SP JAIN'S EVENTS

What does a wealth manager do beyond managing investments? For the Master of Applied Finance and Wealth Management (MFWM) program students, a guest session with Sonali Dahiya, Group Head of Burgundy Private, Axis Bank, offered some answers.

Topics: Artificial Intelligence, Wealth Management, Industry insights, MFWM Program, Investment Management, Financial Services, Private banking, Career Development

What do wealthy clients value most from their advisors? While investment performance and market knowledge remain important, today's clients increasingly seek something that cannot be captured in a financial report; a trusted relationship built on consistency, transparency, and understanding.

Topics: Wealth Management, Career Insights, Financial Services, Relationship management, Client Advisory, Dubai, Private banking, UHNW clients