Bank | @rblbank
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Rohit Krishna

SVP, Chief of Commercial & Market Development, Vodafone M - Pesa
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K Paul Thomas

Managing Director & CEO, ESAF Small Finance Bank
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Prasanna Lohar

Head Technology - Innovation & Architecture, DCB Bank
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Sachin Maheshwari

Founder & CEO, EzCred
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Asutosh Upadhyay

Head - Programs, Axilor Ventures
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Vaibhav Lodha

Co Founder, ftcash
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TCM Sundaram

Founder & Managing Director, IDG Ventures
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Amrit Singh

SVP & Head of Business Strategy, Max Life Insurance
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Krishnan Vishwanathan

Founder, Kissht
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Rajat Gandhi

Founder and CEO, Faircent | @Faircent1
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Sunish Sharma

Managing Partner, Kedaara Capital Advisors LLP
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Sandeep Jethwani

Managing Partner & Head of Advisory, IIFL Investment Managers
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Jitendra Gupta

Managing Director, PayU Payments India
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Gagan Singla

CMO, Angel Broking
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Niren Shah

Managing Director, Norwest Venture Partners India

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Venue :

Four Seasons Hotel, Mumbai

Date: November 29, 2017
Venue: Four Seasons Hotel, Mumbai


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