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Many clients are wary of taxation. By completing tax filing and returns for new clients, was able to grow the business instead of just relying on referrals.
Many business execs are not aware of mutual fund and are wary of it. Helping them filing their tax returns helped build their confidence and seeing an advisor for investments.
Future focus: educate women investors so that they can take individual decisions without depending on fathers/husband.
Making women investment savvy and encouraging them to start small by investing their small savings, kitty money into MFs is the next initiative.
"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. "
Very proud of Anujas work. Great initiative.
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