Page 103 - AIC souvenir_Final

He stated that the foundation of making a career
Wills, Wealth and Passion change which is your passion is that we are a
unique asset. He shared proven techniques
29 February 2020 of overcoming fear of loss of self-esteem and
judgement by society by enrolling people who
matter to you, by reframing your goal and by
ICAI Dubai Chapter held an event on Wills, Wealth uncovering your true story. Mr. Sandeep Mehta,
& Passion - Must for All at Hyatt Regency Dubai International Financial Advisor & President,
Creek Heights. Mr. Raghvendra Nath, Managing Sachi Investments Private Limited, took a
Director, Ladderup Wealth Management, while session on Wills and covered various aspects like
speaking on Wealth Management and How to Inheritance Planning for NRI, Power of Attorney
Avoid Investment Traps, stated that, as investors (India and UAE), Offshore Account Planning
we want safety of capital, money back quickly, (Jersey and Singapore), NRI Guidance for UAE
reasonable returns and tax efficiency and this based Indian documents & ICE Document - In
can be achieved by taking emotions out of Case of Emergency.
equation and focusing on facts and preparation
like going through the printed literature, visiting
the company’s website, looking at the historical
returns, expense structure, rating of the company,
checking if the entity is regulated and finally going
through the fine print. Coach Hitesh Porwal,
Certified Executive Coach, Founder at WealthPal,
Entrepreneur and Author, inspired the audience
to follow passion in their careers and business.

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