Nisreen Mamaji, Moneyworks Financial Advisors
- Nothing is permanent: There were many surprises in the MF industry (service tax, cap on commissions, etc.) and the investment environment to which I was exposed. Battling each change and still standing strong has been a learning experience in 2015.
- Stick to the knitting: This management concept which I learned 25 years ago has stood me in good stead. I stick to my core competencies which are excellent relationship skills, integrity and offering ease of operational efficiency.
- Keep it simple and stupid: The KISS formula continues to work for me and my clients. I avoid jargon and work painstakingly to keep concepts and operations extremely simple.
- Enrich my life: I hope for as many enriching experiences in 2016 as possible since I will give my best to my family, friends and clients. I intend to consciously work towards ticking my bucket list some more thereby energizing my environment with positivity and confidence.
Gajendra Kothari, Etica Wealth Management
- Expand team: I have realized that the next 5-10 years belongs to the Indian MF industry. So, expanding my team will ensure that I am not left behind in the competition.
- Adopt technology: Using technology extensively has helped me streamline the processes. I have learned that the more you are tech savvy, the more you are able to keep your investors happy.
- Conduct more IAPs: Investor awareness programs are the most efficient way to acquire more clients. I learned that IAPs help you interact with your clients easily. So, my aim is to conduct more such programs in 2016 as well.
- Read more to deliver more: Learning never stops. I want to read and learn more things and develop a better understanding about the industry.
- Spend time with clients: I have learned that the more you spend time with your clients, the more feedback you receive from them. Clients take time to trust and to discuss their financial issues. Thus, more client meetings will ensure they do not hesitate and accept us willingly.
Deepali Sen, Srujan Financial Advisors
- You win some, you lose some. Personally, I have learned to choose my battles. Prioritizing my work between clients and family. Being a start-up entrepreneur, the work and family lines often blur. Work seems to expand seamlessly into the family time. Striking the work-life balance is my biggest learning.
-
Professionally, I have learned that having processes and systems in place can be the best tools for creating a foundation for sustainable growth. Also, technology aids the creativity/customization we do for our clients.
