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
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