This Siliguri-based trio has mastered the art of conducting IAPs
The trio got 1200 people at their recently held IAP.
by Nishant Patnaik Oct 23, 2017
Stuck in something, here is the group of 3,400 advisors to help you out
MFD Universe, a social media group on Telegram app (a messenger app somewhat like WhatsApp) encourages IFA to share their experiences and success stories.
by Nishant Patnaik Oct 15, 2017
Yours Financially: A fiction on personal finance with a filmy tadka
Mumbai-based RIA Kalpesh Ashar of Full Circle Financial Planners and Advisors uses Bollywood like storytelling to share the lessons he learnt across market cycles in his book.
by Nishant Patnaik Oct 10, 2017
IIT graduates leave cushy jobs to build an online MF distribution platform
Read on to find out how Gaurav Perti and Pawan Kumar leveraged content marketing to get 1500 registrations on their distribution platform in just a year.
by Padmaja Choudhury Sep 11, 2017
Harnessing the potential of co-working
Mumbai-based Prasad Shetty and Gaurav Karnik complement each other potential to grow their advisory business.
by Padmaja Choudhury Aug 31, 2017
'Hybrid model is the way forward’
Dinesh Rohira, founder of 5nance.com, believes that India needs 66 lakh distributors for 1.30 billion people, considering each advisor caters to 200 clients. This is where online distribution comes in handy.
by Nishant Patnaik Jul 23, 2017
The Rocket Singhs of financial advisory
Here is the interesting story of four friends who come together to float a financial advisory business in Bhilai.
by Daya Ragunathan Jun 1, 2017
The 199-rupee advisor
Kunal Bajaj of Clearfunds explains how he came to create a unique execution fee based model
by Daya R May 10, 2017
2000 clients in less than a year!
Meet the Udaipur-based IFA Virendra Ranawat who has acquired 2000 clients in less than a year.
by Nishant Patnaik Mar 30, 2017
How Vadodara-based IFA Prakash Lohana built Rs.100 crore AUM in four years
Keeping client interest first has helped him grow business.
by Team Cafemutual Feb 22, 2017
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