Mumbai based Rohit Shah of GettingYouRich.com recounts the memories and highlights of 2014.
What were the most
significant events which impacted you in 2014?
Formation of stable government.
One book/movie which you enjoyed reading/watching in 2014
'The One Thing' by Gary Keller and Jay Papasan. In this book, the authors demonstrate how our work and choices impact the results. In order to succeed, the book tells us to focus all our energies on one thing which we wish to achieve in life.
One advice/learning which influenced you a lot…
Learned from several senior colleagues that 'Collaboration is the way to grow'. Financial Advisory profession is at a nascent stage & collaboration will help us penetrate new markets.
A high point in your professional life in 2014
Getting featured in CNBC Bazaar for a 'Breaking News' feature on insurance bill ordinance.
A high point in your personal life in 2014
Getting You Rich, our start-up venture completed 2 years in 2014.
What is it that you are looking forward to in 2015?
If we have to make a meaningful difference to people's lives, we must reach out to them in all possible ways. I’m planning to reach out to people through business channels, newspapers, print or online media, blog, newsletters, eBooks, social media and workshops.
Your New Year resolution
Just to reach out to more and more people.
‘I was able to balance my personal & professional life after many years’
Bangalore based Vanitha CK of cPROFIT Investment Centre recounts the memories and highlights of 2014.
What
were the most significant events which impacted you in 2014?
- Result
of elections 2014 were declared. NDA's seat count went up by 198 to 335
in these elections, compared to 137 in last elections.
- cPROFIT was awarded Winner-Emerging IFA (Best Advisor) Bangalore during the 4th Convention of Karnataka Association of Mutual Fund Advisors (KAMFA) for financial year 2013-14. We achieved this in less than seven months from our inception.
- Good performance by both equity and debt.
One book/movie which you enjoyed reading/watching in 2014
P.K. It was an entertaining film which made us think logically. It struck the right chord with audience.
One advice/learning which influenced you a lot…
- “Change cannot be given to you every day. You have to bring it on your own”……Bus conductor Muniswamy said. (We can interpret in our own way)
- “Waves are my inspiration. Not because they rise and fall, but because each time they fall, they rise again”- Abdul Kalam.
A high point in your professional life in 2014
Winning of the best emerging star award from KAMFA.
A high point in your personal life in 2014
After many years, I was able to balance my personal & professional life.
What is it that you are looking forward to in 2015?
- Growth of the Indian economy.
- We currently advise on Rs. 50 crore AUM across different products. We want to grow our mutual fund assets under advisory.
Your New Year resolution
- We would like to cross Rs.60 crore AUM in mutual funds.
- We would continue to offer unbiased, ethical & responsive financial planning through strategic asset allocation
