It Needs A Celebrity Touch To Create The Aha Moment

Mrin Agarwal | Age 48 | Founder, Finsafe India Private Limited Assets under advice Not applicable, as she is now into financial educationPractising since 1996 *** As a financial advisor, Mrin Agarwal, founder, Finsafe India, made it a point to meet the spouses of her clients, most of whom happened to be men. Once when Agarwal went to meet the wife of one such client separately, her first reaction was: “I was really scared of meeting you. I wasn’t sure what would I be talking to you about.” That reaction encapsulates the level of discomfort women have with finances, even when it comes to their own families. “I used to make it a point to meet the women separately and build a relationship with them to make them comfortable and involve them in the process. Slowly they would start coming to the meetings and participating in the discussions,” says Agarwal,...