Wealth Beats


Small steps ensure big success for Jagdish
Jaipur-based adviser Jagdish Bansal has used SIPs and STPs to navigate market volatility. Today, he has 500 live SIP accounts with Rs. 25 crore AUA in mutual funds. Read on to know how his focus on SIPs has helped him become one of the leading IFAs in Jaipur.
by Ravi Samalad Sep 12, 2016
How Srikanth and Chandrasekar used cutting edge technology to build FundsIndia
Srikanth Meenakshi and C R Chandrasekar launched FundsIndia, an online MF advisory portal, when there were hardly any players in this space. Today, they manage assets under advisory (AUA) of Rs. 2,500 crore and aim to grow it to Rs. 10,000 crore by 2018.
by Ravi Samalad Sep 6, 2016
How Rajinder conquered cancer and built 180 crore AUA in MFs
On recovering from cancer in 1992, Mumbai based adviser Rajinder Pal Singh Anand became an investment consultant and began his second innings as an entrepreneur. Today, he caters to over 600 clients with assets under advisory of Rs. 180 crore.
by Ravi Samalad Aug 29, 2016


April 2016
March 2016
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