Join us for an insightful interview with Padmanaban Balasubramanian, Director at Fortune Investment Services Pvt Ltd, as he shares his extensive experience and wisdom in the finance industry. Dr. Deepak Jain, CEO & Director at AAFM® India, delves into Padmanaban's career journey, learning experiences, and the lucrative landscape of wealth advisory and mutual fund distribution in India.
Padmanaban discusses his career trajectory, highlighting key lessons learned along the way that have contributed to his success. He provides valuable insights into the wealth advisory and mutual fund distribution business in India, offering data points to showcase its profitability and potential.
Reflecting on his childhood, Padmanaban shares his earliest lesson about money and its relation to resources, shaping his perspective on financial management. He emphasizes the importance of empathy and listening skills in building strong client relationships, underscoring the significance of commitment in delivering exceptional service.
The discussion also touches upon the role of certifications like CWM® in shaping the future of wealth managers, emphasizing the value they bring to the table. Finally, Padmanaban shares his thoughts on the experience of sharing his expertise with Dr. Deepak Jain, offering insights into the overall exchange.
Don't miss this enlightening conversation on navigating the finance industry and mastering wealth management skills. Tune in now and gain valuable insights from a seasoned professional!
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