Joined July 2016
- Tweets 1,574
- Following 41
- Followers 1,350
- Likes 17
947 Photos and videos
130 professionals. 10 teams. One epic challenge.
Join Dr. Kotresh Patil & the AEL team at the #COFPAnnualRetreat2026 for a high-energy experiential learning session!
July 9–11, 2026 | Bangalore
Register: bit.ly/3OIPpff
#COFP #ExperientialLearning #Leadership
1
9
COFP & NMIMS present a live Digital Marketing & AI Automation Workshop for members.
Learn practical AI tools, build your 90-day AI roadmap, and stay ahead of industry trends.
Also, registrations are open for the COFP Annual Retreat 2026 - bit.ly/3OIPpff
1
26
COFP Monthly Meet (10 Jun 2026):
Strong opportunities in India’s broader equity markets and a reminder that successful advisory practices are built on trust, discipline, and consistent value creation.
#COFP #FinancialPlanning #IndianEquities #WealthManagement
2
19
The conversations that matter happen at COFP Annual Retreat.
Ideas. Insights. Connections. Growth.
Join us at COFP Annual Retreat 2026.
Register: bit.ly/3OIPpff
#COFP #AnnualRetreat #FutureOfFinance
1
21
We are pleased to announce FPSB India as the Knowledge Partner for the COFP Annual Retreat 2026.
Attendees will also earn 5 CPD Points while learning alongside industry leaders and experienced practitioners.
Limited seats available.
Register now:
bit.ly/3OIPpff
#COFP
1
30
At COFP Annual Retreat 2025, Deepesh Mehta shared a simple insight on Gen Z investing.
Practical ideas. Meaningful conversations. That's the COFP Annual Retreat experience.
Register: bit.ly/3OIPpff
#COFP #COFPAnnualRetreat2026 #GenZInvesting #FinancialPlanning
1
27
Join Vikas Sehgal at the COFP Annual Retreat 2026 for a Fireside Chat on global markets, economic trends, and long-term value creation.
9–11 July 2026 | Bengaluru
Register: bit.ly/3OIPpff
#COFPRetreat2026
1
21
COFP invites members to an in-person Knowledge Session on 10 June 2026, 6:30 PM at The Pride Hotel, Bangalore. Featuring Abhinav Khandelwal, Aditya Birla Sun Life AMC, and Jaya Prakash Pai (Members Only)
#COFP #KnowledgeSession #FinancialPlanning #Wealthmanagement
1
42
A powerful insight shared by Amaresh B at the COFP Annual Retreat 2025 on the evolving role of insurance in financial planning and long-term security.
COFP Annual Retreat 2026 registrations are now open. Limited seats left: bit.ly/3OIPpff
#COFP #FinancialPlanning
26
At the COFP Annual Retreat, Paul Resnik shared insights on psychometric advisory, investor behaviour, and why India is emerging as a high-potential market for financial advisory & wealth management.
COFP Annual Retreat 2026 -
Register now: bit.ly/3OIPpff
#COFP #Finance
32
At COFP Annual Retreat 2025, Nikita shared lessons on leadership, AI & automation, and the value of learning through the COFP community.
COFP Annual Retreat 2026 registrations closing soon. Limited seats left, Hurry Up - bit.ly/3OIPpff
#COFP #Leadership #Finance
1
1
30
The #COFPAnnualRetreat2026 is back with a more hands-on and interactive experience focused on practice management, implementation, and real-world insights for financial planning professionals.
Plus, earn 5 CPD points recognized by #FPSBIndia.
#COFP #FinancialPlanning #CFP #CPD
2
41
COFP Monthly Meet -May 2026
Discussions covered the growing importance of global diversification, AI’s impact on global markets, and why disciplined selling, risk management, and position sizing are critical for long-term investing success.
#COFP #GlobalInvesting #Investment
2
37
COFP Annual Retreat 2026 registrations are now live, with limited seats!
9 - 11 July 2026 | Clarks Exotica, Bengaluru
Register: bit.ly/3OIPpff
#COFP #COFPAnnualRetreat2026 #RegisterNow
27
COFP invites members to an in-person Knowledge Session on 13 May 2026, 6:30 PM at The Pride Hotel, Bangalore. Featuring Mr. Arjun Khanna, Kotak Mahindra AMC, on Global Investment Perspective. Dinner follows.
#COFP #InvestmentInsights #FinancialPlanning #WealthManagement
1
70
COFP Annual Retreat 2026 registrations finally open!
Join us from July 9–11, 2026 @ Clarks Exotica Convention Resort & Spa, Bengaluru
A retreat focused on perspective, exchange, and industry insight.
Limited seats!
Reserve yours now: bit.ly/3OIPpff
#COFP
37
Some experiences define your year. The COFP Annual Retreat 2026 is where perspectives sharpen, conversations matter, and the right people come together.
9–11 July 2026 | Registrations open 15 April. Secure your spot early.
#COFP #COFPAnnualRetreat2026 #ProfessionalGrowth
26
COFP Monthly Meet (08 Apr) brought insights on India’s energy security amid global disruptions and road safety awareness.
Solar, wind and hydro strengths support long-term transition despite import dependence, with focus on 2030 climate goals.
#COFP #EnergySecurity #IndiaGrowth
34
COFP Knowledge Session | 08 Apr, 6:30 PM | The Pride Hotel, Bangalore
Featuring insights from Pradeep Kumar Kesavan (SBI Mutual Fund) and Chethan Elvis Das (Assistant Chief Traffic Warden, East Division)
Dinner & networking to follow
Open to COFP members only
#COFP
54