Morningstar® Investment Conference

September 17-18, 2019 | Hotel Sahara Star, Mumbai

Morningstar presents the latest developments on financial advice from the industry’s top minds. Discover new perspectives on the market and ideas to put into practice.

Our Past Speakers

Keynote Speakers

Dr. Mark Mobius

Mobius Capital Partners

Dr. Mark Mobius is seen by many as the founder of the emerging markets asset class. He has a reputation as one of the most successful and influential managers over last 30 years. In May 2018, with two ex-colleagues he launched Mobius Capital Partners

John C. Bogle

The Vanguard Group

Kunal Kapoor

CEO, Morningstar Inc.

Kunal Kapoor is the chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing and driving strategic prioritization across the firm

Main Stage Speakers

Mohnish Pabrai

Pabrai Investment Funds

Mohnish Pabrai is the Managing Partner of Pabrai Investment Funds. He is also the Founder and Chairman of The Dakshana Foundation. He is an avid bridge player and lives in Irvine, California.

Sanjay Bakshi

ValueQuest Capital LLP

Sanjay Bakshi is Managing Partner at ValueQuest Capital LLP. He teaches behavioral finance and business valuation at Management Development Institute. He received his M.Sc. (Economics) from London School of Economics and is a member of the ICAI.

Ashish Chauhan


Ashish Chauhan is MD and CEO, BSE. He is credited with reviving BSE, and completing listing of its shares which was oversubscribed 51 times. He was also instrumental in setting up IIE, Indias first International exchange inaugurated by Narendra Modi

Monika Halan


Monika is a well-known media personality and champion of individuals’ rights in India’s retail financial sector. As an expert within her field, Monika has been a member in multiple committees and director of the FPSB and FPSF India.

Sanjoy Bhattacharyya

Fortuna Capital

Sanjoy is the managing partner of Fortuna Capital, the investment adviser to London-based Ocean Dial Asset Management. He wrote a column on investments and behavioural finance for Forbes India from its inception through early 2014.

Bharat Shah

ASK Group

Bharat Shah is Executive Director at ASK Group. He is a qualified rank-holding Chartered Accountant, Cost Accountant and an MBA (Finance) topper from IIM, Calcutta. Shah has nearly thirty years of experience in the Indian capital markets and business

Saurabh Mukherjea

Marcellus Investment Managers

Saurabh Mukherjea is the founder of Marcellus Investment Managers. Previously, he headed the institutional equities, capital markets and private wealth businesses at Ambit. Prior to joining Ambit, Saurabh co-founded equity research firm Clear Capital

Sailesh Raj Bhan

Reliance Mutual Fund

Sailesh Raj Bhan is Deputy CIO - Equities at Reliance Mutual Fund. He has over 23 years of experience in equity research and fund management. He manages equity assets of about Rs 25000 crore across strategies like multi cap, large and thematic funds.

Ajay Bagga

OPC Asset Solutions Pvt Ltd

Bagga has over 26 years of experience in the financial services segment, working with firms including Deutsche Bank, Citigroup and General Electric. Ajay has also served as chairman of the Financial Planning Standards Board of India.

Sadique Neelgund

Network FP

Sadique Neelgund started his career with FPSB India. He is the Founder of Network FP, a pan-India knowledge platform and membership organization for financial advisors. It conducts trainings and events for its members to help them grow and succeed.

Neelesh Surana

Mirae Asset (India)

In his capacity as CIO - Equities, Neelesh spearheads the equity research and investment function. He is responsible for the managing equity funds of Mirae Asset (India), as well as providing advisory and research support for global mandates.

Neelesh Shah


Neelesh Shah is BCom and PGDBA graduate with over 25 years of business experience. He has been a finance industry professional since 2000. Neelesh is currently the President of Karnataka Association of Mutual Fund Advisors (KAMFA) for the fifth year

Jayavaradhan Sambedu

Curl Analytics

Jayavaradhan Sambedu is Co-Founder and CTO of Curl Analytics. He is the Founding Vice President of India Blockchain Forum that advises Government of Andhra Pradesh and Ministry of Electronics and Information Technology on Blockchain

Ajit Ranade

Aditya Birla Group

Dr. Ajit Ranade is Group Executive President and Chief Economist with Aditya Birla Group. He is an engineer and MBA and received a PhD in Economics from Brown University, USA. He is a member of apex committees of the industry chambers CII and FICCI

Avnish Jain

Canara Robeco Asset Management Company

Avnish Jain is the Head of Fixed Income at Canara Robeco Asset Management Company. Previously, Avnish was the Senior Fund Manager with ICICI Prudential Mutual Fund.  He has completed his B.Tech from IIT Kharagpur and post-graduation from IIM Kolkata.

