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In May 2016, Wealth Forum announced India's first case competition in association with HDFC MF - the Wise Advice Case Competition 2016 (Click Here).
We presented a case study and opened up the competition to all - distributors, advisors and wealth managers. The last date for submission of entries was 31st May 2016. We received numerous entries from all parts of the country, from which we short-listed the top 20 entries that met all the basic parameters of comprehensiveness of solutions offered. These 20 entries were forwarded to our eminent jury:
Bharat Phatak
Wealth Managers
Pune
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Lovaii Navlakhi
International Money Matters
Banglore
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Vishal Dhawan
Plan Ahead
Mumbai
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Before sending the short-listed entries, we agreed the evaluation parameters and weightages with the jury. Here are the evaluation parameters that we agreed with the jury:
Here are the names of the top 20 advisors, whose entries were short-listed for the jury round (in alphabetical order):
Achin Jain & Nitin Awasthy, Client Alley, Dehradun
Anirudh Sheth, Mumbai
Anuja Agarwal, Bangalore
Anup Bansal, Mitraz Consultants, Bangalore
Atul Surana, Catalyst Financial Planners, Mangalore
Ashish Modani, SLA Investment Centre, Jaipur
Dilshad Billimoria, Dilzer Consultants, Bangalore
Jigar Shah, Pune
Killol Karia, Rajkot
Krishnan & Rajiv, Delhi
Lubna Shabbir, Hyderabad
Nilesh Bajaj, Cedrus Consultants, Pune
Pawan Agarwal, Investguru, Delhi
Rajesh Chheda, Finance Factory, Panjim
Ranjit Dani, Think Consultants, Nagpur
Sandeep Gandhi, Mega Financial Planners, Rajkot
Shyam Sekhar, Chennai
Surya Bhatia, AM Wealth Managers, Delhi
Trupti Muralidhar, BITS Portfolio, Mumbai
WayToWealth
Heartiest congratulations to all these 20 wise advisors whose solutions made it to the jury round!
The 5 Wisest Advisors
The jury evaluated each of the 20 entries independently, and scored each one on all 4 parameters, to ensure objectivity and consistency. Each of the jury members spent several hours over a weekend to evaluate 20 high quality comprehensive entries. We are grateful to the jury for their time and effort.
The scoring sheets of all 3 jury members were collated by Wealth Forum, and discussions around normalization of scores were conducted with the jury members to ensure that all are comfortable with the collective results.
The 5 Wisest Advisors - whose solutions scored the highest in a competitive field of 20 high quality responses - are as follows (in alphabetical order):
Anup Bansal
Mitraz Consultants
Bangalore
Ashish Modani
SLA Investment Centre
Jaipur
Dilshad Billimoria
Dilzer Consultants
Bangalore
Pawan Agarwal
Investguru
Delhi
Shyam Sekhar
Chennai
Heartiest congratulations to the 5 wisest advisors in the country!
All 5 have graciously permitted us to share their solutions through the Wise Advice columns, for the benefit of the wider advisory fraternity. We will share one solution each week, through Wise Advice.
Who is going to be crowned the Wisest Advisor?
The jury has, through the scoring mechanism, identified not just the top 5, but also the pecking order. So who out of these 5 wise advisors is the wisest of them all?
The jury will announce the Winner, 1st Runner Up and 2nd Runner Up at the Wealth Forum Platinum Circle Advisors Conference on July 1, 2016. Watch this space, as we bring you the jury's verdict on who is India's Wisest Advisor!
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