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My BIG IdeaShagun Sutaria, Ahmedabad

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Key Take-Aways
  • Building trust with clients is important and drives growth

  • Develop a personal relationship with the client where they know that the care they receive is the same as if it is the advisor's own money.

  • With corporates and HNIs, using that client base and moving into different verticals. Taking statutory licenses to provide merchant banking, commercial paper services.

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