Events
December 29, 2022 by admin
Title – “Advocacy Initiatives @ARIA – The Road Ahead” Speakers – Advocacy committee
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December 17, 2022 by admin
Research Paper
December 8, 2022 / October 3, 2024 by admin
Click here to view.
December 8, 2022 by admin
Title – Launch of Research pasper on Frequency of Risk Profiling for Investment Advisors Date – Thursday Dec 8th at 4 pm.
Events webinars
ARIA Knowledge Series : Financial Innovation – Road Ahead For Access Link – Click here Passcode: 6^3gkz&R
November 18, 2022 by admin
Title – A Fireside chat on Financial Innovation – Road Ahead Date – Thursday 24th Nov to Thursday 1st Dec at 5 pm. Speaker – Navneet Munot MD & CEO of HDFC AMC Moderated by – Amit Kukreja – Registered Investment Advisor
November 11, 2022 by admin
Title – Cyber Security Fraud with Advisors Date and Time – Thursday, 17th Nov at 5 pm Panelist– Amit Kukreja – Registered Investment Advisor and CA Sanjay Kadel – Senior Partner, Assurance & Consulting Moderated by Renu Maheshwari – Founder, Finscholarz wealth Managers
News
October 16, 2022 by admin
Title – RIA Office Visit moderated by Suresh Sadagopan. Speakers: S R Srinivasan – Registered Investment Adviser Jigar Patel – Principal officer, Neuron Wealth Advisors LLP File Link – https://drive.google.com/file/d/1L3J-NA0qumP_QBs8KT-QOifFC2CNVVs7/view?usp=sharing
Title – Coffee with Fintechs Thursday 20th Oct 5 pm to 6 pm Speakers Nehal Mota – Co-Founder – Finnovate Naveen Singh – Co-Founder – Finnovate Sankarsh Chanda – Founder, Chairman and CEO – Savart Moderated by Harsh Roogta – Founder – Fee Only Investment Advisers
October 11, 2022 by admin
Title – RIA Office Visit Date – Thursday 13th Oct 5 pm to 6 pm Speakers: S R Srinivasan – Registered Investment Adviser Jigar Patel – Principal officer, Neuron Wealth Advisors LLP Moderated by ARIA Board member Mr Suresh Sadagopan – MD & Principal Officer – Ladder7 Wealth Planners P. Ltd
September 30, 2022 by admin
Title – Fireside chat with Aashish Sommaiyaa – Chief Executive Officer at WhiteOak Capital Asset Management Ltd. Host – Suresh Sadagopan – MD & Principal Officer – Ladder7 Wealth Planners P. Ltd Thursday 6th Oct from 5 pm to 6 pm
September 24, 2022 by admin
Title : ARIA Annual General Meeting 2022 Time : 5 pm.
September 20, 2022 by admin
Paid Workshop on – Title – LEARN FROM THE MASTERS Success Mantras from Wisest RIAs Time – 22nd Sep, Thursday 5 pm to 7 pm
September 14, 2022 by admin
Title : Ask me Anything by CA Sanjay related to Cyber security awareness compliance Date : Thursday 15th Sep from 5pm to 6 pm
September 7, 2022 by admin
Title – A Panel discussion on Wealth Allocation Framework Thursday 8th Sep at 5 pm Speaker details – Rohit shah – Principal Officer at GYR Financial Planners Private Limited Vivek Rege – Founder & CEO at V R Wealth Advisors Pvt Ltd Session moderated by Tarun Birani – Founder & MD – TBNG Capital Advisors
September 2, 2022 by admin
Title – Advanced Estate and Succession Planning Date- Thursday 1st September at 5 pm Speakers – Shailendra Dubey – co-founder – PlanMyEstate Advisors LLP Moderated by Jigar Patel – Principal Officer, Neuron Wealth Advisors LLP
August 24, 2022 by admin
Title – Cyber Security Awareness campaign – A session for Insights & Queries. Date & time – Thursday 25th August,2022 at 5 pm.
August 18, 2022 by admin
Title – Estate Planning by Advocate Sanjay Rego Date : 18th August,2022 at 5 pm.