To all my clients who have trusted me all these years and are still believing in the quality of my work till today, no words can describe the gratitude I have for your trust in me. I would like to say a big thank you to each and every single one of you. It is you and your referrals of friends and family members to me, who have made it possible for me to be accorded membership into the MDRT club 2019.
I am an ex banker who worked in the HNW clientele space for wealth management. I came to Vision Advisory Group (VAG)to find work life balance.
For the first time in my 23 years of working life In the financial sector , I forgot how it felt like to be stressed. Did I find my work life balance here? No… Fortunately, with a big smile.
VAG is a multi channel Financial intermediary platform and I spend a large amount of my time thinking of how to mix different solutions available on the platform to address my clients needs. It allows me to be creative because we do not believe in singular financial intermediary models. Every time my client gives a big smile to the solutions I have mapped out to address their needs, it brings a flutter to my heart. All the long hours spent at my workstation thinking hard for them, are all made worthwhile.
It is a big lie to say that we are not gratified financially for the work done. But what goes beyond that is the priceless fact that I do believe I did my best researching for the most appropriate solutions for my clients. If you have a burning question to ask regarding your personal matters or simply want to have more insights about what we do, please feel free to connect with me.