This is custom Resource Centre management
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
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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.
Topic: coach your way to 5x growth by Yukti K. Mehandiratta Yukti K. Mehandiratta Date conducted: Thursday, 26th August 5 pm to 6 pm. Link: https://drive.google.com/file/d/1ZuT59foIVd7iSXJIlVzk0t2i3irpu-Zg/view?usp=sharing
Topic: Queries by ARIA members for BASL Membership Date: Tuesday, 17th August from 5 pm to 6 pm. Link : https://drive.google.com/file/d/1Tyr_XLs0ldQ35oYKlb1V1yLi5MW90OuX/view?usp=sharing
To view the recordings of the Session by Frank Maselli on Referral Marketing click here
The Covid-19 pandemic has focused the spotlight on the life insurance industry’s death claim payment process. An example will illustrate its lacunae. As part of the comprehensive financial advice our firm offers, we review clients’ risk coverage and recommend appropriate insurance policies, which they buy either directly or through an agent/brokers. Claim processing, too, is […]
In my investment advisory practice, I am reminded of this line: “ Will I be handsome, will I be rich?” in the famous song “Que Sera Sera” sung by Doris Day in Alfred Hitchcock´s “ The man who knew too much”. Let me narrate a personal experience I had about a decade ago. I had […]
In this session, he covers how to prepare for Disability. https://drive.google.com/file/d/1kMnY9sDRnajMV0L5E-nsE5nzoHJlWa0A/view?usp=sharing 1) Checklist for Preparing for disability – Click here 2) Draft of Conditional POA – Click here 3) Draft of Unconditional POA – Click here 4) Draft Letter of Instruction regarding health treatment – Click here
A friend called Kirit called me up to seek advice on how to get a flat held by his mother transferred to his name. His late father had bought the flat and nominated Kirit´s mother in the Society records. Kirit´s father had left a Will specifying Kirit´s mother as the sole beneficiary of all his […]