Global Financial Planner's Summit 2025
Connect with finance professionals and advisors.
The Global Financial Planner's Summit in Mumbai is a key event for finance professionals, attracting around 500 attendees. This summit is an excellent opportunity for networking and sharing insights on financial planning and investment strategies.
About Global Financial Planner's Summit 2025
Who Attends
Networking Strategy for Global Financial Planner's Summit 2025
Attend panel discussions
Join networking lunches
Use NexaLink for connecting
Engage in discussions
Participate in workshops
Lead Capture Tips for Global Financial Planner's Summit 2025
- ★Share digital business cards
- ★Collect contacts through NexaLink
- ★Follow up after the event
- ★Exchange LinkedIn profiles
Your NexaLink Toolkit for Global Financial Planner's Summit 2025
Three tools to maximize your networking at Global Financial Planner's Summit 2025:
Digital Business Card
Share your card via QR code or NFC tap. Recipients save your contact in one tap — no app needed.
Business Card Scanner
Scan every card you collect at Global Financial Planner's Summit 2025. AI-powered OCR captures names, emails, and companies with 99% accuracy.
Professional CRM
Organize your new contacts, add meeting notes, and get AI-powered follow-up reminders.
Why NexaLink?
Expand Your Finance Network
Connect with fellow finance professionals and industry leaders.
Gain Insights into Financial Trends
Learn about the latest trends in financial planning and investment.
Collaborate on Financial Strategies
Discuss potential collaborations for financial projects and strategies.
Share Instantly, Three Ways
QR code for events, NFC tap for one-on-ones, and a direct link for email and text. Recipients see your card in their browser — no app download required.
Always Up-to-Date
Change your job title, phone number, or company and every recipient sees the update instantly. No reprints, no re-sharing — one card that stays current.
Track Who Engaged
See how many people viewed your card, when they opened it, and which links they clicked. Use that data to prioritize follow-ups.
NexaLink Features
NexaLink simplifies connecting with other finance professionals.
Stay informed about the summit schedule and sessions.
Capture and manage your leads effectively with NexaLink.
Frequently Asked Questions
Who should attend the summit?
Financial planners, advisors, and anyone interested in finance should attend.
Are there workshops available?
Yes, there will be various workshops offered throughout the summit.
Can I showcase my financial services?
Yes, there will be opportunities to showcase financial services.
Do recipients need the NexaLink app?
No. When someone scans your QR code, taps your NFC, or clicks your link, your card opens as a mobile-optimized webpage in their browser. They can save your contact directly — no download required.
Can I update my card after sharing it?
Yes. Change your job title, phone number, or company and every person who received your card sees the update instantly. No reprints, no re-sharing — one card, always current.
Is there a free plan?
Yes. The free plan includes 1 digital card, basic templates, QR code sharing, and 10 card scans per month — with no time limit or credit card required. Upgrade to Pro ($5.99/month) for unlimited cards and NFC sharing.
Prepare Your Digital Card for Global Financial Planner's Summit 2025
Create your card, set up your scanner, and organize your CRM before the event.
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