Develop Financial Acumen- Financial Services Helps In Managing Your Money

August 24, 2015

Develop Financial Acumen- Financial Services Helps In Managing Your Money

When it comes to managing money, it is best left up to the professionals and financial services. Financial services firms are knowledgeable and experienced offering entire range of fiscal services to the customers.

Volatility in the financial markets has resulted in financial institutions struggling to maintain their growth and profitability. Alongside, the global economic slowdown has taken a toll on the Indian economy, pressurizing margins as well as the very sustainability of financial service companies. These dynamics call for the need to establish robust business models and ensure quality management.

The sector is now at a point of inflection undergoing multiple regulatory and reporting changes. One of the biggest challenges includes strengthening bank capital requirements and adopting new regulatory requirements on liquidity and leverage.

Degree 212 Consultancy Services have closely worked in various financial areas, the firm’s unrivaled mix of capabilities to deliver strategies that are both insightful, industry relevant and practical. The team assists the clients in a wide range of strategic issues including growth and capability, market entry, diversification, target operating model, leading to business transformation. Their approach is collaborative, but analytically rigorous and backed by a strong financial plan.

Degree 212 Consultancy Services is fully dedicated Wealth Management Company with a good many years of experience in Financial and Investment services.

Let’s know more about the company in detail and how their helpful insights have helped their clientele grow in abundance.

Brief about the company and its operations

Since its inception in the year 2012 in Pune, Maharashtra, Degree 212 Consultancy Services has become a leading name in financial sector. The company has been growing under the expertise guidance of two dynamic professionals: Mr. Pravin Budhauliya  (Director) and Mr. Alok Budhauliya (Director).

Degree 212 Consultancy Services helps organizations and individuals to create the value they are looking for. Their comprehensive portfolio presents the basket of finely defined Financial and Investment services.

The majority of the clientele are HNI investors looking out for one stop solutions for their Wealth Management needs. With appropriate financial planning, the team initiates the efforts offering great fiscal opportunities suiting their needs.

What kind of clients/industries you have been working in the past 6 months?

Context is everything. You don’t do business in a vacuum.  You are competing in a complex environment encompassing technology, supply chains, skilled workers, accounting standards, competitors and probably more than a handful of regulators and tax authorities.

Degree 212 Consultancy Services is a focused network designed to anticipate and address your business needs. Their majority of the clientele includes HN1 and NRIs.

What were the business hurdles when you started the company, and how did you improve the turnover?

The major challenge was to create the credibility as reliable, transparent and competent organization to manage financial planning and wealth management, we tried to create an organization based on pull from investors instead of push from the distributors.

Persistence in our follow ups, consistency in approach and in real term client first initiatives helped us create our own brand.

How did you transform your business from start-up to a successful one?

 Degree 212 Consultancy Services just did the job the way it should be in financial planning and wealth  management, our primary objective was to stand along with our investors as domain expert, and being just a click away for any of their query related to banking, wealth management, financial planning and taxation, helped us occupy that place. Transparency in our ways, ethics in our dealings and competence in our domain made us grow in last three years. We never spent in acquiring investors, we just serviced our investors as per our set standards and the entire client base managed by us today is out of client referencing  model, which is the testimony of the satisfaction of our investors with us.

Continuous upgrade of our technology abreast with ongoing trends made us competitive in this space.

How well does this company communicate its mission or vision?

Our mission is very clear. Degree 212 Consultancy Services go deep to unlock the insights and have the courage to act. We bring the right people together to challenge established thinking and drive transformation.

Its vision to be a life-long, reliable, transparent and competent financial expert in our investors wealth management space…..Your interactions with any of our investors would be an endorsement of the same.

Describe why this company is the best example of business excellence. Do mention if you engage in social activities/CSR as a part of your business.

Health and Finance are two very personal subjects in any one’s life which demand lots of accountability, competencies and trust…so far we have been successful in managing all of them and wish to scale it further.

Yes, reaching out to younger audience (first time job employees),Management Graduates on the verge of getting jobs ,are our key focus areas to create awareness about financial planning at an early age ,in last 7 days only I conducted two seminars in IIEBM AND IMED (Bharati Vidaypeeth) management colleges on the same subject.

Have you made a positive impact within your industry? If yes, how?

Certainly Yes, By providing the services the way they need to be delivered our investors have experienced a better content based, service oriented wealth management experience wherein they are indeed away from financial worries and leave it on us to manage them.

Do you offer a superior level of customer service? If yes, how?

Yes we do. We never reach out to our investors with a push of our recommendations; we stick to our role of financial domain expert and provide key inputs understanding the profile and risk appetite of investors.

As mentioned earlier, we ensure none of the query related to our domain stays unanswered for more than 24 hrs.

 Degree 212 Consultancy Services engages in honest and straight forward communication with all the clients, and adheres to the highest ethical standards in everything it does. Our reputation is paramount. We act in the best interests of our clients but without compromising our values and principles.



August 24, 2015

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