Events

Here are Some of Our Recent Events

Save Huge Taxes – Invest in Debt MFs before 31 March 2023

This video is a recording of the webinar we conducted on 27 March 23 for Saving significant taxes by choosing a Fixed Deposit alternative, based on the mutual fund rules amended in the Finance Bill, 2023 which comes in to force from 1st April 2023. This is a one-time, time sensitive, big opportunity to save taxes on your short-term fixed income product like FDs – The potential tax saving opportunity is over 80%.

CXO Investment Conclave 2023.

To find a Tax-saving hack that can cut your taxes on Investment income by “1/10th “click on the video and go to 2 minutes 40 Seconds

The event provided CXOs with insights into how to invest prudently, and at the same time make the most of the opportunity that the golden decade of India provides.

Brig. Amitava Sarker, President and Director of Everguard Life Ventures Pvt. Ltd. kicked off the event sharing his experiences pre and post the 2008 Financial Crisis.

Akhil Chaturvedi CBO and Director of Motilal Oswal Asset Management, then took the stage and gave an insightful talk on the journey of the Indian markets so far, and the promising future of India.

Arjun Sarkar, CEO & Head of Investment Research at Everguard, took the audience through an enlightening session on how to protect their “nest eggs” for their Golden years.

Everguard hosted the CXO Investment Conclave on 9th February 2023 at BKC Mumbai. This was an exclusive event for CXOs of large organizations and Unicorns across industries.

The speakers, Akhil Chaturvedi, CBO, Motilal Oswal Asset Management and Arjun Sarkar, CEO of Everguard Life Ventures Pvt Ltd. shared specific insights and strategies with the attendees to help them:

– Grow their wealth significantly,
– Preserve their wealth in a highly volatile environment and
– Generate tax-efficient passive income.

The feedback given by our audience after the event – “It was an eye opener”, majority said that “It was Insightful” and much more.

CXO Investment Conclave: Speakers

Akhil Chaturvedi, CBO and Director of Motilal Oswal Asset Management, was the first speaker at the CXO Investment Conclave 2023. Akhil kicked-off the event by stating that the Golden Decade in India has already started in 2020. He talked about India’s growth story and shared the following related insights:

3X Increase in per capita income by 2030, will increase the discretionary consumption in India by 10X.
India took 60 years to achieve its 1st Trillion dollar in GDP, 3rd trillion took 7 years, the next few trillions will take 3 years, but the jump from the 7th to 8th trillion will take just 1 year.
India will replace Japan as the 3rd largest Economy by 2030.

Arjun Sarkar, CEO & Head of Investment Research at Everguard Life Ventures Pvt. Ltd. was the second speaker at the CXO Investment Conclave 2023. Arjun shared insights on how one can secure their wealth for the long-term spanning post-retirement, following are the highlights of his talk:

Inflation-adjusted retirement corpus: How to protect your “nest eggs” for your Golden years.
A Killer tax saving strategy available to all investors that can reduce the taxes on their income up to 1/10th of what they would have to pay for traditional investments such as Real Estate and Fixed Deposits.
How to select the right investment firm/advisor for the long-term and Key Questions to ask the advisor/ firm to assess their expertise and intention.

Women’s Day Webinar on Financial Freedom for Women.

The video is a recording of the Webinar conducted by Everguard Life Ventures Pvt. Ltd. on the occasion of Women’s day week on the topic of Financial Freedom for Women. It covers the 3 ‘M’s that will transform your equation with Money.

Webinar on Alternative Investment Options – Quest for higher returns.

Alternative investments Webinar recording. Arjun Sarkar, Head of Investment Research talks about Alternative Investments options available to Indian investors, their pros and cons and how to use them as a part in the overall investment allocation.

What should the SIP clients do in a volatile market ?

Worried about your SIP investments in the current volatile markets ? Watch this video to get answers to your questions.

Is Investing in an FD a Big Mistake ?

Find out why investing in an FD is a big mistake.

How should Investors Evaluate their Portfolio ?

In this video, Arjun Sarkar, CEO of Everguard Life Ventures Pvt. Ltd. answers the most frequently asked question to us. How do I evaluate my Portfolio ?

CEO Interview Series – The Wealth Mindset

Arjun Sarkar, CEO of Everguard Life Ventures Pvt. Ltd. interviewed by Sheetal Rao, Founder and Managing Director, Innoquest Consulting. He shares some great Financial advice on how to think about being wealthy. He differentiates between being Rich and Being Wealthy and also shares insights about Power of Compounding and Real Returns

CEO Interview Series – Is Investing in Real Estate a smart choice ?

Arjun Sarkar, CEO of Everguard Life Ventures Pvt. Ltd. interviewed by Sheetal Rao, Founder and Managing Director, Innoquest Consulting. He answers if investing in Real Estate is really a smart choice or not. He also shares his view on the opportunity cost and how should one think when it comes to buying Real Estate.

CEO Interview Series – How do you choose your Advisor ?

Arjun Sarkar, CEO of Everguard Life Ventures Pvt. Ltd. interviewed by Sheetal Rao, Founder and Managing Director, Innoquest Consulting. You depend on your Advisor to create Wealth for you. In this video, Arjun shares a process to select your Advisor.