“you are treated like a partner of the business, not just a customer”
At SR Investments our business is built around our clients, we take a personal approach and always look for feedback. Whether it’s our monthly newsletter, client meals or meetings, we will pass on our expertise and get to know how we can support you in reaching your financial goals.
This month we caught up with Mitun, a valued client of ours who set up an account in July 2018. He owns the successful mobile phone repair and sales store Ring Ring Mobile in Nuneaton and we met to find out and share with you what it is like to be a client of SR Investments.
Why was Mitun considering making an investment?
“I wanted a pot of money on the side that provided me with real returns that I could actually access, unlike an ISA”
*We will discuss and agree all terms when you invest which includes flexible withdrawal options*
Before we delve further into the meeting it’s important to clarify what as an organisation SR Investments is all about - SR was created to allow people to secure their future, to get more from their hard earned money and see profits, rather than hand profits day in day out to the banks.
Don’t get me wrong, in terms of profits this is NOT a “get rich quick” scheme. When making an investment you can’t always guarantee returns but we do not make unrealistic claims and promise you profits that are un-achievable like many schemes or scams out there. Too many out there over promise and under deliver.
What we HAVE ACHIEVED for our clients are returns that beat what many of the banks offer in a year, every single month.
So back to Mitun:
Why did you choose to invest with SR?
“I really appreciated the soft approach – I followed the company’s progress over two months, spoke with Sandy regularly and I was never actually asked for investment. I was passed all of the information that I needed, allowing me to calculate the risk and make a clear decision knowing my investment was in the right hands.”
*Unlike some, we’re not pushy sales people, many clients have come to us with a sum to invest and we have recommended investing a portion of this first. Ensure you are happy with the return after the first few months and then add to your investment as you see the results*
How has your experience been so far?
“It has been a fantastic experience with such a personal service. The fact I can get in touch and go straight to the top, speaking to Sandy as an expert trader, you just don’t get that anywhere else.”
“The speed of communication is great too, along with the openness. I have had a clear monthly update which has broken down the month, with an explanation of how our account growth has been achieved and any related news.”
*If you want to get our blogs sent straight to you, find out more top tips about investing as well as getting the latest news from SR Investments and the financial world, you don’t need to be an existing client. Sign up to our newsletter below on the right hand side of this page.*
What is it like being a client of SR Investments?
“You feel like you become part of the team, when you invest you are treated like a partner of the business, not just a customer.”
And most importantly, are you happy with the growth on the account?
“I’m very happy with the progress so far, making an 8% gain last month alone! I’m looking forward to my next update!”
There’s more to come from our catch up with Mitun, as a business owner himself he has been key in pushing Sandy in his journey. Over the next few weeks we will discuss and explore the challenges they have both faced in setting up their own businesses – plenty of lessons that can be learned for your own journey.
Would you like to know more about the benefits of investing over saving? Are you frustrated with your savings account or ISA’s returns and terms?
Comment below if you have any questions and get in touch if you want to join the journey as an investor - firstname.lastname@example.org.
The value of having a mentor
Monday morning this week saw the team venture down to Essex to catch up with Jamie (Jay), an experienced trader who has mentored and supported Sandy, assisting him in becoming the well-rounded trader he is today. I want to tell you a little more about how Sandy has utilised mentoring in his journey and how this can help you in your career.
So firstly, how did Jamie learn his craft?
Jay, similar to Sandy, had a trade based skill but found himself stuck doing long 13 hour days as a self-employed plumber. On a number of occasions, he had seen his landlord pulling up in different cars, one being a range rover and another a Lamborghini, so growing frustrated with his situation he decided to question how. He was told about trading, foreign exchange and stocks which led him to starting to do some research for himself.
As you can imagine, with many stories and visions of “instant success” online it’s easy to fall into the trap of thinking trading will be straight forward. So with the dream in mind, a little research and a few thousand in hand, he set up his first trading account. Day 1, he was £800 up, all of a sudden the dream seemed to be a reality… then in his own words, with that account “it all went south from there”.
It was clear he had some real ambition but needed further training, he didn’t have a mentor to call on himself so sought out training through junior trading roles in London. After learning how to trade effectively at ADS Capital he then moved into a broker position and later joined the organisation where he would meet Sandy.
