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  • Bridging the Trust Deficit…

    • November 23, 2014
    • Posted by:
    • Category: Advocacy, BLOG, ExPress, Mumbai
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    Contributed by: Rajendra Kalur, CFA, CFP, Director & CEO TrustPlutus Wealth Managers India Wealth Management Industry globally is beset with a lot of challenges. Some of these challenges are self created as the Industry mostly ignored client needs and...
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  • Estate and Succession Planning

    • September 30, 2014
    • Posted by: kunalsabnis
    • Category: BLOG, Events, New Delhi, Speaker Events
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    Contributed by: Kartik Gupta Delhi Chapter of the IAIP hosted Tariq Aboobaker, Managing Director of AMICORP for an event on Estate and Succession Planning. AMICORP is a multinational company with a presence in 30 countries they provide Trust services to both...
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  • IIC14 – Future of Finance – Key Issues Facing the Finance Industry

    • January 24, 2014
    • Posted by:
    • Category: BLOG, Events, India Investment Conference, Mumbai
    1 Comment
    Speaker: Frederic Lebel, Co-CEO, OFI MGA and Owner HFS S.A. and Member of the Board of Governors, CFA Institute Moderator: Paul Smith, CFA, MD, APAC, CFA Institute Written by: Chetan Shah, CFA, Director, IAIP and Senior Portfolio Manager, Religare Invesco AMC...
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