Events

How to Get Financially Fit for Busy Professionals

How to Get Financially Fit for Busy Professionals

Venue : ZOOM

Event Start Date : Thursday 08 April 2021

Event End Date : Thursday 08 April 2021

Event Start Time : 06:30 pm

Event End Time : 07:30 pm

Registration Start Date : Friday 19 March 2021

Registration End Date : Thursday 08 April 2021

Event Overview:

“I will start investing when it is the right time.”
“I don’t have time to do research and go through my compliance.”
“I don’t know what my banker is doing, but my money is already invested with them.”

In a world where change is exponential with unprecedented events over the past year, it is crucial for busy, working professionals to be equipped with the right tools and knowledge to manage and grow wealth.

This 45-minute webinar with 15-min Q&A will feature a diverse group of panelists who will share their personal investing experience to help time-stretched working professionals get started with investing and for existing investors to get through testing times.

Our panelist consists of Damayanti Shahani, an entrepreneur, and Evelyn Chua, a Lawyer, both of whom have personal investing experience, and Thomas Meichl, the Head of Trading and Portfolio Management of Kristal.AI to cover the following topics: 

  • Introduction of the Panellists and Problem Statement
  • Long-Term Financial Planning
  • Panellists' Sharing of Personal Investing Experiences
  • Strategies to Prepare for Long-Term Investment Goals
  • Q&A

This webinar is hosted by Kristal.AI is a global, digital-first private wealth management platform that provides comprehensive solutions for sophisticated high net worth, first-time investors, and the underserved mass affluent investors.

Founded in 2016, Kristal.AI is licensed and operates in Singapore, Hong Kong, India, and Dubai.

Find out more at www.kristal.ai.

 

Webinar Promotion:

Promotion: Anyone who attends the webinar and signs up via https://bit.ly/kristalsccawebinar will be entitled to a rebate of 50% in the management fees provided you make successful investments of a minimum USD 10,000.

Promotion Period: 8th April - 30th April 2021.

Promotion Detail:

  • A QR code that leads to the Kristal.AI homepage to sign up will be added on the presentation slides, so at any time of the webinar, attendees can visit the portal and sign up to explore the features.
  • The promotion will be mentioned three times in total: Once during the webinar opening, the second time after the topics are covered; before the Q&A begins, and last after the 15-min Q&A, before we conclude the webinar.

Terms & Conditions will be shared with users who sign up through this.

For more information please feel free to reach out to Hilda Tan at hilda@kristal.ai

 

Speakers:

Damayanti is an entrepreneur with a long and strong compliance and legal career. She has lived and worked in Singapore, the US and India. She wears many hats including as a business owner, CEO and mother. Damayanti will share her personal perspectives on financial wellness. Damayanti is also very active in the social impact space having co-founded a philanthropy consulting initiative and taken on leadership roles including at organizations that support the role of women in the workplace. When she can, she picks up the paintbrush and enjoys art. Her most fierce art critic is her 9-year old daughter!

 

Evelyn grew up in Malaysia and has spent the past 10 years studying and working in Singapore. She doesn’t understand it when people say that Singaporean food is better than Malaysian food. Evelyn considers herself relatively inexperienced and fairly lazy in investing. That’s why intelligent robo-advisors like Kristal.AI do the trick for her. As a philosophy, she believes that she is only a steward (not the owner) of her money, tasked with responsibly managing this so as not to burden others when she gets older and so that she can bless as many people as often as possible. In her free time, she enjoys reading John Grisham novels, Korean dramas and exercising. At this point, she is looking forward mostly to being a mom!

 

As the Head of Trading & Advisory, Thomas brings his 25+ years of experience in boutique fund houses and big names like the Bank of Austria and JPMorgan to Kristal.AI. He is an experienced finance professional in trading and sales across multiple asset classes and portfolio and risk management.

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