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All the best Dhruv and Roopa you will succeed wherever you are.
My humble request to Dhruv and Rupa to give guidelines to other IFAs also. How like minded MFD s form a company or LLP and what should be terms and conditions of business. It should take care of clients after our death, take care of our family after death or when we are unable to work.
*After hours of struggle, finally i was able to watch the full video. The key learnings for me*
*(1) How leaders think? They are ready to give up first before expecting anything.*
*(2)Despite being BIG in every sense AUM, Seniority, respect they want to evolve further*
*(3)Aspirations:Roopa wants to reach out to 1lakh ppl, knowing the fact that she devotes fair amount of time to FIFA*
*(4)AGILITY Individuals dont take action but in the team u cant afford to stay complacent*
*(5) Last but not the least, VISION, Sometimes your thoughts get validated when leaders speak your mind. Consolidation is the way forward.*
*These were my learnings from this interview, you may find something more. Please do share your learnings with me, I would be highly obliged*
Many Congratulations!!!! Eye catching concept which realised the importance of joint hands . Roopamadam, you are unique and truly motivating us , may god gives tremendous success
Indeed a WOW moment for the industry.
Wake up call for all of us.
Congratulations! Dhruv & Roopa, Always You stand as a example to us. Best wishes for a future ahead.
Congratulations! Dhruv Sir and Roopa Mam
Congratulations! Dhruv Sir and Roopa Mam You took a very bold decision, best wishes for a future ahead.
Congratulations to Dhruv & Roopa for merging into Sapient Wealth, Mumbai. Best example set by our FIFA leaders to showcase to others, how to surge ahead, synergizing your experience and sensibilities in the Financial Wellbeing of your Clients at large and also resolving their own Legacy Issues, in the interest of multi generation Family Office and wealth preservation. Thanks to Wealthforum, for coining the term Independent Financial Intermidiary .. thoughtful Title to our noble profession.
Excellent Sir and Madam, wish you all the best. May god bless you
Congratulations, great move
Great move both hope to take a leaf out of this.
Awesome news. Way to go. Our best wishes.
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