| Page No. | Heading |
|---|---|
Editor's Note |
Devising Robust Financial Roadmap To Help Individuals & Businesses Stay Future-Proof
Samrat Pradhan, Managing Editor |
| 16 | Comprehensive Wealth Management (CWM) - An Evolving Function
Dr. K. Joseph Thomas, Director - Wealth Management, IndiaNivesh Securities |
Company of the Year |
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 |