The Power of Culture

1) We will care for each other and for our customer

2) We speak politely at all times

And so on

You realise the role of culture brings clarity to the employee's life

He knows what is expected

He joins if he feels the culture resonates with his self concept

He leaves if he is not up to it

This the power of a culture document

Every MFD must create a culture document and share it with Clients

We invest for the long term

We need to display tons of patience

We need to ask as many questions before investing to get as much clarity

We need to see Market Volatility as an Opportunity

We practice Asset Allocation and Rebalancing

We should increase our SIP contribution every year

We invest for goals and financial freedom

We will not be a part of speculation

We invest because we believe in the Indian Economy

We truly trust our advisor

This kind of culture statement will attract the right kind of investor into our fold

It will keep those with other expectations away from us

That will save us both money and time