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Smart Living: Wealth Management for Your Child and Next-Gen Investors
15 July @ 6:00 pm - 7:30 pm
With technology advancing at a rapid rate, our daily lives are constantly being transformed, from how we socialise to how we shop and travel. Approaches to investment and wealth management are also changing quickly. The fact that millennials are so attached to their smartphones these days provides an opportunity for us to build their knowledge on financial matters. From the basics of investing to portfolio management, there are mobile apps that can guide and educate them.
In this webinar, Swapnil Mishra of Kristal.AI will talk about smart investing in the digital era. Want to be a smart investor? (Or want your child to be one?) Then don’t miss out on this talk! Topics to be covered include:
- Why it’s important to start investing, asap
- Financial planning for millennials
- New trends in investing tools
- Wealth management in post-COVID era
- Traditional banking versus FinTech companies
- The future needs of next-gen investors
Date: 15 July
Place: Zoom Online
About the speaker
Swapnil Mishra is Head of Private Wealth at Kristal.AI, a global digital platform for comprehensive wealth management solutions for sophisticated high-net-worth and first-time investors. His extensive career in banking and wealth management began in Mumbai, at Citibank; most recently, he was Managing Director at Deutsche Bank in Singapore. Swapnil is also a published author; his debut children’s book Freddy the Eager Fundraiser tells the tale of 10-year-old Freddy’s journey to help victims of the 2015 earthquake in Nepal. linkedin.com/in/swapnil-mishra-sm