It’s an open secret in the financial services sector: the interests of majority stakeholders in the ecosystem are not completely aligned with the best interests of their clients. Mis-selling is celebrated and incentivised; in fact, it has become an inextricable part of the industry’s DNA. In a nutshell, the relationship between financial institutions and clients is broken and the sad consequence is that it is destroying the financial sector’s most precious asset – client trust. Financial advice is more about financial well-being than just wealth accumulation and often has a life altering impact. Hence, it needs to be practiced with fiduciary responsibilities. This book is part of the efforts of the author and his like-minded associates, to fix what’s broken in the financial services sector. In an engaging style, Keval Bhanushali traces the journeys of 7 successful personal finance sector ‘change agents’ and shares precious insights from his own experiences too, making it an effortless read with abundant takeaways. Fintegrity aims to motivate budding financial advisor aspirants and create awareness about the ability of this profession – if practiced with integrity – to create numerous jobs, deliver financial independence and most importantly, offer financial freedom, monetary wealth and much more, for all stakeholders.
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Specifications
Book Details
Publication Year
2023
Table of Contents
1. Prologue: Are you living 'the dream' or 'your dream'?
2. GAJENDRA KOTHARI: Aspiring to become 'One Idiot' with a Rolls Royce
3. SUMIT RAMANI: From Constructing Financial Products to Deconstructing them for Everyone
4. APARNA RAMACHANDRA: Pulling borrowers out of credit quick-sands
5. VINAYAK SAPRE: Indianisation of Investing Lessons
6. NEHA NAGAR: With great power comes great responsibility
7. JITENDRA SOLANKI: Niche for Special Needs
8. MELVIN JOSEPH: Keeping Personal Finance Simple
9. EPILOGUE: Living the 'Fintegrity' Dream
Contributors
Author Info
Keval Bhanushali is the Co-founder and CEO of 1 Finance, a reimagined personal finance institution with a mission to enable millions of individual Indians to achieve true financial independence. He believes that financial success alone cannot make an individual happy unless it aligns with their aspirations. Financial well-being is not a luxury reserved only for the privileged few, but rather a right and a path to wealth creation for the great Indian middle-class. His ultimate mission is to "democratize wealth creation."
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