About Post Graduate Program in Financial Planning (PGPFP)

Dr. Rachana Baid is Professor at National Institute of Securities Markets. She has been teaching, consulting, and training in financial markets since 1996. She has been a visiting faculty with XLRI Jamshedpur, S.P. Jain Global School of Management, Mumbai, Singapore and Dubai. Earlier she has taught courses at IIM-Indore, NMIMs Mumbai, and few other management schools. She has worked with Indian Institute of Capital Markets (IICM) for 9 years from 2001 to 2010. At IICM she has conducted more than 200 workshops and training sessions for the professionals in the Indian capital market as well as for the participants from other countries. She has conducted training sessions for the officers of IAS, IRS, and CBI as well as fund managers and senior bankers from the private sector banks and mutual funds.

She has been associated with consultancy assignments for clients in the public sector & private sector. She was the member of a team constituted by BankWorld Inc, Washington, DC as a local capital market expert to assess the United States Agency for International Development (USAID) assistance to Securities and Exchange Board of India (SEBI) and its future technical assistance needs. She has worked on assignments for the government of India in Investor Education & Protection. She has been involved in consultancy/advisory assignments for UTI mutual fund and the Association of Mutual Funds in India. She was part of the secretariat to assist the panel for National Award for Excellence in Corporate Governance 2001.

She has done Ph.D. in finance (2001) and Masters in Commerce (1995) from Osmania University

She has about a dozen research papers to her credit in leading journals.

Publications

Dr. Kirti Arekar is currently working with National Institute of Securities Markets as a Professor. She has been in teaching, research, training and consulting in Data and Statistical Analysis since 2000. Dr. Kirti worked with K.J. Somaiya Institute of Management, Welingkar Institute of Management (WeSchool) and Narsee Monjee Institute of Management Mumbai. She has been visiting faculty with SP Jain Global Institute of Management, Singapore and Manipal University, Dubai. She has conducted several training programs for corporates like BSE, NSE, BCCI, INS HAMLA, Lumiere, Mahindra & Mahindra and L&T etc. based on Decision Making, Statistics and Data Analysis etc.  by using several Software’s i.e. SPSS, EXCEL, EXCEL Solver, MegaStat, Minitab, SAS, R, Python, SAS and QM3+ etc. She has 275 Research publications in International and National Journals. She has presented several Research Papers in many Universities like Harvard University, Manchester, University of Emirates, University of Wellington and Hull University etc.

She has done PhD. in Statistics in 2002 and Integrated Program in Business Analytics from IIM Indore. She has received an award for Best Research paper at Inter 3RD International conference on global independence and decision science, Administrative Staff College of India, Hyderabad, 2008; Best paper awarded by Global Economy and Finance Journal, Canada, 2013 & University of Boston, USA in 2012. Under her guidance two students was awarded Ph.D. degree.

Dr Kirti Arekar has been featured as the ‘Notable Women Personalities of India 2024’ on www.businesstalkz.com.

She was awarded as the Best Teacher Award for Excellence in Research & Teaching from Higher Education Forum in 2013; has been also awarded Fellowship from World Business Institute, Melbourne, Australia in 2013 and Best Researcher Award in Higher Education from K.J. Somaiya Institute of Management, Mumbai and Best Faculty Award in Teaching in Excellence from Bombay Management Association, BMA in 2019.

Publications

Dr. Dhiraj Jain is a Ph. D in Management and a Fellow of the Insurance Institute of India. He has a corporate experience of 10 years and an academic experience spanning nearly two decades. His areas of interest include Quantitative Techniques, Business Statistics, Investment & Portfolio Management, Mutual Funds & Financial Derivatives. He has been a Corporate trainer for Equity markets and Mutual Funds for various Financial Institutions, Mutual Funds and Broking Houses and others. He has taken various sessions on Statistics, Research Methodology, Security Analysis and Portfolio Management and Financial Derivatives for management professionals at Wipro, Infosys, Tata Motors, Citius Tech and the like. He is an avid researcher and has a number of research papers, case studies and publications to his credit. His book Marketing Techniques for Financial Inclusion and Development is also indexed in the Scopus database. He has presented papers in various National and International conferences and had also received the best paper award in many of them. He has been a Ph. D guide for the past 8 years. 5 students have completed their Ph. D under his guidance.

