Recent Queries
October 5, 2024 by admin
Response: Thanks for your query. Will is an important document – ideally consult a proper legal or investment adviser before preparing it. Some of the points which should be kept in mind are as follows : Nominee holds the assets in trust for the true legal heirs. Nomination only eases the process of transfer of […]
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I have a flat which is self-acquired which I would like to bequeath in equal measure to my son and daughter through a Will. . What should I do please, to see that there is no challenge to my Will? Response : It is always possible to contest/challenge a will on multiple grounds, and it […]
October 5, 2024 / October 5, 2024 by admin
From your question it is assumed that you wish to transmit your wealth to your NRI daughter after your death. The easiest way to ensure a quick transmittal is to make sure that she is the nominee in all the assets. The institutions holding your financial assets will transfer those financial assets to your nominee […]
News of Interest
October 3, 2024 / October 3, 2024 by admin
For very many reasons, as outlined in the paper, the process of claims by successors of deceased financial consumers remains difficult to navigate, especially at a time when the family and those surviving the individual are coping with the loss of a loved one and still grieving. Nominations facilities have provided a level of succor […]
News
September 6, 2024 by admin
Title : “India’s Economic Outlook: A Foreign Investor’s Perspective & Retirement Investment Strategies” Link: Click here.
Events
November 20, 2023 by admin
Topic – Navigating the Art and Science of Investing Date/Time – Thursday, 23rd Nov, 5pm to 6pm Speaker – Ramesh Mantri, Chief Investment Officer – Equities at Whiteoak Capital AMC. Moderator – Amit Kukreja, ARIA Board & SEBI registered RIA.
Podcast Vishal Dhawan
November 17, 2023 by admin
Published On: Spotify – Podcast Author: Vishal Dhawan Click here to know more
November 9, 2023 by admin
Podcast Sumit Duseja
October 31, 2023 by admin
Published On: LiveMint Podcast Author: Sumit Duseja Click here to know more
October 17, 2023 by admin
Topic – Contra- An all-weather investment style- Wisdom on Contrarian Investing Date/Time – Thursday, 19th Oct, 5pm to 6pm Speaker – Dinesh Balachandran, Senior Fund Manager, SBI Funds Management (SBIFM) Moderator – Vishal Dhawan, Founder & CEO, Plan Ahead Wealth Advisors
October 11, 2023 by admin
Topic – Spotlight on Markets: Small Cap – Trends, Challenges & Opportunities Date/Time – 12th Oct, Thursday 5 pm to 6 pm Speakers: Ajit Dayal, Founder – Quantum Advisors Chirag Mehta, CIO – Quantum AMC Moderator: Lovaii Navlakhi, Managing Director & CEO International Money Matters Pvt Ltd.
Research Paper
October 10, 2023 / October 3, 2024 by admin
Click here to read more.
September 23, 2023 by admin
Published On: Support Scrool.in Author: Suresh Sadagopan Click here to know more
September 18, 2023 by admin
Topic – RIA Office Visit Date/Time – 21st Sep, Thursday 5 pm to 6 pm Speaker – Nitin Sawant, CEO of NS Wealth Solution Pvt. Ltd. Kavitha Menon – Investment Adviser SEBI Registered Moderator – Jay Thacker, Principal Adviser at Wealth Nation
September 12, 2023 by admin
Topic – Using Multi-Asset Strategies for All Weather Investing Date/Time – 14th Sep, Thursday 5 pm to 6 pm Speaker – Sahil Kapoor, Head – Products & Market Strategist, DSP Asset Managers Moderator – Ravi Saraogi, Co-founder, Samasthiti Advisors.
Podcast Suresh Sadagopan
September 6, 2023 by admin
Published On: Money Control Author: Suresh Sadagopan Click here to know more
August 28, 2023 by admin
Topic – ARIA Townhall Date/Time – 1st September, Friday 6 pm to 7 pm Panelist – Harsh Roongta, Vishal Dhawan, Kavitha Menon, Biharilal Deora & Uday Dhoot Moderator – Jay Thacker
August 1, 2023 by admin
Topic – RIA Office Visit Date/Time – 3rd August, Thursday 5 pm to 6 pm Speaker – Naveen Julian Rego, Certified Financial Planner, SEBI Registered Investment Moderator – Jay Thacker, Principal Adviser at Wealth Nation