Mr. Yogesh Sulakhe
Q. Introduce yourself and what are your business goals.
Answer : I am Yogeshkumar Chandrakant Sulakhe. I have done MBA (Finance) & holding CFPCM certification. I am associated with NJ since 13 years. Before that, I worked with 3 Multinational companies.
In these 13 years, I have personally come to manage an AUM of Rs. 21 Crore+ with SIP Book of Rs. 30 Lakh+. My aim always has been to ensure that all my clients have wealth created for them with sufficient liquidity in their assets as well. By doing these tasks I ensure I can cover the maximum number of families for financial well-being.
Q. Please tell us anything on your business or processes which you believe makes you stand out from the other IFAs in the industry? How has it helped you in making your business more successful?
Answer : I focus on learning and keep updating my knowledge on a regular basis, so that I can keep educating to my clients and help them to achieve their financial goals and create their wealth.
Whenever I approach any client, first I understand the client’s needs. According to their income and expenses, I suggest them Investments as per their future goals & try to make it easy to understand to client. I make them understand about inflation & its impact on investments. How they are affecting their day to day lives and how their savings wouldn't be enough to mitigate the effects of inflation unless they invest in different assets properly.
My habits of advisory about long term wealth creation.
Q. In this Dhanteras SIP Challenge, you had registered great success. Please tell us about what your strategy was and the activities you did to make the SIP Login Day successful.
Answer : I prepared list of existing clients with segregating it opportunities wise by keeping highest opportunity, lowest opportunity and least opportunity and accordingly I planned to make calls.
I made calls as per the segregation followed by courier activities and for new clients I conducted maximum webinars.
Q. Please tell us of your preferred method /strategy to promote SIP investments today which has been giving good results. Can you share any valuable suggestion /piece of advice to our Partners to be successful in promoting SIPs?
Answer : Top up SIP is my preferred method. When I give presentation to clients I make them understand the value of inflation further with top up benefits which automatically increase my SIP book years on years.
I believe keeping in touch with clients personally which gives tremendous results in this business.
Providing timely service, keeping continuous contacts with clients, and no half truths are the success mantra in this field.
Q. Lastly, please share any mantra or guiding philosophy or any personal habits that you follow in your life or business to be successful.
I have a very clear vision and I work on the basis of my vision to serve the clients for generations. Integrity and Credibility are the two pillars in this business.
Having a long term business targets. Make a road map to achieve it & divide it in monthly goals & try to achieve it on monthly basis.