Andrew T.’s Post

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Exclusively for you ! This is an oft-quoted phrase in the wealth industry. And it sells. Hand on heart, i have used it (albeit, once or twice), in the flow of things. In my view, the only thing which is indeed exclusive is that fee-based advice-oriented models are available only for very high networth thresholds (which we at Serenity Wealth are attempting to disrupt). Rest is, to put it mildly, hocus-pocus. Similarly, there is this mystique surrounding "Family Offices" and what sets them apart. Yes - it is an absolute must that "every" investor brings in the element of "office" or organization to their financial affairs. However, and I say this with all humility at my command, having built the Family Office practice (in my previous avatar) and having helped several UHNIs set up their Family Offices, it is not about exclusive access to deals & rockstar managers, which sets them apart. No! It is about bringing in discipline. Transitioning from being the owner (or creator) of the wealth to a custodian. Transitioning from ad-hoc to process-driven. Transitioning from products to policy. And with "SereneKit", our (assisted) digital advisory offering, you can bring in the same level of discipline, process, policy to your affairs. At a very very affordable price. Serenity Wealth Akash Rathi Tanya Singh Yash Khanna

𝐃𝐢𝐝 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐰𝐡𝐚𝐭 𝐝𝐢𝐬𝐭𝐢𝐧𝐠𝐮𝐢𝐬𝐡𝐞𝐬 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫? It's not merely about the exclusive access to specific deals. Indeed, they do have the access, but there is no concrete evidence showing that this access has worked for them. It has been a mixed bag. It's also not about access to specialist fund managers. Though they do have this access, there isn't substantial evidence to suggest that these managers consistently deliver superior returns. In fact, over the long term, mutual funds (which everyone has access to) have also done well. 𝐒𝐨, 𝐰𝐡𝐚𝐭 𝐫𝐞𝐚𝐥𝐥𝐲 𝐬𝐞𝐭𝐬 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 𝐚𝐩𝐚𝐫𝐭? We have had experience working with some of the largest family offices, and we have set up the family offices for some of the marquee families. We can confidently assert that it boils down to discipline. It involves setting clear investment rules and adhering to them through a well-crafted Investment Policy Statement (IPS). 𝐒𝐞𝐫𝐞𝐧𝐞𝐊𝐢𝐭: SereneKit, the digital advisory offering of Serenity Wealth (a Registered Investment Advisor) - equips you with its proprietary Risk Assessment & Investment Policy Tool. This empowers you to put together your own investment rules and create your Investment Policy Statement. We have distilled the 25+ years of experience of our Founder in putting together this offering and in the design & structure of the tool. By empowering yourself with any of the 3 fee offerings of SereneKit, you also take a definitive step towards setting up your own Family Office. 𝐒𝐞𝐫𝐞𝐧𝐞𝐊𝐢𝐭: https://lnkd.in/db7BkXMr Mandatory Disclaimers: https://lnkd.in/d3ivkAMV #serenekit #wealthmanagement #familyoffice #exclusive