IFA Friends

Mr. Ashish Goel Founder, Vista Wealth

MisterBond is really a James Bond of our Industry who has seen it all. His uncanny thought process and deep insights for Wealth Management and building portfolios is unmatched in our industry. Simplicity and conviction he puts in his out box strategies and ideas make them easily implementable. I have been beneficiary of his wisdom as he graciously shares while playing Golf and during our many candid chats. Wish him all the best for his initiative which is much required & need of the hour. He is a true Advisor of Advisors!

Mr. Abhenav Khettry Director, Vyana

My interactions with MisterBond over the last six years have always been very insightful. For most readers his wealth forum columns have been a valid introduction, however for me our breakfast meetings have been insightful.
 
He not only brings a new perspective to look at the wealth management, but also encourages youngsters to improve their learning curve, which is the foundation of the advisory business. Through his knowledge sessions, hundreds of IFAs in India have benefitted from his wisdom and practise management sessions. Client interaction is a key, which if handled well, can help you multiply your productivity. MisterBond has helped in improving client interactions and engagements with his innovative tools and presentations.
 
I hold MisterBond in high regard and his experiences and knowledge should be used by all IFAs who are willing to continuously learn and grow. I have greatly used his algo models based on ICICI BAF and Motilal MOVI.
 
My best wishes to his new platform.

Mr. Srikant Matrubhai Founder, Good Fund Advisor

The Advisory is getting tougher day by day and many IFAs are having second thoughts on continuing the practice. IFAs have lesser and lesser time to understand and get indepth knowledge on funds to suggest to investors. And here comes as a true messiah, our own MisterBond's Advisor to Advisor (A2A) which is truly the need of the hour. With his immense experience and knowledge and unbaised advise, IFAs are sure to benefit and their AUM is bound to leapfrog.
Best of luck, MisterBond.

Mr. Ravi Kohli Managing Director, Bluechip Capital Services Pvt Ltd

Sunil Jhaveri aka MisterBond, let me put this on record that your contributions to the mutual industry is laudable , you have deep knowledge & understanding of the industry . I am in no doubt that all medium of distribution can benefit immensely from the new engagement that you are planning.  I wish you good luck in your new venture . I further urge upon the distribution fraternity to whole heartedly support this unique venture to increase their business profitably with knowledge. Good luck. 

Mr. Siddhartha Shah Ahmedabad, Shalibhadra

Investment Advisory is a tough job. It is entering in an unknown world. It has become very difficult to get neutral advice since long. We are in search of a third party advisor who can advise advisors. Advisors need a person who has good experience, who has ability to understand the market at multi-dimensional level and who has worked with investors at ground level and who has good market reading. I find that the new initiative of MisterBond as Advisor to Advisor (A2A) is need of the day.

Through my experience so far with MisterBond, I find him to be the best suited to manage A2A. In fact, long back, I had requested him to introduce such A2A model. I am happy that at last such a model will be available to Advisors who wish to go a long way in MF advisory business with investors’ interest at heart. I wish him all the success in his new initiative.

Mr. A K Narayan Chennai, President IFA Galaxy

Mr. Sunil Jhaveri, popularly known as MisterBond in the MF Industry, is a Senior Financial Advisor who handholds IFA’s when in need as much as how IFAs handhold Investors in need. MisterBond gives clarity and guidance to the advisors on many occasions; especially in times of crisis.

He is a specialist in Debt Funds and strategies on Equity investing. His immense knowledge helps Advisors to fall back on him. I feel quality is never an accident and his intentions are good as he wants his fellow Advisors to become more and more knowledgeable. I will not hesitate to add that MisterBond is an asset to our Industry and more so IFA Community at large. His simple way of communication and explanation is his hall mark and the MF Industry appreciates his dedicated commitment. His books have been very insightful for both the Investors as well as Advisors.

I wish you continue your good job and I wish you good luck in your new endeavor.

Mr. Ashish Modani Senior Independent Financial Advisor, Jaipur

Sunil Sir and I have a very long association. I am always impressed by his out of box thinking and ideas. His candid, proactive and investor centric approach are real treasures for the MF Industry. Both professionally and personally he is a dream mentor to anyone. I have learnt a lot from him over the years and would love to be his student forever. Wishing him all the best in his new, need of the hour initiative viz. A2A Platform. 

Mr. Sam Koshy Independent Financial Advisor, Kochi and Secretary-National Affairs, AIFA and Board Member -MFRT

Great Attitude, Knowledge Skill, Experience and Wisdom. MisterBond is an advisor of all the above said qualities. His A2A platform is going to be a great experience to those who are ambitious in the financial field. Learn from the Leader. This is where this platform makes a distinction. I'm very sure that Learning from MisterBond is going to make a big positive change in your professional life and growth. All the Best.