It’s an open secret in the financial services sector: the interests of majority stakeholders in the ecosystem are not completely aligned with the best interests of their clients. Mis-selling is celebrated and incentivised; in fact, it has become an inextricable part of the industry’s DNA. In a nutshell, the relationship between financial institutions and clients is broken and the sad consequence is that it is destroying the financial sector’s most precious asset – client trust. Financial advice is more about financial well-being than just wealth accumulation and often has a life altering impact. Hence, it needs to be practiced with fiduciary responsibilities. This book is part of the efforts of the author and his like-minded associates, to fix what’s broken in the financial services sector. In an engaging style, Keval Bhanushali traces the journeys of 7 successful personal finance sector ‘change agents’ (Gajendra Kothari, Sumit Ramani, Neha Nagar, Aparna Ramachandra, Vinayak Sapre, Jitendra Solanki, Melvin Joseph) and shares precious insights from his own experiences too, making it an effortless read with abundant takeaways. Fintegrity aims to motivate budding financial advisor aspirants and create awareness about the ability of this profession – if practiced with integrity – to create numerous jobs, deliver financial independence and most importantly, offer financial freedom, monetary wealth and much more, for all stakeholders.
