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, Industry insights, Wealth Management, MFWM Program, Investment Management, Private Banking, Financial Services, 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, Private Banking, Relationship Management, Client Advisory, UHNW Clients, Dubai, Financial Services, Career Insights