MEGA ONLINE EVENT

COVID 19 to WEALTH 20

Saturday 23-May-2020
10:30 AM to 1:30 PM

Expert talks with
Industry Leaders
High Performance
Philosophies
Relevant
Call to Actions

EVENT RECORDINGS

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WHO ARE WE

PMS AIF WORLD Platform is owned and created by AdviceSense Wealth Management, a financial services firm. We provide research-backed quality investing service with an endeavor and promise for wealth creation and prosperity. It is easy to socialize and sell, which is what most so-called advisors do. But, it is equally difficult to maintain insight and integrity which is what we strive for.

We employ a long-established strategy of research-backed investing across for all our clients.

As a first step, we do a portfolio review exercise called QRC (quality, risk, consistency) analysis of your existing investment portfolio. Products we select are analyzed across 4Ps (performance, philosophy, portfolio, and price).

We interview the fund management team to do this in-depth analysis.

Quality, Risk, Consistency review of your portfolio
QRC

Assets Under Management
500+ Cr

MEET OUR SPEAKERS

Raamdeo Agrawal

Raamdeo Agrawal

Chairman, Motilal Oswal Financial Services

Nilesh Shah

MD, Kotak Mutual Funds

Hiren Ved

Hiren Ved

Director & CIO, Alchemy Capital Management

Ajay Bodke

CEO & Chief Portfolio Manager, Prabhudas Lilladher Pvt. Ltd.

Lakshmi Iyer

CIO, Fixed Income Kotak Asset Management

Akhil Mittal

Sr. Fund Manager Tata Asset Management

SCHEDULE DETAILS

Session 1 : Non AAA Corporate Allocation of Debt Mutual Funds

10:30 AM to 11:15 AM

  • Ms. Lakshmi Iyer, CIO, Fixed Income Kotak Asset Management
    Mr. Akhil Mittal, Sr Fund Manager, Fixed Income, Tata Asset Management

Session 2 : Interpretation of Latest Berkshire Hathaway Annual Meeting & Way forward for Equity Markets

11:15 AM to 12:00 PM

  • Mr. Raamdeo Agrawal, Chairman, Motilal Oswal Financial Services

Session 3 : Way Forward for Indian Economy & Markets in FY 21

12:00 PM to 12:45 PM

  • Mr. Nilesh Shah, MD Kotak Mutual Fund
    Mr. Hiren Ved, CIO, Alchemy Capital Management

Session 4 : Macro-Economic Outlook For FY 21, and Views about the 20 Trillion India Covid Package from the perspective of investors

12:45 PM to 1:30 PM

  • Ms. Lakshmi Iyer, CIO, Fixed Income, Kotak Asset Management
    Mr. Ajay Bodke, CEO & Chief Portfolio Manager (Portfolio Management Services) at Prabhudas Lilladher Pvt. Ltd.

OUR MEDIA PARTNER

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Do Not Simply Invest, Make Informed Decisions

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