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Wealth Beats

Articles

Corporatized practice helped Umesh Shukla take his business to new heights
Umesh Shukla has over 7,000 clients with AUA close to Rs. 300 crore in mutual funds.
by Nishant Patnaik Jun 13, 2016
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

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April 2016
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