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Saturday School
Sachin Jain
MoneyGain Consultants
Delhi
Practical challenges in implementing asset allocation
In this concluding piece, Sachin Jain shares real life practical challenges in implementing asset allocation meticulously, and offers suggestions on how to overcome them to actually add value to your clients through this wonderful mechanism.
01-Jul-2017
Strategic vs tactical asset allocation
Saturday School introduces a new series of articles on the all-important aspect of asset allocation - a process that research suggests contributes the highest to long term portfolio performance. Last week,
Sachin Jain
gave us an overview of the importance of asset allocation. He now takes this forward with more indepth insights into strategic and tactical asset allocation
24-Jun-2017
Best answer to the question: should I invest or exit now
Saturday School introduces a new series of articles on the all-important aspect of asset allocation – a process that research suggests contributes the highest to long term portfolio performance. We kick off this series with a three part write up from a young advisor who is going places –
Sachin Jain.
17-Jun-2017
A unique platform by bankers, for bankers
We have seen many bankers turn into successful independent financial advisors over the years. We have seen bankers joining hands to build large independent practices too. But what is innovative about the story of MoneyGain, is that it has been set up by two successful banker-turned-IFAs as a platform for fellow banker-turned-IFAs and for bankers who wish to turn into IFAs. By bankers, for bankers, as it were.
15-Jun-2017
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