Workshop on Setting up an Investment Services Practice | Webinar | CFA Society India
- April 13, 2024
- 10:00 am to 12:30 pm
- Online
Join us for a workshop with Ms. Kruti Gogri, CS and Mr. Biharilal Deora, CFA, CIPM
EVENT DETAILS:
DATE: Saturday, 13th April , 2024
TIME: 10:00 am to 12:30 pm
PLEASE NOTE THAT THIS EVENT WILL BE HELD ONLINE.
REGISTRATION:
CFA Society India members: Free
CFA® Program Registered Candidates : INR 1000
Passed Level III of the CFA Program: INR 1500
Others: INR 1500
Biharilal Deora, CFA, CIPM
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 charterholder and other certificates.
Kruti Gogri, CS
Kruti is a qualified Company Secretary (CS) and a Law Graduate (LL.B.). In her post qualification experience spanning over 14 years, she has handled various projects related to compliance matters pertaining to SEBI regulations as well as Company Law. She specialises in SEBI Regulations pertaining to Investment Advisers (RIAs), Research Analysts (RAs) and Portfolio Management Services (PMS). As a Practising Company Secretary, she was one of the first to establish an independent practice focused on SEBI related registration and compliance. She has helped register, audit and advise several marquee names in the space. Kruti is committed to ensure that registered participants see and use compliance as more than a cost centre, as a trust building tool leading to better business outcomes. She is known to transparently bring up difficult issues for clients and address them promptly. She also provides thought leadership with her blog where she covers current regulations as well as the possible direction. She has conducted webinars and training sessions to educate industry members. She has been covered in the media and has also been a speaker at the webinars organised by various organisations in the industry.
Biharilal Deora, CFA, CIPM
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 charterholder and other certificates.
Kruti Gogri, CS
Kruti is a qualified Company Secretary (CS) and a Law Graduate (LL.B.). In her post qualification experience spanning over 14 years, she has handled various projects related to compliance matters pertaining to SEBI regulations as well as Company Law. She specialises in SEBI Regulations pertaining to Investment Advisers (RIAs), Research Analysts (RAs) and Portfolio Management Services (PMS). As a Practising Company Secretary, she was one of the first to establish an independent practice focused on SEBI related registration and compliance. She has helped register, audit and advise several marquee names in the space. Kruti is committed to ensure that registered participants see and use compliance as more than a cost centre, as a trust building tool leading to better business outcomes. She is known to transparently bring up difficult issues for clients and address them promptly. She also provides thought leadership with her blog where she covers current regulations as well as the possible direction. She has conducted webinars and training sessions to educate industry members. She has been covered in the media and has also been a speaker at the webinars organised by various organisations in the industry.