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)

A Sector That Continues to Surprise | Saurabh Mukherjea, Marcellus

A Sector That Continues to Surprise | Saurabh Mukherjea, Marcellus

AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in ...

1 Feb 20221h 9min

Investment Capabilities of First Global / AI & ML Role in Investing - Devina Mehra & Achin Agrawal

Investment Capabilities of First Global / AI & ML Role in Investing - Devina Mehra & Achin Agrawal

AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in ...

1 Feb 20221h 28min

Ask The Expert Show with Vikas Agrawal AIF & PMS Experts India with Philip Capital

Ask The Expert Show with Vikas Agrawal AIF & PMS Experts India with Philip Capital

AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in ...

1 Feb 202222min

Is this a good time to enter Mid and Small Caps? - Mr. Viraj Mehta, Equirus Capital

Is this a good time to enter Mid and Small Caps? - Mr. Viraj Mehta, Equirus Capital

AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in ...

1 Feb 202256min

An opportunity to invest in potential Multi-Baggers/Uniconrns in the Unlisted Space

An opportunity to invest in potential Multi-Baggers/Uniconrns in the Unlisted Space

AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in ...

1 Feb 202252min

POWER OF COMPOUNDING - Mr. Rakshit Ranjan, Marcellus

POWER OF COMPOUNDING - Mr. Rakshit Ranjan, Marcellus

AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in ...

1 Feb 202257min

HEALTHCARE - TIME TO INVEST OR CASH OUT? - Aditya Khemka, Incred Capital

HEALTHCARE - TIME TO INVEST OR CASH OUT? - Aditya Khemka, Incred Capital

AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in ...

1 Feb 20221h 27min

Growth Plus Value : Next Wealth Creator , Arpit Shah, CARE PMS

Growth Plus Value : Next Wealth Creator , Arpit Shah, CARE PMS

AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in ...

1 Feb 202248min

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