Capital League Functions As A Family CFO To Its Clients : Vinita Idnani, Partner at NCR based Capital League
Updated on: 09 Jun 2016
Vinita Idnani, Partner at NCR based Capital League, talks to BW Businessworld about the rising importance of financial planning, on how men and women tend to approach investing differently, and on why retirement planning is emerging as a top priority financial goal for Indians.
You run a very successful advisory practice for several years now. What is the specific value proposition that Capital League offers to its clients?
At Capital League, we have a singular passion - to be client-centric - and that guides everything we do. Capital League functions as a 'Family CFO' to its clients. We help our clients understand the big picture and offer unbiased advise within the unique context of each client's circumstances and goals. We are a team of seasoned private bankers with complementary skill sets and we believe that our combined 65 years of wealth management experience gives us the expertise to help our clients achieve their wealth protection and wealth creation objectives.
There's a whole lot of buzz on the importance of proper Financial Planning nowadays. In your opinion, why has Financial Planning become critical in today's day and age?