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Wealth Beats

Articles

How Surat-based advisor Amit Thakkar built a large equity AUM
From low-income group, to entrepreneurs and HNIs, Amit’s investors come from all walks of life.
by Padmaja Choudhury Jun 14, 2017
The financial cricketer
Discover how advisor Pravin Mutha built large Assets under Advisory by recommending balanced funds, using the cricket analogy.
by Rosevina Gonsalves May 5, 2017
Biren’s balanced approach
Meet Surat’s Biren Chhatrapati who has built an impressive Assets Under Advisory by acquiring over 4500 clients.
by Rosevina Gonsalves Apr 24, 2017

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