Monday, October 04, 2021

Specialised services - Awareness - are you ready ?

How many understand and do this?
We are shifting our residence and for that we called few movers and packers.

Interestingly, one of the movers and packers visited and said, "Sorry Sir, we are specialised in office shifting and we only do office shifting work,we do not take residence shifting work".

I asked him intriguingly, "what is the difference?"

He replied, "Sir, what is unique about residence wares shifting is that it involves lot of perishable items, fridge, washing machine, oven, cupboard, wardrobe, utensils etc. which needs to be handled, packed, transported, opened and re set differently, which our man are not trained and used of.We only do services which we are doing day in day out, so that our staff is trained speflcifically to handle that and also practice that."

How many service providers by themselves are aware of their own specialisation and offer and only do that?

How many consumers of services understand #specialist services and work with specialists only?

Specifically speaking about financial services, there is lack of this understanding even within financial experts not to mention poor investor.

If you are a #ca , #cfa , #MBA, #cwm , #cfp Life insurance advisor, mutual fund advisor, #mediclaim services provider, #equityresearch advisor, #estateplanning services provider, #loans services provider, share your specialisation and let us spread awareness on financial services specialisation and if you are consumer of such any specialised services, share what speciality services you availed of.

Mentioning specialised groups with intent to let rhem know and the practicing specialist share their area of specialisation. (share in brief and no links please).

Lets see how many  specialised services are at offer and let the consumer understand expertise.

The Institute of Chartered Accountants of India

Chartered Wealth Management (CWM)

CFA Institute 

FPSB Ltd. - India (LO)   

Financial Planning Standards Board Ltd.

Insurance Regulatory and Development Authority 

Mutual Funds Sahi Hai  (since I didn't find #amfi , I mentioned this official mutual funds awareness site)

#irdai #fpsb #mutualfund
#financialliteracy #financialplanning #wfpd2021 #wiw2021 #financialadviser #financialfreedom #wealthmanagement #insurance


0 comments: