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Overview

The wealth management industry in India is at a tipping point. The twin drivers of financialisation and formalisation are providing enough tail winds for it to grow by leaps and bounds. What is even more encouraging is the growing demand for competent manpower in this space.

In recent years, we have seen the wealth management industry emerge from the shadows of the banking and broking industry. Newer and bolder business models are making this industry an attractive space to be in. India’s favourable demographics and high growth is triggering a boom not only of the middle-class population but also of a wealthier class. With increase in wealth, there is a clamour for professional advice and several Indian financial houses are investing heavily in the wealth management business. While we have several dedicated certifications in the wealth space, the biggest challenge to the growth and credibility of the industry is the lack of qualified, competent, and skilled manpower. CFA Institute, with its recent focus on private wealth is poised to benefit from the huge demand for advisors and relationship managers.

This webinar aims to create awareness about the CFA® charter and its relevance to the wealth management industry. The learning outcomes are as follows:

  1. Understanding the value chain
  2. Key roles and positions available
  3. Attitudes, skill, and knowledge required
  4. Value of the CFA charter
  5. Salary levels across positions

This is the archived version of a live webinar that took place on 30 May 2019.

About the Speaker(s)

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Rajendra Kalur CFA

Rajendra Kalur, CFA, is the founder of TrustPlutus Wealth Managers (India) Private Limited and TrustPlutus Family Office & Investment Advisers (India) Private Limited. He has more than 25 years of experience in the financial services domain, including asset management, investment banking, wealth management, and insurance. Kalur has worked across the value chain and has proven expertise in nurturing nascent businesses and transforming business models. Kalur is currently an independent management consultant. Until recently, he was the director and CEO of TrustPlutus. Before joining TrustPlutus, Kalur worked in various capacities with RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch, and General Insurance Corporation of India.

Kalur holds an MBA from the Cranfield School of Management, United Kingdom, and holds a post-graduate diploma in marketing from the Chartered Institute of Marketing, United Kingdom. He is also a Chartered Financial Analyst®, from CFA Institute, United States, and a Certified Financial Planner from FPSB, India. Kalur is a public speaker, an occasional blogger, and a newspaper columnist, as well as a long-distance runner and cyclist.

Shreenivas Kunte
Shreenivas Kunte CFA, CIPM

Shreenivas Kunte, CFA, CIPM, is a director of professional learning and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.