Anil B.
Go-getter · DISC type dAnil Budhraja is a Partner at Fermat Prime Enterprises, where he serves High-Net-Worth business families with multi-generational wealth advisory. His extensive background includes senior wealth management roles at Aditya Birla Money and Axis Bank. Colleagues and clients describe him as unbiased, trustworthy, focused, and diligent.
He is the author of a publication named "Wealth Nirvana, " where he shares his philosophical thoughts on his profession and the nuances of client behavior in investing. His writings suggest a deep interest in the psychological aspects of finance, emphasizing patience and disciplined decision-making over market turbulence.
Anil candidly described his first banking job as one where bankers were often just “glorified Insurance sales executives. ”
Read the full overview →How Anil shows up
They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.
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DISC profile (public)
Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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