Council of Financial Planners

COFP is registered Not-For-Profit Society registered with Registrar of Societies Bangalore.

Collaborate:Educate:Empower Financial Planners

[Council of Financial Planners @CouncilofFP]

COFP invites members to join the upcoming knowledge session: “Against Ourselves,” a workshop facilitated by Ms. Megha Malpani.

•⁠ ⁠Date: Wednesday, 11 November 2026
•⁠ ⁠Time: 6:15 PM onwards
•⁠ ⁠Venue: The Pride Hotel

For registration: 9108462345 | [email protected]

[Council of Financial Planners @CouncilofFP]

Join COFP for a Tree Plantation Drive on 15 November, 7:30–10:30 AM at Jattigarahalli, Bengaluru. ₹575/plant, including 2 years of maintenance.

Register: https://t.co/n66VW5BmLJ

#COFP #GoGreen #TreePlantation

[Council of Financial Planners @CouncilofFP]

COFP invites you to Dharma Compass, a 4-hour, game-based workshop that brings ethical decision-making to life through real-world scenarios, interactive activities and thoughtful discussion.

29 Oct | SSSIHL, Brundavan Campus
Register: https://t.co/EL3ZyeV7qn

#COFP

[Council of Financial Planners @CouncilofFP]

Mr. Ravi Kumar Achar, Secretary, Council of Financial Planners (COFP), invites all investors to join Dharma Compass,4-hour, game-based workshop that makes learning about ethics engaging, interactive and practical.

Date: 29 October 2026
Registration link: https://t.co/EL3ZyeV7qn

[Council of Financial Planners @CouncilofFP]

COFP presents the facilitators for Dharma Compass for Investment Professionals, a specially curated, activity-based workshop.

Date: 29 October 2026
Venue: Sri Sathya Sai Institute of Higher Learning, Brundavan Campus, Bengaluru

Register here: https://t.co/EL3ZyeV7qn

#COFP

[Council of Financial Planners @CouncilofFP]

Mr. B Srinivasan, Founding Member of COFP and Director at Shree Sidvin invites every investor to be part of the Dharma Compass for Investment Professionals.

Date: 29 Oct 2026
Venue: Sri Sathya Sai Institute of Higher Learning, Bangalore

Register here: https://t.co/dXsfK3ZDKF

[Council of Financial Planners @CouncilofFP]

COFP recently hosted a knowledge session on India’s emerging infrastructure ecosystem and the growth of the CFP profession, featuring Mr. Sagar Gandhi, Fund Manager – Equity, Invesco Mutual Fund, and Dr. Alok Kumar, FPSB India.

#COFP #FinancialPlanning #Investment #FPSBIndia

[Council of Financial Planners @CouncilofFP]

COFP, in collaboration with NMIMS Bangalore, presents a podcast featuring Mr. Lovaii Navlakhi, COFP founding member, hosted by students and powered by Vittavibhava, the institute’s UG Finance & Investment Club.

Link - https://t.co/OVJEqQc9os

#COFP #PersonalFinance

[Council of Financial Planners @CouncilofFP]

In COFP’s latest Episode of COFP Conversations Podcast, Lovaii Navlakhi, Managing Director and CEO of International Money Matters Pvt. Ltd., shares his perspective on financial decision-making.

Watch the trailer for a preview, full interview releasing this Friday!

#COFP

[Council of Financial Planners @CouncilofFP]

Marking World Financial Planning Day 2026, the COFP brought its Artha Pragna financial literacy initiative to Sri Sathya Sai Institute of Higher Medical Sciences, Whitefield, Bengaluru, on 10 October 2026.

#COFP #Arthapragna

[Council of Financial Planners @CouncilofFP]

COFP cordially invites its members to an upcoming Knowledge Session for the month of October!

Date: 14 October 2026
Time: 6:15 PM onwards

(Members only)
For more information, please contact 9108462345 or [email protected]

#COFP #KnowledgeSession #InvestmentProfessionals

[Council of Financial Planners @CouncilofFP]

In this conversation from COFP’s Practice Management Series, Naveen speaks with Datta Kanbargi about building a mutual fund practice from Belgaum and the lessons from more than two decades in the industry.

Link - https://t.co/N3K6yDAz1j

[Council of Financial Planners @CouncilofFP]

In this episode from COFP’s Practice Management Series, Naveen and Datta Kanbargi get into a candid conversation about navigating regulatory changes in the financial services industry.

Stay tuned for the full conversation with Datta Kanbargi, releasing this Friday.

#COFP

[Council of Financial Planners @CouncilofFP]

COFP cordially invites all to join an upcoming webinar featuring Mittul Kalawadia from ICICI AMC, as he explores:

Topic: Building Resilient Portfolios Through SIF
Date: 23 September 2026
Time: 4:00 PM to 5:00 PM IST

Link - https://t.co/lCVAo2l23Z

[Council of Financial Planners @CouncilofFP]

At the COFP Monthly Meeting, Mr. Ashish Gupta, @HSBCMutualFund, shared practical insights on forensic accounting and analysing annual reports beyond headline numbers—from cash flows and accounting red flags to related-party transactions and consolidation.

#COFP #HSBC

[Council of Financial Planners @CouncilofFP]

Join us for an insightful evening of learningat the COFP Knowledge Session on September 9.

Exclusive Session by Mr. Ashish Gupta
Senior Vice President – Investment Specialist at HSBC AMC

Venue - The Pride Hotel, Bangalore
Time - 06:15 PM

(For COFP members only)

[Council of Financial Planners @CouncilofFP]

Four decades in financial services. A career shaped by trust, evolving advice and keeping the client at the centre.

Yogin Sabnis shares his journey and lessons from the profession.

Watch the full episode: https://t.co/0sXJqhM58T

#COFP #FinancialPlanning

[Council of Financial Planners @CouncilofFP]

At the COFP Annual Retreat 2026, Yogin Sabnis, Co-Promoter & MD, VSK Financial Consultancy Services, shares his approach to purposeful investing—from goals and asset allocation to diversification and fund selection.

Watch the full podcast. Releases Friday!

#COFP

[Council of Financial Planners @CouncilofFP]

COFP Online Webinar | August 26
Topic: Investment Philosophy and Framework of Invesco and How It Is Different from Others

Speaker: Rohit Goyal, Director & Head-Retail & Institutional Sales, Invesco Asset Management (India)

Moderator: Chagi V Venkatesh
4:00–5:00 PM IST | Online

[Council of Financial Planners @CouncilofFP]

At the COFP Knowledge Session, practitioners explored how Gift City can unlock global investment and advisory opportunities, alongside practical frameworks for stronger HNI client relationships.

Insights from Mr. Abhin Shah and Mr. Senthil K.
#COFP #GiftCity #GlobalAdvisory