Wealth Beats


Building a scalable model for business growth
Thanks to his team of advisors spread across Vadodara, Ulpesh has acquired close to 5,000 clients in mutual funds.
by Ravi Samalad Jun 6, 2016
Adopting a ‘goal based advisory approach’ has helped Bhadresh generate 5,500 SIP accounts
He started recommending mutual funds to his clients, especially through the SIP route early on. Today, he has 5,500 live SIP accounts & a SIP book of Rs. 1.50 crore.
by Ravi Samalad May 30, 2016
How IAPs help Bharuch-based IFA Pratik Shah acquire new clients
Pratik Shah’s family has been associated with markets since 1972. He took over his family business in 2004. Through IAPs and referrals, he has been able to add new clients at a fast pace. In fact, in every two days, he gets a new SIP worth Rs. 10,000!
by Ravi Samalad & Poonam Bansal May 23, 2016


April 2016
March 2016
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