Title – ARIA – The Highlights of ASPIRE 2023
Read more »
RIA Virtual Office Visit Speaker – Vivek Rege – Founder & CEO V R Wealth Advisors Pvt Ltd Moderated by Rohit Shah – Founder & CEO at GYR Financial Planners Private Limited
ARIA Knowledge Series : Financial Innovation – Road Ahead For Access Link – Click here Passcode: 6^3gkz&R
Topic: International Investing by Pratik Oswal Date: Thursday 2nd Sep | 5 pm to 6 pm Recording: Click here. Click here to view more.
Topic : Investing landscape of India in Fixed Income & Equity space given the recent macroeconomic events in India by Mirae Date: 16th September from 5 pm to 6 pm
Topic: Goal Setting by Gurbinder Singh Punn Date: 9th September from 5 pm to 6 pm The session will involve Pre Work, In Session activities and Post session take away material
Topic: International Investing by Pratik Oswal Date: 2nd September from 5 pm to 6 pm In this session, he will cover for diversification how indices like ACWI – All cap world Index work – Insights & drawbacks, advantages of portfolio construction through international regional indices vs ACWI, how cost-effective is this.
Dear all, The video recording of our panel discussion has been shared at: https://www.youtube.com/watch?v=o_HEzopmXZk. We have added a co-branded slide at the start and end of the session. Please do review and let me know in case of any change required. Click to watch
The smallcase Publisher Platform enables SEBI-regd entities (RIAs, RAs) to productize their research & advisory in a model portfolio format & scale it easily. Functionalities include Custom-branded website for every smallcase Manufacturer/Manager, no restrictions on smallcase portfolio composition & number of smallcases and setting own pricing terms (both fixed recurring fee or AuA/investment value based) […]
Topic: Fund of Fund & its Opportunities by ICICI Prudential AMC Speaker: Mr. Chintan Haria (Head- Product Development & Strategy) Kindly download it from here The recording link is https://we.tl/t-oBYzQZUnHC