Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
AR Wealth Management, An AnandRathi Company
  • Blank-2
    Tuesday, April 28, 2020 · 4:30 PM IST
    Understand the SP Products and its Payoff with ticket size of 10L and above. The product will be available for a limited period.
  • Blank-2
    Wednesday, February 12, 2020 · 2:00 PM IST
  • Blank-6
    Wednesday, November 27, 2019 · 9:45 AM IST
  • Blank-3
    Friday, June 14, 2019 · 4:00 PM IST
    •Historically, how have the markets behaved during election periods – i.e. 6 months pre and post Elections?
    •Outcome of Mandate 2019
    •How the market could behave over next 6 months considering favorable election outcome.
    •Q&A
  • Blank-6
    Saturday, May 18, 2019 · 10:30 AM IST
    1. Account Opening process flow on Filling up the Account Opening Form
    2. Documents required for Non KYC Compliant customer
    3. Documents required for KYC Compliant customer
  • Blank-3
    Friday, May 17, 2019 · 6:00 PM IST
    1. Understand financial goals you and your family have
    2. Explore current situation, values that guide your money behaviours and expectations from the advisory relationship
    3. We will arrive at specific wealth target for you as a family
    4. We w...
  • Blank-1
    Thursday, May 9, 2019 · 4:00 PM IST
    Objectives

    - Understand what is risk & how it is measured?
    - Learn about 68-95-99 rule of statistic and its application while portfolio construct
    - Identifying the right mix of schemes which meet our objectives
    - Q & A
  • Blank-1
    Saturday, May 4, 2019 · 10:30 AM IST
    - Need for re-categorisation by SEBI
    - What are the new re-categorisation rules
    - How does the re-categorisation affects us
    - What are rolling returns
    - Benefits of rolling returns over point to point returns calculation
    - Q & A
  • Blank-4
    Thursday, April 25, 2019 · 4:00 PM IST
    Objectives:

    - Post taxation on LTCG on Equity make ULIPs more attractive?
    - What are the cost associated with ULIPs
    - How does a ULIPs vs MF & Term Insurance Compare?
    - How an insurance audit on your clients policies can help you
    - Q&A
  • Blank-6
    Thursday, April 18, 2019 · 4:00 PM IST
    1.How does one define a Bull and a Bear market ?
    2.What have been the long term trends and Bull and Bear market cycles in the last 18 years
    3.How corrections are an integral part of a bull cycle and why one should not be fearful of it
    4.Does t...
  • Blank-4
    Thursday, April 11, 2019 · 4:00 PM IST
    • Historically, how have the markets behaved during election periods – i.e. 6 months
    pre and post Elections?
    • What is the most logical choice today
    • To understand how much logic contributes in voter behavior through evaluation of previous...
  • Blank-6
    Saturday, April 6, 2019 · 10:30 AM IST
    Objective:

    - Understand the taxation laws of different products
    - Learn about grandfathering rule & indexation calculation
    - Know more about rules for Set off & carry forward of losses across income heads
    - Tax optimisation strategies for yo...
  • Blank-1
    Friday, May 1, 2020 · 9:00 AM IST
  • Blank-3
    Thursday, December 12, 2019 · 10:30 AM IST
  • Blank-6
    Monday, June 17, 2019 · 5:00 PM IST
    xyz
  • Blank-2
    Tuesday, June 11, 2019 · 4:30 PM IST
    •Historically, how have the markets behaved during election periods – i.e. 6 months pre and post Elections?
    •Outcome of Mandate 2019
    •How the market could behave over next 6 months considering favorable election outcome.
    •Q&A
  • Blank-5
    Monday, May 27, 2019 · 11:30 AM IST
    - How ratings agencies operate & assess Credit Risk
    - Understand Altman Z score and its benefits in assessing credit risk
    - Q&A
  • Blank-1
    Friday, May 24, 2019 · 11:30 AM IST
    Objectives:
    - How do ratings agencies operate & assess credit risk?
    - Altman Z score and its benefits in assessing credit risk
    - Q&A
  • Blank-2
    Monday, May 20, 2019 · 12:30 PM IST
  • Blank-5
    Saturday, May 18, 2019 · 10:30 AM IST
    1)Account Opening process flow on Filling up the Account Opening Form
    2)Documents required for Non KYC Compliant customer
    3)Documents required for KYC Compliant customer
  • Blank-3
    Wednesday, May 15, 2019 · 11:30 PM IST
  • Blank-5
    Wednesday, May 15, 2019 · 11:30 AM IST
  • Blank-3
    Wednesday, April 3, 2019 · 6:00 PM IST
  • Blank-1
    Friday, March 22, 2019 · 4:00 PM IST
    1) Get detailed information on the objective and the AR strategy behind MF selection process.
    2) Our recommended basket of funds go through rigorous quantitative and qualitative parameters. Understand what they are and how it impacts your clie...
SRIRAM IYER's conferences and webinars
YOUR HOSTS