Three Dots Finitude

Citizens of India,

Greetings!!!

We encountered one situation 3 days back wherein one 29 years old boy (now our Client and not a Customer) got in touch with us confused and frustrated, because he is busy entire day in his work and in evening searching for so called best investment advisory in a country like India.

He narrated the entire story after contacting 7 Wealth Management Advisors with below 3 concerns, excerpts are -

• I want to invest 25k / month
• I want to understand Equity / Debt allocation for retirement planning
• I wanted to take Home loan of Rs 50 lac 3 years down the line, advise structure to fund my home dream

The reverts which he received -

@ We are biggest and largest AUM co. as we are managing assets worth Rs
***cr, so start with us

@ We are into this business from last ***years, so start with us

@ We are having * no. of employees in our Co., so start with us

@ We are having best IT support systems and softwares, so start with us

@ We can start investements as markets are down, so start with us

Apart from solutions, he was in receipt of all illogical points to pull him but no advisory or solutions at all.

This is really a scary situation and an abusive one too, for entire fraternity.

Think and take corrective measures if there us a gap.









Regards
www.threedotsfinitude.com

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