Tag: appointment, Asheesh Jain, Client Associates', Executive Director, financial services, Leadership, Private wealth, wealth management
Client Associates Strengthens Wealth Practice Leadership with Appointment of Asheesh Jain
TLDR: Client Associates, a leading multi-family office, has appointed Asheesh Jain as Executive Director – Wealth to bolster its leadership and enhance services for...
Tata Asset Management And Equal-Onemoney Unveil Portfolio 360
TLDR: Tata Asset Management and Equal-Onemoney have partnered to launch ‘Portfolio 360’ on the Tata Mutual Fund app, offering investors a unified,...
KFin Technologies Unveils IGNITE
TLDR: KFin Technologies has launched “IGNITE,” a flagship engagement program designed to empower mutual fund distributors (banks, national distributors,...
Motilal Oswal Mutual Fund Launches ‘Motilal Oswal Consumption Fund’
TLDR: Motilal Oswal Mutual Fund has launched the ‘Motilal Oswal Consumption Fund’, an open-ended equity scheme, to invest in India’s evolving...
Dezerv Appoints Susmit Patodia as Group Head to Drive Next Phase of Growth
TLDR: Dezerv, a leading wealth management company, has appointed Susmit Patodia as Group Head (Business and New Initiatives) to spearhead its ambitious next phase of...
Jio Payments Bank Introduces ‘Savings Pro’
TLDR: Jio Payments Bank has launched ‘Savings Pro’, an industry-first feature enabling customers to automatically invest surplus funds (above a chosen...
Entrust Family Office Elevates Co-Founder Sreepriya N S to Chief Executive Officer
TLDR: Entrust Family Office has elevated Sreepriya N S, its Co-Founder and Director, to the role of Chief Executive Officer, where she will lead the company’s next...
Centricity WealthTech Appoints Kamal Kishore as Chief AI and Engineering Officer
TLDR: Centricity WealthTech has appointed Kamal Kishore, former Tata Digital Head of AI Engineering, as its Chief AI and Engineering Officer to spearhead technology...
The Wealth Company Mutual Fund Unveils Its Maiden Flexi Cap Fund
TLDR: The Wealth Company Mutual Fund, a Pantomath Group Company, has launched its maiden Flexi Cap Fund, an open-ended dynamic equity scheme designed to invest across...
Prime TriGen Wealth Ltd Opens Gurugram Branch to Serve Ultra-HNIs and HNIs
TLDR: Prime TriGen Wealth Ltd has opened a new branch in Gurugram to offer structured wealth management, estate planning, and family office solutions to Ultra High...
