How to build a Sustainable Wealth Management Practice in India? by Gajendra Kothari, CFA | Pune
- July 29, 2023
- 9.00 am - 2.30 pm
- Eureka, Novotel, Pune
- Current landscape and the future opportunities
- Acquiring, Building and Retention of a great team
- Evaluation of Various Practice models
- Discussion of Best Practices
- How did we build an AUM of more than Rs 1600 crs over the last 12 years at Etica Wealth Pvt Ltd?
CFA Society India is pleased to invite you for a session with Mr. Gajendra Kothari, CFA – Managing Director & Chief Executive Officer, Etica Wealth Management Private Limited.
Mr. Kothari will be covering the below topics in this workshop:
EVENT DETAILS:
DATE: Saturday, 29th July 2023 | TIME: 9.00 am – 2.30 pm (registration starts at 8:30 a.m.) | VENUE: Eureka, Novotel, Pune
REGISTRATION:
CFA Society India members: Free
CFA Charter Pending: INR 800 (all inclu.)
CFA Program Candidates: INR 800 (all inclu.)
Others: INR 1000 (all inclu.)
Gajendra Kothari
Mr. Kothari is the Managing Director and Chief Executive Officer of Etica Wealth Management Private Limited, recognized for his dynamic leadership and expertise in the financial industry. With over 15 years of experience in both Indian and overseas capital markets, he has established himself as a prominent figure. Holding the prestigious Chartered Financial Analyst (CFA) Charter and having completed programs such as Chartered Alternative Investment Analyst (CAIA) and International Certificate in Financial Advice (ICFA), Mr. Kothari possesses a strong educational background. Since taking charge of Etica Wealth Management in 2011, Mr. Kothari has successfully steered the firm's growth and strategy. His responsibilities encompass overseeing the firm's operations, meeting with esteemed clients, and managing their personal finance portfolios. Prior to his current role, Mr. Kothari held significant positions at UTI Mutual Fund, including Vice-President and Head - Products for the Portfolio Management Division. He also served as the Business Development Head for the UK and European Markets at UTI International Ltd in London. Driven by a passion for financial empowerment, Mr. Kothari has conducted numerous training sessions and empowered over 10,000 participants in the last 15 years. He is a sought-after speaker and thought leader, regularly invited to industry forums and events. His insights have been featured in international and domestic print media, including Financial Times UK, The Economic Times, and Times of India. He has also made live appearances on premier business channels in India such as CNBC TV18, ET NOW, and ZEE Business. Recognized for his contributions, Mr. Kothari has received accolades such as the Wealth Forum Rising Star Award in 2013. His dedication to creating financial awareness and his expertise have positioned him as one of the top financial planners in India.
Gajendra Kothari
Mr. Kothari is the Managing Director and Chief Executive Officer of Etica Wealth Management Private Limited, recognized for his dynamic leadership and expertise in the financial industry. With over 15 years of experience in both Indian and overseas capital markets, he has established himself as a prominent figure. Holding the prestigious Chartered Financial Analyst (CFA) Charter and having completed programs such as Chartered Alternative Investment Analyst (CAIA) and International Certificate in Financial Advice (ICFA), Mr. Kothari possesses a strong educational background. Since taking charge of Etica Wealth Management in 2011, Mr. Kothari has successfully steered the firm's growth and strategy. His responsibilities encompass overseeing the firm's operations, meeting with esteemed clients, and managing their personal finance portfolios. Prior to his current role, Mr. Kothari held significant positions at UTI Mutual Fund, including Vice-President and Head - Products for the Portfolio Management Division. He also served as the Business Development Head for the UK and European Markets at UTI International Ltd in London. Driven by a passion for financial empowerment, Mr. Kothari has conducted numerous training sessions and empowered over 10,000 participants in the last 15 years. He is a sought-after speaker and thought leader, regularly invited to industry forums and events. His insights have been featured in international and domestic print media, including Financial Times UK, The Economic Times, and Times of India. He has also made live appearances on premier business channels in India such as CNBC TV18, ET NOW, and ZEE Business. Recognized for his contributions, Mr. Kothari has received accolades such as the Wealth Forum Rising Star Award in 2013. His dedication to creating financial awareness and his expertise have positioned him as one of the top financial planners in India.
4 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |