Tag Archives: Wealth Management

Wealth Management Practitioner’s Workshop – Bengaluru

Contributed 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 … Continue reading

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#IndiaInvConf – Other People’s Money: A Lean Financial Services System Can Better Adapt To The Needs Of The Economy

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 Invesco AMC Most of us … Continue reading

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The New Era in Wealth Management and Retirement Solutions

  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 countries … Continue reading

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