Articles Neil Borate News Sashind Ningthoukhongjam Suresh Sadagopan
July 26, 2023 by admin
Title : Mutual funds: Why direct plans are stealing the show Author : Sashind Ningthoukhongjam , Neil Borate, Suresh Sadagopan Date : 26-July-2023 Link : https://www.livemint.com/money/personal-finance/should-you-shift-to-direct-mutual-fund-investments-for-better-returns-experts-weigh-in-on-the-pros-and-cons-11690390421133.html
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Events
July 25, 2023 by admin
Topic – “Demystifying REITs & InvITs.” Thursday, 27th July at 5 pm Speaker – Rajeev Thakkar, Chief Investment Officer & Equity Fund Manager of PPFAS Mutual Fund Moderator – Nehal Mota, Co-founder and Director of Finnovate
July 11, 2023 by admin
Topic – “Unleash Your Creative Powers: A Vision for the Future of the RIA Profession!” Thursday, 13th July at 5.30 pm Speaker – Radhika Gupta, Managing Director, Chief Executive Officer & Vice Chairperson, AMFI Moderator – Lovaii Navlakhi, Managing Director & CEO International Money Matters Pvt Ltd.
June 12, 2023 by admin
Topic – 10x Growth Series: Best Practices for Advisory Firms to Collaborate Date: Thursday, 15th June at 5 pm Speaker – Amit Trivedi- Author, Speaker, Blogger, Trainer. Moderator – Nitin Sawant – CEO, NS Wealth Solution Pvt Ltd
June 6, 2023 by admin
Topic: Family Trust… An instrument for financial protection Date: Thursday, 8th June at 5 pm Speaker: A Suresh, Executive Director at PropSeva Moderator: Suresh Sadagopan, Managing Director & Principal Officer at Ladder7 Wealth Planners Pvt. Ltd.
May 30, 2023 by admin
Topic – RIA Office Visit – Pune Chapter Meeting. Date – Friday, 2nd June at 4 pm Venue – Safehands Financial Advisors, “Arihant,” Flat No:2073, 16-B, 2nd Floor, Ganeshdatta Society, Tilak Nagar, Sahakar Nagar #1, Pune 411009, Maharashtra, India. Hosted By – Viraj Padhye, CEO of Safehand Advisory Service. Moderated By – Nitin Sawant, CEO of NS Wealth Solution Pvt. Ltd.
Topic: RIA Office Visit Date: Thursday, 1st June at 5 pm Speakers: Roshni Nayak, SEBI registered RIA Abhijit Talukdar, Founder of Attainix Consulting Moderator: S R Srinivasan, a Registered Investment Adviser
May 19, 2023 by admin
Topic – How to Create a Transformational Client Experience. Wednesday, 25th May at 5 pm Speaker – John Dashfield, the founder of Dashfield Coaching and Development Ltd, and Client-centered Advisers. Moderator – S R Srinivasan, a Registered Investment Adviser.
Articles News Vishal Dhawan
May 13, 2023 by admin
Title : Can we lesson the load? Author : Vishal Dhawan Date : 13-May-2023
News
May 1, 2023 by admin
Discussion on Advertisement Code with BSEASL
April 27, 2023 by admin
Speakers: Surendra Rashinkar, Head of BSEASL Manjiri Nimkar, Associate Manager at BSEASL Shailendra Kumar, Co-founder of FinAtoZ.com Biharilal Deora, Director of Abakkus Asset Manager LLP Anup Bansal, Co-founder of Scripbox, Entrepreneur, and Mentor. Date: Saturday, 29th April Time: 4 pm to 5 pm
April 25, 2023 by admin
Topic – Supercruise in Advisory Practice with Effective Use of Data. Wednesday, 26th April at 5 pm Speaker – Sahil Kapoor, Head – Products & Market Strategist, DSP Investment Manager. Moderator – Suresh Sadagopan, Managing Director & Principal Officer at Ladder7 Wealth Planners Pvt. Ltd.
April 6, 2023 by admin
Thursday, 6th April at 5 pm Speaker – Yogin Sabnis, the CEO of VSK Financial Consultancy Services Pvt. Ltd Moderator – Ravi Natarajan, Founder & Partner, FinIntent Investment Adviser
March 15, 2023 by admin
Speaker: Jayna Kothari, a Senior Advocate at the Supreme Court of India, and moderated by Ratnasri Karra, a Registered Investment Adviser and member of the WARIA Core Committee. Thursday, 16th March. ⏱️ 5 pm to 6 pm
RIA Virtual Office Visit Speaker – Vivek Rege – Founder & CEO V R Wealth Advisors Pvt Ltd Moderated by Rohit Shah – Founder & CEO at GYR Financial Planners Private Limited
February 1, 2023 by admin
Fireside Chat on ‘Top Trends Defining the Future of Asset Management Industry in India’ Thursday February, 2nd 5pm to 6 pm Speaker: D P Singh – Deputy Managing Director & Chief Business Officer at SBI Mutual Fund Moderator: Amit Kukreja, Registered Investment Advisor
January 3, 2023 by admin
Title – Workshop on NRI Investments, Taxation and practise Date – Thursday, 12th Jan from 9.30am to 5.30pm Venue – VITS – Luxury Business Hotels| Andheri Kurla Road, International Airport Zone, Andheri (East)| Mumbai 400 059| India Speaker – Harsh Roongta – Founder, Fee Only Investment Advisers
Title – “How life planning can turbocharge your practice ?“ Speaker – Vishal Dhawan – Founder, Plan Ahead Wealth Advisors Moderted by – Kiran Telang – Registered Investment Adviser Thursday 5th Jan 2023 5 pm to 6 pm