How did you establish a successful business model?
We treat our clients’ money as if it were ours. We don’t feel shy to say ‘No’ to a client when we feel that a particular product or service is not good for them.
Our aim is to help clients “Achieve MORE … from less”. We do not distinguish money in terms of its colour - debt, equity, hybrid, etcetera. For us, every penny counts irrespective of whichever asset class it may be.
One of the key aspects of our progress ("I would not like to use the word successful")- is the fact that we try to take ownership of the decision-making process. We put ourselves in the position of our clients and then help facilitate a decision. I think a combination of the above has helped us. Emphasis on integrity, ethics and honesty is of prime importance to us in all our engagements. We value service to our clients at a very high level. We do try to do everything possible to provide the fastest and the highest level of service to all our clients.
How did MF Utility help you in transforming your business specifically during the pandemic times.
Indeed, MF Utility (MFU) has played a key role in transforming our business growth specially during the pandemic times. We have been consistently using the MFU platform for the last five years and the dependence on this platform for all our transactions has been increasing with every passing year. The convenience of the MFU platform was even more deeply felt during the last year.
Not just the platform but the entire team of MFU has been super supportive and extremely cooperative to ensure smooth functioning and efficient execution of all transactions irrespective of the hardship on the ground. The ease with which we were able to execute multiple transactions on the MFU platform has enabled us in being able to login more transactions in lesser time even while we were working from home.
What makes MFU a better platform for MFDs?
While all platforms have their strengths and positives, it would be difficult for me to say if the other platforms are better than MFU or not. I am highly prejudiced and biased towards MFU and I would strongly believe and say that this is the best platform currently available with the highest level of integrity, ethics, transparency and convenience.
The personalised approach and the human interface that MFU brings is not available on any other platform. While the other platforms are also excellent, we personally think that the smoothness of execution is highest with MFU. In fact, there are many areas in which MFU scores over other alternatives.
Can you share with us one of your achievements?
Every time we on-board a new client, complete a new KYC, complete the first transaction of a client, provide service to a client for something where he or she is stuck is an achievement for us. We think that our job or professional responsibility is to provide financial independence to people.
In our journey of so many years, we have had many pleasant experiences and many moments of satisfaction. When we hear a client say that his investment value has exceeded his own imaginations and expectations, we feel very proud. It gives us immense pleasure to engage with entire family and discuss their financial well-being.
We are grateful to all our clients who have bestowed their faith and trust upon us by investing their hard-earned money and look forward to achieving their aspirations and goals through us. This faith and trust of our clients in us is our greatest achievement.
Any important suggestion to MFD community who are yet to move their business online (to platform like MFU).
The times have changed, the environment has changed, the world has changed and like they say, change is the only constant. I would recommend and suggest every single person engaged in this profession to consider adopting a platform of their choice immediately. Scalability is impossible without it. Post Covid 19, the world has moved at an alarming pace towards digitalisation with convenient and faster execution of all transactions. Not adopting a technological solution can be lethal for one’s existence.
