Profit Bloom: Leading Clients towards the Financial Goals they Aspire to Achieve


Digital Version

Web Version

CONTENTS

Page No. Heading

Editor's Note

24 How Expertise Can Transform Your Wealth Management & Unlock Financial Independence
Dilshad Billimoria Founder, MD & Chief Financial Planner, Dilzer Consultants
30 India's Stock Market Outlook: Opportunities and Risks
Sethurathnam Ravi, Founder at Ravi Rajan & Co.
36 Comprehensive Wealth Management (CWM) - An Evolving Function
Dr. K. Joseph Thomas, Director - Wealth Management, IndiaNivesh Securities
44 New-to-Credit Customers Emerge as Catalyst of Financially Inclusive Ecosystem
Artem Andreev, Country Head, RupeeRedee, FincFriends & DFI
46 Zoho CEO Sridhar Vembu's Message to Investors: Stop Chasing Equities and Start Cultivating Skills
Sridhar Vembu, CEO & Founder, Zoho Corporation