😷 Trust WM Completely on Research & Analysis For Personal Wealth Management .
✅Mr. Pankaj Sancheti ( Chartered Accountant )
Former Partner PWC ,
Founder Kevalin Consultants
Stratergic Partner Wealth Munshi .
✅Associated Since : 2002
Introduction:
Previous Month Was Dedicated to HR Professionals , This Month we are Dedicating to Corporate Leaders.
Hailing From a Family Of Jewellers , Pankaj is a a CA By Profession & Has Been a Partner With The BIG 4 .
Our association with Mr Pankaj Goes 20 Years Back .
Previously We Had Shared a Case Study Where One of Our Investor Mr.TS Mohan had become a Strategic Partner For Team Building.
Similarly ,Pankaj is also one of Our Strategic Partners For Tax , Accounting & Start Up Advisory.
Also Mr.Pankaj Has Introduced Many To WM , From :
Retail Investors
NRI
Corporates
Co-Operative Banks
& Has Been The Winner of one of the Loyalty Programme in 2015 With Highest Number of Introductions in a Quarter .
✅Experience on Working With
👉Challenges Faced :
“Turn Around Time” To Action On The Recommendation For His Portfolio has been Very High . Due To Which We “Lost Few Opportunities” .
👉”Positive Side” :
When We Proposed Medical Insurance To Mr.Pankaj 10 Years Back , He Was “Reluctant as He Already has a Corporate Cover”. Last Year Mr.Pankaj’s Parents Were “Admitted In The Hospital Due to Covid For a Month” & The Medical Insurance Safeguarded The Family a Huge Expense.
👉“Best Part”:
Most of our Investors Realise that “Owning a Health Insurance Inspite of Their Corporate Cover Makes Sense” .
Today most of our investors are not only Proposed to have a Medical Insurance , We also are Strongly Advised to Own a Cancer & International cover .
👉“End” :
“Some Experiences Leave a Life Long Impact”. Watch the Video till the End To Know Which “2 Memorable Experiences Made WM Earn The Trust in the Last 20 Years of Mr.Pankaj Sancheti , His Family & Close Friend” .
