I, Anthony Gonsalves, do solemnly pledge to you, Amar Akbar Anthony that:

I will, without fail, put YOUR interest above mine.

I will respect the privacy of my customers, for their problems are not disclosed to me that the world may know. Most especially must I tread with care in matters of life, illness, marriage, and death.

I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional. 

I will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.

I will avoid conflicts of interest.

I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

I will help you in setting your financial goals.

Prioritizing the goals is your prerogative of course, but with my experience, I will nudge you – it is up to you to ultimately choice.

I will remember that there is art to money management as well as science, and that warmth, sympathy, and understanding may outweigh the complex solutions or new toxic products.

I promise to keep learning and help you in the Investment learning journey.

I will not be ashamed to say “I know not,” nor will I fail to call in my colleagues when the skills of another are needed for a tricky situation that I cannot handle.

I understand that all of us are creating wealth for ourselves and our next generation, so I will try to impart this learning you your family members too.

I promise to keep the communication as simple as possible.

I will try to keep our communcation free of technical terms – and it will be my endeavour to help you learn some of the technical terms.

I promise to advise you to the best of my capabilities, and help you achieve your financial goals.

I assure you that I am always available to you on phone, and email, and these are my contact details…………

I will send you a detailed note on my Investment Philosophy, and encourage to create one for yourself.

Personal Financial planning is more about ‘Personal’ and less about Finance – so the success of YOUR financial plan is far more about YOUR behavior and less about the environment.

I will remember that I remain a member of society, with special obligations to all my fellow human beings, those sound of mind and body as well as the infirm. Those with money and the underprivileged.

We will do a 6 monthly review – and I would love to tell you what I DID WRONG.

If you think that there is something wrong happening in your portfolio, please feel free to call back.

If I do not violate this oath, may I enjoy life and art, respected while I live and remembered with affection thereafter. May I always act so as to preserve the finest traditions of my calling and may I long experience the joy of creating wealth for those who seek my help.

You will appreciate that the wealth creation process takes a lot of trust – and the best way to grow it is from referrals.

……..this is a work in progress…as and when I think of more pledges..I will add…