Dilshad Billimoria, Dilzer Consultants
- To work with the differently abled and learn to imbibe their team spirit and selflessness.
- To make our clients life financially independent and fulfilling
- To enable them to pursue their life and financial goals
- To make use of the best in technology and human capital for the growth of our company and its stakeholders.
- To be physically fit and run a full marathon in 2016 (hopefully!)
- To spend quality time with family and see my kids grow!
Tejal Gandhi, Money Matters
- Devote a day in a week for work out.
- Being a Money Quotient licensee from USA, (at present I am the only woman to get this license in India), their tools will enable me to implement Financial Life Planning model and make my processes more robust. This will eventually help me and my team in becoming more disciplined.
- Continue to remain consistent in service delivery. Have aimed at setting a turnaround time for different services by second quarter.
- I will dedicate four days a month (1 day a week) to learn a new skill related to my work which will help me hone my skills. It could be attending a course, lecture, meeting with like-minded people locally and internationally.
- I would like to share my skills to a larger community. I am trying to work with schools to introduce financial literacy and have developed some interactive simple concepts which can be used in schools.
Srikanth Bhagavat, Hexagon Wealth
- Maintain a discipline. This is what helped us deliver good results for our clients in 2015. So we enter 2016 with a renewed confidence that discipline is the key.
- Reduce dependence on people and increase emphasis on process.
- Go digital! Reduce paper & pain.
- Improve work environment for the team.
- Launch new tools to create better risk-adjusted model portfolios.
