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
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