Highlighting client objectives and managing them consistently is key

Feroze Azeez of Anand Rathi Wealth

Apr 18, 2018

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Feroze Azeez, Deputy Chief Executive Officer, Anand Rathi Private Wealth Management, discusses why it is of paramount importance to educate clients and to maintain consistency.

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1. What does the word 'management' within wealth management mean to you?

2. Do you find that many clients don't know what their objectives are?

3. Elsewhere in the world, we've seen this process become regulated - a written statement of advice. Do you think that would be helpful in India?

4. Should we spend more time educating clients and if so, on what topics?

5. Do you think there needs to be more consistency and standardisation in this industry in India?

Video transcript

1. What does the word 'management' within wealth management mean to you?

2. Do you find that many clients don't know what their objectives are?

3. Elsewhere in the world, we've seen this process become regulated - a written statement of advice. Do you think that would be helpful in India?

4. Should we spend more time educating clients and if so, on what topics?

5. Do you think there needs to be more consistency and standardisation in this industry in India?

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