The recently held UTI-CNBC Financial Advisers Awardsrewarded those who have strengthened the integrity of financial advisory profession anddone outstanding work for the growth of industry.
“The winners were selected on the basis of four parameters - objectivity, performance, client servicing ability and timeliness. All four parameters have given equal weightage,” informed L Shivakumar, Senior Group Vice President, ICRA. Besides, the jury has also kept in mind the financial education, online viability, management capability, business strategy, quality of service and research, customer’s feedback and other important factors while choosing the winner, he added.
As many as 29 awards were given in three different categories - National, Regional and Individual Level. Meanwhile, the organizers have also included two new categories this year –fastest growing wealth management firm and best performing women IFA.
Here is the list of advisors who bagged the award
|
Individual Level |
Winners |
|
Best IFA Big City - National |
Capital League |
|
Best IFA Big City - North |
Capital League |
|
Best IFA Big City - East |
Anita Sipani |
|
Best IFA Big City - West |
Brain Point Investment Centre |
|
Best IFA Big City - South |
Value Investment Wealth Management |
|
Best IFA - City Tier II - North |
Aditya Manya Jain |
|
Best IFA - City Tier II - East |
Pallav Bagaria |
|
Best IFA - City Tier II - West |
Sapient Wealth Advisors |
|
Best IFA - City Tier II - South |
Emani Vishwanath |
|
Best IFA Up-Country - North |
Padam Singh Raj Purohit |
|
Best IFA Up-Country - East |
Barun Das |
|
Best IFA Up-Country - West |
Bharat Khanderia (Keynote Consultants) |
|
Best IFA Up-Country - South |
K Sundara Raman |
|
Regional Level |
Winners |
|
Best Financial Adviser - North |
Innovative Financial Management |
|
Best Financial Adviser - East |
Eastern Financiers |
|
Best Financial Adviser - West |
Prudent Corporate Advisory Services |
|
Best Financial Adviser - South |
Wealth Advisers (India) |
|
National Level |
Winners |
|
Equity Broker |
Motilal Oswal Financial Services |
|
Retail |
Bajaj Capital |
|
Institutional |
Mata Securities India |
|
Best Performing Banks |
Winners |
|
Foreign Bank |
Standard Chartered |
|
Bank PSU |
Central Bank of India |
|
Private Bank |
HDFC |
|
Best Performing Financial Adviser |
Winners |
|
NRI |
Barjeel Geojit Securities LLC |
|
Women |
Zeenat Jagani |
|
Wealth Distributors |
ICICI Securities |
|
Special Commendation |
Winners |
|
For work done towards financial education and inclusion |
Barjeel Geojit Securities LLC |
|
For the work done online by a National Financial Advisor |
ICICI Securities |
|
For fastest growing wealth management company |
IIFL Wealth Management |