Sessions

NFP ProMembers get access to attend weekly and monthly sessions either live or recordings. The upcoming live session details and joining links are shared via email prior to sessions. Here is the list of schedule of past sessions. ProMembers can find the recordings of these sessions in the Members Login Portal.

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
Harsh Roongta
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
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