Webinar: Managing High Value Portfolios with Ms Dilshad Billimoria, CFP
Jul 17 '21 | 04:00 PM (IST)
Event Information
HNIs are the biggest business areas in the financial industry.
Whether you are working in BFSI industry or you are an independent financial advisor, it's always one of the key business areas in financial sector is to win and manage High Networth Clients or more popularly HNIs. You know well that HNIs are the source of high revenue, building credibility, and generating referrals for you in the business but the question at the first place is ""How do you acquire HNIs clients and How to Manage HNI Portfolios efficiently?
India is one of the major developing hives for HNIs (high net-worth individuals), every year there is a rise in the number of HNIs capitalizing and residing in this vivid country. And it is expected that the number of HNIs present will surge by 136% by 2025, reaching up to 5.54 lakhs, opening a vast market for financial advisors for making a profit out of HNIs rich portfolios.
High Value Portfolios Need High Level of Skill Sets too.
But the opportunities open in the market are very limited. As the HNIs don’t look forward for financial advices regarding the fulfillment of regular needs and luxuries, because they have already attained all of their goals through their current reach. An HNI looks for advisory which will help him to expand his financial reach in an easy way. They expect financial advice to be tailor-made according to their specifications. Making the tempting opportunity a little more challenging.
First to acquire and then to conduct neat business with your HNI clients, you as a financial professional need to establish trust first. The trust will come by virtue of your knowledge, certifications, skills, experience, behavior, and lot many other factors. But besides all this, you need to understand your client first.
If you want to learn the Secrets of Managing HNI Portfolios from someone who is awarded as India's Best Financial Advisor, someone who is awarded as India's Top Women in Finance, then block your calendar for 17th July, Saturday , 4:00 PM Now.
Don’t Miss, Catch up Ms Dilshad Billimoria - LIVE.
Webinar Schedule
Date: 17th July (Saturday) | Time: 4:00 PM
Limited Seats Available.
Register Now to Book Your Seat for FREE.
Who Should Join
- Students willing to study /make a career in Finance
- Practicing Financial Advisors who want to upskill themselves
- Professionals who are from banking, financial services, investments space
- & Anyone who wants to know about wealth management & financial planning
Speaker
Ms Dilshad Billimoria CFP CM
- Certified Financial Planner & Fellow of Life Underwriter Training Council USA
- Director and Chief Financial Planner of Dilzer Consultants Pvt Ltd
- Managing Assets across India, USA, UK, Dubai, Singapore, New Zealand & Brazil
- Awarded as India's Top Women in Finance, Year 2020
- Winner of Best Financial Advisor Award by India Today in 2019
- Winner of Best Financial Advisor Woman Category (South) Award in 2019
- Winner of Best Financial Advisor Woman Category Award All India in 2018
- Executive Committee Memeber of the Council of Financial Planners South Chapter
- Member of Financial Planners Guild of India (FPGI)
- On the experts panel of Moneycontrol, Mint, Outlook Money, ET Wealth, ET, TOI
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