Yesterday, I had the pleasure of meeting Mr. Parag Parikh, Chairman PPFAS, who has written a very interesting book called “Value Investing and Behavioral Finance” published by TMH.
The takeaway for me was the remark by Mr. Parikh that he regards what he does as a “Profession” and not just a “Business”. Most of the people who provide financial services see their work as a business where their own profit motive takes precedence over what their clients need and requirements.
It’s a significant (and often ignored)point to remember while I build my business as a profession where ethics and value systems are paramount.
In the process of building a business (err.. a profession) in the financial services vertical, I am juggling with various elements of what I can offer. I see the following components of my profession.
1. To start with, there is my blog and website to organize information on personal finance. I also have an e-learning module on personal finance.
2. The RupeeManager software that can help you track and manage your money. I am also building some spreadsheets that can help you with a DIY Financial Planning/Budgeting.
3. The advisory services where I provide actual solutions to your investment needs and insurance needs. This involves a gamut of services like retirement planning, tax planning, credit management, liquidity management, financial review, etc.
1 is “Talk”, 2 is “Walk” and 3 is “Walking the Talk” 
Walk and Talk
Your thoughts are most welcome.
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Hi Ranjan,
Glad to know that Mr. Parikh left such an impression on you. You are on the right path. All the best….