Cover Image for Money Action x MASECO Asia Limited: U.S. COLLEGE FUND STRATEGIES
Cover Image for Money Action x MASECO Asia Limited: U.S. COLLEGE FUND STRATEGIES
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Money Action x MASECO Asia Limited: U.S. COLLEGE FUND STRATEGIES

Hosted by Money Action
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About Event

If you’re a US-connected family planning to send your child to university in the US, you’re dealing with more than just tuition. There are tax rules, residency considerations, and cross-border complexities that can significantly impact your plans.

In this session, Charu Mathur, Wealth Manager at MASECO Asia Limited will cover:

  • US tax obligations, residency rules & treaty considerations

  • The true cost of higher education, and the cost of waiting

  • US-specific strategies to grow and structure your money to fund education

If you plan for your child to study in the US, don’t leave it to chance, secure your spot and start planning early.

Light lunch will be provided.

All payments are non-refundable but may be transferred to another person if you are unable to attend.

Disclaimer: Photos and/or videos may be taken during the event and may include your image or likeness. By attending, you consent to Money Action Limited using these materials for marketing, communications, or promotional purposes. If you do not wish to appear in such materials, please inform us or a member of staff at the event.

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This is a Money Action Club event.

Money Action Club is a community for women who want to get clear, confident, and proactive with their financial and professional growth.

​​Members have access to:

  • ​​A supportive WhatsApp community

  • ​​Guided monthly accountability sessions

  • ​1:1 coaching for tailored financial guidance

  • ​​Invitations and members discounts to courses, workshops, and events with topics sitting at the intersection of money, career, and entrepreneurship.

​​Find out more and join our free membership: www.MoneyActionCoach.com

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About the Speaker

​As a seasoned Wealth Manager with a career spanning across different organisations in Hong Kong, Singapore, and India, Charu Mathur crafts tailored investment strategies and financial planning solutions for high-net-worth individuals.

​Charu started her career with consumer banks in New Delhi, India before she joined Standard Chartered Bank in Singapore. Her move to Hong Kong 17 years ago gave her the opportunity to hold roles in private banking recruitment, retail hiring & strategy, and building corporate partnerships, reflecting a unique blend of financial acumen and relationship-driven leadership.

​In 2023, she joined MASECO Asia as a Wealth Manager, deeply attracted by their focussed analytical research and immersive wealth planning approach in serving global citizens and US-connected clients.

​Charu is a strong advocate of women’s financial empowerment and professional advancement, and she frequently engages in mentorship, panel discussions and initiatives that encourage education and knowledge sharing while fostering diversity in finance.

​Credentials:

  • ​Master’s in business administration, Finance from FORE School of Management, New Delhi

  • ​Bachelor of Arts, Economics (Hons.), from Stella Maris College, Chennai, India

  • ​Type 9 SFC license

Location
Blueprint
2/F-3/F Dorset House Taikoo Place, 979 King's Rd, Quarry Bay, Hong Kong
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