Topic – Technology Platform for Financial Advisors Day 1 Link : https://drive.google.com/file/d/1ouoobcvEqManlKeaXmg9vyWJEyHHFpNi/view?usp=sharing
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Please find the Cyber security awareness campaign pdf file – Click here
Title: Workshop on Cyber security awareness for compliance Host : CA Sanjay Kadel – Senior Partner, Assurance & Consulting Surendra Rashinkar – Head, BASL and Devendra Kulkarni – Deputy General Manager at Bombay Stock Exchange Limited Link – https://drive.google.com/file/d/1_pbRgl1oKOgnlnRw9YQMkVVKl2Dr6SUO/view?usp=sharing
Title : Investing in Turbulent Times, Learn from the Leader. Host: Rajeev Thakkar – Chief Investment Officer and Director of Parag Parikh AMC and Moderated by Ram Kalyan Medury – Founder and CEO of Jamā Wealth. Date and Time: Thursday 14th July,2022 at 5pm Link – Click Here
Title – Virtual Townhall Date and Time – Thursday, 30th June 5pm to 6pm Link – https://drive.google.com/file/d/1-6hJbhUrn7_j9xTwqnTYnpy7xQmDvRQE/view?usp=sharing
Title – RIA Office Visit – One-Stop – Holistic Advisory services_ Corporate RIA Business Model Date and Time – Thursday, 23rd June at 5 pm. Link – Click here
Topic:India Investment Taxation and related aspects for US-based NRIs Panelists: 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 Advisor Link – Click here
Topic: Family Office Overview Host – Uday Dhoot Partner – Venn Wealth Speaker – Mukesh Kumar Sinha Founder – Ankhonia Advisors Link – Click here
Title – Coffee with ARIAns – Discussion on charging Fees from Clients Link – Click here
Title – RIA Compliance to help stay ahead Links – Click here