Session on “Wealth Management Industry and Asset Allocation Evolution”

As a part of the Industry Connect Program on 11th August , a session  on wealth management as a financial domain and the various challenges and opportunities which exist in the market was taken by Mr Umang Katyal, AVP, Investment Advisory, IIFL Wealth.

 

The informative session covered various aspects of wealth management including paradigm shifts in wealth management, changing customer expectations, investment options and opportunities, risk management, portfolio diversification etc.,

The session was followed by an interactive Q & A session where Mr Katyal answered the queries posed by the students pertaining to aspects of wealth advisory , necessary skill set required in the domain of portfolio management etc

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