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Vishal Dhawan
Plan Ahead Wealth Advisors
Mumbai
Making asset allocation work: a real life case study
Vishal Dhawan
shares with us a real life case study of implementing the concept of “Best PAD” – of creating a plan that goes beyond just numbers, and addresses the core concerns and circumstances of the client, to create a solution that actually works for the client
28-Jan-2016
Thought Leaders
Pratik Vasa
Mumbai
Mohsin Bijepuri
Bijepuri Financial Architects
Chennai
Brijesh Dalmia
Dalmia Advisory Services Pvt Ltd
Kolkata
A K Narayan
AK Narayan Associates
Chennai
Jignesh Shah
Surat
Harshit Vishkarma
Wealth Wisdom
Jaipur
Janak Shah
Sapient Wealth
Pune
Ashish Modani
SLA Financial Solutions
Jaipur