| | FEBRUARY 20204It isn't difficult to fall prey to the wealth management companies who come-up with the biggest of buzz words from the financial industry to exhibit their knowledge. But not a surprise that most of them lose all their investments let alone gain any profit from the act. Thanks to our little or miniscule financial/wealth management knowledge, we are quite an easy prey for them to feed on! However, internet and technology have changed things in the past times. Millennial are more & better informed and are becoming financially savvy & literate, which is why the need for wealth management advisors is on the constant rise. Today, serving clients is no more about selling off-the-shelf products to the customers as per the wish and whims of the boss. This game will last only till the customers starts witnessing their first set of crunches with which the trust will vanish. Today, it is more on the personalized aspect of customer service with being true about the returns and benefits they will reap through their investments. While working on our current edition of CEO Insights Magazine's `Top 10 Wealth Management Advisors ­ 2020', we spoke to a number of wealth advisors, but only a few of them caught our attention. Speaking at large about them, their offerings and their unique abilities, our featured stories bring in detail about how they turn the table in favour of their clients and how, drawing ethics, these companies vehemently deny or correct their customers with plans that will benefit them accordingly. We also bring to you the story of `Fintrust Advisors: Build on Principles of Client-Centricity' in our cover story. Under the headship of Vikas Khaitan, Prashant Joshi, Suneetha Patnaik and Anurag Jhanwar (Co-Founders & Partners), Fintrust utilizes several analytical and business tools & platforms for serving its clients' requirements and in the process provides them with cutting-edge research that keeps them ahead of the curve in their journey towards financial excellence. Read to know more about them.Do let us know what you think! Anamika SahuManaging Editoreditor@ceoinsightsindia.comEditorialCalibrating Wealth Better Vol 02 · Issue 12 - 1 · February, 2020 Publisher Alok Chaturvedi Managing Editor Anamika Sahu Editorial Ananth.V Srrayvinya OLM Sujith Vasudevan Susila Govindaraj Group Art DirectorAshok KumarNoida Rohit Raghubanshi Garima Anandadvertise@ceoinsightsindia.comEditorial queries editor@ceoinsightsindia.comCover price is Rs.150 per issue.Editor Alok ChaturvediPrinted and Published By Alok Chaturvedi on behalf of BizprintMedia Technologies Pvt Ltd and Printed at Precision Fototype Services at Sri Sabari Shopping Complex, 24 Residency Road Bangalore-560025 and Published At No. 124, 2nd Floor, Surya Chambers, Old Airport Road, Murugeshpalya, Bangalore-560017.Copyright © 2020 BizprintMedia Technologies Pvt Ltd, All rights reserved. Repro-duction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsi-bility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accord-ingly, no liability is assumed by the publisher. Design S.Sivasankar Mohana KrishnanCirculation Manager Magendran PerumalCorrespondents Sigma Mohanty Subhadarshani MohantyAdvertising Managers Ashu Sethi Shivam AgarwalTo subscribeVisit www.ceoinsightsindia.com/subscribe/ or send emailto subscription@ceoinsightsindia.comVP - Sales & Marketing Amrit Singh
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