Search For "wealth managers"
CFA Society India Hosts the 16th India Investment Conference
Updated : 4 months, 2 weeks ago IST
Mumbai (Maharashtra) [India], January 14: CFA Society India hosted the 16th edition of its flagship conference, India Investment Conference, in Mumbai recently. Co-hosted by the CFA Institute, the annual conference attracted over 600 financial markets professionals including CFA charterholde
Read More
RealX in collaboration with Polygon Labs launches ALTinDialogues as commu
Updated : 7 months, 4 weeks ago IST
Mumbai (Maharashtra) [India], September 12: RealX, India's leading fractional ownership platform for real estate, in collaboration with Polygon, one of the leading blockchain network in the world, has launched ALTinDialogues. This is an initiative designed to educate and engage wealth manage
Read More
CFA Society India Hosts the 10th Annual India Wealth Management Conference
Updated : 7 months, 4 weeks ago IST
Mumbai (Maharashtra) [India], September 2: CFA Society India hosted the 10th edition of its marquee conference, India Wealth Management Conference in Mumbai on 29 August 2025. Over 500 delegates including CFA charterholders, investment professionals, and wealth managers participated in the c
Read More
AAFM India Signs 2 Big MoUs in 2 Days with Jain University and Acharya Ban
Updated : 9 months, 3 weeks ago IST
Bengaluru (Karnataka) [India], August 9: The American Academy of Financial Management® India (AAFM® India), a globally recognized leader in financial certifications, has signed strategic Memorandums of Understanding (MoUs) with ABBS College (on August 5, 2025) in Bengaluru and Jain
Read More
Acuity Knowledge Partners Launches RFP Pulse to Help Asset Managers Win Ne
Updated : 10 months, 3 weeks ago IST
Bengaluru (Karnataka) [India], July 11: Acuity Knowledge Partners' RFP Pulse, a managed digital solution is designed to transform how asset and wealth managers respond to RFPs (Requests for Proposals) and DDQs (Due Diligence Questionnaires). Already live with multiple clients, RFP Pulse is d
Read More
Valuefy marks 15 Years with the Launch of Next-Gen WealthTech Platform, Re
Updated : 1 year, 2 months ago IST
Mumbai (Maharashtra) [India], March 21: Valuefy, a global leader in WealthTech innovation, commemorated its 15-year journey with the launch of its all-new, fully integrated WealthTech platform, designed to transform the way wealth managers engage with clients, harness data, and scale operati
Read More
CFA Society India Hosts the 15th Annual India Investment Conference
Updated : 1 year, 4 months ago IST
Mumbai (Maharashtra) [India], January 15: CFA Society India successfully hosted the 15th edition of its flagship event, the India Investment Conference, on January 11, 2025, in Mumbai. The conference brought together over 400 financial market professionals, including CFA charterholders, inve
Read More
IIFL Capital Unveils New Office in Bengaluru, Dedicated to Wealth Manageme
Updated : 1 year, 5 months ago IST
Bengaluru (Karnataka) [India], December 13: IIFL Capital Services Limited (formerly IIFL Securities Limited) today announced the unveiling of its state-of-the-art office in Bengaluru, dedicated to wealth management services for High Networth Individuals (HNIs) and Ultra High Networth Individ
Read More
CFA Society India Hosts the 9th India Wealth Management Conference in Mumb
Updated : 1 year, 9 months ago IST
Mumbai (Maharashtra) [India], August 6: CFA Society India successfully concluded the 9th edition of India Wealth Management Conference (IWMC) in Mumbai on August 02, 2024. This flagship wealth management conference attracts leading wealth advisors, investment specialists, and other thought l
Read More
IVCA CAT III Summit Charts Course for the Future of CAT III AIFs in India
Updated : 1 year, 10 months ago IST
Mumbai (Maharashtra) [India], July 11: India's apex industry body for alternative assets, the Indian Venture and Alternate Capital Association (IVCA), is set to host the IVCA CAT III Summit in Mumbai on July 11th, 2024. The IVCA CAT III Summit aims to catalyse growth in the CAT III AIF space
Read More
Karma Capital expands its product line with the launch of its first open-e
Updated : 2 years ago IST
Mumbai (Maharashtra) [India], May 14: Karma Capital, an Indian equities investment management firm with a track record of over 17 years, announced the launch of the Karma Capital Jasmine Alternative Investment Fund (AIF) -- its first open-ended AIF. With this move, Karma Capital extends its
Read More
TimesPro, New York Institute of Finance collaborate to launch Professional
Updated : 2 years, 6 months ago IST
New Delhi [India], November 9: TimesPro, a Higher EdTech leader and the prestigious New York Institute of Finance (NYIF) have strategically collaborated to launch the Professional Certificate in Wealth Management to equip the next generation of financial advisors with specialised expertise,
Read More