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Too many so-called advisors have limited experience and qualifications: India’s Credence FO

30 July 2020 | 3 minutes read

Regulatory efforts and novel market realities have pushed India’s wealth businesses to the advisory front, yet for individual firms in a crowded space it remains a challenge to differentiate their value proposition. Mitesh Shah, co-founder and CEO of Credence Family Office, pointed out to Asian Private Banker that the advisory model was put into focus by the 2008 financial crisis,…

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