Wealth Beats


‘None of my clients panic when the markets correct’
Unlike in the past when investors panicked during a crisis, now they are looking for corrections to enter the market. They are also willing to take risk to earn higher returns. We spoke to a few veteran advisors to understand what may have brought about this change in investors’ behavior.
by Ravi Samalad Jul 4, 2016
How Vatsal Shah from Sushil Finance built 500 crore AUA
Vatsal has built an AUA of Rs. 500 crore in mutual funds across 25,000 clients. His MF business has grown three times in the last two years, he says. Read on to find out more.
by Ravi Samalad Jun 27, 2016
‘My aim is to reach Rs. 100 crore AUA in 2016’
Pranav Patel of J K Securities has built an AUA of Rs. 50 crore in five years from scratch in Anand, Gujarat. His aim is to reach Rs. 100 crore assets under advisory (AUA) in 2016. Read on to find out how he achieved this remarkable feat.
by Ravi Samalad Jun 20, 2016


April 2016
March 2016
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