5:30 PM Welcome Address
6:00 PM
Babu Krishnamoorthy is the founder & Chief Sherpa at Finsherpa Investments Pvt Ltd., a boutique wealth management firm based in Chennai catering to financial needs of High Networth Clients in India & abroad.
A fellow of the Institute of Chartered Accountants of India, Babu has over 25 years of expertise in areas related to finance and money management. Prior to starting Finsherpa, Babu has cofounded Pelican Wealth and been associated with Allegro Capital, a leading Investment banking and wealth management house.
Apart from Finsherpa, Babu is also an advisor & co-founder at a revolutionary Fintech Startup
-“ROUNDUPS” . Roundups caters to millennials and Gen Z in creating a unique method of saving & investing.
A passionate thought leader in the personal finance space, Babu has authored the bestselling book “Unlock Secrets to a Wealthy Life” which helps young adults to start their investing journey in a methodical manner. As a professional speaker, Babu speaks on subjects relating to investment and finance.
Babu is an avid reader of non-fiction books and is an amateur marathon runner. Babu is an active Rotarian and is a part of the Rotary Club of Madras East ( RCME) where he is involved various society uplifting projects.
A Past President of IFA GALAXY (one of India’s oldest and leading associations for Mutual Fund Distributors (MFDs) ), Babu has been at the forefront of helping the MFDs navigate themselves to a better place. During his presidency, he got 25 fellow distributors to co-author a book called STAY HUNGRY, STAY BULLISH, on how to build a Robust Mutual Fund Distribution Business.
Ramaswamy Perumal (Ram) is an entrepreneur with 25+ years in Finance, Technology and Operations Management. Ram has extensive global delivery experience and consistence track record of success in setting strategy, achieving quality, productivity, and customer service excellence, and directing cross-functional teams to meet and exceed objectives.
Experienced in setting up and managing global shared services, operations, process-reengineering, ERP implementation, transition, migration, and quality.
Career Summary:
Founder & CEO- H-Garb Informatix Private Limited. Employer Partner for ACCA, UK
President (Hi Tech vertical – Finance and Accounting) – Genpact
General Manager (F&A Operations)
President (Global Delivery)
Datamatics Global Services
Head (Financial Services) – RR Donnelley
As Chairman & CFO of Touchstone CFO Services, he helps companies by providing the financial expertise needed to effectively allocate company resources, make better strategic decisions and to successfully thrive in today’s business world. His business focus is on mid size corporates and start ups. He is Co Chair of India chapter, of The FENG, global Financial Executives Networking Group.
Awarded for "Leadership in Finance" at the 15th CFO Leadership Summit, as one of top ten in 2019 and Awarded as One of Top 100 CFO's of India, 3 years consecutively- CFO100 2015 - CFO100 2017.
He is a disciplined, results-driven Director Finance & CFO with proven finance, treasury, project management, legal, compliance and accounting expertise across diverse industries including Real Estate, Retail and Telecoms; focusing objectively on process, system and control optimisation to deliver improved efficiency and significant cost savings, always seeking to balance risk and reward.
As a trusted board advisor with extensive industry knowledge, he is a strategic leader and team player showing particular expertise in transforming businesses through commercial values, efficient working capital management, business analysis and continuous improvement to drive profit and growth.
General Leadership - FCA & ICWA qualified, driving resources/assets to optimise efficiency & ROI
Financial Management - Focused on the core values of financial management, planning and reporting
People Management - Build, develop, lead and collaborate with external and internal teams
Mergers & Acquisitions - Play a major role strategizing & concluding significant corporate acquisitions
Governance - Manage expenses, purchasing, tax, payroll and statutory accounts/records
Research & Analysis - Applying modeling, projections and analysis for financial planning & strategy
Problem Resolution - Proven expertise in facilitating appropriate & viable solutions under pressure
Digital Initiatives - Tackling disruption by initating processes to enhance customer experience
Strategic Partnerships - Cultivate strong partnerships with key institutions, partners and regulators
Project Management - Negotiation, setting terms of engagement, for successful delivery
Process Development - Implement quality processes, MIS, to improve service delivery, cost
