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
What made them quit their profession to become IFAs
We profile and Prashant Popat (former dentist) and Sanjay Ladha (former garment merchant) to find out what prompted them to switch their professions.
by Banali Banerjee Mar 28, 2016
From a garments salesman to an IFA, Anup Bhaiya now manages 400 crore in MFs
Anup Bhaiya, Founder of Money Honey Financial Services shares his inspiring journey of how he built his business with MF AUM of Rs. 400 crore after coming to Mumbai with Rs. 900 in his pocket.
by Banali Banerjee Mar 16, 2016
Gujarat based IFA Ashish Shah lists his firm on NSE SME exchange
Founder of Wealth First Portfolio Managers Ltd, Ashish Shah is raising Rs. 8 crore by listing his company. He wants to invest a part of this proceeds to grow his MF distribution business further.
by Poonam Bansal Mar 10, 2016
‘We have the largest SIP book among IFAs in Tamil Nadu’
With a SIP book of Rs. 1.25 crore per month, D. Muthukrishnan, Founder of Wise Wealth Advisors claims to have the largest SIP book among IFAs in Tamil Nadu. Read on to find out how he quit his BPO job to become an ace financial planner.
by Banali Banerjee Feb 19, 2016
‘From zero, my client reached a milestone of Rs.1 crore MF assets in just 2.5 years’
Saurabh Mittal, Founder of Circle Wealth Advisors, talks to Cafemutual about what inspired him to get into financial advisory and the role of an IFA in the life of a customer.
by Banali Banerjee Feb 6, 2016
‘We acquired 500 clients in 40 cities in a year through digital marketing’
Rakesh Rathod, Founder of Fineapple Ideas believes that strong digital presence can help advisors grow their business. Read on to find out how he acquired 500 clients purely through digital marketing.
by Banali Banerjee Jan 8, 2016
‘Advisors should stop watching news because it is a distraction’
Abhenav Khettry, Director, Vyana Wealth got his ARN at the age of 19 and today has assets under advisory of Rs. 140 crore in mutual funds. Read on to find out his journey to success.
by Banali Banerjee Dec 23, 2015
‘Only strong advisors survived the 2008 market crash’
Mimi Partha Sarathy, Founder of Sinhasi Consultants shares her journey in financial advisory and her success mantra.
by Banali Banerjee Dec 14, 2015
Following a niche strategy helped him grow his AUA to Rs.93 crore in 5 years
Col. (Retd) Sanjeev Govila founded Hum Fauji Initiatives which caters exclusively to military professionals.
by Banali Banerjee Nov 19, 2015
Brittney raps to get clients, spills her social media secrets
Brittney Crasto has acquired 50 financial planning clients through social media. The founder of Financially Wise Women, an advisory firm based in Los Angeles, Brittney shares some invaluable tips on how advisors can stand out from the crowd on social media.
by Ravi Samalad Oct 26, 2015
Be a planner, not a salesperson – Winner PlanPlus Global Awards
Jason M. Pereira of Woodgate Financial & IPC Investment Corporation shares the recipe of his success, how to ask for referrals and more. He is the first place winner of the 2015 PlanPlus Global Financial Planning Awards for the Americas region.
by Ravi Samalad Oct 16, 2015
‘Educating clients and being on the top of their mind is essential’
Niyati Bhat, winner of the Cafemutual My Smart Business Idea contest shares her secrets of success.
by Team Cafemutual Sep 8, 2015