Cafemutual, in association with Wylth, is hosting a special webinar for MFDs on ‘Setting Up a Wealth Manager-Like Practice’ this Wednesday, July 30, at 4:30 PM.
This insightful session will feature Amit Shah, Founder and CEO of Wylth, a software solutions provider for MFDs. Amit will be in conversation with Nishant Patnaik, Associate Editor at Cafemutual.
With over 15 years of experience in the financial services industry, Amit brings a wealth of knowledge in both wealth and asset management. His insights have been featured in leading business publications in India and across Asia, and he regularly speaks at global panels and conferences.
Here’s what you can expect to learn from the webinar:
Developing a wealth management mindset
How wealth managers differ from individual practitioners
Essentials of setting up a wealth management business
Tools and support needed to build a scalable practice
Cost considerations in building a wealth manager-like setup
Register now by visiting the link to be part of this valuable session : https://tinyurl.com/2zuw7kvy
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