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Wealth Beats

Articles

The journey from an investor to adviser
Rajkot based adviser Ramkumar H Barchha caters to 200 HNI families. Read on to find out what inspired him to don the hat of an adviser and his conviction for hybrid funds.
by Nishant Patnaik Sep 19, 2016
Small steps ensure big success for Jagdish
Jaipur-based adviser Jagdish Bansal has used SIPs and STPs to navigate market volatility. Today, he has 500 live SIP accounts with Rs. 25 crore AUA in mutual funds. Read on to know how his focus on SIPs has helped him become one of the leading IFAs in Jaipur.
by Ravi Samalad Sep 12, 2016
How Srikanth and Chandrasekar used cutting edge technology to build FundsIndia
Srikanth Meenakshi and C R Chandrasekar launched FundsIndia, an online MF advisory portal, when there were hardly any players in this space. Today, they manage assets under advisory (AUA) of Rs. 2,500 crore and aim to grow it to Rs. 10,000 crore by 2018.
by Ravi Samalad Sep 6, 2016

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