September 4, 2019
Weekly Upskill
Topic
Empower, Digitalize, Grow & Elevate (EDGE) your Business
Speaker
Mayank Neema
Regional Team Manager(West), CAMS
August 28, 2019
Monthly MasterClass
Topic
Ethical Investment Opportunities in India
Speaker
M S Shabbir
Managing Director - SenSage Financial Services Pvt. Ltd
August 28, 2019
Monthly MasterClass
Topic
Fixed Income | Principles for designing a robust decision-making framework
Speaker
Suyash Choudhary
Head - Fixed Income at IDFC Asset Management
August 28, 2019
Monthly MasterClass
Topic
Financial Planner of the Year | Why Advisors Should Participate in Financial Planning Competitions?
Speaker
Vivek Rege
V R Wealth Pvt Ltd
August 21, 2019
Weekly Upskill
Topic
Minimum Revenue per Client (MRPC)
Speaker
Sadique Neelgund
Founder, Network FP
August 7, 2019
Weekly Upskill
Topic
How to showcase a client's portfolio in the best manner?
Speaker
Sunil Jain
Founder, Investwell
July 31, 2019
Weekly Upskill
Topic
Mutual Fund Analysis, looking beyond past performance
Speaker
Akshat Hariya
Sr. Research Associate, Multi-Act Equity Consultancy Pvt Ltd
August 14, 2019
Weekly Upskill
Topic
Utilization of SIP + SWP Tool from ToolBox
Speaker
Hemant Agarwal
Founder, Rupaiyaah
July 17, 2019
Weekly Upskill
Topic
Business Growth in Digital Age
Speaker
Harsha K
Head-eBusiness & Digital platforms, DHFL Pramerica Asset Managers Pvt Ltd
July 10, 2019
Weekly Upskill
Topic
A unique Engagement tool to know client's Wallet Share
Speaker
Nirmal Revaria
CEO & Co-founder, FinPeace Technologies Pvt Ltd