Preparing for the future is an interesting task that involves taking a strategic approach. When it comes to financial planning, taking informed decisions is a necessary step for an individual. At a time when the economy is volatile, getting advice from experts should help you grow your wealth. This perspective supports an individual stay ahead of the inflation curve and secure their life after retirement. Business Outreach Magazine highly values growth and the knowledge of it which makes us collaborate with Rishabh Khatri, a spectacular financial advisor from Delhi.
A Brief History-
Rishabh Khatri founded Finansage, a top-tier wealth management firm, that provides expert services in personalized financial growth. With emerging technologies like Artificial Intelligence garnered with strategies by industry experts, Finansage is revolutionizing the wealth-management industry. For Rishabh Khatri, the most rejuvenating aspect of financial planning is helping other people and understanding the intricacies of numbers.
He found his passion towards this industry from a very early age, when he suddenly met with an unexpected turn of events in his life . As he was resting, Rishabh found great interest in the stock market which gradually inspired him to navigate his career into wealth management.
Struggles and Success Stories-
The responsibilities of a leader and motivator are vast. This is why Rishabh Khatri values the art of entrepreneurship, where the visionary leads their team towards excellence. At Finansage, Rishabh set an effective process for clients. The kind of person Rishabh is someone who aims towards clear goals. And this is what he intends his clients to look forward to as well. The team at Finansage takes a wealth assessment test understanding the current performance of a portfolio.
Post that, they get on a free 15 minute call with the client to discuss their goals. This call is from the Finansage team and does not involve customer care or spam calls. Rishabh is vocal about the fact that every individual has different goals and Finansage takes it on a priority to help them.
Pursuing the path of leadership often has its challenges and Rishabh Khatri faced it too. He left his Rs. 40,000/month job to build Finansage in a highly competitive industry. After working with a diverse range of clients, who found immense value from Finansage, the company currently values at about Rs. 64 crore.
Key Takeaways-
Rishabh appreciates the fact that the general audience is getting more educated on financial planning. Finansage is looking forward to establishing itself as a comprehensive team for wealth management. Along with services in mutual funds and insurance, the company is going to provide support with tax planning, will and estate planning, post life solutions and many others. When we asked Rishabh Khatri about his note on success, he said, “Focus on one goal at a time, and do all that it takes to achieve it.”
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