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When a recently divorced woman from a wealthy family who gota raw financial deal from the divorce met Sujata, she had only 19 months’ worthof home expenses left with her as her total savings.
From schooling her on capital vs income, to ruthlesslyenforcing expense cuts, to encouraging her to use her talents to generateincome and not just goodwill, to working with her parents to give her assetsthat were willed to her and gradually building a sizeable portfolio of over Rs.12crores, Sujata takes us through what it really takes to hand-hold your clientfrom despair to abundance.
Its not just financial acumen that you need as a financialadvisor/expert/coach – its empathy, going beyond your brief and offeringholistic guidance and support – that gets your clients to fulfil their dreams andaspirations, even if they seem impossible at the moment.
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Very Inspiring. Congratulations to Sujata Maam for not just believing that she could do it but driving that Conviction in her Investor that together they can make it happen. This is true Empowerment. May We as an Industry always be able to Empower Our Investors and the Masses. Cheers
From Asset Poor-Income Poor to Asset Rich-Income Rich, truly a fabulous case study.
Wonderful & inspiring. Thanks for sharing it.
