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
December 18, 2019
Monthly MasterClass
Topic
P2P as an Alternate Investment Avenue
Speaker
Panel Discussion
December 18, 2019
Monthly MasterClass
Topic
A Primer on Fixed Income
Speaker
Ramesh Rachuri
CIO and Business Head, Scient Capital Private Limited
December 18, 2019
Monthly MasterClass
Topic
Is the PE Ratio a relevant valuation guide?
Speaker
Vinay Paharia
CIO, Union MF
December 18, 2019
Weekly Upskill
Topic
Utilization of Capital Gains Tax Calculator from ToolBox
Speaker
Hemant Agarwal
Founder, Rupaiyaah