How rejection helped Chirag Porecha succeed
This small town based advisor in Gujarat manages 900 clients and is an epitome of what determination and persistence can achieve. Read more to know his inspiring journey.
by Darshita Shah Oct 19, 2016
From the world of glamour to finance
Continuing with our series, Minesh Mehta (former agriculture merchant) and Mona Fakih (former model) tells us what made them move towards financial advisory.
by Banali Banerjee Oct 10, 2016
‘I bought a Mercedes through my MF investments’
Read on to find out how Ahmedabad based IFA Nitin Patel generated an AUA of Rs. 200 crore in mutual funds with his crorepati pitch to clients.
by Darshita Shah Oct 5, 2016
A theater actor turned financial adviser
Mukesh Chotani (former theater actor) and Kevin Michael (former hotel management professional) tell us what made them switch their career.
by Darshita Shah Sep 17, 2016
What made them quit their profession to become IFAs
We profiled Dr. Kamal Goel (ex-army doctor) and Yogesh Sharma (former IT consultant) to find out what prompted them to switch their professions.
by Banali Banerjee Sep 16, 2016
‘I want to cover 1 lakh people for investor education by March 17’
Gujarat based adviser Nikhil Thakker shares his journey in the advisory profession and how his hard work and persistence has helped him build 100 crore AUM in Anand.
by Banali Banerjee Sep 12, 2016
How Nitin built 130 crore AUA in MFs after taking over reins from his parents
Nitin Vete grew his family advisory business exponentially once he took over the reins from his parents. Today, he employs 35 people and has a 3,000 sq. feet office in Thane.
by Darshita Shah Sep 1, 2016
This IFA was earlier an ISRO scientist
So impressed was Nisarg Gandhi with the performance of his MF portfolio that he turned an IFA himself to help others too benefit from mutual funds.
by Nishant Patnaik Aug 30, 2016
Sanjay Khatri’s Krushna Finserv celebrates 22nd anniversary
Krushna Finserv LLP today has assets under advisory of Rs. 770 crore with over 10,000 live SIPs.
by Ravi Samalad Aug 25, 2016
“People were shocked that I was talking about MFs and not insurance”
Recently bestowed with the Samman award at the 8th MFRT event in Jaipur, Srikanth Matrubai of SriKavi Wealth Advisors shares his journey in the financial advisory and what he learned from his experiences.
by Banali Banerjee Aug 17, 2016
A college principal in Ahmedabad manages 40 crore in MFs
An MF adviser with 40 crore AUA, Ankit is also a principal of a college in Ahmedabad. Read on to find out how he dons two hats and how he uses the power of storytelling to promote SIPs.
by Banali Banerjee Aug 4, 2016
4 friends leave their cushy jobs to become IFAs, build 250 crore AUA
Thanks to their unflinching effort, they have built an AUA of Rs. 250 crore in mutual funds and SIP book of Rs. 40 lakh per month.
by Banali Banerjee Jun 27, 2016
Startup IFA Satish Pandey builds 500 crore MF AUA in 2 years!
After giving away Rs. 250 crore assets under advisory (AUA ) to his partner, Satish built his business from scratch and today manages Rs. 1,000 crore across different products, including Rs. 500 crore in MFs and all this in just two years!
by Ravi Samalad May 11, 2016
‘By disclosing our income we can create a strong bond with our clients’
Abhishek Sipani, Founder of Black Swan Wealth Managers LLP talks to Cafemutual about why he quit his job to start his advisory firm Black Swan which caters to CEOs and CFOs.
by Poonam Bansal & Ravi Samalad Apr 20, 2016