Mr. Vijay Venkatram

Mr. Vijay Venkatram Managing Director, Wealth Forum

Oracle from Gurgaon was initially seen as a fixed income expert, which is why we gave him a name that reflected both his personality and his area of expertise. He has over the years demonstrated that his repertoire far exceeds the narrow confines of the world of bonds, and he...

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Mr. Vijay Venkatram

Mr. Vijay Venkatram Managing Director, Wealth Forum

Mr. Vijay Venkatram

Mr. Vijay Venkatram Managing Director, Wealth Forum

Oracle from Gurgaon was initially seen as a fixed income expert, which is why we gave him a name that reflected both his personality and his area of expertise. He has over the years demonstrated that his repertoire far exceeds the narrow confines of the world of bonds, and he is now seen as an expert in providing investment strategies for diverse client segments. This expertise in creating solutions has now made him one of the most sought after trainers and coaches in the financial advisory space in the country, and he now zips across the country, providing clear direction to IFAs on how to tangibly add value to clients. He has written a couple of books - aimed at advisors as well as investors. His logical and data-based approach to finding solutions where most see confusion is what makes him an Oracle for the IFA community.

Mr. Nimesh Shah

Mr. Nimesh Shah MD & CEO, ICICI Prudential Asset Management Company

Mr Sunil Jhaveri is known for his ability to assimilate complex financial topics and break it down into easy to understand concepts for everyone. He has a vast repertoire of knowledge in the field of finance, advisory solutions and deep insights in the world of investments. Our AMC has engaged...

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Mr. Nimesh Shah

Mr. Nimesh Shah MD & CEO, ICICI Prudential Asset Management Company

Mr. Nimesh Shah

Mr. Nimesh Shah MD & CEO, ICICI Prudential Asset Management Company

Mr Sunil Jhaveri is known for his ability to assimilate complex financial topics and break it down into easy to understand concepts for everyone. He has a vast repertoire of knowledge in the field of finance, advisory solutions and deep insights in the world of investments. Our AMC has engaged him to conduct several workshops for IFAs, relationship managers, wealth managers, and others. His in depth investor-awareness programs provide sharp and incisive insights to investors. His programs have been intensive, and value creating. We value our association with him. His new initiative - advisor to the advisor (A2A) platform will definitely benefit the advisory community. I wish him all the best in his endeavor.

Mr. Milind Barve

Mr. Milind Barve Managing Director, HDFC Asset Management Company Ltd

I have known Sunil for the past 3 decades. His perceptive skills & mindset of generating solutions for his investors instead of selling any schemes or products blindly have been the hallmark of his illustrious career in the MF industry. He has been a true friend of the Mutual Fund...

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Mr. Milind Barve

Mr. Milind Barve Managing Director, HDFC Asset Management Company Ltd

Mr. Milind Barve

Mr. Milind Barve Managing Director, HDFC Asset Management Company Ltd

I have known Sunil for the past 3 decades. His perceptive skills & mindset of generating solutions for his investors instead of selling any schemes or products blindly have been the hallmark of his illustrious career in the MF industry. He has been a true friend of the Mutual Fund industry and in times of crisis, brought sanity back with his thoughtful, insightful & always positive views. His new initiative viz. A2A is the need of the hour for the MF Industry. IFAs can gain from his vast experience as he has been a practitioner through out his career. Also, his another innovative initiative of creating a calculator for his Algorithm which marries Fundamentals to Equity investing is what every IFA & their investors should follow for more effective & smart investing in Equity as an asset class. I would urge all IFAs  to wholeheartedly support this initiative. Sunil, Goodluck

Mr. Sundeep Sikka

Mr. Sundeep Sikka Executive Director and CEO, Reliance Nippon Life Asset Management

Mr. Sunil Jhaveri has a strong track record in the Industry for over 3 decades and has been influential across various spaces, from Investor Awareness to Investment Advisory. Advisory business has tremendous potential but it also brings with it a host of complexity and challenges. In such an environment, I...

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Mr. Sundeep Sikka

Mr. Sundeep Sikka Executive Director and CEO, Reliance Nippon Life Asset Management

Mr. Sundeep Sikka

Mr. Sundeep Sikka Executive Director and CEO, Reliance Nippon Life Asset Management

Mr. Sunil Jhaveri has a strong track record in the Industry for over 3 decades and has been influential across various spaces, from Investor Awareness to Investment Advisory. Advisory business has tremendous potential but it also brings with it a host of complexity and challenges. In such an environment, I believe this advisor-to-advisor platform will be a perfect fit for advisors that are looking to hone their craft and scale up their business. I am especially confident that advisors will find the one-to-one interactions with him to be a unique resource. Investors in turn will also benefit from this, as MisterBond is known to convey complicated financial concepts in an easy to understand manner. I wish him the best in this endeavor, and expect to see this platform break new ground in the advisory space.

