Wealth Management
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Wealth Management Practitioner’s Workshop – Bengaluru
- December 7, 2016
- Posted by: annlin@india.cfasociety.org
- Category: BLOG, Events, Speaker Events
No CommentsContributed by: Neelabh Mishra The Old and The New came close to clashing at the CFA Society’s Wealth Management Practitioner’s Workshop on the 19th of November 2016 in Bengaluru. Bringing up the Old Guard, as some would argue, was Robert Dannhauser, CFA, who... -
#IndiaInvConf – Other People’s Money: A Lean Financial Services System Can Better Adapt To The Needs Of The Economy
- January 22, 2016
- Posted by:
- Category: BLOG, India Investment Conference, Mumbai
Speaker: John Kay, Author Other People’s Money and Visiting Professor London School of Economics Moderated by: Saurabh Mukherjea, CFA, CEO, Institutional Equities, Ambit Written by: Chetan Shah, CFA, Director IAIP and Senior Portfolio Manager, Religare... -
The New Era in Wealth Management and Retirement Solutions
- September 15, 2014
- Posted by:
- Category: BLOG, Mumbai, Speaker Events
Increased volatility in financial markets, lack of tools to evaluate financial products & risks associated with them, lack of financial literacy and behavioral biases are some of the reasons for lower proportion of savings into financial products in...