Kunal Bajaj


Kunal Bajaj is the Head of Wealth Management, at MobiKwik. He was earlier Founder and CEO of Clearfunds, one of Indias fastest growing online wealth managers. He has over 18 years of experience at Goldman Sachs, Credit Suisse, Jefferies and JPMorgan.

Pankaj Murarka

Renaissance Investment Managers

Pankaj Murarka is the founder of Renaissance Investment Managers. Renaissance Investment Manager is an Alternate Investment Manager founded in 2016. Prior to this, Pankaj has been associated with Axis Mutual Fund, managing over 3bn in Indian equities

Rahul Vohra

Millerhill Advisors

Rahul Vohra is the founder of Millerhill Advisors. Previously, he was the global head of private banking at ICICI Bank. He has also worked with Unilever India, Citibank, ABN Amro and Societe Generale. He has over three decades of industry experience.

Arjun Parthasarathy

Arjun Parthasarathy is founder of, with 25 years of industry experience. He has worked with firms like Citigroup, IDFC MF, Sundaram MF and IDBI Bank. He has done his MBA from University of Hull UK and has MA in Economics under his belt.

Saugata Bhattacharya

Axis Bank

Saugata Bhattacharya is Senior Vice President and Chief Economist at Axis Bank. He was previously with Unilever in India and with Infrastructure Development Finance Company (IDFC). He has studied at the Delhi School of Economics and Oxford University

Shilpa Kumar

ICICI Securities

Shilpa Kumar is MD and CEO of ICICI Securities. She holds a post graduate diploma in management from IIM, Calcutta. She has previously worked with ICICI Bank Limited for over 27 years in planning, project finance and treasury

Morningstar Speakers

Dan Lefkovitz


Dan Lefkovitz is strategist for Morningstar Indexes and contributes to Morningstar Direct Research Portal. He has spent 11 years on Morningstar manager research team, specializes in global equities strategies & has edited the Fidelity newsletter.

Leslie Marshall


Leslie Marshall is Head of Experiential Marketing at Morningstar. She is responsible for Morningstar global social media strategy.  She has spent 14 years in publishing industry in different roles & holds a bachelor degree in English Literature.

Aditya Agarwal


Aditya Agarwal is Managing Director of Morningstar India. He joined Morningstar in 2008, to set up company’s Mumbai office. The following year, he was chosen to lead its offshore development center. Before joining Morningstar, he headed ICRA Online

Rob Pinkerton


Rob Pinkerton heads marketing for Morningstar. Previously, he worked for Hello Wallet.
He has also worked for Adobe Systems, LexisNexis, and Siebel Systems. Pinkerton was also a legislative counsel in U.S. Senate during the 104th and 105th Congress.

When You Get Here

Welcome to Mumbai

Its Morningstar India’s home and hub for business and culture. At Hotel Sahara Star Mumbai, you’ll be steps away from Mumbai airport, dining, shopping and more.

Where you’ll Stay

Unwind at the Hotel Sahara Star Mumbai after a full day at the conference. The hotel is located in the centre of the city. Get a special hotel rate as a conference attendee.

Note: Hotel room fees are not included in the conference price. You must book and pay for your room individually.

Hotel Sahara Star, Sapphire Ballroom

Opposite Domestic Airport, Vile Parle (East),

Mumbai- 400099

Morningstar does not hire or authorize anyone to contact you to book your rooms at the Hotel Sahara Star for the Morningstar Investment Conference.

If you are contacted by a third party to book your room at the Hotel Sahara Star for the Morningstar Investment Conference. Please contact :

Partnership Opportunities

Be a visible part of the MIC experience by becoming a partner. It’s about more than attendees seeing your company’s logo—it’s an effective way to reach decision makers. Contact us for partnership details.

Major Partners

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Knowledge Supporters

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Community Supporters


Media Partner

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See You at the Conference