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Tarraki Corner

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
How BO Dammani built an AUM of Rs.90 crore
Dammani is a classic example of how making your passion a profession can lead to great success.
by Kanika Bhargav Apr 7, 2018
A social media group on Telegram to answer IFA queries
It’s All About Money, a social media group started by Ahmedabad IFA Milind Shah, claims to resolve issues related to your business.
by Kanika Bhargav Apr 2, 2018
Amravati based distributor pulls off another feat, initiates SIPs worth Rs.14 lakh in a single day
Mahesh Gattani, the man who activated 500 equity SIPs in a single day last September, has initiated 95 SIPs amounting to Rs.14 lakh in a single day.
by Nishant Patnaik Mar 9, 2018
Lessons in wealth and health from the ICU: Book review
The book uses medical analogies to make readers understand the fundamentals of money and investments.
by kanika bhargav Mar 6, 2018
‘Dhan ki Baat by Gaurav Mashruwala’
The Mumbai based advisor of A Cutting Edge will appear on a Hindi digital platform to resolve queries related to personal finance.
by Kanika Bhargav Feb 21, 2018
Another IFA on SIP marathon
Sudhendra Lakshmana Rao initiated 262 SIPs in a single day.
by Team Cafemutual Feb 13, 2018