Wealth Beats


Technology and client engagement among key drivers for advisory business
Leading advisors share what would be their next drivers of growth.
by Nishant Patnaik Nov 7, 2016
From RDs to MFs, Jennifer has 8000 clients in Goa
We trace the journey of our Goa based Advisor, Jennifer Mendes, who has one of the largest SIP clientele in Goa.
by Banali Banerjee Nov 1, 2016
How embracing change has helped Kirit grow his business
Gujarat based Kirit Shah, Founder of Kinjal Investment Consultancy has built an impressive client base of over 5,000 investors in his decade long career. Read on to know more about his entrepreneurial journey and what has helped him succeed.
by Banali Banerjee Oct 24, 2016


April 2016
March 2016
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