April 8th, 2020
Weekly Upskill
Topic
Best Practices in Lockdown and Future of WFH
Speaker
Gajendra Kothari, Khyati Mashru & Col Sanjeev Govila (Retd)
April 1, 2020
Weekly Upskill
Topic
Covid-19 Crisis | What next for Financial Advisors?
Speaker
Amit Bivalkar
Director, Sapient Wealth Advisors & Brokers Pvt Ltd
March 24th, 2020
Weekly UpSkill
Topic
Money Coaching for Kids
Speaker
Kunjal Shah
Co-Founder, Getting You Rich
March 18th, 2020
Monthly MasterClass
Topic
Rules of mindeful engagement with families having members with Special needs
Speaker
Shreya Jain
Founder, Reservoir
March 18th, 2020
Monthly MasterClass
Topic
Numerically Speaking
Speaker
Amit Trivedi
Owner, Karmayog Knowledge Academy
March 18th, 2020
Monthly MasterClass
Topic
Practioner's guide to health and CI insurance
Speaker
Puneet Oberoi
Director & Founder, Excellent Investment Advisorz Pvt Ltd
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