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Wealth Beats

Articles

How IAPs help Bharuch-based IFA Pratik Shah acquire new clients
Pratik Shah’s family has been associated with markets since 1972. He took over his family business in 2004. Through IAPs and referrals, he has been able to add new clients at a fast pace. In fact, in every two days, he gets a new SIP worth Rs. 10,000!
by Ravi Samalad & Poonam Bansal May 23, 2016
‘Wealth Beats aims to inspire IFAs to achieve their dreams’
A Balasubramanian, CEO, Birla Sun Life AMC talks to Cafemutual about his AMC’s new initiative ‘Wealth Beats’ and how it will help IFAs inspire to achieve more.
by Ravi Samalad May 16, 2016
How debt can be an excellent opportunity for distributors
Sandeep Garodia of Suvridhi Capital Markets dabbled in financial advisory at a very young age during his college days while working for a housing finance company. That experience inspired him to start his own venture in 2000. Today, he manages Rs. 750 crore of assets under advisory with approximately 75% AUA in debt funds.
by Poonam Bansal & Ravi Samalad May 16, 2016

Factsheets

April 2016
March 2016
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