Ethics @ Heart
As a Personal Finance Professional, I shall follow & abide by the following Code of Ethics and Professional Conduct to live up to the trust endowed in me by my clients and to uphold the dignity of our profession,
Expertise:
My clients trust me for being an expert in the field of personal finance. I shall keep myself updated with the required knowledge & skills to provide expert recommendations to my clients.
Transparency:
My clients trust me for being an expert in the field of personal finance. I shall keep myself updated with the required knowledge & skills to provide expert recommendations to my clients.
Holistic:
My Clients trust me for empathizing with their dreams, goals, aspirations & anxieties. I shall be mindful, compassionate and respectful of all their feelings around both money & life.
Integrity:
My clients trust me for being honest in our relationship. I shall always maintain integrity of our professional relationship and never do anything which is let down to my clients.
ClientsFirst:
My Clients trust me for providing truly unbiased & Independent advice. I shall ensure that my clients’ interest always comes before my personal gains and advice is void of any biases.
Solutions:
My Clients trust me for providing solutions to their problems, needs & requirements and not merely execute their transactions.I Shall be diligent in offering the best possible solutions.