We are proud winners Second time in a row representing our Country India ๐ฎ๐ณ on a Global Platform through our financial planning case study which got selected as the best one not only from India but in APAC & SA Region
@PMOIndia@SEBI_India
Happy Women's Day! ๐ธ
๐ธ To every woman who manages a household, a career, and a family's future โ often all at once โ today is your day.
In my years as a financial adviser, some of the most thoughtful, long-term financial decisions I've seen have come from women. Patient, purposeful, and always with the bigger picture in mind.
Here's to celebrating that strength โ today and every day.
#WomensDay #InternationalWomensDay #FinancialPlanning #WomenAndWealth
Had the honour to conduct an engaging session with officers at the Central Bureau of Investigation (CBI), Indiaโs ๐ฎ๐ณ premier investigative agency, on the importance of 3 Pillars of financial planning , and how to methodically create a mental model which will empower to take prudent financial wellbeing decisions.
The interaction was sharp, practical, and full of thoughtful questions around how behaviours make or break financial wellbeing and avoiding common pitfalls. Simple but powerful mental model is all it requires to stay on course.
It was encouraging to see such strong interest in financial literacy and informed decision-making. Grateful for the opportunity and the warm participation from the group.
Thankful to @CBIHeadquarters to give me the opportunity to empower Mumbai , Pune , Goa & Gandhinagar teams on their personal financial wellbeing . Thankful to @SEBI_India Securities and Exchange Board of India (SEBI).
Impact coverage to 140 CBI officials , feel immensely satisfied to be doing something for my country and getting this opportunity to serve .
#FinancialLiteracy #InvestorEducation #WealthManagement #AssetAllocation #FinancialPlanning
Founder and CEO of VR Wealth Advisors, Vivek Rege, stated that retirement is as easy as it can be and that you need to be more specific about the kind of life you want to lead. There are no free lunches, therefore you must accept responsibility for your actions and make wise choices.
@vivekrege@vrwa2008
#OutlookMoneyRetirement #40After40 #SeniorCitizens #Retirement #RetirementPlanning #RetirementPlans #RetirementGoals #RetiredLife #Mumbai #Expo #OutlookMoney40After40 #CelebrateRetirement
As part of our series on 10 years of Sebi RIA rules, today we chronicle Mumbai-based Vivek Rege's journey. Vivek accepts clients only through referrals - he places huge importance on clients being aligned with the advisory process. https://t.co/NMy8BFgJpX
Never underestimate the cost of capital - year to date has shown how market shivers globally . Central bankers find it so difficult to navigate to bring back to mainstream the true cost of capital . Nothing comes free. #investing@CFASocietyIndia@FPSBindia