wealthforum e-zine
Home
Practice Management
Think BIG
Advisor Speak
AMC Speak
CEO Speak
Straight Talk
Gamechangers
Wise Advice
Mr. Dependable
Platform Point
Customer Engagement
Tarakki Champions
MasterMind
Innovators
Marketing Wiz
Advisor Speak
AMC Speak
CEO Speak
Products & Markets
Think Equity
Equity Insights
Market Views
AMC Updates
AMC Pages
Fund Focus
AMC Speak
CEO Speak
Advisor Speak
Industry Perspectives
Industry News
Industry Trends
Advisor Speak
AMC Speak
CEO Speak
Surveys
International Trends
Network
Discussion Forum
Dealing Room
Your Voice
FIFA Corner
Conferences
IFA Associations
Advisor Speak
Awards
Thought Leaders
Editor's Picks
Special Features
Think BIG
Equity Insights
Think EQUITY
Tarakki Champions
MasterMind
Wise Advice
Innovators
Marketing Wiz
Mr. Dependable
Futurist Edge
Platform Point
Saturday School
Surya Bhatia
Asset Managers
Delhi
Practical insights from an ace advisor
Advisors are confronted with several issues when advising clients on equity investing.
Surya Bhatia
, who heads one of India’s fastest growing and largest IFA firms, offers practical insights on key issues that advisors face in equity advising.
16-Jul-2015
There is a big gap in offshore feeder fund product offerings
Surya Bhatia, Asset Managers, Delhi, says that there is a big gap in the suite of offshore feeder funds that are currently available in our market, which fund houses would do well to plug. Surya - one of Northern India’s most successful advisors, worries whether investors are considering global funds now for the right reasons, or perhaps the wrong reasons. He believes advisors have a crucial role to play in ensuring that their clients invest globally for the right reasons and not the wrong ones. Read on as Surya explains the 4 key points he urges advisors to help clients with, to ensure that they invest successfully in global markets.
13-Nov-2013
We have a USP which banks can't offer
We have a USP which banks can't offer, says
Surya Bhatia of Assets Managers, Delhi
13-Jun-2011
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