“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
From manufacturers Deepali and Roopali turn advisors
At a time when the fund distribution is undergoing a host of regulatory changes, Roopali and Deepali are confident of finding their niche.
by Ravi Samalad Feb 14, 2013
Rajesh gave up his Chartered Accountancy license to become a financial advisor
Rajesh Chheda of Finance Factory made a fresh beginning after being hit by Ketan Parekh scam in 1990s and today he is a renowned advisor in Goa and a 10 times MDRT qualifier.
by Ravi Samalad Jan 26, 2013
Helping women make smart investment decisions is her mission
Tejal Gandhi of Money Matters is a a banker turned financial advisor
by Ravi Samalad Jan 5, 2013
Now an ISO Certified Financial Advisor!
Rajesh Hattangady got his company ISO 9001: 2008 certified to ensure quality and customer focus and it seems to have paid off well.
by Ravi Samalad Oct 27, 2012