Wealth Forum

Gajendra KothariEtica WealthMumbai

		Gajendra’s 10 commandments on transaction platforms In the concluding part of his 4 part article series on transaction platforms, Gajendra shares 10 practical insights on how you can get started with leveraging transaction platforms. His rich experience in utilizing platforms comes through clearly in these very wise insights on getting started and gaining comfort with platforms. 03-Apr-2017

NSE NMF II – pros and cons In the second part of his 4 part article series on transaction platforms, Gajendra covers the pros and cons of the NSE NMF II exchange platform. There are many upcoming features to look forward to, but one drawback that both exchange platforms need to resolve is how to make them more convenient for first time MF investors. 24-Mar-2017

		BSE Star MF – pros and cons In the third part of his 4 part article series on transaction platforms, Gajendra covers the pros and cons of BSE Star MF exchange platform. Its got some big players using it, which helps drive volumes, and has an exciting upcoming fund research tie up on the cards. However, like the NSE NMF II platform, the experience for transacting for first time MF investors is far from satisfactory. 24-Mar-2017

Why is no AMC promoting MF Utility? In the first part of his 4 part article series on transaction platforms, Gajendra covers the pros and cons of the MF industry’s shared services initiative, MF Utility, covers the key issue of MFU promoting direct plans and asks a very pertinent question: why is no AMC promoting MFU? 17-Mar-2017

		A day in an IFA’s life in 2020 Here’s how Gajendra Kothari sees a typical day in the life of an IFA in 2020 – contrast it with where you are today and you have a roadmap of exactly what you need to do, to get future ready. 09-Jun-2016

3 stories that showcase the value of good advice Gajendra Kothari, Etica Wealth, Mumbai, shares his strategies that help him win and retain clients in the mass-affluent as well as HNI segments, and also takes us through 3 live client stories that underscore that everyone actually needs good advice – even successful financial services experts. 04-Dec-2015

		Brand tips from a successful young advisor What’s in a name? A lot, says Gajendra Kothari who recognized early on the power of creating a distinctive brand in a business where branding is largely ignored. He didn’t stop at just a name – he worked consciously on developing the brand identity of his firm Etica Wealth through a great combination of marketing and media initiatives, which has seen this young firm recently cross the Rs.100 crores AuM mark, and look good for many more hundreds to come in the years ahead. 05-Apr-2015

80% of our new clients are won in the first meeting itself 80% of our new clients are won in the 1st meeting itself, says Gajendra Kothari, Etica Wealth, Mumbai 22-Jul-2013

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