Using mass media and social media to grow business
Padmanaban B. from Chennai has made smart use of mass media and social media to expand his clientele.
by Nishant Patnaik Jul 29, 2013
Mom turns financial adviser
Planning for her new born baby led her to the world of investments and advisory business.
by Nishant Patnaik Jul 8, 2013
Women should be the CFO of a family: Shiney Sebastian
Shiney Sebastian of Affluenz is bringing about a small revolution by helping women in Kerala achieve financial freedom.
by Ravi Samalad Jul 4, 2013
Staying ‘in touch’ with clients has helped Steven win client loyalty
Steven Fernandes took insurance advisory as a part-time job to supplement his income in 2000. Today, he provides comprehensive financial planning to 35 families.
by Ravi Samalad Jul 1, 2013
Software engineer turns mutual fund advisor after 9/11 attacks
My bag is my office and the client’s desk is my work place, says Alagappan Thenappan who took up mutual fund distribution after he lost his job.
by Nishant Patnaik Jun 20, 2013
“My women clients even ask me if they can afford to have a second child!”
Kiran left her cushy job at a bank to pursue her dreams. She is happy today that she enjoys the trust and confidence of her clients.
by Ravi Samalad Jun 12, 2013
Yogita Dand realized the importance of money early in her life
From funding her own college education to becoming an entrepreneur, Yogita has had an eventful journey.
by Ravi Samalad Jun 7, 2013
From Dubai to Mumbai, Nisreen charts the path to success
Dubai where Nisreen sold insurance products served as a learning ground for her to excel as a financial advisor.
by Ravi Samalad Jun 2, 2013
Financial planning with a slice of charity
10% of her clients have set aside 1% of their annual investments towards building a charitable corpus which is utilized to help others.
by Ravi Samalad May 17, 2013
Advisors deserve the same respect as professionals like doctor or lawyers, says Prakash Praharaj
A veteran financial services professional, Prakash got his first client through the social networking website, Facebook.
by Nishant Patnaik May 14, 2013
Providing niche solutions has helped Hiten get a head start in advisory profession
In just three years after getting into stock broking, Hiten has unlocked value worth Rs 5 crore by dematting physical shares.
by Ravi Samalad May 6, 2013
At 26, Khyateey Dutt is an ‘Innovator in Finance’
Khyateey started her advisory business when she was just 21 and today manages over 350 clients.
by Ravi Samalad Apr 30, 2013
From provision store to financial planning!
A self-taught advisor, Nilesh spends Rs 2 lakh per year for learning and self-development by attending conferences in India and abroad.
by Nishant Patnaik Apr 24, 2013
‘This is not a business but a profession for me’
Naveen Rego, a financial advisor from Mangalore started charging all his clients ever since the regulator abolished entry loads.
by Pallabika Feb 28, 2013