Wise Advice Case Competition


Who are India's 5 wisest advisors?


In May 2016, Wealth Forum announced India's first case competition in association with HDFC MF - the Wise Advice Case Competition 2016 (Click Here).

We presented a case study and opened up the competition to all - distributors, advisors and wealth managers. The last date for submission of entries was 31st May 2016. We received numerous entries from all parts of the country, from which we short-listed the top 20 entries that met all the basic parameters of comprehensiveness of solutions offered. These 20 entries were forwarded to our eminent jury:


Bharat Phatak

Wealth Managers



              Lovaii Navlakhi

              International Money Matters



Vishal Dhawan

Plan Ahead


Before sending the short-listed entries, we agreed the evaluation parameters and weightages with the jury. Here are the evaluation parameters that we agreed with the jury:


Here are the names of the top 20 advisors, whose entries were short-listed for the jury round (in alphabetical order):

Achin Jain & Nitin Awasthy, Client Alley, Dehradun

Anirudh Sheth, Mumbai

Anuja Agarwal, Bangalore

Anup Bansal, Mitraz Consultants, Bangalore

Atul Surana, Catalyst Financial Planners, Mangalore

Ashish Modani, SLA Investment Centre, Jaipur

Dilshad Billimoria, Dilzer Consultants, Bangalore

Jigar Shah, Pune

Killol Karia, Rajkot

Krishnan & Rajiv, Delhi

Lubna Shabbir, Hyderabad

Nilesh Bajaj, Cedrus Consultants, Pune

Pawan Agarwal, Investguru, Delhi

Rajesh Chheda, Finance Factory, Panjim

Ranjit Dani, Think Consultants, Nagpur

Sandeep Gandhi, Mega Financial Planners, Rajkot

Shyam Sekhar, Chennai

Surya Bhatia, AM Wealth Managers, Delhi

Trupti Muralidhar, BITS Portfolio, Mumbai


Heartiest congratulations to all these 20 wise advisors whose solutions made it to the jury round!

The 5 Wisest Advisors

The jury evaluated each of the 20 entries independently, and scored each one on all 4 parameters, to ensure objectivity and consistency. Each of the jury members spent several hours over a weekend to evaluate 20 high quality comprehensive entries. We are grateful to the jury for their time and effort.

The scoring sheets of all 3 jury members were collated by Wealth Forum, and discussions around normalization of scores were conducted with the jury members to ensure that all are comfortable with the collective results.

The 5 Wisest Advisors - whose solutions scored the highest in a competitive field of 20 high quality responses - are as follows (in alphabetical order):


Anup Bansal
Mitraz Consultants


Ashish Modani
SLA Investment Centre


Dilshad Billimoria
Dilzer Consultants


Pawan Agarwal


Shyam Sekhar

Heartiest congratulations to the 5 wisest advisors in the country!

All 5 have graciously permitted us to share their solutions through the Wise Advice columns, for the benefit of the wider advisory fraternity. We will share one solution each week, through Wise Advice.

Who is going to be crowned the Wisest Advisor?

The jury has, through the scoring mechanism, identified not just the top 5, but also the pecking order. So who out of these 5 wise advisors is the wisest of them all?

The jury will announce the Winner, 1st Runner Up and 2nd Runner Up at the Wealth Forum Platinum Circle Advisors Conference on July 1, 2016. Watch this space, as we bring you the jury's verdict on who is India's Wisest Advisor!

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