Sapna Narang of Capital League recounts the memories and highlights of 2014.
What
were the most significant events which impacted you in 2014?
- Running the Mumbai half marathon. I had participated in Airtel Delhi Half Marathon in 2013 which was relatively easy as compared to Mumbai marathon. The roads in Delhi were even whereas in Mumbai the roads were hilly. I had to put in a lot of effort to prepare for the Mumbai half marathon.
- Modi’s election and market turnaround
- Capital League crossing a significant milestone in AUM and income generation
- Insights into relationships.
One book/movie which you enjoyed reading/watching in 2014
Book – The Happiness Project. The books tell us that happiness can be found in smallest of things like organizing birthday party for your children, putting together a photo album, etc.
Movie – Chef. The story is about a chef (played by Jon Favreau) who quits his job at a prestigious Los Angeles restaurant. The restaurant’s owner is very controlling and wants Jon to stick to the classic dishes. This forces Jon to walk out of the restaurant. Jon then opens a food-truck which turns out to be a big success which reignites his passion for cooking. This movie tells us to follow our passion.
One advice/learning which influenced you a lot…
Practice ‘Proactive’
gratitude.
A high point in your professional life
in 2014
- Won the ‘Think Big’ award from Reliance MF for successfully building an all-women team.
- Invited to join advisory board of an angel fund.
A high point in your personal life in 2014
Both my children were selected in their respective sports (tennis and soccer) teams – made be realize their grit and resilience.
What is it that you are looking forward to in 2015?
Growth & development - both
personal & professional.
Your New Year resolution
Look for ways to be an ‘enabler’ for others.
I want to keep moving: Kanak Jain
Kanak Jain of Suskan Consultants recounts the memories and highlights of 2014.
What were the most significant
events which impacted you in 2014?
It was very inspiring to hear the 10 stories of MFRT Samman winners at the MFRT conference.
One book/movie which you enjoyed reading/watching in 2014.
I liked Salman’s movie- Jai Ho. IFAs can relate to this movie. I would recommend all IFAs to watch this movie. It tell us that instead of thanking someone just help three people around you. All IFAs can follow this simple rule when a client wants to thank them. We can ask our clients to share this concept of investment with three friends and help them create wealth.
One advice/learning which influenced you a lot…
One learning which has influenced me most is the idea of rebalancing client’s portfolio. Two things are very important for any advisor - goal based financial planning and asset rebalancing. The latter is more important and ongoing activity.
A high point in your professional life in 2014-
Opening of new office at Metia Bruz, Kolkata where over 5,000 shop owners have never invested in mutual funds.
A high point in your personal life in 2014.
Undergoing TTC program of Pranic Healing and Arhatic Yoga - life has become simpler and helping me to become more humble.
What is it that you are looking forward to in 2015?
Looking forward to publish my book.
Your New Year resolution
Keep moving and sticking to my daily routine.
