Current Event Registration
WealthPlus Investment & Tax Advisory Summit 2026
Take control of your financial destiny before the new financial year begins. Get exclusive, actionable insights on asset allocation, direct mutual funds, custom stock portfolios, and advanced tax planning strategies directly from SEBI registered advisors.
Date
June 15, 2026
Time
10:00 AM – 2:00 PM
Venue
The Westin, Mumbai
Event Agenda
Registrations & Morning Coffee
Collect your event badge and network with peers before the kickoff.
Navigating Direct Mutual Funds & Tactical Asset Allocation
Understanding portfolio rebalancing strategies and risk-adjusted return maximization.
Tea Break & Networking Session
Connect with certified wealth managers and speakers.
Building High-Performing Custom Equity Portfolios
Analyzing stocks under SEBI-registered framework, avoiding common pitfalls, and stock selections.
Interactive Q&A and Financial Expert Consultations
Get direct answers to your financial questions from our panelists.
Keynote Speakers
Surendra Jauhari
Founder & Chief Investment Officer
WealthPlus Advisers
SEBI Registered Investment Advisor (INA000021474) with 15+ years of capital markets experience.
Ananya Sen, CFA
Head of Quantitative Research
WealthPlus
Specializes in tactical asset allocation models and systemic risk profile analytics.
Register for the Event
Fill out the registration form below. Since seats are highly limited for the offline workshop, we advise reserving your slot immediately.