Reservoir Financial: Worldly wise erudition of Wealth Management
Reservoir Financial is one of the top financial planning and wealth management firms in India. Wealth Management is the management of a client’s wealth by a professional trained to get maximum value for the client’s financial assets. Being an Investment Management discipline, it incorporates various aggregated financial services such as Financial Planning, Investment portfolio management, etc.Its unique approach makes it rely on not just numbers; it’s a mix of Science as well as Art.The inception of the company was done in 2014.
It provides unbiased solutions across a wide range of products and services and helps you plan for a more secure financial future. It offers a solution that covers Comprehensive Financial Planning, Wealth Review and Investment Strategy, Retirement Planning through Goal-driven Investing, Risk Management & Insurance Planning, Property Purchase Financing and ESOP Advisory,etc.
“Our large panel of financial experts along with years of experience in the wealth management industry have established us as one of the most trusted financial advisory brands in India”, says Raj Rahul Singh, Sales & Expansion Head.
It helps people feel confident about their financial future. Its history stretches back more than a century. Its diversified business is anchored in the long-term personal relationships it develops with its clients and the values that guide its actions.In its 2017 Responsible Business Report, it discusses how it has evolved its Corporate Social Responsibility efforts under five key themes. Then, it summarizes how Reservoir operates as a responsible business, including how it serves clients, manage the business, engage employees and financial advisors and help strengthen its communities.
“We believe that astute financial planning can be a powerful tool that can help you carve out a better future for you and your loved ones”, says Raj Rahul Singh. Everyone has a unique set of needs and requirements when it comes to planning for their future. This is why its team takes the time to understand you and the personal nature of your goals and ambitions. At Reservoir Financial, it is the constant endeavor of the company to help you convert your dreams into reality by developing a personalized strategy and approach that is constantly evolved with a focus to adapt to your long-term plans and aspirations.
Hundreds of advisors join the company every year because Reservoir is quite different. It’s a leader in financial planning with a holistic approach that fosters lasting personal relationships and helps people feel confident about their financial future. It gives you the freedom and support to run your practice your way. When you join Reservoir, you find unparalleled culture, support and opportunities to make a difference in your clients’ lives — that’s the Reservoir difference.
Sadly, awareness of financial planning in India is low but this is pretty consistent with the state of awareness in a lot of other countries where Reservoir Financial has its programs. In India, there is a paucity of understanding as to what financial planning is and, due to which, they don’t value it.
Spreading Financial Literacy
The key element to a financial planning certification is financial literacy, which makes it important to improve overall literacy levels. As wealth increases, the mindset of the people takes a shift. When consumers are in a state of subsistence, wherein they live on a day-to-day basis, it is hard to plan your finances. As wealth increases, you need to have something in order to protect or multiply. In such circumstances, financial planning reaps huge benefits, if done in advance.
Reservoir Financial provides education in financial planning which helps people to achieve their dream and protect their future at the same time. It provides one roof solution to its clients in order to fulfill their dreams. Currently, the firm operates on a Subscription fee and commission base model. In the initial phase, it faced hurdles in terms of hiring professionals from reputed BFSI. Gradually, things started falling in place and the perseverance and hard work paid well for the company.
It has clients with an annual income ranging from 20 lacs to 60 lacs. The market is huge and has rooms for many players. Rahul says, “About two to three millions potential workers seeking financial advice is poised to go up to 12-15 millions in next five years”. It hopes to be among the top five financial planning companies in India. Providing the digital knowledge to clients has helped the organization in connecting them with ease.
Keeping valuable things in mind, the organization has made it the core responsibility to help kids. That’s why as an organization, it has taken a step to support NGOs that work in similar kind of activity.
Its advisors and clients are the heart of the company. That’s why it continually invests in the resources and leadership advisors need to deliver an experience that not only helps keep clients satisfied, but creates advocates. For more than 120 years, it has built a reputation on financial strength, integrity and an untarnished reputation for doing what’s right.
Leadership & Support
It is committed to help advisors achieve the vision they have for their practice. Its support system enables you to stand out from the competition, grow yourpractice and delivers an outstanding client experience.
- — Industry-leading, securely integrated technology
- Marketing resources — Including Its key Marketing activities and nationally recognized brand
- Advice and solutions — From financial planning tools to wide-ranging product and service offerings
- Training and development — Enables you to stay relevant to clients and a step ahead of the competition
- Practice management — Resources to help you run your ideal practice
To help bring your practice to the next level, it offers development opportunities and incentives, as well as exclusive benefits for advisors who qualify for its recognition programs. It celebrates achievements with rewards and acknowledgement. It invests in advisors who share its passion — outstanding client service, a commitment to comprehensive advice and a desire to grow.
Reservoir Financial provides one of the best training programs for new advisors in the financial services industry. It is dedicated to ongoing support through training, mentoring and coaching — it’s all about helping you effectively develop your practice.
When you first join it, the leader will guide you through the process of obtaining your brokerage registrations and insurance licenses. As you continue to grow and develop, you can access the capabilities and leadership support you need to stand out from the competition and deliver an outstanding client experience with its advisor support system.
The advisor support system
It is committed to help advisors achieve the vision they have for serving their clients. The advisor support system helps you grow your business, acquire new clients and deepen long-lasting relationships.
Its industry-leading technology enables you to create a secure, compliant and outstanding client experience
A combination of its marketing activities and nationally recognized brand drive results and build a commanding presence in local market
Advice & Solutions
A proven comprehensive financial planning process plus an extensive suite of products and solutions gives you a range of choices to meet clients’ needs.
Training & Development
Get access to leadership, mentors and coaches, as well as multiple training resources to help you leverage best practices and stay on target to reach your goals.
Business management and human resource tools and services to help you run and grow your ideal practice.
Meet the Expansion Head
Raj Rahul Singh is a specialist Banking & Financial Services strategy planning and implementation professional. He has successfully executed product and portfolio management strategy, day to day operations of large teams, businesses and end to end lifecycle management for various business verticals years of leadership and corporate experience across UHNI, Wealth Management, and Capital Market & Secure Lending. With strong emphasis on growth, he has managed teams across Sales, Operations, Risk Assessment, Compliance, Digital Channels and Business Intelligence, etc.
The 28 years young Mr. Singh completed his schooling from The Doon School in Dehradun, Uttarakhand. He completed his graduation from Symbiosis Institute of Business Management. Mr Singh Started his career from HDFC in 2010. After this, he served Aditya Birla and IndusInd Bank and is now currently working as Sales and Expansion Head since October 2016. He also holds Executive MBA degree in Financial Planning & Services from Indian Institute of Management, Ahmedabad. Moreover, he holds advanced management program from Harvard Business School.