President Arun Somnath, who thanked the speakers and members for their continued engagement with the Chapter’s initiatives, highlighted the growing relevance of the session theme in today’s rapidly evolving digital environment and its importance for members in being future ready.
Raj Vijeta Sharma, Director and Unit Head, Anand Rathi Wealth, along with Chintak Shah, Head of Tax and Associate Director, Anand Rathi Wealth, gave a presentation on the essential pillars of sustainable wealth management: Purpose, Security, Preparation and Preservation. He stressed the importance of linking financial decisions with life goals, building adequate protection against uncertainties, preparing for future milestones and preserving wealth across generations.
The session also provided insight on practical strategies to optimize investment decisions through efficient tax planning while complying with applicable rules.
The seminar provided members with actionable insights on the importance of integrating tax efficiency into overall financial planning, wealth preservation strategies and investment decisions. The participants engaged with the speakers through interactive discussions and question-answer sessions.
Vice President Devki Nandan Tibrewal proposed vote of thanks and expressed his appreciation to the speakers and participants. The event reaffirmed ICAI Doha Chapter’s commitment to empowering finance professionals through relevant, high-quality learning opportunities that enhance both professional competence and personal financial awareness.
For more information about the activities and upcoming events of ICAI Doha Chapter, members and interested members are invited to connect with Somnath at 55060695 or Tibrewal at 6697 0721.
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