Events
January 3, 2023 by admin
Title – Workshop on NRI Investments, Taxation and practise Date – Thursday, 12th Jan from 9.30am to 5.30pm Venue – VITS – Luxury Business Hotels| Andheri Kurla Road, International Airport Zone, Andheri (East)| Mumbai 400 059| India Speaker – Harsh Roongta – Founder, Fee Only Investment Advisers
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Title – “How life planning can turbocharge your practice ?“ Speaker – Vishal Dhawan – Founder, Plan Ahead Wealth Advisors Moderted by – Kiran Telang – Registered Investment Adviser Thursday 5th Jan 2023 5 pm to 6 pm
December 29, 2022 by admin
Title – “Advocacy Initiatives @ARIA – The Road Ahead” Speakers – Advocacy committee
December 17, 2022 by admin
December 8, 2022 by admin
Title – Launch of Research pasper on Frequency of Risk Profiling for Investment Advisors Date – Thursday Dec 8th at 4 pm.
Events webinars
ARIA Knowledge Series : Financial Innovation – Road Ahead For Access Link – Click here Passcode: 6^3gkz&R
November 18, 2022 by admin
Title – A Fireside chat on Financial Innovation – Road Ahead Date – Thursday 24th Nov to Thursday 1st Dec at 5 pm. Speaker – Navneet Munot MD & CEO of HDFC AMC Moderated by – Amit Kukreja – Registered Investment Advisor
November 11, 2022 by admin
Title – Cyber Security Fraud with Advisors Date and Time – Thursday, 17th Nov at 5 pm Panelist– Amit Kukreja – Registered Investment Advisor and CA Sanjay Kadel – Senior Partner, Assurance & Consulting Moderated by Renu Maheshwari – Founder, Finscholarz wealth Managers
October 16, 2022 by admin
Title – Coffee with Fintechs Thursday 20th Oct 5 pm to 6 pm Speakers Nehal Mota – Co-Founder – Finnovate Naveen Singh – Co-Founder – Finnovate Sankarsh Chanda – Founder, Chairman and CEO – Savart Moderated by Harsh Roogta – Founder – Fee Only Investment Advisers
October 11, 2022 by admin
Title – RIA Office Visit Date – Thursday 13th Oct 5 pm to 6 pm Speakers: S R Srinivasan – Registered Investment Adviser Jigar Patel – Principal officer, Neuron Wealth Advisors LLP Moderated by ARIA Board member Mr Suresh Sadagopan – MD & Principal Officer – Ladder7 Wealth Planners P. Ltd