The Real Value We add
Amar Pandit
A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely. He is very passionate about spreading financial literacy and is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.
December 24, 2021 | 2 Minute Read
Let me ask you a simple question.
What is the real value that you add in your client’s life?
Are you –
- Helping with Clarifying Goals and figuring out what is really needed or important
- Setting up a process in place to make decisions and coming up with a personalized goal-based plan and portfolio
- Guiding Clients in this changing landscape and helping them to stick with their process through all ups and downs of the market
- Coming between clients and their costly mistakes
- Ensuring they have ENOUGH to maintain their lifestyle
- Ensuring they never ever have to WORRY about Money
- Helping them live the life they have imagined with their money
OR
Are you –
- Analysing the current market and events
- Timing the market
- Identifying the top performing investments
- Beating Benchmarks
Which one of the above do you think is powerful?
Which one is your value proposition?
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