Handholding Clients through Turbulent times

Handholding Clients through Turbulent times

  • April 27, 2020
  • 5:30 PM - 6:30 PM IST
  • Online

Missed it? Watch a video of the event

https://youtu.be/gPvUejklnfY



We are pleased to announce the upcoming webinar with Bharat Phatak, Director- Wealth Managers (India) Private Limited. Hrishikesh Deshmukh, CFA, Vice President Business Analysis- BNY Mellon, will moderate his session.

In the past, we have seen market crashes, bankruptcies, frauds and many things but never anything on the scale we are witnessing now. However, during each of this crisis we learnt something, which are helping us to handhold our investors through these turbulent times. This is a webinar where we are going to hear from Mr. Bharat Phatak, one of the leading investment consultant from Pune on how to help your investors to sail through the turbulent times as the current ones.

About the Speaker: Mr. Bharat Phatak is a founder of Wealth Managers (India) Private Limited. The firm is a leading Mutual Fund distributors, SEBI Registered Investment Advisor and Portfolio Management Service provider. Bharat is a second generation Chartered Accountant having close to 30 years of experience in the financial field. He and his firm believes in a long term, responsible, conservative yet effective approach to investments where the clients’ interest always comes first. The approach is to be on the same side of the table as the clients as an alert, active, trusted friend helping them choose appropriate investment products to fulfill their goals. Wealth Manager’s clients include top-notch corporates, promoter families, businesspersons and reputed professionals and Non-Resident Indians.

Moderator: Mr. Hrishikesh Deshmukh, CFA has more than 14 years of experience in Financial Services Domain. Currently he is working as Vice President Business Analysis at BNY Mellon Pune. He has been working on wide range of functions including Big data analytics, Natural language processing, Investment analysis, Alternative investment services, Real estate administration etc. He holds MBA from Nirma University along with Science degree in Physics. After earning his CFA charter in 2012 Hrishikesh has been very active volunteer with CFA India society. Currently he is co-chair of all India PCE committee and a core member of India Research challenge. Hrishikesh has delivered multiple talks on upcoming technologies and their effects. He has also written multiple articles around this topic.

 

EVENT DETAILS:
DATE: Monday, April 27th 2020 | TIME: 5:30 p.m. -6.30 p.m.

 

REGISTRATION:

CFA Society India members: Free

CFA Level 3 Cleared: INR 100

CFA program candidates: INR 100

Others: INR 150

 

Register here: https://in.explara.com/e/webinar27thapril2020

*Pune Chapter Initiative

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2020-4-27 5:30 pm 2020-4-27 6:30 pm Asia/Kolkata Handholding Clients through Turbulent times We are pleased to announce the upcoming webinar with Bharat Phatak, Director- Wealth Managers (India) Private Limited. Hrishikesh Deshmukh, CFA, Vice President Business Analysis- BNY Mellon, will moderate his session. In the past, we have seen market crashes, bankruptcies, frauds and many things but never anything on the scale we are witnessing now. However, during Online
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