Discretionary Wealth Management and Asset Allocation in Client Portfolios

Discretionary Wealth Management and Asset Allocation in Client Portfolios

Topic : Discretionary Wealth Management and Asset Allocation in Client Portfolios

Speaker Name and Designation : Shobhit Mathur, Senior Director, Head - Kotak Optimus at KIAL

Host : Vikas Agrawal, Founder & CEO, AIF & PMS Experts India

Jaksot(138)

How Nurturing a Concentrated Portfolio Could Be the Key to Creating Alpha

How Nurturing a Concentrated Portfolio Could Be the Key to Creating Alpha

How Nurturing a Concentrated Portfolio Could Be the Key to Creating Alpha Speaker : Arun Chulani - Co-Founder of First Water Capital Fund Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd....

19 Syys 202323min

Navigating Through Markets UPs and Down the 360 One Approach

Navigating Through Markets UPs and Down the 360 One Approach

Topic :- Navigating Through Markets UPs and Down the 360 One Approach Speaker : Nishant Vass - Senior Vice President Fund Manager, Listed Equity Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt...

18 Syys 202343min

Learning from Sports in Equity Investing

Learning from Sports in Equity Investing

Topic :- Learning from Sports in Equity Investing Speaker : Anshul Saigal - Executive Vice President & Head - PMS Kotak Mahindra Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd. Kotak M...

14 Syys 202349min

Shifting Mindset, Emerging Trends! - Where is the Opportunity to Create Wealth?

Shifting Mindset, Emerging Trends! - Where is the Opportunity to Create Wealth?

Topic :- Shifting Mindset, Emerging Trends! - Where is the Opportunity to Create Wealth? Speaker : Mr. Vikaas Sachdeva - MD at Sundaram Alternate Assets Ltd, Mr, Anunaya Kumar - Head of Sales and Dist...

12 Syys 202356min

India Opportunities in Next 5 Years

India Opportunities in Next 5 Years

Topic :- India Opportunities in Next 5 Years Speaker : Mr. Vikram Kotak - CIO & Managing Partner - Ace Lansdowne Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd. AIF & PMS Experts India ...

11 Syys 202355min

Consistent Compounding in Equities

Consistent Compounding in Equities

Topic :- Consistent Compounding in Equities Speaker : Mr. Rakshit Ranjan - Marcellus CCP Fund Manager & Co-Founder Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd. AIF & PMS Experts Indi...

7 Syys 20231h 6min

How to Identify Companies in Their Early Stage Followed by Market Outlook?

How to Identify Companies in Their Early Stage Followed by Market Outlook?

Topic:- How to Identify Companies in Their Early Stage Followed by Market Outlook? Speaker: Mr. Sunil Singhania - Founder - Abakkus Asset Management Host:- Mr. Vikas Agrawal - AIF & PMS Experts India...

5 Syys 202329min

Value, Growth or Contrarian. Which is the Better Style of Investing?

Value, Growth or Contrarian. Which is the Better Style of Investing?

Topic:- Value, Growth or Contrarian. Which is the Better Style of Investing? Speaker: Mr. Anand Shah - Head - PMS & AIF Investments at ICICI Prudential AMC Ltd Host:- Mr. Vikas Agrawal - AIF & PMS Exp...

4 Syys 202330min

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