Financial planners focus spotlight on skills5 min read 20 Nov 2014, 06:00 PM IST
ISO stamp, CFP qualification, Sebi licence and others help advisers stand out in a crowd
We’re still years away from practising the motto, Customer is King, but the financial advisory industry is taking baby steps towards it. Recently, Mumbai-based financial planner, Gaurav Mashruwala, got ISO: 9001:2008 certification. ISO, or International Organization for Standardization, is a Switzerland-based non-government organization that lays down quality standards for industrial performance and customer service. Service providers or manufacturers the world over and across fields use this certification as an indication of high quality.
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