Publications.

Dr. Rajesh Kumar is a skilled and qualified teacher of law with more than twenty-two years of experience in the field of law. After completing his LL.B. Degree from the Campus Law Centre, University of Delhi in 2001, he enrolled as an advocate with the Bar Council of Delhi and practiced mainly in Civil, Writ, Commercial, and Criminal matters before the High Court of Delhi and District courts of Delhi.

Subsequently, he completed his LL.M. from the University of Delhi, cleared the U.G.C. NET Examination, and started his teaching career in 2005. He taught corporate and investment laws at various law colleges and universities starting from IMS Unison Law School, Dehradun and ICFAI Law School, Dehradun, VIPS (affiliated with G.G.S.I.P. University, Delhi), Amity Law School, Delhi (affiliated with G.G.S.I.P. University, Delhi) and National Law University, Ranchi.  Before joining this institute as an Associate Professor in February 2018, he was working as Assistant Dean of NLU, Ranchi.  He was promoted to Professor in October 2023.

During his teaching career of more than 18 years, he held various administrative responsibilities including the positions of Chief Proctor, Controller of Examination, and Assistant Registrar.

He completed his Ph.D. in securities law in the year 2012 from the University of Delhi.

He has written many articles and four books on different subjects, including his books on securities law (ISBN No- 978365983044, Satyam Law International, Delhi, 2015) and Competition Law (ISBN NO -9789382823520, Satyam Law International, Delhi, 2017). His areas of expertise include Corporate Law, Securities Law, Corporate Finance, Competition Law, Mergers and Acquisitions, Banking and Insurance, and International Investment Law. He has also participated in various conferences and seminars organized by various institutions and has also been a speaker in many such conferences and seminars.

His teaching interest lies in various subjects and areas related to Securities Laws and regulations, Competition laws, corporate laws, Banking and Insurance, mergers and Acquisitions, and International Investment Laws. He teaches in various academic programs and courses conducted by NISM. Apart from teaching, he is actively involved in organizing training programs for the officers of SEBI, government officers, and the securities market regulator of the foreign jurisdiction. He is also engaged in developing Policy papers on various topics related to the financial markets.

Dr Jatin Trivedi is an Associate Professor at National Institute of Securities Markets. Before joining back NISM, he has worked as Nodal Officer for Queen Marry University of London, UK, and also Nodal Officer for Presidio Graduate School (Seattle and San Francisco – United States Campuses) as its program with Amity University. He has earned “Finance Guru” title and several awards for excellence in teaching the core courses for MBA graduates. MBA Finance and Global MBA programs during his teaching career for over two decades.

He holds Bachelor of Commerce in accounting & auditing, Bachelor of Education in Commerce (Position holder – specialization), Master of Commerce in accounting and financial management (Position holder – specialization), Master of Business Administrations in finance, G.I.T.W with Industrial Mathematics (First class first), DCA (First class first), Bachelor of Education in Commerce (Position holder in specialization) and Ph.D in Finance.

His research area includes Capital markets, International Relations, Corporate Finance, Financial Economics, and International Finance. He has been part of editorial board and invited reviewers in many reputed journals such as Journal of Sustainable Finance and Investment, Journal of Perspective Financing and Regional Development, International Journal of Asian Social Science, Journal of Applied Finance, Academic Research Journal of Finance etc.

Many of his research work that has been published with reputed journals which indexed in ABDC category, Scopus, Web of Science, SCI such as Journal of Business Economics and Management, Scientific Annals of Economics and Business, Annals of Economic Review, Mathematical Applications in Science and Mechanics, International Journal of Economics and Statistics etc. along with national and international authors. He has presented his research work to many national and international conferences which also includes several prestigious European and American conferences including Harvard Conferences, Boston, USA.

He holds membership with Indian Accounting Association, Finance & Accounting Professionals London, Charted Financial Analysts Network, New York, USA, etc. At NISM, he teaches in the areas of Accounting, Finance and Banking to full time post-graduate students in Securities Markets (PGDM – SM) and PGCSM.

