The Institute of Chartered Accountants of India Doha Chapter’s recently organised seminar, ‘The Four Pillars of Sustainable Wealth Management’, gathered the participation of 100 members who gained insights into long-term wealth creation and financial planning.
The Institute of Chartered Accountants of India (ICAI) Doha Chapter recently organised a seminar on ‘The Four Pillars of Sustainable Wealth Management’, gathering the participation of 100 members who gained insights into long-term wealth creation and financial planning.
Chairperson Arun Somanath, who thanked the speakers and members for their continued engagement with the chapter’s initiatives, highlighted the increasing relevance of the session theme in today’s rapidly evolving digital environment and its significance for members in staying future-ready.
Raj Vijeta Sharma, director and Unit head at Anand Rathi Wealth, along with Chintak Shah, Tax head & associate director at Anand Rathi Wealth, delivered a presentation on the essential pillars of sustainable wealth management: Purpose, Protection, Preparedness, and Preservation. They emphasised the importance of aligning financial decisions with life goals, building adequate protection against uncertainties, preparing for future milestones, and preserving wealth across generations.
The session also featured insights on practical strategies to optimise investment decisions through efficient tax planning while remaining compliant with applicable regulations.
The seminar provided members with actionable insights into holistic financial planning, wealth preservation strategies, and the significance of integrating tax efficiency into investment decisions. Participants engaged with the speakers through interactive discussions and a question-and-answer session.
Vice chairperson Dewaki Nandan Tibrewal delivered the vote of thanks and expressed his appreciation to the speakers and the participants. The event reaffirmed the ICAI Doha Chapter’s commitment to empowering finance professionals through relevant, high-quality learning opportunities that enhance both professional competence and personal financial awareness.
For further information regarding ICAI Doha Chapter activities and upcoming events, members and aspiring members are invited to connect with Somanath at 55060695 or Tibrewal at 6697 0721.
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