Since the inception of our financial planning firm, ‘Ark Primary Advisor Pvt Ltd’ in 2009, we have worked towards making people more financially independent so that they can lead a life that they dream of. (Without any worries about their finances)
Day by day, we worked towards giving our clients the best and we are now helping over 175 families across the world to achieve their financial freedom. Love and appreciation from our clients and recognition from our fraternity keeps us moving forward. We are proud to have received a prestigious award which we believe is the recognition of all our efforts over the years
Ark has been awarded
‘The Emerging Advisor Award’
WealthForum Emerging Advisor Award
“Three years ago, Wealth Forum instituted the Emerging Advisor Awards to recognize new talent in the IFA world. Every business and every profession needs young blood to infuse new life and new vigor in the profession, to challenge status quo, to raise the bar, to nudge the profession to scale new highs. The Wealth Forum Emerging Advisor Awards puts a spotlight on emerging talent in the IFA space, and recognize rising stars that are making a mark in the profession within a short span of setting up their practice.”
We really liked the message on certificate “In setting a benchmark in excellence, you have challenged the rest of us to push ourselves harder & further.” 🙂
What worked in our favor
What worked in our favor is passion for goal based advice, understanding people -before numbers & the virtual advice model that we followed from day one.
Last quarter report from global consulting powerhouse McKinsey identifies Virtual Advice as future of Financial Advisory.
“Virtual advice should not be confused with a high-end call center” the report reads. The three core features that define the virtual advisor channel, according to McKinsey, are:
- Dedicated advice at a distance i.e. centralized hubs from which high-caliber advisors deliver a high level of personal service.
- Central locations from which advisors interact with clients via phone, video chat and e-mail.
- Seamless digital fulfillment with nearly all transactions completed digitally and seamlessly.
The Iceberg Illusion
As the pictures say, there is a lot of hard work and dedication behind a lustrous success story. Our firm has a similar story – we will share it someday.
This award gives further impetus to us to work with passion, dedication and love for our existing and future clients. A heartfelt thanks to our clients & our team – without them this would not have possible. We would also like to thank organizers and fellow advisors for this prestigious award. Special thanks to TFL readers – you all are part of Ark’s journey.