Thank you Bharat, from the bottom of our hearts!

We received a lot of positive feedback on our recently concluded 8th annual Wealth Forum Platinum Circle Advisors Conference. But this mail from Bharat Phatak is really special for our team at WF. Thank you Bharat, from the bottom of our hearts!

Reproduced with permission from Bharat Phatak:


Dear Vijay,

I am writing specifically to convey my immense sense of appreciation and gratitude for the very well visualized, conceived, planned and executed Wealth Forum Conference in Mumbai last week. It was a splendid show of your understanding, commitment and relationships which is a great source of inspiration and extremely valuable meeting ground for the entire MF fraternity.

It is heartening to see how the event has developed and evolved over the years. This year, the harmony and alignment with long term development agenda was all the more visible.

The progression in the life of an investment firm - the entrepreneurship plunge to skill building to thinking big to marketing innovation to championship status - has now been comprehensively captured in the Wealth Forum e-zine website very well. No wonder it has emerged as the preferred resource in the daily life of the MFDs and IFAs at different stages in their practice.

You have now taken this theme one step further through the well thought out and fine-tuned award categories. One could distinctly notice how the focus of recognition has now tilted more towards the long term development rather than just the asset gathering under different categories and geographies. Changing the measure from 1 year to rolling 3 years is also a very meaningful change in this direction.

I can only imagine the relentless efforts that you and Vanitha would have taken with the entire Wealth Forum team for the last 6 months or so to make this a success. I am confident that Wealth Forum will go from strength to strength and continue to be a guiding light in the professional journey of IFAs!

Regards & thanks,

Bharat Phatak



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