2021 is ending soon. Can you give us a sneak peek into your 2021?
2021 has been by far the best year. More importantly, the end of 2021 indicates exciting times ahead. This is indeed motivating.
Further, I am enjoying my tenure as PIFAA President. It makes me think from a much broader perspective with a more inclusive approach.
What are the two key lessons that the year has taught you? You may share personal as well as professional learnings.
I always believe that I am in a noble profession and my only priority is keeping my clients’ interest first. 2021 has raised my conviction levels to a new high. Secondly, I have realized that what has worked so far may not work in future. Hence, it is necessary that we keep upgrading ourselves.
What are your aspirations for the coming year? What are the new things that you would like to implement in your professional and/or personal life?
I would like to work to the best of my potential, scale up decisively and build a strong team. In addition, I would like to implement new ideas swiftly. More importantly, I would enjoy this journey, as I achieve my goals if I keep moving forward.
What is that one thing that you feel could have been done differently last year?
I think I could have done more sessions of investor awareness last year. Also, I have to implement a better approach to communicate with my clients.
What trends do you think MFDs/RIAs should watch for in 2022?
I expect more actions in collaborations within fraternity and with innovative product providers. Things are changing fast and adapting to this change is important. I will constantly watch out for innovative products and solutions to add value to my clients’ financial lives.
