That wealth managers must have a deep understanding of financial markets needs no reiteration. For example, they must have the ability to link serious market swings - caused by crises such as the Covid-19 pandemic - with investment performance, and comprehend and communicate the shifts in a timely manner to clients.
The mandate is to generate value through market upturns and downturns, especially in these times of tech-driven distribution platforms and robo advisors. Add factors such as increasing complexity of financial products and regulatory oversight, and a having holistic perspective on wealth management becomes an imperative.
In the context, CRISIL and the National Institute of Securities Markets (NISM) are pleased to invite you to a webinar titled 'Prepping wealth managers of the future' on Thursday, April 29, 2021.
The virtual event, scheduled to begin at 11:00 am, will feature the launch of the NISM-CRISIL joint certification programme on wealth management. The highlight of the event will be a thought-provoking panel discussion on 'Evolving landscape and emerging complexities in the wealth management space'
The webinar will cover
Evolving landscape and emerging complexities in the wealth management space
Acceptance of tech-driven distribution platforms and robo advisory tools in a post-pandemic virtual world
Effectively engaging with customers in a post-pandemic virtual world with increasing volatility as well as customer expectations
The need for understanding concepts and practical insights on wealth management to gain an edge in this increasingly complex area
Agenda
11.00 AM
Welcome Address by Mr. Ajay Srivastava, NISM
11.10 AM
Special Address by Ms Ashu Suyash, MD & CEO, CRISIL
11:20 AM
Special Address by Shri S K Mohanty, Whole Time Member, SEBI and Director, NISM
11:30 AM
Launch of NISM-CRISIL Wealth Manager programme
11.35 AM
Content Showcase by Mr. Miren Lodha, Director, CRISIL
11:45 AM
Panel discussion: Evolving landscape and Emerging complexities in the Wealth Management space, need for skilled Wealth Managers
• Mr. Rakesh Singh, Group Head - Investment Banking, Private Banking, Capital Markets and Financial Institutions, HDFC Bank
• Mr. D P Singh, Chief Business Officer, SBI Mutual Fund
Moderated by Mr. Jiju Vidyadharan, Senior Director, CRISIL
12.15 PM
Q&A
12.20 PM
Closing Remarks and Vote of Thanks
Key speakers
Disclaimer: This event and its content are intellectual property and confidential information of CRISIL. Any use of the same without written permission of CRISIL is illegal and hence punishable. Recording the webinar in any form in full or part or copying, altering, distributing or streaming the webinar is strictly prohibited and violation will attract legal action.
