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Ritik Malhotra of Savvy Wealth on RIA Stories

Ritik Malhotra of Savvy Wealth on RIA Stories
By
Jay Coulter, CFPĀ®, CIMAĀ®
|
May 16, 2024

Ritik Malhotra of Savvy Wealth on RIA Stories from Resilient Advisor

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Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.Ā 

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Learn more about Savvy Wealth: https://www.savvywealth.com

Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories

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is an investment adviser representative with Savvy Advisors, Inc. (ā€œSavvy Advisorsā€).Ā  Savvy Advisors is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.Ā  Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.

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