Wealth Beats


How IFAs use technology to enhance service, and grow business
From client acquisition to service delivery, an increasing number of distributors are adopting technology to stay ahead in their game.
by Ravi Samalad Aug 17, 2016
What helped Bharat Phatak grow his business to serve as advisor to 700 families?
Meet Pune-based Bharat Phatak, Director & Promoter of Wealth Managers India, who built a successful MF advisory practice which today manages Rs. 2,800 crore and serves 700 families.
Posted on Aug 8, 2016
Being in touch with clients during tough times has helped Anita and Datta
Read the inspiring story of Anita and Datta Kanbargi who serve over 1,000 retail clients in Belgaum, Karnataka
by Banali Banerjee Aug 1, 2016


April 2016
March 2016
View our comprehensive range of services SIP CALCULATOR