For anyone who is thinking at this stage – I want to learn to trade, get in touch to find out:
What brought the pair together?
Jamie was flying as a trader, he was what they call “flipping” accounts every week. Essentially doubling accounts. £5,000 to £10,000 in 7 days. At this time there were courses being offered with trainees joining the trading floor on a regular basis, with Sandy being one. Whilst having this success, Jamie had always said, “everyone has to start somewhere” and decided to go above and beyond his role to support those who were training.
Sandy was taking annual leave from work, one day per week to complete the course, travelling down to the office in London. It was very apparent his work ethic was there and Jamie could relate to his situation. Sandy was frustrated with his role as a CCTV Engineer as Jamie was with his plumbing role in the past, they both wanted to better themselves.
Over 2 years on and they still catch up on a daily basis to discuss strategies and the markets, creating a competitive and successful atmosphere for both.
So how did this benefit Sandy and how could you use mentoring in your career?
Consider what you want and need to learn? Approach people in your sector who are experts in their field.
It doesn’t just have to be one mentor or one expert, in our other blog posts we will cover Mitun another business owner who has helped provide guidance to Sandy in regards to running and marketing a business.
What are the short terms and long term goals you have in your current role, for your career or your business? Identify and approach those who have reached these goals in the past.
The new year was the ideal time to plan for the twelve months ahead however it is worth re-visiting these goals on a monthly basis, were they realistic or too ambitious?
Are you making new plans? Do you regularly ask for feedback from others?
Mentors don’t always have to be more experienced than you as well, consider who is in a different industry to you, they may offer useful perspectives on your plans or ideas.
Using a mentor can not only offer solutions on how to overcome challenges you have but also increase your motivation to be resilient and bounce back from these situations with their words of encouragement.
After a catch up on progress, discussing recent results, the final message from both Sandy and Jamie was clear:
“Surround yourself with like-minded people who have been successful and want to see you achieve”
Interested in finding out more? Get in touch today by emailing email@example.com.
Make sure you drop us a follow our social channels for all the latest success stories, blog content and information on making investments for your future:
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It’s been an exciting end of month at SR Investments HQ, last week saw us hit six figures under management in our portfolio… so Monday came and we hit the road to catch up with two individuals who have been highly influential in the journey so far.
So who did we meet?
Jamie – A key person who aided in Sandy’s development as a trader after crossing paths on his first training course. Jamie could relate to his situation, they both came from a similar background and he could see Sandy’s clear ambition. Although his role wasn’t to be involved in training the ‘junior traders’ Jamie took it upon himself to support and has since been somewhat of a mentor both in and outside of trading.
Mitun – A successful local business owner who took his passion from a “side hustle” and converted this into a thriving business. As a fellow entrepreneur Mitun has seen SR’s quick growth from the businesses inception and challenged Sandy by questioning the organisations goals and targets, igniting the pairs competitive nature. After hearing about the success in the early months, Mitun invested in September 2018 and is not just a client, he is someone who gives further motivation while sharing in the successes.
So what can you learn from this?
Over the next few weeks we will be sharing the lessons learnt from both Jamie and Mitun, the challenges they have faced in their own journeys. Whether you are a budding entrepreneur, interested in learning how to trade or thinking of making an investment for yourself we are sending all of the below your way:
Afternoon, my name's Sean, and I am a life-long friend of Sundeep Rai or Sandy as he likes to be known. Sandy is an entrepreneur and Forex (FX) trader who is no longer my life-long friend. No longer JUST my life-long friend I should say.
He is now not only a friend but an inspiration, a business partner, an influencer and someone who I am confident to invest my hard earned money in.
Through this blog I will be giving my perspective on his journey, sharing not just the successes from him and his clients but the personal learning points we can all take from the journey of a young entrepreneur.
So what's the story with SR Investments and why did I choose to invest?
A couple of years ago my closest life-long friend came to me as he wanted to change his career, he was frustrated and stuck in a 9-5 job that he didn’t enjoy. So… he had this idea, he said he wanted to quit his job and become a trader. At first, I wasn’t sure what to think, he had no training at this point, no contacts in the industry, just a course he had found online which was pretty expensive. I did what friends do and I was supportive, I said go for it but deep down I doubted it was possible. I didn’t doubt his work ethic but I did what most people do, I looked for potential reasons why this may not work for him. Reasons to doubt it was possible.
