December 11, 2019
Weekly Upskill
Topic
How to know Behavioural styles of your clients
Speaker
Bharat Jethani
Master Franchisee, ASENTIV Central India
November 27, 2019
Monthly MasterClass
Topic
Yours Virtually! The Making of a Digital Advisor
Speaker
Suresh Sadagopan
Founder Ladder7 Financial Advisors
November 27, 2019
Monthly MasterClass
Topic
Optimising New Client Acquisition with Customer Lifetime Value Analysis
Speaker
Vikash Raj
Head - Business Analytics, IDFC AMC
November 27, 2019
Montly MasterClass
Topic
RTGS toh suna tha, yeh RTDGS kya hai?
Speaker
N R Sudarshan
Vice President, CAMS Online
November 20, 2019
Weekly Upskill
Topic
Who is an NRI? Citizenship vs Residency Status
Speaker
Harsh Roongta
SEBI Registered Investment Advisor, harshroongta.com
November 6, 2019
Weekly Upskill
Topic
How to Become a Digital Media Influencer by Dakshin Adyanthaya
Speaker
Dakshin Adyanthaya
Founder & Director, Pixelated Egg Digital Ventures Pvt Ltd
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