Mr. Nilesh Shah

Mr. Nilesh Shah Managing Director, Kotak Mahindra Asset Management Company

I have known Sunil (MisterBond) for a very long time. What impresses me most is his ability to simplify things and put them in right perspective. His positive attitude in converting adversity to opportunities is amply demonstrated by his long track record. He has always espoused cause of IFAs with...

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Mr. Nilesh Shah

Mr. Nilesh Shah Managing Director, Kotak Mahindra Asset Management Company

Mr. Nilesh Shah

Mr. Nilesh Shah Managing Director, Kotak Mahindra Asset Management Company

I have known Sunil (MisterBond) for a very long time. What impresses me most is his ability to simplify things and put them in right perspective. His positive attitude in converting adversity to opportunities is amply demonstrated by his long track record. He has always espoused cause of IFAs with élan. I have no doubt that IFAs would benefit immensely from his vast experience & knowledge. His latest Advisor to Advisor platform is unique and will add value to IFAs. I wish him all the best for his new venture.

Mr. Harshendu Bindal

Mr. Harshendu Bindal President, Franklin Templeton, India

‘I am glad that Sunil has decided to launch this platform as he is someone who has been part of the distribution ecosystem for a very long time and can share his learnings as a practitioner. It would be a tremendous value add for advisors to engage with someone who...

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Mr. Harshendu Bindal

Mr. Harshendu Bindal President, Franklin Templeton, India

Mr. Harshendu Bindal

Mr. Harshendu Bindal President, Franklin Templeton, India

‘I am glad that Sunil has decided to launch this platform as he is someone who has been part of the distribution ecosystem for a very long time and can share his learnings as a practitioner. It would be a tremendous value add for advisors to engage with someone who understands their business well. Having interacted with him for a long time, I have always valued his deep understanding of products and customers. His ideas and suggestions have always pushed the envelope and I am sure he will continue to offer a unique perspective to advisors through this platform.’ 

Mr. Aashish Somaiyaa

Mr. Aashish Somaiyaa Managing Director and CEO Motilal Oswal Asset Management Company

Mr. Sunil Jhaveri a.k.a. MisterBond truly personifies his pen name for the investment management industry. He always has a different take, a unique and more insightful perspective on most matters. Most importantly, I value what he writes and even if I have a different opinion, after reading what he says,...

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Mr. Aashish Somaiyaa

Mr. Aashish Somaiyaa Managing Director and CEO Motilal Oswal Asset Management Company

Mr. Aashish Somaiyaa

Mr. Aashish Somaiyaa Managing Director and CEO Motilal Oswal Asset Management Company

Mr. Sunil Jhaveri a.k.a. MisterBond truly personifies his pen name for the investment management industry. He always has a different take, a unique and more insightful perspective on most matters. Most importantly, I value what he writes and even if I have a different opinion, after reading what he says, I would definitely care to reconsider my thoughts, spar with him if need be and then arrive at a more refined view. That’s because he is a practitioner first and opinion maker later. Unfortunately a lot of people who are opinion makers in Main Stream Media (MSM) and Social Media (SM) with regards to our industry are actually devoid of practical experience and they tend to copy paste some American experience on Indian industry without keeping context of our evolution and our investors’ evolution in mind. To that extent, MisterBond is rare combination of hands on experience plus strategic holistic thinking on industry matters.

Mr. Vikaas Sachdeva

Mr. Vikaas Sachdeva Chief Executive Officer, Edelweiss Asset Management Company

By virtue of staying in touch with the needs of his fraternity, Sunil has managed to stay ahead of the times. Whether it has been several of his initiatives, to a missionary zeal in demystifying fixed income through the “MisterBond” route – he has always added value to all stakeholders he has...

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Mr. Vikaas Sachdeva

Mr. Vikaas Sachdeva Chief Executive Officer, Edelweiss Asset Management Company

Mr. Vikaas Sachdeva

Mr. Vikaas Sachdeva Chief Executive Officer, Edelweiss Asset Management Company

By virtue of staying in touch with the needs of his fraternity, Sunil has managed to stay ahead of the times. Whether it has been several of his initiatives, to a missionary zeal in demystifying fixed income through the “MisterBond” route – he has always added value to all stakeholders he has dealt with
 
I am deeply appreciative of his Advisor to Advisor aka A2A initiative as I believe that this will answer the question every advisor faces in this age of information overload – “where do I get a counsel to speak to as an advisor, and not be judged?
 
I believe it will help advisors not just stay the course in terms of his core competency, but will also allow him to bounce off several ideas on a very clear headed, thinking individual platform. I wish him all the very best in his new endeavor!