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Anand Rathi Wealth Proposition
About This Webinar
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 will build a strategy that will help you achieve that target
5. We will sign off on next steps
Who can view: Everyone
Webinar Price: Free
Webinar ID: 4793133bb1ae
Featured Presenters
CEO, Anand Rathi Wealth Management
With over twenty three years in the BFSI sector, Sriram has a 360 degree understanding of this space - from managing bank branches to running a private wealth company as its CEO.
He brings a nuanced understanding of practically every aspect of consumer facing businesses. He is passionate about helping people manage their finances efficiently by using technology to reach a large swath of the populace.
He brings a nuanced understanding of practically every aspect of consumer facing businesses. He is passionate about helping people manage their finances efficiently by using technology to reach a large swath of the populace.
Hosted By
SRIRAM IYER's conferences and webinars
Attended
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