In a recent interview with The Hindu Business Line, Sucharita Mukherjee, CEO, IFMR Holdings, talks about our wealth management approach and why is it at the heart of our financial services offering. She also provides a perspective on the unique offerings through our rural branch network and talks about both our learnings and the journey so far.
How does the wealth management approach work in the rural market and when was it conceived?
The wealth management approach has been a core part of the financial services offering since we started in 2008. It is designed to provide financial services in a comprehensive manner by understanding our customer’s needs and aspirations. The most important part of the approach is the conversation a wealth manager has with the customer about her financial needs, both immediate and long-term. The approach helps in informed decision-making, both for the customer and the institution. This approach also fits well with our objective of offering a suite of financial products including non-credit products like insurance and savings.