Topic :- Discretionary Wealth Management and Asset Allocation in Client Portfolios
Speaker : Shobhit Mathur, Sr. Director, Head – Kotak Optimus at KIAL (Kotak Investment Advisors Limited)
Host :- Mr. Vikas Agrawal – AIF & PMS Experts India Pvt. Ltd.
AIF & PMS Experts India Pvt. Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. We have expertise in Alternative Investments Fund and Portfolio Management Services. We believe the opportunities here are immense. We are committed to grow this industry even more rapidly.
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