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.
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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.
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.
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
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.
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