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Doctor Event

Beyond the Portfolio: A Strategic Approach to Rebalancing and New-Age Investments

Thursday, 8 October 2026, 8:30 PM – 10:30 PM
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About This Event

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What we will cover:

  • Rebalance with purpose: Know when your portfolio needs a reset—and what signals to watch for.
  • Explore outside the familiar: Understand SIFs, PMS and AIFs, and where they may fit in your portfolio.
  • Look beyond the direct route: Unpack the real differences between direct and regular plans, including costs, advice and suitability.
  • Build for what’s next: Align your investments with your evolving goals, risk, liquidity needs and future aspirations.

Speakers

C

Chintan Dudhela

Senior Advisor & Business Head (Ahmedabad), Finnovate

• SEBI-registered Investment Advisor with over 7+ years of experience in financial services. • IIM Ahmedabad Alumnus, with a strong foundation in strategy and financial analysis. • Known for a client-focused approach in developing personalized and goal-oriented financial strategies. • Strong expertise in investment advisory, risk assessment, and portfolio structuring. • Proven experience in retirement planning and long-term wealth creation. • Specializes in designing customized financial solutions aligned with individual goals and risk profiles.