Events
March 15, 2023 by admin
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
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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
December 29, 2022 by admin
Title – “Advocacy Initiatives @ARIA – The Road Ahead” Speakers – Advocacy committee
December 17, 2022 by admin
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
October 16, 2022 by admin
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