Union Budget 2023 Decoded: Interview with Dhaval Kapadia, Director-Managed Portfolios, Morningstar

Union Budget 2023 Explained: Join us live for an engaging discussion with Dhaval Kapadia, as we decode and simplify the Union Budget 2023-24 for you. #budget2023 #budgetkibaat #unionbudget2023 #unionbudget2023liveupdates

???? 1st February, Wednesday
???? Time: 3:30pm
✅ Guest: Dhaval Kapadia, CFA, CFP, is Director - Managed Portfolios at Morningstar Investment Adviser India.
✨ Host: Devanshi Ashar, 5paisa.
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About Guest:
➛ Dhaval Kapadia, CFA, CFP, is Director – Managed Portfolios at Morningstar Investment Adviser India. He is responsible for leading Morningstar’s investment consulting business in India. Dhaval has more than 23 years of experience in areas including fixed income, equity markets and investment advisory. Prior to joining Morningstar in 2014, he spent nearly six years at Axis Bank, leading a team of Investment Advisors, which were a part of the Wealth Management & Private Banking businesses.
➛ He was responsible for setting up the Investment & Portfolio advisory platform at
Axis Bank. He was also involved in advising high net worth clients on asset allocation and investment strategies. Dhaval holds a Bachelor’s degree in Commerce from Mumbai University, an MBA with specialization in Finance, the CFP designation from FPSB India and is a CFA charter holder.

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