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)

Webinar on Debunking Myths Around Institutionally Under-Owned Stocks with Mr. Piyush Sharma

Webinar on Debunking Myths Around Institutionally Under-Owned Stocks with Mr. Piyush Sharma

Topic :- Debunking Myths Around Institutionally Under-Owned Stocks Speaker : Mr. Piyush Sharma - Fund Manager of Right Horizons Minerva Underserved Fund. @righthorizons Host :- Mr. Vikas Agrawal - ...

6 Des 202259min

What is Portfolio Management Services? | Current Outlook of Equity Markets | @AnandRathiOfficial

What is Portfolio Management Services? | Current Outlook of Equity Markets | @AnandRathiOfficial

Topic :- What is Portfolio Management Services? Sub Topic - Current Outlook of Equity Markets Speaker : Mr. Mayur Shah - Fund Manager at - Anand Rathi Advisors @AnandRathiOfficial Host :- Mr. Vik...

1 Des 202227min

Webinar on The Impact of Global Slowdown in India with Mr. Aashish P. Somaiyaa | @WhiteOak Capital

Webinar on The Impact of Global Slowdown in India with Mr. Aashish P. Somaiyaa | @WhiteOak Capital

Topic :- The Impact of Global Slowdown in India Speaker : Mr. Aashish P. Somaiyaa - CEO - WhiteOak Capital Asset Management @WhiteOak Capital Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt...

29 Nov 202241min

How can NRI Invest in Indian Markets? How does Sharia Fund Works? | Nishit Shah @PhillipCapital

How can NRI Invest in Indian Markets? How does Sharia Fund Works? | Nishit Shah @PhillipCapital

Topic :- How can NRI Invest in Indian Markets? How does Sharia Fund Works? Sub Topic:- About Philip Capital PMS? @PhillipCapital Speaker : Nishit Shah - Fund Manager & Principal Officer - PMS & AIF...

28 Nov 202227min

Tata Equity Plus Absolute Return Fund Category III AIF | Anand Vardarajan @Tata Mutual Fund

Tata Equity Plus Absolute Return Fund Category III AIF | Anand Vardarajan @Tata Mutual Fund

Topic:- Tata Equity + Absolute Return Fund Category III AIF @Tata Mutual Fund Sub Topic: What is Long Short Fund? Speaker: Mr Anand Vardarajan - Business Head - Banking, Alternate products and pr...

24 Nov 202225min

What is Portfolio Management Services? with Mr. Mayur Shah @Anand Rathi

What is Portfolio Management Services? with Mr. Mayur Shah @Anand Rathi

Topic :- What is Portfolio Management Services? Speaker : Mr. Mayur Shah - Fund Manager at - Anand Rathi Advisors @Anand Rathi Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd. AIF & ...

15 Nov 202228min

Are We Heading Towards Recession in India? | Shankar Sharma | Vikas Agrawal

Are We Heading Towards Recession in India? | Shankar Sharma | Vikas Agrawal

Topic :- Are We Heading Towards Recession in India? Speaker : Mr. Shankar Sharma - Founded GQuant Investech - A Global Fintech and Asset Management Company Host :- Mr. Vikas Agrawal - AIF & PMS Exp...

11 Nov 202234min

Is It The Right Time to Invest in The US Market? | Kanika Agarrwal | Vikas Agrawal

Is It The Right Time to Invest in The US Market? | Kanika Agarrwal | Vikas Agrawal

Topic :- Is It The Right Time to Invest in The US Market? Speaker : Kanika Agarrwal - CFA - Co-Founder Upsider AI Host :- Mr. Vikas Agrawal - AIF & PMS Experts India Pvt. Ltd. AIF & PMS Experts In...

9 Nov 202226min

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