November 13, 2019
Weekly Upskill
Topic
Knowing your Basics of NRI Taxation
Speaker
Karan Batra
Founder, Chartered Club
October 30, 2019
Weekly Upskill
Topic
How do you prepare for IAPs - The complete Guide
Speaker
Archana Bhingarde
Prosperity Coach, Prospero
October 23, 2019
Monthly MasterClass
Topic
The 15x15x15 Rule: A Reality Check
Speaker
Rajeev Thakkar
CIO and Director, PPFAS Mutual Fund
October 23, 2019
Monthly MasterClass
Topic
Clients For Life - Deepening client engagement through Life Planning
Speaker
Indresh Malik
Registered Investment Planner
October 23, 2019
Montly MasterClass
Topic
How to service and address the Key issues for Outbound NRI Employees?
Speaker
Niji Arora
Senior Manager of the Global Employer Services group, Deloitte
October 9, 2019
Weekly Upskill
Topic
Managing the Intent and Action Gap in Financial Decisions by Benis Kumar
Speaker
Benis Kumar
Partner, FinalMile Consulting
September 25, 2019
Monthly MasterClass
Topic
India @ 5 Trillion: From What Got Us Here to What Will Get Us There
Speaker
Maran Govindasamy
Executive Director, Unifi Capital P Ltd.
September 25, 2019
Monthly MasterClass
Topic
The Why and How of IFA Mergers and Collaborations in New Age
Speaker
Amit Bivalkar
Director, Sapient Wealth Advisors & Brokers Pvt. Ltd.
September 18, 2019
Weekly Upskill
Topic
Differentiating between needs and wants using Goal Worksheet
Speaker
Tivesh Shah
Founder, Tru-Worth Finsultants
September 11, 2019
Weekly Upskill
Topic
Why & How Estate Planning can be part of your Advisory Practice?
Speaker
Priyesh Sampat
Financial Wellness Coach & Succession Consultant