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Tarraki Corner

‘While probing clients, advisors need to talk less to improve their listening skills’
by Ravi Samalad Jan 26, 2015
‘A financial planner has to help create a meaningful life rather than an affluent life’
by Ravi Samalad Nov 17, 2014
‘We spend a lot of time with investors during bad times’
by Ravi Samalad Sep 21, 2014
Celebral Palsy could not deter Amit Thakker from making it big in advisory profession
by Ravi Samalad & Nishant Patnaik Sep 17, 2014
How Mumbai based advisor Pawan Mehar is taking on direct plans
by Ravi Samalad Aug 22, 2014
Truly an MF distribution veteran
by Nishant Patnaik Aug 12, 2014
Ex-AMC professional Amit Bivalkar built AUM of Rs. 750 crore in five years!
by Ravi Samalad Aug 8, 2014
‘I was drawn to financial planning due to my own family’s experience’
by Ravi Samalad Jul 27, 2014
Secrets of an award winning advisor
by Ravi Samalad Jul 25, 2014
‘Ethics, knowledge and listening skills are essential to excel in financial advisory’
by Ravi Samalad Jul 23, 2014
From cooking to financial planning
Kevin Michael adopted the teachings of the Bible to gain success in financial advisory
by Nishant Patnaik Jun 22, 2014
Prateek manages Rs. 90 crore in the small town of Bhilai
A professional approach and helping victims of mis-selling helped Prateek to grow his business.
by Nishant Patnaik May 23, 2014
Nitin charges Rs. 14000 for financial planning in a village called Vita
Nitin has 80 financial planning clients who pay him Rs. 14,000 annually! The young chap from a small village called Vita in Maharashtra’s Sangli district is starting a sort of revolution in financial planning landscape in rural India.
by Ravi Samalad Apr 27, 2014
From a relationship manager to a successful financial advisor
Vanitha has acquired 125 clients within a year of setting up her practice in Bangalore. Read on to find out her recipe for success.
by Nishant Patnaik Apr 26, 2014
‘Our job is similar to that of a doctor’
They say a doctor’s job is to cure sometimes, relive often but to give comfort always. Our job is similar to that of a doctor, says Bharat Pathak, Promoter & Director, Wealth Managers India.
by Ravi Samalad Mar 20, 2014