We are delighted to announce that ithought’s financial planning desk has bagged the title of India’s Wisest Advisor by winning the Wise Advice Case Competition 2017, conducted by Wealth Forum and HDFC MF.
The Wise Advice Case Competition is an annual case study competition where financial advisors get a chance to showcase and firmly establish their advisory credentials by cracking an extensive case study. Last year, we were ranked as India’s second best advisor and this year we’ve come first. Being adjudged as India’s wisest advisor by the advisory fraternity adds a huge feather to our cap and this would not have been possible without the support of our clients and dear ones.
Planning is an integral part of managing your wealth. A plan can provide more structure and direction to your finances and as a firm, we believe in continuously raising the bar and improving our services by creating customised plans for each of our customers!
In 2015, we began offering financial planning services to our clients. Our planning desk, longitude, offers comprehensive financial solutions for your aspirations. If you would like to know more about longitude or create a financial plan, get in touch with us at firstname.lastname@example.org
About the Wise Advice Case Study Competition – Click here
India’s Top 5 widest advisors 2017 – Click here
Final Results – Click here