Released on: Feb 22nd, 2022
Madhur Mendiratta -
Founder PRISM WEALTH, Investment Coach
But I always wanted to offer my clients the most sought after and researched investment avenues that would yield higher returns on their portfolio. So after a good stint of 13 years with some well renowned Indian and Foreign banks, I decided to start Prism Wealth which is a consultancy service providing customized investment solutions to individuals and firms. My experience of handling HNIs and managing their money came in handy. Through this venture, I am passionately able to connect with the client’s financial goals and partner with them in their wealth creation journey.
I would always choose to start with a corporate career. Working in the corporate enables an individual to learn diversified skills that create a strong base for their entrepreneurial journey. Being an entrepreneur is another ball game together, one gets the freedom to explore a lot of new things while taking responsibility for all the stakeholders.
What is the hardest challenge you faced in your career and how did you turn it into an opportunity?
In times of instant gratification, the major challenge is to convince the investors to be invested for the long term. With easy access to financial news and tips, investors react and exit the markets with a drop of a pin. Also with the advent of new money-making instruments like cryptocurrency, people get swayed to quick returns. But the key to good returns is always to stay invested for long. So to overcome this challenge I often share stories of my clients who stayed invested despite bad news in the market and made phenomenal returns, much beyond their expectations. Here I would like to share my family example where my father bought shares of well-reputed companies and held them for 15-20 years, from where the returns manifolded and ensured a good inflow of money for him to enjoy his retired life.
Tell us about the uniqueness of your brand /start-up /institution?
We are a client-centric organization, our philosophy at Prism Wealth is to put our client’s interest first. Our key focus remains on understanding the client’s financial goals and offering them a customized financial plan. While designing a financial plan a lot of attention is paid to details like investors’ financial goals, their risk appetite, investment tenure, their present cash flow, etc. Along with that, we focus on building long-term relations with all our clients and
ensure trust-building. All in all, we want people to attain financial freedom and enjoy their wealth while on the path of wealth creation.
What is your business/success mantra that you have embraced as you sought to establish your success story?
My Mantra is to educate and make clients confident about their investment decisions. Also, be very transparent in my approach towards handling my client’s hard-earned money. We don’t believe in the world of hidden charges or hidden risks. We believe once a client comes to us he/she gets taken care of in a way that it becomes a lifelong relationship and we become wealth partners for their entire family.
One special Quote/message for all communities/brands.
India is a land of opportunities one can create massive wealth by being a part of India’s growth story. So let’s not wait and start your investment journey with us!
Links:
PRISM WEALTH
WEBSITE : prismwealth.co.in
Email- [email protected]
MOB- 9873031480/ 7683005128
IG: https://www.instagram.com/prismwealth/
FB: https://www.facebook.com/Prism-Wealth-104426484809517
Linkedin: https://www.linkedin.com/in/madhur-mendiratta/