Tag Archives: Trust

Bridging the Trust Deficit…

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 sacrificed … Continue reading

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Estate and Succession Planning

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 … Continue reading

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IIC14 – Future of Finance – Key Issues Facing the Finance Industry

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 … Continue reading

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Posted in Events, India Investment Conference, Mumbai | Tagged , , , , , , , , , , , , , , , | 1 Comment