CNBC TV18 and UTI Mutual Fund honoured best financial advisors, individual as well as institutional, on Wednesday, December 8 at the fourth edition of the ‘Financial Advisor Awards 2010’ held in Mumbai.
Mumbai: UTI Mutual Fund in association with CNBC TV18 hosted the fourth edition of its ‘Financial Advisor Awards 2010’ in Mumbai on December 8, 2010. M D Mallya, Chairman, Bank of Baroda, was the chief guest at the awards function.
Speaking at the awards function, U K Sinha, Chairman and Managing director, UTI Asset Management Company Ltd, said, “There are professional services in this country which have not received the recognition commensurate with their contribution to the society. Financial advisory service is one such service. It has played a stellar role in spreading the benefits of the growth of the Indian economy across the length and breadth of the Country.”
The award winners were selected through an evaluation process that took into account various parameters like sales, number of years in the business, AUM, number of clients, retention and growth of clients, etc.
The following are the award winners under various categories:
Category |
Winners |
Best Performing Individual Financial Advisor-Cities[North] |
Mr.Pramod Saraf, Director, Swan Finance Ltd. |
Best Performing Individual Financial Advisor-Cities [East] |
Som Prakash Jaiswal, Proprietor, Som Prakash Jaiswal |
Best Performing Individual Financial Advisor-Cities [West] |
Mr. Bhaderesh Jhaveri, Director, Jhaveri Securities Ltd. |
Best Performing Individual Financial Advisor-Cities [South] |
Mr. S. Govinda Raju, Director, S Govinda Raju |
Best Performing Individual Financial Advisor - Up Country [North] |
Krishna Murari Purohit, Uti Chief Representative (Ifa), Krishna Murari Purohit |
Best Performing Individual Financial Advisor - Up Country [East] |
Mr. Vikas Agarwal, Director, Devkinandan Consultants Pvt. Ltd. |
Best Performing Individual Financial Advisor - Up Country [West] |
Mr. Mahesh Gattani, Proprietor, Balaji Investments |
Best Performing Individual Financial Advisor - Up Country [South] |
D Sathish Kannan, Executive Director, D Sathish Kannan |
Best Performing Individual Financial Advisor - Mega Cities [North] |
Mr. Ashish Goel, Proprietor, Goel Financial Consultants |
Best Performing Individual Financial Advisor - Mega Cities [East] |
Mr. Anindya Manda, Managing Director, Ruby Financial Services Pvt. Ltd. |
Best Performing Individual Financial Advisor - Mega Cities [West] |
Mr. Jaydeep Kashikar, Director, Brain Point Investment Centre Pvt. Ltd. |
Best Performing Individual Financial Advisor - Mega Cities [South] |
Mr. B.V.R. Venkateshbabu & Mr. N.Krishnan, Director, Value Invest Wealth Management India Pvt. Ltd. |
Best Performing Individual Financial Advisor - (National) |
Jaydeep Kashikar, Director, Brain Point Investment Centre Pvt. Ltd. |
Best Performing Regional Financial Advisor (North) |
Iqbal Singh, Managing Director, Innovative Financial Management |
Best Performing Regional Financial Advisor (East) |
Mr. Atul Gupta, Director, Eastern Financiers Ltd. |
Best Performing Regional Financial Advisor (West) |
Sanjay Shah, Managing Director, Prudent Corporate Advisory Services Ltd. |
Best Performing Regional Financial Advisor (South) |
Lovaii Navlakh, Managing Director, International Money Matters Pvt. Ltd. |
Best Performing National Financial Advisor Equity Broker |
Mr. Motilal Oswal, Cmd, Motilal Oswal Securities Ltd. |
Best Performing National Financial Advisor Retail |
Mr. Anup Bagchi, Executive Director, Icici Securities Ltd. |
Best Performing National Financial Advisor-Institutional |
Mr.Vikas Agrawal, Vp, Batliwala & Karani Securities Pvt. Ltd. |
Best Performing National Financial Advisor Bank |
Mr. Nitin Rao, Executive Vice President, Hdfc Bank Ltd. |
Best Performing Fa For The Nri Community |
Barjeel Geojit Securities Llc |
Special Jury Award |
Shri. Paramjit Singh Bedi, Owner, Shri. Paramjit Singh Bedi |