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Indian Wealth Management Forum 2019 - Highlights - Sneha Makhija

Sneha Makhija

AVP, Wealth Planning Specialist

Sanctum Wealth Management

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Read the transcript here

  • 1. What are the challenges and opportunities for this industry?

    The challenges, in a way, lead to the opportunities in the industry. The very fact that the industry is at a very nascent stage when it comes to wealth planning; people are beginning to realise the importance of it and understand that they need to do something about it, and have at least a basic plan in place is something; that they are increasingly looking at to ensure that they have a basic plan. The challenges being that the regulatory changes happen at a pace which is much faster than the (rate at which) plans are being put into action. So, the idea being you need to ensure that you go up the curve and you're always on top of what's happening with regulatory matters to ensure that you give a very evolved solution to the client. At the same time, the fact is that if you are able to provide that to the client it becomes a good source of opportunity as well to you.