Publications

Dr. Kapil Shrimal is Associate Professor and Program Director (PGDM, PGPISM and PGCSM) at National Institute of Securities Markets, a capacity building initiative of SEBI. He is having more than 17 years of experience of academics and 1-year experience of corporate. He has started his career with ICICI Prudential LIC and worked with Institutes like Prestige Institute of Management and Research, Indore, Symbiosis University of Applied Science Indore, Marwadi University Rajkot, etc.

His main area of teaching and research is Fixed Income Securities, Financial Planning, Portfolio Management, Derivatives, Financial Modelling, Financial Analytics, Financial Management, Advance Excel etc. He has conducted many Investment Awareness Program (IAP’s) on behalf of SEBI, NSE and ICAI India.

He has conducted MDPs on Excel for SEBI officers, Income tax officers, GST officers, IES officers etc. He has also conducted MDPs on Personal Financial Planning, Retirement Planning for the officers of RBI, Mazagon Dock Ltd., ICLS, IES Officers, and ICAS, ICICI Bank etc.

He is a member of working group committee review of SEBI for RTA, APs and KYC.

Dr. Shrimal has received Best Faculty award by Dainik Bhaskar in the year 2012. He has also received Best PhD Thesis award by Jaipuria Institute on Management Indore in the year 2018. He has presented and published research papers in International and National reputes and published one book. Some of his research papers got Best Research Paper awards in International Conferences.

He is into the editorial board and reviewer member of International Journal of Accounting and Financial Management Research. He is also associated with various Universities as a member of Board of Studies, Academic Council and PhD examiner.

Dr. Shrimal has done his PhD in Management (Finance) form Mohanlal Sukhadia University, Udaipur. He has also cleared UGC-NET and RPSC-SET in Management in the year 2012. He has cleared many NISM and NCFM modules.

Dr. Shrimal is the Alumni of IIM-Sirmaur, he has done Executive Program in Quantitative Finance and Risk Mitigation a joint program of NSE Academy and IIM Sirmaur.

Publications

Vivek Dhandapani is a seasoned analytics and AI leader with over 15 years of cross-functional experience spanning strategy, data science, and digital transformation. He holds an MBA in Analytics and Finance from the Indian Institute of Technology (IIT) Madras (2011) and a B.E. in Electronics and Instrumentation Engineering from Anna University, Chennai (2007). He is also a Doctoral Candidate at the Indian Institute of Management Shillong, deepening his research in analytics, digital transformation, and strategy.

Vivek has held leadership roles across top-tier organizations, most recently serving as a Senior Manager at Bain & Company. His diverse career includes roles such as Chief Operating Officer at Sri Ramachandra Institute of Higher Education & Research, Associate Professor at the Symbiosis Foundation, Director at YRS Intuitions Consulting Pvt. Ltd. (an IIT Madras–incubated company), Bid Manager at HCL Technologies, and Design Engineer at Sun Smart Systems Pvt. Ltd.

He brings deep domain expertise across BFSI, Healthcare, Education, FMCG, and B2C sectors, with specialization in business analysis, market research, competitive intelligence, and M&A support. Known for his strong client relations and stakeholder management, Vivek has consistently delivered ROI-driven, insight-rich solutions that enhance strategic decision-making.

A pioneer in applying cutting-edge Machine Learning and Generative AI, he builds high-impact solutions in predictive modeling, budgeting, customer insights, and risk analysis. His work blends traditional analytics with next-gen AI to drive innovation, operational efficiency, and measurable outcomes.

Vivek is also an accomplished educator, teaching courses in Machine Learning, Generative AI, Quantitative Techniques at premier institutions including IIT Madras, SP Jain, NMIMS, and Symbiosis. As a visiting/guest faculty and subject matter expert, he bridges academia and industry, fostering innovation and developing future-ready talent.With a passion for translating data into actionable insights, Vivek continues to empower organizations and learners alike with the tools and thinking needed to thrive in a data-driven world.

Dr. Amol Agrawal is an Associate Professor at National Institute of Securities Markets. He is a Ph.D. in Economics from Indian Institute of Management, Bangalore and also a fellow of the International Visitors Leadership Program. His Ph.D. Thesis on History of Banking in India's South Canara District (1906-69) was published as a monograph by Manipal Universal Press in 2023.

