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Cafemutual spoke to a few industry leaders to know about their ‘Success Mantra’.
Amit Bivalkar of Sapient Finserv said that the success comes from a clear focus on client needs, disciplined financial planning and a deep understanding of market trends.
Amit said, “We built our business by prioritizing transparency, offering customized investment strategies, and staying agile in changing economic conditions.
Consistent performance, trust-based relationships and technology-driven efficiency have helped us grow steadily while delivering real value to our clients. Practical solutions and long-term thinking remain the core of our success.”
Nilesh Shah, Managing Director of Kotak Mahindra AMC, said, “From hard work to intelligence, from discipline to sacrifices many things contribute to success. The most important thing for success is “Kar Bhala to Ho Bhala”. Do Good and Good will happen to you.”
Kolkata MFD Saibal Biswas attributed his success to strategic planning. He said that continuous attempt to do everything with a strategic planning is the mantra for success as a mutual fund distributor. Also, being accessible to clients and conscious adaptation of the technology have helped in the business growth, he added.
Agra MFD Shifali Satsangee of Funds Vedaa said the formula for her success is her client-centric approach. She said, “I focus on complete transparency about the risk and rewards of the financial decisions, equipping investors to deal with the volatility and ensure that they understand that negative return periods have helped me create long term investors and eventually a successful practice.”
Cafemutual’s upcoming event, Cafemutual Ideas Fest 2025 is focused on such strategies of success. Themed ‘Decoding the Secrets of Success’, the event will take place March 5, 2025 at Sahara Star, Mumbai.
The event will host over 20 international and industry speakers who will share their practical insights and tips for business growth.
Visit www.cafemutualevents.com now to know more about the event and click on this link to register.