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Banking, Finance and Investments

Advisory Group on Banking, Finance and Investments no text

Leadership

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MSVS Phanesh

Chairperson

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Chinnaraja Chendur Pandian

Secretary

Members

  1. Anisha Bilala
  2. Prerna Nagpal
  3. Shubham Mehta
  4. Vighnesh Mehta
  5. Yash Ratan Pal
  6. Navinkumar Mishra

Executive Assistant

  1. Anvi Sonavale, Manager

Functions

  1. Enhancing the role of actuaries in the field of banking, investment banking, mutual funds, derivatives, equity research, commodity research etc.
  2. Create case studies to enhance awareness about value addition by actuaries in BFI areas.
  3. Help in generating employment for actuarial profession particularly student members in BFI.
  4. Conduct Big Impact Research Projects that impact the lives of the people and government.
  5. Participate in the BFSI seminars representing IAI and create positive impact.
  6. Work with Education Committee/Education Task Force to produce the syllabus and contents for certification course in BFI.
  7. Prepare article for the Actuary India magazine.
  8. Design and carry out Continuing Professional Development Programmes including seminars/Webinars and workshops for enhancement of skills of members working in related area.
  9. Other functions that may be assigned to this advisory group from time to time.

The Work plan and Timelines will be:

  1. This Advisory Group will convene at least once in a quarter to meet the above functions and for specific tasks such as formulating a framework for Pilot/Joint studies in the Banking-Actuarial domain and complete follow through in a time frame as is reasonable and agreeable to the group duly concurred by the President.
  2. This Advisory Group will report to the President.

Updated on 26th December, 2023.

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