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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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"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
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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