CFA Society India

CFA Society India

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The official page of Indian Association of Investment Professionals - Member society of CFA Institute. Membership by Invitation only.

Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we:

promote ethical and professional standards within the investment industry, facilitate the exchange of information and opinions among people within the local investment community and beyond, and
work to further the public

24/06/2026

In our webinar “Understanding ESG Ratings: Implications for Investment Decisions and Corporate Strategy,” 28 July 2026, 5:30 p.m. IST. In this webinar, Sheetal Sharad, chief ratings officer, ICRA ESG Ratings, will discuss how ESG ratings are constructed, how they are used in capital markets, and how they increasingly influence corporate strategy, disclosures, and transition planning.

Register: https://cfainst.is/3SnJ22w

24/06/2026

⏳ Time is running out to save 25% on your CFA Society India membership renewal!

"Being part of CFA Society India has helped me stay connected, keep learning, and grow alongside a strong community of investment professionals," says Hardik Pandya, CFA, a member and volunteer with CFA Society India.

What are you waiting for? Renew NOW!

✅ ₹3,750+ applicable taxes — renew on or before 30 June 2026
✅ ₹5,000 + applicable taxes — renew after 30 June 2026

🏆 Don't miss this limited-time opportunity to continue your journey with your local CFA community.
https://membership.cfainstitute.org/managemembership?event=Login

Photos from CFA Society India's post 23/06/2026

Finding the right role takes time, but the CFA Institute job board’s AI summaries and insights help members cut through listings and focus on opportunities that truly fit their goals.

These tools surface key role details, support CV tailoring, and offer career insights to help strengthen applications and save time.

Explore the CFA Institute job board and see how it can support your next move: https://careers.cfainstitute.org/

Your membership lapses soon, renew today! https://membership.cfainstitute.org/managemembership?event=Login

⏳ Renew your CFA Society India membership today and save 25%!

✅ ₹3,750 + applicable taxes — renew on or before 30 June 2026
✅ ₹5,000 + applicable taxes — renew after 30 June 2026

23/06/2026

Workshop on AI for Equity Research - Delhi

Learn how AI tools can enhance research productivity, improve analysis quality, and help build a more efficient investment research workflow.

Led by Anil Tulsiram, this practitioner-focused session will cover practical applications, prompt engineering, AI guardrails, and real-world equity research use cases.

📅 4 July 2026
⏰ 10 AM – 3 PM
📍 Holiday Inn, Aerocity, Delhi

🔗 Register now: https://cfasocietyindia.org/events/workshop-on-ai-for-equity-research-delhi/

23/06/2026

Mumbai, session alert!

Join us for an insightful evening with Johannes Müller, CFA, Global Head of Research & Chief Economist at DWS Group, as he shares his views on the evolving global economic landscape and the implications for investors navigating an increasingly complex world.

From shifting macroeconomic trends and monetary policy dynamics to emerging opportunities and risks across markets, gain firsthand insights from one of Europe’s leading asset management professionals.

📅 7 July 2026
🕕 6:00 PM – 9:00 PM
📍 Jio Convention Centre, BKC, Mumbai

Register now - https://cfasocietyindia.org/events/the-evolving-global-economic-landscape-from-the-perspective-of-a-european-asset-manager-mumbai/ #

22/06/2026

⏳ Renew your CFA Society India membership today and save 25%!

Your CFA Institute membership connects you to a global network, and being part of CFA Society India gives you access to a thriving local investment community—where meaningful relationships, practical learning, networking opportunities, and professional growth come together.

✅ ₹3,750 + applicable taxes — renew on or before 30 June 2026
✅ ₹5,000 + applicable taxes — renew after 30 June 2026

🏆 Don’t miss this limited-time opportunity to stay connected, engaged, and involved with your local CFA community. https://membership.cfainstitute.org/managemembership?event=Login

19/06/2026

New Podcast Episode Alert!

Building Wealth Beyond Returns: Investing, Family, Legacy & AI in Wealth Management | Part 1

In a world driven by short-term market movements and endless financial noise, this conversation explores the principles of building sustainable wealth through disciplined investing, sound financial decision-making, and a long-term mindset.

The discussion highlights the importance of financial planning, managing risk, developing healthy money habits, and understanding how compounding, patience, and informed decision-making can create lasting wealth over time.

At its core, this episode brings together practical insights on personal finance and investing with the mindset required to achieve financial independence and make purposeful wealth-building decisions.

Tune into the conversation on the following links –
YouTube – https://youtu.be/BIQYIfPqeyU
Spotify – https://tinyurl.com/mryuu5e4

19/06/2026

A membership benefit that delivers real value.💫

Hear from Anshul Bansal, CFA, as he shares his experience of availing the newly launched Aditya Birla Health Insurance – ACTIV ONE MAX plan, available as an exclusive benefit for CFA Society India members.

At CFA Society India, we are committed to enhancing the member experience through meaningful benefits that support both professional and personal well-being.

For more details, visit - https://cfasocietyindia.org/membership-benefits/

⏳ Renew your CFA Society India membership today and save 25%!

✅ ₹3,750 + applicable taxes — renew on or before 30 June 2026
✅ ₹5,000 + applicable taxes — renew after 30 June 2026

🏆 Don’t miss this limited-time opportunity to stay connected with your local CFA community. https://membership.cfainstitute.org/managemembership?event=Login

17/06/2026

Renewing your membership doesn't have to be complicated.

This step-by-step guide walks you through the complete process of renewing your membership with CFA Institute and CFA Society India, helping you stay connected to a global network of investment professionals while continuing to enjoy valuable local member benefits.

🎥 Watch the tutorial: https://youtu.be/KdwrG60kKx4

⏳ Renew your CFA Society India membership today and save 25%!

✅ ₹3,750 + applicable taxes — renew on or before 30 June 2026
✅ ₹5,000 + applicable taxes — renew after 30 June 2026

🏆 Don’t miss this limited-time opportunity to stay connected with your local CFA community. https://membership.cfainstitute.org/managemembership?event=Login

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CFA Society India 702, 7th Floor, A Wing, One BKC Tower, G Block, BKC, Bandra (E)
Mumbai
400051