Sunil Jhaveri, popularly known as ‘MisterBond’, is recognized for his thought leadership and training initiatives within the Indian mutual fund industry. This content serves as an informative overview of his professional journey.
Industry Norms & Innovations
- Weekly SIPs and rolling returns are gaining popularity as tools for more flexible and transparent investing. These are strategies adopted by several AMCs to improve investor experience.
Training & Empowerment
- Sunil Jhaveri has educated over 1,00,000 Mutual Fund Distributors (MFDs), bank wealth managers, and mutual fund sales professionals over the past five years, contributing to higher standards and investor education. His ‘Advisor 2 Advisor’ platform and workshops have supported knowledge sharing among financial advisors across India.
Product Development
- Sunil Jhaveri, has acted as a consultant to several Asset Management Companies, offering insights on scheme features. Past conceptual contributions include tools used by advisors for client suitability analysis. These strategies are subject to market conditions and investor risk profiles.
Author & Thought Leader
- Sunil Jhaveri has authored three books:
- “Make Your Destination a Journey to Remember – Through Financial Planning”
- “Pearls of Financial Wisdom”
- “Think Hatke”
- Collectively, these books have sold over 1,00,000 copies and continue to offer valuable insights for investors and mutual fund professionals.
Awards & Recognition
- Received multiple industry awards, such as:
- Best Articles (Wealthforum Conference, July 2016)
- Oracle Award for Best Mentor (Empowering IFAs across India)
- Award for Excellence in Training and Empowering MF Industry (MFRT Conference 2017)
Ethical Practices & Investor Focus
- Sunil Jhaveri is known in the financial industry for his emphasis on client-centric practices, commitment to transparency, and focus on investor education. He has actively contributed to promoting research-driven financial advisory across the industry.
Sunil Jhaveri remains a respected voice, mentor, and innovator, influencing both industry norms and investor Behavior through his dedication, ethical leadership, and willingness to challenge outdated practices