"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. "
I will like to meet you to know more.Pls send me your contact details. Very impressive!
Great to read about Chris and Nilakshi. Have known them for some time, and can vouch for the progress they have made. Having an office in a swanky downtown pune Mall, calls for a lot of foresight and confidence. Wishing them the very best and a continuous upgrade in their daily endeavours.
Dear Sir/Ma'am , Best wishes and an affluent inspiration to me.I am an I.F.A and Pursuing C.P.F with completion of 3 papers. we are also trying to build such model in Lucknow . I am enthusiastic about how you are using L.L.P model in Advisory Profession. if possible kindly provide me your contact details. My contact no-9838789526, Email: balsachingupta@vesix.co.in
Well It was read to hear your part of entrepreneur stint. I am a CA, CS and LLB offering one stop financial shop headquartered at Mumbai alongwith my Dad with no employees. We have for some of this product similar, but have not kept any business criteria. In the long term, we may consider few of your approach.We agree that it is imp to gradually build client rapport and relation to gain confidence. Do keep in touch. Warm regards and best wishes to keep your business growing.Jignesh Dosshi 9820861268
A real role model for advisers!Hope to meet u someday!!
No words ! Just Great !!!
This what every advisors need to do i am handling more than 100+ advisor and laways try to tell them to change their way of practice time is changing and we need to change with it.Both Nilakshi & Chirstopher doing very well i just wish thes all the very best keep going..........
Just great... This is how it will be in future.
It gives one the greatest of pleasure to see in print, by a renowned forum, what we 'lay men' to this speciality, knew all along that Nilakshi & Christopher, though "very,very committed to investment advisory as a PROFESSION vs making it into a BUSINESS" had captured the essence of both. These attributes would be a great boon to the highly lucrative niche area of General Aviation financing, which is sorely in need of just such advisory inovative concepts.
good advice to public and to fellow advisors,and hard work really pays... EXCELLENT ARTICLE
Every word in the interview is a true reflection of their actual operations. Its a privilege to get advisory services from thorough proffessionals and great human beings, something which is a rarity in the present. Wishing Nilakshi and Chris the very best ahead..
Rock solid, absolutely dependable, completely predictable and highest integrity. What else do you need in an advisor?
Very good suggestion on robust software. Will wealthforum take an initiative to identify else have develop a ERP for IFAs?? with facilities for online viewing by clients and facilitating online transactions.?? That will a great service for MF industry.
Good one. Inspiration must be taken. Work on Principles is best option.
That was really wonderful reading. I wish you all the very best and God's blessings for the future. May you prosper and expand your business.
"It has been thirteen years now that Christopher and Nilakshi are our Investment Advisers. I can vouch for every word that they have said in their interview. Meeting them (with prior appointment, of-course) is a pleasure.Believe me, they smile and make you laugh a lot, something their photographs alongwith this article doesn’t justify. You are mesmerized by the way they guide you in taking your own investment decisions. No wonder with such sound advice our investments have shown phenomenal growth. You have got to meet them once, for sure. Later, one can only hope and pray that they choose you for building that relationship. God bless these wonderful professionals who are even better friends and human beings."
very inspiring Best of Luck
Perfect model to grow 10x Keep it up. I too subscribe to the same view and it sure pays off. Cheers to yr future!
I would like to communicate with you if I can have your email. Appreciate the working concept!!
Gr8. Keep the good work going. God Bless!
Hi! Very inspiring infact I am also of the same opinion that guiding the investor in the rightful manner will not only help build up the clientale may be slowly/gradually but also ends up with a long term relation......cheers
The couple is always a motivating peer & many a times even jealous also. But it is their clear thought process and vision. Yes Louzardo couple is always a source of inspiration!! Bravo...
I am of the same view - It works.
I figured this out 4 years ago first ,I was incredulous ,and realized that we can make excuses to follow the herd or go "There was a fork in the road ,I took the road less travelled "by Robert Frost . We choose and make our own destinies ,this interview is a collectors item
I am in insurance and Mutual fund business since last 10 years and work in a very smaller scale.My AuM is also very not worth counting.Still I am in this business and my thoughts match with those of yours.Could I have an appointment to have a talk with kind yourselves for an hour or two,just to brush up myself? Thanks and regards, Palkar 09822062583.
Hi, it is highly motivating and inspiring to read your story. I believe good amount of industry friends also require to learn and adopt business and life balance from you. Thanks to Wealth Forum for providing all these on regular basis to pick up a lot and improve ourself.