Before joining NISM, he has worked as a faculty member in Ahmedabad University. He has also taught at IIM Amritsar and Meghnad Desai Academy of Economics.

Apart from academic experience, Dr. Amol Agrawal   also has industrial experience of nearly a decade mainly working as an economist in Mumbai's financial sector.

He has been writing for leading media outlets for nearly two decades now: Financial Express, Mint, Business Standard, Money control etc. His blog named 'Mostly Economics' is ranked as one of the leading economics blogs in the world The blog is archived at Library of Congress, US.

Dr. Amol Agrawal   has deep interests in macroeconomics, financial markets, and history of all kinds

Dr. Inamdar is a faculty member at NISM. Prior to NISM, he worked for Indian Institute of Capital Markets, Institute of Cost Accountants of India chapter’s and IIT-Bombay CSE.

He has 11 years of experience in teaching & research and two years of corporate experience.

Dr. Inamdar has several publications in indexed journals and has won two best research paper awards in international conferences. He has conducted a various programs for international delegates as well as training programs for SEBI, RBI, IRS, IES officers and market intermediaries.

At NISM, Dr. Inamdar teaches ESG finance, quantitative methods and data analyses, derivatives options trading strategies (through algo trading simulator) and technical analysis. He is a member of the organising committee of NISM conferences. He has completed M.com, MBA (Finance), CWA (Final), and PhD in the field of ESG finance from Mumbai University

Publications and Achievements

Dr. ShreyasVyas is an expert in business laws with a background in civil laws. He has completed his BALLB (Hons) from Nirma University. Then he completed his LLM in (Corporate Law) from Hidayatullah National Law University and subsequently his Ph.D. from Bhagwant University in area of Company Law. He also enrolled himself as an Advocate in Rajasthan State Bar Council and appeared before Hon’ble Rajasthan High Court for various cases.

In his span of more than 6 years  he has taught various subjects like Company Law, Capital market Regulations, Arbitration Law, Civil Procedure Code, Drafting, Pleading etc in universities such as Hidayatullah National Law University and G D Goenka University etc. During his tenure, he has also been working in various administrative positions like Faculty Advisor for Moot Court Committee, internship placements, Program chair etc.

His written articles in various areas of Law like Company Law, Intellectual Property Laws, Contract Laws, Technology Laws, Human Rights Laws etc are published in various journals of National and International Repute. He has also participated in various Faculty Development Programs, Conferences organized various institutions and coached students & judged various Moot Court Competitions of National and International Repute in various areas of Laws.

His areas of teaching interests & research area includes subjects and area relating to Corporate Law, Securities market, Merger and Acquisition Law, Arbitration law, Technology laws and their inter-disciplinary implementation in various area of policy and Law.

Mr. Mehta is a Chartered Accountant and he has done his P.G.D. in Securities Markets, He has around 20 years of experience across Corporate Finance, Investment Banking (Private Equity, M&A), and Debt Arranging & Syndication.

Currently, he provides Virtual CFO services to several large clients and offers expertise in debt syndication, valuation services, and GST advisory. Previously, he held senior roles at Aditya Birla Finance, where he managed a portfolio of over INR 3,500 million, and at Karvy Investment Banking, leading deal origination and execution.

Mr. Mehta has a strong track record in deal advisory, having worked with high-profile clients across sectors such as infrastructure, retail, and finance.

Mr. Kanchan holds a post-graduate degree in finance from JBIMS and is certified in various NISM modules, including Equity Derivatives, Currency Derivatives, Fixed Income Securities, Research Analyst, and Investment Advisor.

With over 30 years of experience in capital markets, he has held leadership roles in Institutional Derivatives at top broking firms and brings expertise in areas such as Institutional Dealing, Derivatives Research, Proprietary Trading, and Depository Operations.

As a visiting faculty member at esteemed management institutes such as NMIMS, N.L. Dalmia Institute of Management Studies and Research, XLRI (Jamshedpur), and K.J. Somaiya Institute of Management and Research, Mr. Vijay has regularly taught core finance subjects, including Derivatives and Risk Management, Fixed Income Securities, International Finance, Forex Markets, Financial Risk Management, and Corporate Finance.

