Q&A Session with keynote speaker SEBI Chairperson Smt.Madhabi Puri Buch and Harsh Roongta during the ARIA Financial Planning and Investment Advisory conference held on the 4th of October.
Q&A Session – Financial Planning and Investment Advisory #ARIAIAC Read More »
SEBI has an unenviable task of controlling the unregulated finfluencers and also ensuring that there enough RIAs to educate investors . Information on the income of “Finfluencers” is not easily available which may be inhibiting SEBI from taking preventive action against the finfluencers. Harsh suggest a creative use of the IncomeTax Act to providing real time update on the finfluencers to allow the regulator to concentrate its resources on them. Harsh’s article in Business Standard..
Track finfluencer earnings, and have alot more RIAs Read More »
Harsh’s Podcast and article on AccountAggregator system and how it can help the #InvestmentAdvisory profession shed the tag of being an elitist profession and start catering to the needs of the every Indian who can benefit from the #Fiduciary advise. #AA will bring down the cost and time of collecting authentic data based on client consent and lead to the democratisation of #Investment advice.
Podcast – How AA ecosystem can improve reach of investment advice Read More »
With the global economy in the doldrums, can India continue on its growth path?
NaBFID Chairperson K V Kamath in conversation with Harsh Roongta on building India for 2030.
ARIA-Aspire Summit 2023: Building India For 2030 Read More »
You are likely to live well into your eighties or nineties & there is a distinct possibility you will spend the last few years of your life being physically dependent on your children. You have an obligation to work on your wellness to minimise that possibility. Like the airline announcement about putting on your own oxygen mask first before helping others, make provision for your own (and your spouse’s) retired life before distributing the deceptively “large” looking retirement kitty among your children. Involve your spouse in every discussion to avoid making the spouse dependent on the children after your death. Also, make a clear will to avoid disputes among your children. On investment of the retirement kitty remember the old saying that a fool and his money is invited to every wedding in town. Make an effort to get invited to the good weddings in town. Don’t be lazy and only choose from the weddings you get invited to. Harsh Roongta’s article in Business standard today
Avoid financial dependence on children post retirement Read More »
