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Cafemutual Ideas Fest 2024 (CIF 2024) 2024 to host MFD Gajendra Kothari, Etica Wealth, Mumbai and RIA Vishal Dhawan, Plan Ahead Wealth Advisors, Mumbai who will take us through what they like most about their profession.
Let us take a sneak peek into the session:
Gajendra Kothari- Etica Wealth
Power of lifelong learning
The most valuable resource we have in our field is lifelong learning. Our ability to assist clients grows as we gain more knowledge. Because our clients rely on our knowledge, MFDs must be updated daily. Learning about various aspects like the market, politics and human behaviour is key. In this field, learning never stops; it's a continuous journey.
Vishal Dhawan- Plan Ahead Wealth Advisors
Balancing family and business goals
Investors often juggle their family life and business ambitions. Having a complete view of an investor's life, we can help them see how much time they need for family and how much to grow a business to get financially stable. If they want, they can slow down too. Our advice can make a big difference in their life plans.
To know more, register for CIF 2024 now by clicking here.
Themed ‘Shaping your future- Ideas, Insights, practices’, CIF2024 will entirely be devoted to making MFDs and their business futureproof. Over 20 speakers from the industry and outside will give you powerful ideas to grow business.
The event is scheduled to be held on Feb 23 at Taj Lands End, Mumbai.