SUBSCRIBE NEWSLETTER

Wealth Beats

Articles

‘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
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

Factsheets

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