our credentials

Partnering With Best-In-Class Organizations

We have created a three-tier governing structure to guide the FinX team on building a world class capacity building and skilling organization with high standards of corporate governance, academic excellence in course design, content and delivery.

The structure comprises of eminent industry stalwarts, who possess vast experience in various areas of the BFSI and education space

  • Governing Council
  • Academic Council
  • Content Advisory Committee
The members include Representatives of Industry Bodies, Heads of Co-certification partners, Industry leaders, noted Academicians and senior Industry professionals.

Governing Council

Our Governing Council encompasses of industry stalwarts, who possess vast experience in various areas of the BFSI space; experts who guide us attain our objective of skilling and capacity-building in the country. The objective of the Governing Council is to provide guidance and long-term vision to the functioning of Chartered Financial Expert (CFX).

Dr. Uday Salunke ​

Group Director

Welingkar Institute of Management

Dr. Uday Salunke has been with Welingkar Institute since 1995. A mechanical engineer with a management degree in Operations and a Doctorate in Turnaround Strategies. Was appointed President (2007-2008) of the Association of India Management Schools (AIMS) which is the 2nd largest body of management schools in the world with 500 members.

Mr. Santosh Kumar Mohanty


National Institute of Securities Markets

Mr. SK Mohanty is a Whole Time Member (WTM) with SEBI. He belongs to the 1991 Batch of the Indian Revenue Service. As a WTM, Mr. Mohanty looks after the Market Regulation Department, Commodity Derivative Market Regulation Department, General Services Department, Office of International Affairs & Regional Offices. Prior to joining SEBI on Deputation, he served as Director at the erstwhile Forward Markets Commission.

Mr. Abhilash Misra


NSE Academy Ltd.

Mr. Abhilash Misra is an award-winning banking and financial services business professional with 25+ years of extensive sales and marketing experience at AXA Investment Managers, Standard Chartered Bank, ICICI Bank, and Aditya Birla Group. His last assignment was as Director, Global Outreach & Executive Education for India, the Middle East, and South Asia at the University of Chicago, Booth School of Business.

V G Kannan



Mr. V. G. Kannan has been the CEO of IBA since December 2016. Vast experience of 3 decades in banking sector across credit management, operations & treasury operations including Debt & Forex markets.

CA Mr. V Manickam

Secretary General

LI Council

CA Mr. V. Manickam is the Secretary General of LI Council, since August 2012. Prior to this role, he has served with LIC for over 3 decades. Representing Life insurance industry as panel member of FICCI, CII & Assocham.

Mr. MN Sarma

Secretary General

General Insurance Council

Mr. MN Sarma has been appointed the Secretary General of General Insurance Council since August 2019. Prior to this role, he has been the CMD of United India Insurance Co Ltd. He brings with him nearly four decades of experience across almost all areas in the non-life insurance industry in various capacities, including significant experience of foreign operations. Mr. Sarma is also an Associate Member of the Insurance Institute of India.

CA Mr. N S Venkatesh



CA Mr. N. S. Venkatesh is the CEO of AMFI since October 2017 with a background in banking and debt-market and treasury. Prior to AMFI, he has served with Lakshmi Vilas Bank as ED & CFO and with IDBI for over 2 decades.

CA Mr. Uttam Prakash Agarwal

Director & Chairman

Yes Bank

Mr. Uttam Agarwal is the Independent Director and Chairman, Audit Committee at Yes Bank. He is a Chartered Accountant with over 3 decades of experience in taxation, finance and restructuring. He has been a Member on the Board of Insurance Regulatory and Development Authority (IRDA), Member on the Board of Tariff Advisory Committee of IRDA and a Member of Standing Committee on Accounting Issues. He is also the founder of UPACA Gurukul, Rajasthan.

CA Mr. Soumen ‘Sam’ Ghosh

MD, Financial Services

Bharti Enterprises

Mr. Sam Ghosh is the MD, Financial Services at Bharti Enterprises. A Chartered Accountant and a Mechanical Engineer, he comes with over 3 decades of experience, across the insurance sector across Asia-Pacific and Middle Eastern region. Prior to joining Bharti, Ghosh was heading the Financial Services business at Reliance Capital as Executive Director and Group Chief Executive Officer.

Mr. Neeraj Choksi


NJ India Invest Pvt. Ltd

Mr. Neeraj Choksi is the co-owner of NJ India Invest Pvt. Ltd, India’s largest mutual fund distributor. He co-founded NJ with his friend Jignesh Desai in 1994 in Surat. NJ Group currently manages assets of about INR 60, 000 crore. Mr. Neeraj Choksi has a bachelor’s in Business Administration.

Mr. Anmol Ambani

Promoter & Entrepreneur

Mr. Anmol Ambani is the Executive Director of Reliance Capital. He was briefly associated with Reliance Mutual Fund (in Equity Research) for a few months prior to his college days. Post his graduation in Management, he joined Reliance Capital in a leadership role.

Academic Council​

Our Academic Council encompasses of renowned academicians from India & abroad, industry veterans & leaders from India’s BFSI sector; specialists who guide us in developing & nurturing the course content for Chartered Financial Expert (CFX). The invaluable insights of the Academic Council enable us to maintain the relevance and practicality of Chartered Financial Expert (CFX).

