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My BIG Idea : Taxation servicesAnuja Agarwal, InvestAscent Wealth, Bangalore

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Key Take-Aways
  • 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.

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Comments Posted
Trupti Muralidhar ARN NO :ARN 73171 Mumbai, 04 Dec 2018

Very proud of Anujas work. Great initiative.

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