Wall of Fame - January


Mr. Alok Agarwal

Bodevision Finsec Consultants Pvt Ltd., Kanpur

My father's gift- A career in Mutual Funds

My father established a small distribution of mutual fund business in the decade of 1990, and I joined this business in 1992, at the age of 18. Managing my studies and work was a struggle. After doing my B.Com, I directed all my attention towards my mutual funds career as a distributor. The work was a little tough, as the area of my work was Kanpur, which is a small town. In 2008, I managed a total corpus of 35 Cr, which was 100% in Equity. After the Global meltdown, however, my AUM abruptly dropped down to 20 Cr in 2009. After that, I changed my approach to one that is more customer-centric-our growth lies in helping our customers grow.

This involves:

GOAL-BASED PLANNING:An asset-allocation strategy that meets the investor's objectives, investing interests, and time horizon-is crucial. I assess the clients' financial situation, their risk appetite, and make recommendations accordingly. Clients may have short-term or long-term goals. For example, one of my younger clients wanted to plan a family holiday in the near future and was willing to take higher risks, so I recommended plans accordingly.

TRANSPARENCY: The more transparent I am, the more my customers will grow, and consequently, the more willing they are to place their trust in me. Ensuring that my clients are aware of the underlying investments of their portfolio and disclosing relevant information about product categories helps them make more educated investment decisions, which in turn, helps my business.

CONTINUOUS MONITORING:Keeping a close eye on how my clients' schemes are performing helps me render advisory-aid more effectively. The market fluctuations help me predict possible fund performance and reduce risks in the future. Implementing these methods persistently got me the desired trust of my investors. I make my decisions on the basis of the years of experience in this industry, due to which, the faith of my investors has increased. My investors not only returned for advice but recommended me to their friends and family. Their trust in me made me feel even more responsible towards them and added to my motivation to deliver efficiently.

I have completed more than a decade with 70 crore plus Equity AUM with Mirae Asset and all of my investors are very satisfied due to their Ethical Fund Management Approach. I want to associate with them for a long period of time and wish them for a great future ahead.

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