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

Episoder(138)

SME Exchange Focused Investment Opportunities through AIFs 🌟| AIF & PMS Experts India

SME Exchange Focused Investment Opportunities through AIFs 🌟| AIF & PMS Experts India

Topic : SME Exchange Focused Investment Opportunities through AIFs🌟 🎙️ Featured Speakers: Mr. Ankush Jain & Mr. Jaimin Gupta 🎤 Hosted by: Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd. Wel...

20 Des 20231h 3min

Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited

Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited

🚀Topic : Startup as an Investment Asset Class 🎙️Speaker : Apoorva Vora – Finvolve Ventures Private Limited 🎤 Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd. 🚀 About AIF & PMS Exp...

7 Des 202356min

Quant and Multi Asset Investing In India | AIF & PMS Experts India | PMS Prabhudas Lilladher

Quant and Multi Asset Investing In India | AIF & PMS Experts India | PMS Prabhudas Lilladher

Topic:- Quant and Multi Asset Investing In India 🎙️ Speaker: Siddharth Vora – Head – Investment Strategy & Fund Manager – PMS Prabhudas Lilladher 🎤 Host: Mr. Vikas Agrawal - AIF & PMS Experts India...

21 Nov 202344min

Navigating Global Investing In a Multipolar World | AIF & PMS Experts India & Kristal.Al

Navigating Global Investing In a Multipolar World | AIF & PMS Experts India & Kristal.Al

Topic:- 🌐Navigating Global Investing In a Multipolar World 🎙️ Speakers: Mr. Asheesh Chandra - Founder & CEO OF Kristal.Al 🎤 Host: Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd. 🚀 At AIF ...

11 Okt 202330min

How Important is the Allocation of AIF & PMS in Overall Portfolio? | AIF & PMS Experts India

How Important is the Allocation of AIF & PMS in Overall Portfolio? | AIF & PMS Experts India

Topic:- How Important is the Allocation of AIF & PMS in Overall Portfolio? 🎙️ Speakers: Mr.Anshul Saigal – EVP & Head- PMS Kotak Mahindra Asset Management Mr.Mrinal Singh – CEO&CIO of InCred Asset M...

10 Okt 202320min

Investments Opportunities Through Gift City | AIF & PMS Experts India

Investments Opportunities Through Gift City | AIF & PMS Experts India

Topic :- Investments Opportunities Through Gift City 🎙️ Speakers Pankit Shah - Director - Client Relations, ARGA Investment Management India Pvt Ltd. Mr.Utsav Shah - Principal Officer & Head – GIFT ...

9 Okt 202354min

Can India be Ever a Manufacturing Hub or is it a Pipe Dream?| AIF & PMS Experts India

Can India be Ever a Manufacturing Hub or is it a Pipe Dream?| AIF & PMS Experts India

Topic:- Can India be Ever a Manufacturing Hub or is it a Pipe Dream? 🎙️ Speakers: Hiren Ved – Whole Time Director, CEO and CIO, Alchemy Capital Management Mr.Raamdeo Agrawal – Chairman, Motilal Oswa...

6 Okt 20231h 11min

Debt Mutual Funds vs. Opportunities in Fixed Income AIF (After Tax Blow)| AIF & PMS Experts India

Debt Mutual Funds vs. Opportunities in Fixed Income AIF (After Tax Blow)| AIF & PMS Experts India

Topic :- Debt Mutual Funds vs. Opportunities in Fixed Income AIF (After Tax Blow) Speaker : Saurabh Jhalaria – CIO – Alternative Credit Strategies InCred Alternative Investments Host :- Mr. Vikas Agra...

5 Okt 202332min

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