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Webinar on Tax Planning

Bajaj Allianz Webinar on Tax Planning

The webinar is now over. If you missed it, or would like to re-watch it, please click here.

We understand how important it is for you to take good decisions about your money. Even if you’re planning your taxes at the last minute, you can still make wise investment choices!

Hence, we’re bringing to you a special webinar on tax planning that will give you all the knowledge you need to:

  • Save tax without giving yourself undue stress!
  • Avoid making hasty and unwise investments in the rush to save tax!
  • Choose the best financial instruments that can help you save tax – and grow your money in the long term!

Date: 2nd February, 2013
Time: 12:00 p.m.
Venue: Your computer screen!

About the Speakers!

Mr. Gajendra Kothari, CFA, CAIA, ICFA is Managing Director & CEO of Etica Wealth Management Pvt Ltd. Prior to this, he was Vice-President and Head – Products for the Portfolio Management Division at UTI Mutual Fund. He was also Business Development Head for the UK and European Markets for UTI International Ltd in London for a span of 3 years. Mr Kothari is a CFA Charterholder and has successfully completed CAIA and International Certificate in Financial Advice (ICFA) from UK London. He has more than seven years of experience encompassing both Indian and overseas capital markets.

Mr. Kothari has conducted more than 100 training sessions in the areas of Personal finance, Mutual Funds, Insurance etc at BSE, Inter-Connected Stock Exchange, Jago Investor Forum and at various B-schools and colleges in the country. His passion is to create financial awareness and empowerment amongst the youth of India.


Mr. Nikhil Kothari, CFA, CFP is Director & Chief Financial Planner of Etica Wealth Management Pvt. Ltd. He heads the research and financial planning division for the company. Mr Kothari is a CFA Charter holder from the CFA Institute, USA and Certified Financial Planner from FPSB India. He has also successfully completed CAIA (Chartered Alternative Investment Analyst) program from USA.

Mr Kothari regularly conducts training programme at CFP classes and MBA colleges. He has conducted more than 100 training sessions on topics like Introduction to Financial Planning, Investment Planning, Mutual Funds, Derivatives, Debt Market, Advance Excel etc at Bombay Stock Exchange, MBA colleges, CFP classes, Public forums, schools etc.

His passion is to educate and coach each client to deepen their understanding of finances so they can be masters of their money, not slaves.

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Published on:24 Jan, 2013

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