Mr. Rajesh Krishnamoorthy

Vice Chairman


Mr. Rajesh Krishnamoorthy, founding employee iFAST Financial India Pvt Ltd in July 2008 after having served as the MD of iFAST Financial India Pvt Ltd. Currently oversees the strategic aspects as Vice Chairman of the Board of iFAST India Holdings Pte Ltd, Singapore.

Prof. Kanu Doshi

Professor Emeritus – Finance

WE School

Prof. Kanu Doshi, founder of Kanu Doshi Group brings with him 5+ decades of experience across the industry & corporate world. Previously held directorate positions in marquee company’s, including Reliance Capital Nippon Life Asset Management Co. Ltd., Edelweiss Asset Management Ltd & Motilal Oswal Mutual Fund.

Mr. K. Sukumaran



Mr. K Sukumaran has been serving as a Dean, School for Investor Education and Financial Literacy at NISM. He is also the Dean-in-charge of School for Securities Education. He has also been designated as SEBI Chair Professor in Investor Education and Financial Literacy.

Prof. Amit Mookerjee

Head of Department

Delhi Technological University

Dr. Amit Mookherjee is the Head of Department at Delhi Technological University, East Delhi Campus. He has also served as the Dean and Head, Noida Campus, IIM Lucknow, and has been the Head of Research & Analytics at Centre for Macro Consumer Research, NCAER.

Mr. Raj Agnihotri

Professor & Dean’s Fellow In Markeing, Ivy College of Busines,

Lowa State University, USA

Dr. Raj Agnihotri serves as the Dean's Fellow and Director of Ivy Sales Consortium. He held the John Merrill Endowed Professorship in Consultative Sales at University of Texas-Arlington and has served as Freeman Professor of Sales Leadership and Chair of the Marketing Department at Ohio University.

Dr. Uma Shashikant

Founder & Chairperson


Uma Shashikant is the Founder & Chairperson of CIEL. She holds a doctorate in finance and is a reputed subject matter expert and trainer in capital markets. She was professor at Indian Institute of Capital Markets (now National Institute of Securities Markets), where she has trained a range of professionals from ministers, bureaucrats, regulators, fund managers, analysts, bankers and investment advisors.

Content Advisory Committee

The Content Advisory Committee comprises of Academics & Industry Experts covering various aspects of the Chartered Financial Expert (CFX) programme, including – Banking, Insurance, Investments, Financial Planning, Marketing & Education.

Dr. R Bhaskaran


Indian Institute of Banking & Finance

Dr. R Bhaskaran is the ex-CEO of the Indian Institute of Banking & Finance (IIBF). He has over 3 decades of experience in the realm of banking and finance. Prior to his stint in IIBF, he spent over 2 decades in the National Bank for Agriculture & Rural Development (NABARD). He has also served as a Professor at NIIT University & is now a consultant for banking & finance, advising banks & training institutions.

Mr. Malay Ghosh

Ex-President & Executive Director

Reliance Life Insurance Co. Ltd

Mr. Malay Ghosh is the ex-President & Executive Director of Reliance Life Insurance Co. Ltd. He brings with him over 3 decades of experience in the life insurance industry, having word across organisations including, Life Insurance Corporation of India & Bajaj Allianz Life Insurance Co. Ltd. His areas of expertise include, Strategic Planning, Distribution Effectiveness, Corporate Governance and Training and Development.

Mr. Suraj Kaeley

Ex-Group President Sales & Marketing


Mr. Suraj Kaeley comes with over 25 years of experience in the Indian financial services sector. His vast experience spans across financial services in India, including Asset Management, Life Insurance, Equity Broking, Mortgages and Distribution. His last assignment was as the Group President for Sales & Marketing at UTI.

Dr. Mohd. Ali Farooqui


Rizvi College of Arts, Science & Commerce

Dr. Mohd. Ali Farooqui is the ex-Principal of Rizvi College of Arts, Science & Commerce. He is also the Founder of the International Journal of Research – GRANTHAALAYAH. He brings with him over 3 decades of experience in teaching, education and research. He has also been a visiting faculty at various institutions, including Sydenham Institute of Management, MET Institute of Management, Wellingkar Institute of Management, ITM, etc.

Ms. Hansi Mehrotra


The Money Hans

Ms. Hansi Mehrotra is the Founder, The Money Hans, an investor education initiative. She comes with over 2 decades of experience in financial services. In her last corporate role, she set up and led the wealth management segment for Mercer’s Investment Consulting business. She has also led a number of consulting projects in India including for the National Pension Scheme (NPS).

Dr. Dwarika Prasad Uniyal

Dean, Faculty of Business

FLAME University

Dr. Dwarika Prasad Uniyal is the Dean, Faculty of Business, FLAME University. He comes with experience of more than 20 years in premier academic institutions and industry. His last assignment was with IIM Kashipur as Assistant Dean and was one of the founding faculty members of IIM Kashipur. He has also taught at premier Business Schools like MICA, Ahmedabad, SPJIMR, Mumbai and SP Jain School of Global Management in Dubai.

Disclaimer: All the names / trademarks / logos / references mentioned hereinabove of individuals, industry bodies, educational institutions and companies are those who support the cause of capacity building, skilling, training, financial awareness, employability and employment in BFSI. They by no means promote, warrant, provide any assurance or assume any liability in any manner whatsoever in respect of any of the products, services, assurances given by AV Financial Experts Private Limited (“FinX”)