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Topic : Presentation on Compliance and Audit Requirements by CA Sanjay Kadel When : May 6th,2021 at 5 pm Click here to download presentation file URL = https://immplimited-my.sharepoint.com/:v:/g/personal/itsupport_immpl_com/EYQjlLAxQQdLiSr4xH4I9H8BKr-ZZu5Gxlx-Soi6uU8l8A?e=HtGN9Q
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Title of the session: “Rule-Based Investing” Speakers: Mr Swarup Mohanty (CEO) and Mr Mayukh Datta (National Sales Head) The key points which were covered under the presentation are as below : – Advantages of Rule-based investment – Rule-Based Index – AMC induced rules – Alpha Generation in rule-based investments. Recordings Using Google Chrome – https://us02web.zoom.us/rec/share/linnHcJVrBVM35Jo2p4B7RiTCHUv0RD5e_aFnM7dWKfm2LszgH1eQ_0r37M9PeCk.hhzuCxyVk7CPiEE4 […]
Dear all, The video recording of our panel discussion has been shared at: https://www.youtube.com/watch?v=o_HEzopmXZk. We have added a co-branded slide at the start and end of the session. Please do review and let me know in case of any change required. Click to watch
Topic : Budget 2021- what does it mean for RIAs Are nonequity oriented funds in ULIPs covered by the new tax on high premium ULIPs? Contribution to PPF – is it to be counted while calculating the amount of Rs. 2.50 lakhs EPF contribution? What is the impact of the proposed amendment on the taxability of […]
Title – LOE Notes Session date: 22-12-2020 View More
The smallcase Publisher Platform enables SEBI-regd entities (RIAs, RAs) to productize their research & advisory in a model portfolio format & scale it easily. Functionalities include Custom-branded website for every smallcase Manufacturer/Manager, no restrictions on smallcase portfolio composition & number of smallcases and setting own pricing terms (both fixed recurring fee or AuA/investment value based) […]
Topic: Fund of Fund & its Opportunities by ICICI Prudential AMC Speaker: Mr. Chintan Haria (Head- Product Development & Strategy) Kindly download it from here The recording link is https://we.tl/t-oBYzQZUnHC
Your credit card XXXX9999 is credited with exgratia amount of ₹ 12.45 on November 4, 2020, under scheme announced by government of India. Read FAQ on this link”. This SMS message from my credit card issuing bank caught my attention both because it was unexpected and because the amount of relief offered was meagre. But […]
Title: Recordings of the EGM Date: Oct 30, 2020 Please find the attachment of EGM recording Click here
Topic: RIA MEET: Role of Passive Debt Investments in Investor’s Portfolio Date: Oct 22, 2020 5.00 PM Recordings: Click here. Passcode: q*Azv1D^ Click here to view attached files
Date: Thu, Oct 15, 2020 at 5.30 Pm Play recording: Click here. Download recording: Click here. Recording password: aDQpig*8
Topic : Edelweiss MSCI Indo Global Healthcare NFO Thursday, October 8,2020|5.30 to 6.30 PM IST International Speaker: Jack Lin- MANAGING DIRECTOR, HEAD OF APAC CLIENT COVERAGE MSCI Brief Intro – Edelweiss has partnered with MSCI. In this session we will cover a brief description on the partnership, opportunity for investors in this space, Healthcare indices, […]
Introduction : While a lot of businesses suffered during the covid era, the tech leaders of the world such as Amazon, Facebook, Microsoft soared to new heights. How can you take advantage of international exposure to your clients’ portfolios? Join us for the panel discussion on how to take advantage of international diversification in domestic […]
This is a new segment for ARIA’s investment advisors where we bring in expert opinion from the Real Examples of the industry. This video is an exclusive interview of Mr. S.C. Raghuram – A renowned lawyer and founder of Rank Associates in Chennai founded in 1982. He is also a columnist for the famous – […]
This webinar was held to highlight MFI 360 product software features and benefits to the members. Click here for the brochure. Click here for the tracker.
A very useful and meaningful session which answers various aspects of Gold as an Investment. Click here to view.
This webinar aims at Experience sharing on handling practice during crisis times and future proofing the practice by design. Click here to view.