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Tarraki Corner

How Rajkot IFA Sandeep Gandhi convinces small business owners to invest in MFs
Rajkot IFA Sandeep Gandhi of Megafina has built a successful business around small business owners. Talking to Cafemutual, Gandhi shares his experience dealing with this segment who prefer investing in their own business.
by Shreeta Rege Aug 1, 2018
Meet the advisor who has raised Rs.3 crore through angel funding
Anurag Garg, founder and CEO of Nivesh.com and Providential Advisory Services talks about developing a simple platform for investors and advisors.
by Shreeta Rege Jul 30, 2018
‘Investment Art or Science is a book that resolves multiple financial queries’
Pune based advisor Sunil Kapadia gives a glimpse of fundamentals of financial markets through his newly launched book.
by Riya Lakhmani Jul 27, 2018
5000 clients but still hungry for more!
Meet the second generation IFA Azeem Jagani who is taking his family business forward.
by Nishant Patnaik & Shreeta Rege Jul 15, 2018
How this Class 1 officer turned IFA initiated 741 SIPs in a day with his wife
Surprisingly, the duo executed most of these SIPs in the offline mode.
by Shreeta Rege Jul 5, 2018
Meet Milind and Sangeeta, the power couple who built Rs.200 crore AUM
How Milind who was a civil engineer and Sangeeta who was running a stock broking business came together to create a successful advisory practice.
by Nishant Patnaik & Riya Lakhmani Jun 26, 2018
Meet Ankit and Gopinath who initiated 651 and 322 SIPs in a single day
While Ahmedabad-based Ankit Chopra & family initiated 651 SIPs in a day through BSE Star MF, Bengaluru’s C.J. Gopinath along with his partner Jayesh Doshi activated 322 SIPs over two days using NSE NMF II.
by Nishant Patnaik & Riya Lakhmani Jun 14, 2018
How can you enable your advisory business to outlive you
What will happen to your business when you retire or die? Let us see how J.K. Nagpal of Ghaziabad resolved this question.
by Shreeta Rege May 15, 2018
The journey of an IFA who built a monthly SIP book of Rs.1 crore
This advisor has proved that every small investment counts.
by Shreeta Rege May 10, 2018
Meet Ajay Jain who built SIP book of Rs.60 lakh per month in Jabalpur
Find out how Ajay Jain built AUM of Rs.69 crore.
by Riya Lakhmani and Nishant Patnaik May 6, 2018
‘Though I cannot see, I make my clients visualise their goals’
Piyush Rakhecha did not let visual impairment hold him back from following his passion. Read to find out how he built an AUM of Rs.5.75 crore in just 16 months.
by Kanika Bhargava and Nishant Patnaik Apr 24, 2018
From Rs.15 crore to Rs.125 crore in just two years
Jaipur-based Rajesh Sodhani shares how IAPs and meeting new people helped him acquire 4,500 clients.
by Kanika Bhargav and Nishant Patnaik Apr 20, 2018
The whole thing is that ki bhaiya sabse bada rupaiya
That’s the title of Amit Trivedi’s latest book. It uses Bollywood dialogues, stories and songs to make readers understand the fundamentals of money and investments.
by Kanika Bhargav Apr 17, 2018
Here is how you can help clients with a special needs child
Jitendra P. Solanki has written a book titled Financial Planning for Families having Children with Special Needs to help you advise such clients.
by Team Cafemutual Apr 13, 2018
Air Force veteran becomes a SIP hero
Prakash Hegde initiated 301 perpetual SIPs in a single day.
by Shreeta Rege Apr 11, 2018