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Customer Relationship

Here is a selection of programs that we conduct;

Financial Planning practice management	Customer Relationship Management
Managing the advisory business	Managing internal and external customer
Customer service in the new age	Customer Retention
Effective Customer Interaction	Establishing Service Standards
The client-family-advisor legal relationship

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A financial planner is a must in today's times
... of life and how you can save for that," says Karthik Jhaveri, director, Transcend Consulting, a boutique firm which offers financial planning services.
At challenging times, spend your bonus smartly - The Economic Times
"Any loan that costs above 14% should be paid off,"" says Kartik Jhaveri a certified financial planner and director, Transcend India. "It makes sense to pay off the ...
economictimes.indiatimes.com/articleshow/12993084.cms?...1
At challenging times, spend your bonus smartly
"Any loan that costs above 14% should be paid off,"" says Kartik Jhaveri a certified financial planner and director, Transcend India.
Two-wheeler inventories rise in seasonal slack
Kartik Jhaveri, a Mumbai-based HMSI dealer, said, “Overall, growth has been affected but our products like Unicorn, Shine and Activa are still doing well.
How to escape the debt trap
"Move from the costliest loans to the cheapest," says financial planner Kartik Jhaveri. Credit card rollovers are the most expensive loans, with interest ...