Events
June 27, 2022 by admin
Title – Virtual Townhall Date and Time – Thursday, 30th June 5pm to 6pm Host – ARIA Board
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June 18, 2022 by admin
Title – RIA Office Visit – One Stop Shop Corporate RIA Business Model Date and Time – Thursday, 23rd June at 5pm.
June 7, 2022 by admin
Title – India Investment Taxation and related aspects for US-based NRIs Panelist 1) Jigar Patel – Principal officer – Neuron Wealth Advisors LLP 2) Lovaii Navlakhi – Managing Director & CEO,International Money Matters. Moderated by: Vishal Dhawan – Founder – Plan Ahead Wealth Advisors Date & Time: 5 to 6 pm @ Thu, 16th June
Title– Family Office Overview Host – Uday Dhoot Partner – Venn Wealth Speaker – Mukesh Kumar Sinha Founder – Ankhonia Advisors Date & Time: 5 to 6 pm @ Thu, 9th June
May 30, 2022 by admin
Title – The Success Code by Magan Kalra Author & Business Growth Coach CEO – Performance Advantage Group Date – Thu, 19th May 5 to 6 pm.
May 12, 2022 by admin
Title – The Art & Science of Asset Allocation. Suresh Sadagopan – Managing Director and Principal Officer,Ladder7 Wealth Planners Pvt Ltd. Lovaii Navlakhi – Managing Director & CEO,International Money Matters. Harsh Roongta – Founder-Fee only Investment Advisers. Moderated by Renu Maheshwari – CEO – Finscholarz wealth managers LLP Date and Time – Thursday, 12th May […]
RIA office Visit ( Virtual) Date – Thursday, 5th May from 5 pm to 6 pm Bhanu Suda Prasad -Registered Investment Adviser, Paisa Health. Trupti Muralidhar – Registered Investment Adviser Moderated by Vivek Rege – Founder & CEO, VR Wealth Advisors Pvt Ltd
April 27, 2022 by admin
Title – RIA Talks : Navigating Changing Market Dynamics With Factors Speakers : Vishal Dhawan – Plan Ahead Wealth Advisors Mahavir Kaswa – Motilal Oswal Asset Management Co Benedek Voros CFA, CQF – S&P Dow Jones Indices Date and Time – Thursday, 28th April 2022 at 5pm
April 11, 2022 by admin
Title – Is it the end of the road for Active fund management ? Date & Time – Thursday 14th April,2022 from 5pm to 6.15pm Panelists: Nilesh Shah – Managing Director at Kotak Mahindra AMC, Radhika Gupta – MD & CEO, Edelweiss AMC & Pratik Oswal – Head of Passive Funds Business, Motilal Oswal AMC. […]
Title – Leveraging Technology for Growth of your Advisory Business. Date – Thursday 7th April at 5pm Speakers – Pratik Oswal -Head of Passive Funds Business,Motilal Oswal AMC Rakesh Rathod – Vice Presiddent-Publisher Business, Smallcase Moderated by ARIA member Ram Medury – Founder-CEO of Jamā Wealth