Mr. Kanchan has trained over 8,000 market participants as an NISM empanelled CPE trainer and has conducted MDPs for organizations such as SEBI, SBI MF, ICICI Bank, and Axis Bank. He is also a visiting faculty at several leading management institutes across India.

Mr. Trivedi holds a BE (Instrumentation and Control) and an MBA (Marketing), and brings over 30 years of experience in capital markets.

He has conducted over 1,700 workshops, training more than 400,000 participants, including professionals from regulatory bodies, employees of asset management companies (AMCs), insurance companies, banks, distribution firms, mutual fund distributors (MFDs), registered investment advisors (RIAs), students, and the general public.

Mr. Trivedi has authored several books, including Moneywise – Perspectives for Women and Personal Finance Lessons from the ICU. He has also written over 1,000 articles for mainstream media and Co-authored NISM Series V-A, V-B, V-C certification workbooks and contributed to various NISM projects, including developing certification programs and being part of the examination committees for multiple certification exams.

His work has been recognized through various awards, including:

– Featured as one of 50 Glorious Gujaratis by Chitralekha magazine (2019).

– Recognized as one of India’s 25 best finance teachers (2021).

– Awarded the Guru Gaurav Puraskar at the Artha Mitra Gurukulam National Conference (2023).

Mr. Rajesh Krishnamoorthy holds a Master’s degree in Business Administration from Mahatma Gandhi University and a Post Graduate Certification in Cyber Security from MIT xPRO. He has been conferred with an honorary membership as a Chartered Wealth Manager (CWM) by the American Academy of Financial Management. He holds the Licensed International Financial Analyst (LIFA) charter from the International Research Association, Massachusetts.

Mr. Krishnamoorthy is currently  the Non- Executive Chairman of iFAST India Holdings, Singapore, an Independent Director on the Board of PGIM India Asset Management, Member of the Board of Studies at Rajagiri College of Social Sciences and a Board observer in the startup space. He is also the Senior Venture Partner at the VC Firm, Colossa Ventures. Previously, he served as the Country Head – India for Financial Planning Standards Board (US).

Mr. Krishnamoorthy was recognized as Top 50 Financial Services Marketing Professionals in 2018 and was also awarded with the 100 Top Most Influential BFSI Leaders citation at the World BFSI Congress in 2018 and 2019. He has also been featured on Forbes, writes columns for the Mint, Economic Times, Money Control and other industry publications and is a featured speaker/panelist in many conclaves of the industry.

Ms. Shilpa Wagh  holds a bachelor degree in Statistics from Mumbai University and M.C.A. from SNDT Womens’ University.

Ms. Wagh, a Certified Financial Planner (CFPCM), conferred by Financial Planning Standards Board Ltd., Denver, USA, a Former SEBI Registered Investment Advisor is currently a Chief Financial Life Coach at August Catalyst Private Limited, a Training and Coaching Company.

Prior to that, Ms. Wagh  has been Visiting/Guest lecturer at renowned management institutes like SNDT Womens’ university in Post Graduate Dept. of Computer Science, Narsee Monji Institute of Management Studies (NMIMS) , S.P. Jain institute for management studies and Welingkar Institute of Management. Ms. Wagh   has a Marathi podcast and website ‘My money Dhyani mani’ based on personal finance.

Mr. Sunil Madhusudan Gawde is a Cost Accountant and holds a B.Com. degree. He is a seasoned financial market professional with 19 years of experience at the National Stock Exchange (NSE). At NSE, he was responsible for business development in Currency and Interest Rate Derivatives and the Debt Market, with prior experience in trading operations within Capital and Debt Markets.

Currently, he is a consultant for Risk and Operations at AMC Repo Clearing Ltd. and has been associated with the National Institute of Securities Markets (NISM) as a Resource Person for the past four years. In this capacity, he has contributed to updating certification examination workbooks for Securities Operations and Risk Management (SORM), Currency Derivatives, and Interest Rate Derivatives. He has also delivered presentations on various financial market topics.