Thank You

Greetings!!!

We will complete 8 years as an organization this May. The last 8 years have been extremely eventful for us and we have grown from a team of 2 people to a team of 40 with offices in Mumbai and Bengaluru.

We have always had a unilateral focus in mind – to be the most respected and best firm in the Private Wealth Management Space. The belief was that if we are doing excellent work, people (the industry, our peers, media, etc.) would recognize us and hence there was no need to devote time on activities just so that you are on television or the media and so on. This meant that we had to completely focus on every activity that mattered to our clients and this is precisely what we tried to do.

The motivation and the biggest awards for us were the words of appreciation that our clients had for us. One very well known surgeon said, “I have complete peace of mind. My wife knows who to connect now and to get every possible information, guidance and help should something happen to me.” Another well known personality said, “My brother trusts you more than anybody else.”

Similar words were echoed by our team members who have worked with Private Banks, Financial Services Institutions and so on. One colleague said, “This is the best place to work with. There is no sales pressure to sell for the sake of targets. This is something that I have never experienced anywhere in the financial services space. The best part is that I can sleep peacefully every night thinking that I have done the right thing for my clients and I am eager to go every morning to build the best Private Wealth Management firm not just in India but globally.” Another colleague’s (who had joined us around 4 months back) mother told her “I can clearly see that you are very happy nowadays and I have never seen you this way.”

Besides our colleagues, even our peers in the industry still tell us “We don’t see you guys at Industry Award functions or other events and so on. We know that you guys have been extremely focused and have built one of the best firms in the country.”

These words of appreciation from clients, colleagues, industry watchers, financial services firms, as well as peers from the industry, were indeed our awards and hence we were (and still are) on the path of continuous learning and improvement.

This capability has resulted in us over the years being recognized by international private wealth management firms, banks, and institutions as a solid firm in this space. However this year our team thought that we should participate in India Today’s “Money Today” and FPCIL (Financial Planning Corporation of India’s) Awards 2012 and thus we did.

You will be happy and pleased to know that our firm has been adjudged as the“Independent Financial Planner of the Year”(Runner up) award across the country.

We first and foremost thank all our clients who have believed in us through the years and given us the opportunity to serve them well. Next we would like to congratulate as well as thank every MFAite for creating a world class firm that we are all so very proud of.

Thanks once again and we look forward to hear from all of you. Kindly let us know if we need to learn or unlearn things or if there is anything else that we should be doing for you.

Best Regards,

Amar Pandit

Founder & CEO- My Financial Advisor