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In May 2016, we launched India's first Case Competition for financial advisors. Details of the case competition, the short listed top 20 wise responses and the final five have all been chronicled in previous Wise Advice articles:
The Case Competition: http://wealthforumezine.net/WiseadviceAchieve170516.html
The top 20 and the wisest 5 advisors: http://wealthforumezine.net/WiseadviceAchieve120616.html
Winning solutions of the wisest advisors - Part I:
http://wealthforumezine.net/WiseadviceAchieve180616.html
Winning solutions of the wisest advisors - Part II:
http://wealthforumezine.net/Wiseadviceachieve2180616.html
Wise Advice Case Competition Awards 2016
On July 1st, 2016, at a special ceremony, the Wise Advice Case Competition winners were announced, amidst a galaxy of over 270 of India's leading IFAs from 55 cities across the country, who participated in the 7th annual Wealth Forum Platinum Circle Advisors Conference.
The session commenced with wise words from an industry leader who for many, is wisdom personified - Milind Barve, MD, HDFC AMC. Milind spoke about challenges that IFAs are facing and how they have successfully overcome so many challenges in the past. Going forward he said, it is the wisdom with which you guide your clients' investments which is going to differentiate successful IFAs from the rest. Wisdom is what Wise Advice seeks to propagate, and Milind mentioned that the Case Competition is a great way to not only test your own wisdom, but gain great insights from collective wisdom.
Milind Barve, MD, HDFC AMC opens the session with his wise words.
And now, the winners of the Wise Advice Case Competition, 2016
2nd Runner Up: Dilshad Billimoria, Dilzer Consultants, Bangalore
From L-R: The eminent jury - Vishal Dhawan of Plan Ahead, Mumbai; Lovaii Navlakhi of International Money Matters, Bangalore; Bharat Phatak of Wealth Managers India, Pune; Milind Barve, Dilshad Billimoria, Kiran Kaushik and Ashok Kanawala of HDFC AMC and Vijay Venkatram, Wealth Forum
Words of wisdom from the wise jury: The jury advices Dilshad what they liked most about her solution as well as areas they believed could be strengthened. Great insights not only for Dilshad, but also for all conference participants!
Runner Up: Shyam Sekhar, Chennai
Shyam Sekhar receiving his award from Milind Barve
The jury gives its feedback to an attentive Shyam - the positives as well as some areas for strengthening
The Winner - The Wisest Advisor - Anup Bansal, Mitraz Consultants, Bangalore
Anup Bansal receives his award from Milind Barve
The wisest advisor in India, along with the wise jury who picked Anup as the winner
Even the wisest can do with some feedback!
The final piece: a BIG THANK YOU to the jury who worked several hours over a weekend to review 20 short listed responses, score each one of them on multiple parameters, and then come up with the winning 3 solutions.
Milind Barve presents small tokens of appreciation to the members of the jury.
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