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
How I got my first client
Achuthan Kutty from Thrissur narrates how he acquired his first client who was a retired superintendent of police (SP).
by Nishant Patnaik Mar 17, 2014
‘IFAs should meet clients regularly and not just when business arises’
Anil Raj, who turned to financial advisory by giving up his marketing job narrates his journey and secret behind his success.
by Ravi Samalad Jan 24, 2014
Mutual funds to be available soon in the malls of Bhopal and Indore
His plan is to open investment outlets called ‘Investment Shoppe’ by March 2014.
by Nishant Patnaik Nov 12, 2013
Applying the principles of mythology in financial planning
Vivek Damani of Prudent Partners believes that advisors should help their clients understand the purpose of their lives and achieve financial freedom.
by Ravi Samalad Sep 26, 2013
Jain installed a stall in front of a bank to acquire clients
Starting as a grocer, he overcame all hurdles to emerge as a leading IFA in his region.
by Nishant Patnaik Sep 22, 2013
Portfolio churning by his bank turned him into a financial adviser
Amit Kukreja of WealthBeing Advisors is among the new breed of fee-only advisors.
by Ravi Samalad Sep 7, 2013
“There is great demand for Shariah compliant funds in India,” says M S Shabbir
He was instrumental in convincing AMCs to launch funds which comply with Shariah rules.
by Ravi Samalad Aug 10, 2013
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