Tarraki Corner

‘The biggest hindrance to a client’s financial success can be the client himself!’
Ashish Modani, Winner of UTI CNBC Financial Advisors Awards 2014 (Tier 2 North) talks to Cafemutual about what inspired him to get into financial advisory and reveals his success mantra.
by Banali Banerjee May 8, 2015
1000 sign up for a fee based service through the net
Alumni of IIM Lucknow and Delhi School of Economics join hands to start an advisory firm called Finqa.
by Nishant Patnaik May 6, 2015
‘Acquiring new clients involves 20 times more effort than retaining existing clients’
by Banali Banerjee Apr 28, 2015
‘My maid servant and her rickshaw driver husband built their house, thanks to MF SIPs’
by Banali Banerjee Apr 19, 2015
Pallav manages Rs. 197 crore in MFs in Guwahati, operates radio taxi and a bakery chain!
by Banali Banerjee Apr 14, 2015
Four IFAs come together to register as SEBI RIA
by Ravi Samalad Feb 17, 2015
‘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