Taking education planning to a new levelNilakshi Louzado, InTrust Advisors, Pune

More From :wise advice
More From :Nilakshi Louzado
Submit Your Comments
93guyg

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Comments Posted
Ajay Kumar Jain ARN NO :Swaraj Wealth Management Pvt L Jabalpur, 25 Mar 2018

Inspiring story Nilakshi Mam, This is what every financial advisor seeks. The trust of a client, so that he or she tends to share each and every moment, requirement, is most required and can be achieved only with confidence and integrity you shown to your client. Good job. Congratulations.

Sunil B. Kapadia ARN NO :ARN-13665 Pune, 21 Mar 2018

Thanks Nilakshi for sharing a real and wonderful experience with one of your client. It was interesting to know and learn how you ensured that different need/requirements (beyond money management & MF scheme selection) at various stage can also be counselled by an Advisor in a right & in a professional manner keeping Clients interest all the time. Youre right having said that - it gave you "SATISFACTION". Best wishes & regards,

Copyright 2017   All Rights Reserved.Wealth Forum Ezine