Managing Money with Values & Ethics

March 21, 2022

I.V. Subramaniam, Director of Quantum Asset Management Company (QAMC) and MD, CEO and CIO of its sponsor Quantum Advisors Private Limited (QAPL), shares his views on ethics and integrity in the investment advisory business; the key things advisers should follow for efficient practice management; how IFA should engage in investor education; how to manage HNI clients; provides an outlook for 2019; and recommends three books that IFAs must read.

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