Wealth Advisory in India: Building for Growth, Scaling for Impact|Indore
Join us for an evening dedicated to the evolution and expansion of wealth advisory practices in India. This event brings together experienced professionals to share real-world insights on how to launch, sustain, and grow a modern advisory business—addressing the full lifecycle from inception to scale.
Why Attend
This event is designed for ambitious professionals who want to move beyond theory—it delivers practical strategies, proven frameworks, and candid conversation from those who have built and grown successful practices in India’s complex and dynamic market. Whether you are starting out or leading a growing team, you’ll leave with new ideas, practical tools, and connections to help you navigate the future of wealth advisory.
EVENT DETAILS
Date- 06th December 2025
Time- 02:30 pm to 05:30 pm (Followed by High-tea)
Venue- Hotel Winway, Indore
Registration Fees:
CFA Society India Member: INR 200
CFA Society India Members (Renewed Membership on or before 30th June): Free
CFA Society Registered Candidates: INR 500
CFA L3 Passed out/Others: INR 1000
Biharilal Deora
Biharilal works with Abakkus LLP as a Director. Prior to joining Abakkus, he was managing corporate, family office and university clients, bringing in investment expertise that spans all asset classes. He is also a subject matter expert across a range of tax, accounting, pension, risk management, and capital market policies. Mr. Deora is a regular visiting faculty member for advanced finance programs and is currently pursuing a PhD with Symbiosis University. He began his career as a financial analyst – at Credit Suisse and Fidelity Investments, among others – where he gained knowledge across a range of sectors, including oil and gas, and commodities in the US, Europe and Asia. He holds a Masters degree in Commerce from Veer Narmad South Gujarat University, in addition to being a rank holder Chartered Accountant, Certified financial planner, CFA charter holder and other certificates.
2 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 |