Rachna Dave: Tailored solutions measure success

When Rachna Dave won the ‘Best Financial Advisor (Mortgage) of the Year Award’ at the Tenth Annual Indian Newslink Indian Business Awards on November 27, 2017, it was the first to be won by a woman of Indian origin.

Meeting people and making friends come naturally for this young woman, who, as a member of the Loan Market Waitakere, is known for her genuine concern for customer care.

Understanding needs

Her ability to understand the needs of customers and provide them tailored solutions has made Rachna a source of endearment for more than 400 people who have joined her portfolio of clients in less than three-and-half years. They are among the recipients of home loans, commerce loans, car loans, and life insurance policies.

“I am happy to guide my clients how to work smart, not hard, to own their homes and develop a portfolio of properties within 10 or 15 years to bring regular income, and be a secured source of revenue on their retirement,” Rachna said.

Empowering women

Rachna is passionate about empowerment of women, inspires confidence and helping them to understand the implications of loans and how to repay them early.

The comments of the Judges of the Indian Newslink Indian Business Awards are illustrative of that statement. “Rachna’s vision is to enable her clients to gain financial literacy so that they can make informed decisions. Her approach allows her to walk the journey with her clients by understanding and analysing their situation, then guiding them through customised advise to reach their financial goal.”

Rachna can be contacted on 0800-RACHNA (0800-722462).

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