|
The awards event for the Wise Advice Case Competition 2017 was held at the special Awards Nite during the 8th annual Wealth Forum Platinum Circle Advisors Conference, held on 7th July 2017 at Mumbai.
|
To know more about the Wise Advice Case Competition 2017, click here
|
Here's a photo feature that captures the event's highlights
All set to recognize India's wisest 5 advisors: HDFC AMC's sales leadership team (Naveen Gogia, Rajeev Maniar and Ashok Kanawala) along with the competition's esteemed independent jury (Shrikant Bhagavat, Hexagon Wealth, Bangalore, Ashish Chadha, Chadha Investment, Delhi and Vinod Jain, Jain Investment, Mumbai)
Ashish Chadha reminisces on the jury experience - the enormous man hours spent on reviewing 35 entries selected for the jury round, the joy of seeing some truly amazing responses and some reflections on aspects that the best 5 got right and a couple they could have done better on
Shrikant Bhagavat gave some really wise advice to those among the 35 who didn't make it to the top 5 - excellent insights on common errors made, on assumptions that lacked sufficient rigour, on the need to think a little more out-of-the-box and on the way responses can be presented better - gems of advice from a true champion.
And now, the awards for the wisest 5....
In 5th position: Vallabh Patil, Sapient Wealth Advisors, Pune
In 4th position: AnirudhSheth, Wealth Whispers, Mumbai
In 3rd position: Anup Bansal, Mitraz Financial, Bangalore
In 2nd Position: Sneha Jaggar, International Money Matters, Bangalore
The Winner: Shyam Sekhar, i-thought, Chennai
Vijay Venkatram (WF) asks Shyam "what next": he won the 2nd position last year and the 1st position in the 2017 edition - how can he better this next year?!
Ashok Kanawala gives a small token of HDFC AMC's and WF's immense appreciation to jury member Ashish Chadha
Naveen Gogia does the honours for Shrikant Bhagavat
And Rajeev Maniar does the honours for Vinod Jain
Final wise words from Naveen Gogia, HDFC AMC. Its curtains for the 2017 edition, but a renewed commitment from HDFC AMC and WF to come back in 2018 with an even more challenging case, and hopefully see even higher standards of advisor responses. Let's keep raising this bar higher each year, and let's contribute in our small way to strengthening financial advisory in India.
Content is prepared by Wealth Forum and should not be construed as an opinion of HDFC Mutual Fund.
Share this article
|
