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The FinVisor's Mojo 9 Lessons for a Financial Advisor to Build a Powerful Business

Author Name: Garvit Chaharia | Format: Paperback | Genre : Business, Investing & Management | Other Details

The FinVisor’s Mojo brings to you a simple yet detailed approach to win in the highly competitive world of Financial Advisory, where it is now essential to go beyond the technical and tactical aspects to a more holistic approach of building long-term valuable relationships by bringing in emotional intelligence to connect with clients and serving them what they need, and not just what’s on sale by using deep interpersonal skills. This book will help the financial advisors to up their mojo across various dimensions of the business; changing its nature from push to pull, in a lucid and well-organised path.

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Garvit Chaharia

Garvit has built and grown Deeva Ventures to a leading financial advisory powerhouse in Varanasi with over 15 years of experience. While technical expertise and unbiased advisory come naturally to Garvit, he also brings in empathy and attention to detail while listening to provide holistic, smart and achievable suite of wealth portfolio to achieve the financials goals set by the Clients. Supported by an equally strong and knowledgeable team, his firm has helped over 10,000 satisfied clients and the number is only increasing.

After completing his education, Garvit opted for speacialised courses and has also attended workshops and seminars at the Ivy League of India. Hailing from a humble background, Garvit has coached and created a pool of skilled financial advisors who carry on his legacy of providing the best-in-class solutions to the clients.

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