Firstly, most people aren't willing to go that far out of their comfort zone (doubt 1). Having to re-train, having to approach people outside of your usual circles, travelling to London to study, the list of barriers goes on.
Secondly, could the course be a scam (doubt 2)? Surely more people would go down this route if it was proven to work.
(I will revisit these initial doubts further below)
So, two years are flying by, we catch up almost daily and every evening without fail, he finishes work, he studies the Foreign Exchange markets, he practices on demo accounts on the live markets and slowly he begins to learn more and more. I still wasn’t sure it was all possible. I continued to question myself, why do I doubt him? I thought surely it was too risky for him to just jump out of his job (doubt 3), too risky for others to put money into something like this (doubt 4).
Early 2018 comes and he feels like he’s ready, he is getting great results even though he’s trading at the quietest times of the day around his full time job. As the year progresses, he creates SR Investments, then investors start to pop up… 5K… 10K… 20K… in his portfolio… he QUITS HIS JOB?! Next thing… 50K under management in his portfolio!
So we arrive in December, maybe it’s time to start believing? It’s nearly the turn of the year so I thought okay, lets test this for real. I set him a challenge, sticking to ultra-low risk parameters with £3,000 deposited in an account, I said I bet you can’t beat what the banks are offering me on an ISA account annually. (My Halifax Help to Buy: ISA offers 2.25% per year….)
One month on he’s sent me the screenshot above…
Up 4.66% in just ONE MONTH. With Christmas off as well! Haha. So he’s smashed the challenge. Smashed the banks and made double what they would have made on the account in a whole year!! Continuing at this rate we will hit 55% growth by the end of the year. Obviously there are no guarantees in trading but such consistent performance which I've seen on other people's accounts has now been continued with my account.
So lets address these doubts I had along the way:
Doubt 1: Going out of comfort his zone.
One thing I have learnt, when I take a look around in both my professional and personal circles. Those who go out of their way to learn and put themselves in uncomfortable situations go further. They build more links, they learn more skills, they make positive progress in their professional and personal lives.
Doubt 2: a) Could the course be a scam? b) Why weren't more people going down this route?
a) This is the same as many things in life, without research we will never know. A little research into where Sandy trained and it was clear they had a proven track record. Get in touch if you want to know more about how he learnt and developed his skills.
b) I mentioned Sandy's work ethic before and that's it. More people aren't going down this route because they either don't have the work ethic or in many cases the time to learn the sector. Especially when it takes so much work outside of a full time role.
Doubt 3: Was it too risky to leave his job?
Possibly. Well, the key word there is "too" risky. Of course it was going to have a big element of risk involved. However, going back to the learning points from doubt 1 and doubt 2 these show that with the willingness to go out of his comfort zone, put in the work and do the correct research, he was actually taking a calculated risk. Funnily enough calculating risk is what traders do on a daily basis and Sandy clearly seems to be calculating and executing successful decisions every day. He didn't complete the trading course and jump straight into trading for clients, he honed this skill over a number of months and years before offering his services.
Doubt 4: Was it too risky for others to put money in?
This is a great one because for those who have invested sums, now equaling well over £80,000, clearly show the answer was no. In terms of the future, the stories of success we share and progress with accounts will show that SR Investments operates in a way that is highly profitable while maintaining peace of mind and level of service for its investors. Obviously all investments carry elements of risk however this is carefully managed by Sandy, with a clear strategy and flexible options for you to decide how he opts to approach trades with your account.
Massively proud of this guy and he’s definitely changed me from a doubter. Whether you are interested in investing or just want to use this as inspiration for your own journey, all I’d say is his story is proof. Put yourself outside of your comfort zone more and you WILL progress. Take that new job, make an investment, try that new diet, start that new exercise regime and stick at it…. you WILL get results.
If any one is interested in how Sandy can help them, saving for a house or a wedding or just to actually get their money doing some work for them drop him just email firstname.lastname@example.org.
Huge thanks to Sandy for letting me start and share this blog. Feel free to share your thoughts and comments below!
Investments for your future