March 4th, 2020
Weekly UpSkill
Topic
Portfolio review - Value add tool for Advisors
Speaker
Tivesh Shah
Founder, Tru Wealth Finsultants
February 26th, 2020
Monthly MasterClass
Topic
Impact of budget 2020 on NRI Clients
Speaker
Harsh Roongta
SEBI RIA, hashroongta.com
February 26th, 2020
Monthly MasterClass
Topic
IFA's guide to budget 2020
Speaker
Panel Discussion
CA Arvind Rao, CA Harsh Roongta, CA Indresh Malik, CA Samir Parekh
February 26th, 2020
Monthly MasterClass
Topic
Communicating your Alpha
Speaker
Swarup Mohanty
CEO, Mirae Asset Global Investments
February 26th, 2020
Monthly MasterClass
Topic
Asking the right questions to Fund Managers
Speaker
Akhil Chaturvedi
Head - Sales, Motilal Oswal AMC Ltd
February 19th, 2020
Weekly UpSkill
Topic
ToolBox - Start-up kit for IFAs
Speaker
Mohini Mahadevia
Founder & Proprietor, SOLUFIN Financial Planners
February 11th, 2020
Weekly UpSkill
Topic
Building Value for Clients with ULIPs & ULPPs
Speaker
Arvind Rao
Founder, Arvind Rao & Associates
February 4th, 2020
Weekly UpSkill
Topic
Decoding the Budget
Speaker
Kartik Jhaveri
Director, Transcend Consulting Pvt Ltd
January 15th, 2020
Weekly UpSkill
Topic
Megre, Demerge or Emerge? What's your recipie to success
Speaker
Lovaii Navlakhi
MD & CEO, International Money Matters Pvt Ltd
January 8th, 2020
Weekly UpSkill
Topic
How to keep track of clients investments going in line with goals expectations
Speaker
Pritam Deuskar
Fund Manager, WealthyVia