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CONTENTS

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1.
16 Comprehensive Wealth Management (CWM) - An Evolving Function
Dr. K. Joseph Thomas, Director - Wealth Management, IndiaNivesh Securities

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Investek: Redefining Financial Advisory with Technology- Backed Client-Centric Advisory
Sunil Singh, CEO, Investek
24 How Expertise Can Transform Your Wealth Management & Unlock Financial Independence
Dilshad Billimoria, Founder, MD & Chief Financial Planner at Dilzer Consultants
36 Navigating Financial Control Systems in a Dynamic Business Environment
Chetan Borkar, CFO, Madison World
38 Navigating Personal Finance: Essential Tips for Long-term Wealth Building
Manivannan Gopalan Co-Founder & CEO at Innercirkle Capital