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I spend 4 hours every day in acquiring knowledgeNimish Unadkat, Ghanshyam Wealth, Mumbai

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Key Take-Aways
  • Ethics and integrity is what HNIs primarily consider more than returns. The trust factor is key.

  • Even when transactions are done through others, providing a consolidated portfolio review gives clients ability to make decisions.

  • Customize research according to client's specific requirements and understanding.

  • Technology can supplement your efforts for client engagement in data sharing and information.

  • Define the values you would like to pursue in your business as that will help develop the trust factor. Keep investing in knowledge.

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Comments Posted
Pradeep Maroo ARN NO :Mercury Mumbai, 06 Mar 2019

Very inspiring and helpful

N Jayakumar ARN NO :103649 Salem, 06 Mar 2019

Knowledge is power. People who understand this will prosper. I am spending nearly 6 hours per day for knowledge gaining and as a result I have successfully passed CFA Level 2 and now preparing for CFA Level 3. As far as I know I am the first and only CFA level 2 passed Investment Adviser in 4 districts (Salem, Hosur, Namakkal and Dharmapuri). I am planning to start training programmes for advisers, people who are interested can get in touch with me. Thanks, N.Jayakumar 9698053174 Email: n_jayakumar_75@yahoo.com

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