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I said, let big business come to me; I will spend time in chasing small business," says Chadha. As on December 31st 2016, by doing the above performance chasing, you would have ended up with Rs.1,47,704. Stevie Awards are conferred in eight programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, the Middle East & North Africa Stevie Awards The American Business Awards, The International Business Awards, the Stevie Awards for Great Employers, the Stevie Awards for Women in Business, and the the Stevie Awards for Sales & Customer Service. In 2007, he started a business that sold mutual funds. D. Muthukrishnan - The Financial Pandora Conversations became sharply focused on client goals and strategies, conversions were very high. "A Single conversation with a wise man is worth a month's study of books" Chinese proverb. *. D. Muthukrishnan. , . One area where he scores is on providing qualitative advice and not selecting funds. In fact, I hardly posted anything in the first year. What I can't control, I don't want to worry too much about. document.getElementById( "ak_js" ).setAttribute( "value", ( new Date() ).getTime() ); Copyright 2021 NextLevel Education | All Rights Reserved, Call us: +91 90290 43838 |E-mail: info@nextleveleducation.in. So, what are the perils of advising so many senior citizens, we ask? office. Besides this, the goal matters too. As of yesterday, the last 10 year annualised return is 12.84%. development, success stories and industry updates. I started getting 4-5 hits a day. . We help our clients pursue their passions by taking the worry, fear, and concern out of wealth management and financial planning. But universally, the higher your net worth, the more the number of facilities your distributor offers, especially if it is a bank. Getting a loyal following on twitter is every advisor's dream. Wealth-Forum e-zine Our purpose at WealthWise Financial Services is to Redefine Wealth Management. Ltd, a financial planning company in Bengaluru in 2005, Shyam decided to put his communication skills to good use. They consult me on sensitive matters like having a second child, or quitting a career for studies Thats surely something no robo advisor would be able to do! Chadha, himself an avid traveller, makes it a point to visit a new location every year. Would suggest subscribing to Mutual Fund Insight.