Wealth Beats


How Shiva Prasad Konduru uses social media to develop business
Shiva’s SIP book has grown from Rs. 7 lakh to Rs. 27 lakh and his assets have grown from Rs. 6 crore to Rs. 18 crore in the last two years, largely through his Facebook posts.
by Ravi Samalad Aug 22, 2016
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


April 2016
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