Annual Convention 2023

06 - 08 July, 2023


The Council of Financial Planners (COFP), Bengaluru has been hosting Annual Convention for the past several years now. The Annual Convention is designed to bring together like minded professionals who are continuously in pursuit of knowledge to grow and adapt to the ever changing industry landscape. Over the years the Annual Convention has evolved in size and scope from its modest beginnings.

This year's Annual Convention will be held as a three day retreat from 06th to 08th July, 2023. The Convention will be held at Clarks Exotica, Bengaluru. 

The retreat promises to be an enriching experience for attendees, providing an opportunity to learn from the best in the field and network with leading professionals. 

Why attend?

(a) Re-boot - Workshops, panel discussions, fireside chats and much more

(b) Limited Participants - Effective Networking

(c) Unwind - Residential Mode


Devian Mehra

Chairperson, Managing Director and Founder at First Global

Gajendra Kothari 

Managing Director & Chief Executive Officer at ETICA Wealth Private Limited

Vishal Khandelwal

Founder Safal Niveshak

Krishnan V R

Head Research Marcellus

Gaurav Sharma

CXO at LEADIndia's First Edtech Unicorn

Neil Borate

Head Personal Finance Team at MINT

Aprajita Sharma

Financial Journalist & Author

Aditya Kondawar

Parnter & Vice President at Complete Circle Capital

Dr. Uma Narayanan

Facilitator, Leadership & Life Coach

Shraddha Patel

Principal Consultant & Transformation Coach at People First Consultants Pvt Ltd

Snehal Pinto

Founder Director, B.I.T.E

Suresh A

Co-Founder & Executive Director PropsevaQualified Paralegal & Estate Planner

The Venue

Located in Devanahalli, Clarks Exotica Convention, Resort & Spa is in the business district and near the Kempegowda International Airport, Bengaluru.

Nestled amidst 70 acres of lush greenery. Distinguished and refined, this unique resort offers a relaxed yet sophisticated environment that embraces the natural beauty of the surrounding area. Enjoy the 141 well-appointed guest rooms, conference halls with inviting banquet facilities, fine dining options, indoor and outdoor sport facilities, and healing Wellness Centre.

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