My Journey – Dharmishta Bhatia Shah

Please share something about yourself

I am Dharmishta Shah, a financial advisor. My main forte is insurance, mutual funds, mediclaim and wills. Having completed Graduation, I pursued LUTCF-USA, FSS-USA AND NCFM-NSE.

Do share something more about your business

My brand is DBS. My better half is a practicing Chartered Accountant. Together we give professional services on our expertise such that the prospect to client conversion is faster.

Do share from the beginning of your life

 I started my marketing in Tupperware sales, for 2 months, joined ICICI Prudential as their advisor, was promoted as a manager, At par with their MBA Managers, excelled in most of the achievements. Grew in the Financial field and picked-on the other parallel subjects so as to be a one-roof expert. To add, was married to a CA, that too added in offering the client a comprehensive basket of financial solutions to customize his financial needs. I was more in cold-calling, that even led to easy access of fresh prospects in our field.

Do share some of your  achievements

Won accolades in the aspects of Sales, Entrepreneurship, Networking and the WOW AWARD (WINNER OF WORTHINESS)

The difference you have made to others

Been able to handle Finance of Prospects and clients confidently. Once they got their short and long term financial gaps addressed, boosted up my self and Sales confidence that led to DBS Brand taking its shape.

What do you want to be acknowledged for

 Entrepreneur who STANDS to be ONE OUT OF THE CROWD.

Anything else you wish to share

Ha ha…spoken enough…Testimonials by clients should now take this ahead.
 Dharmishta is a Mumbai based financial services consultant. Her brand is DBS
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