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Wealth Beats

Articles

How Rajinder conquered cancer and built 180 crore AUA in MFs
On recovering from cancer in 1992, Mumbai based adviser Rajinder Pal Singh Anand became an investment consultant and began his second innings as an entrepreneur. Today, he caters to over 600 clients with assets under advisory of Rs. 180 crore.
by Ravi Samalad Aug 29, 2016
How Shiva Prasad Konduru uses social media to develop business
Shiva’s SIP book has grown from Rs. 7 lakh to Rs. 27 lakh and his assets have grown from Rs. 6 crore to Rs. 18 crore in the last two years, largely through his Facebook posts.
by Ravi Samalad Aug 22, 2016
How IFAs use technology to enhance service, and grow business
From client acquisition to service delivery, an increasing number of distributors are adopting technology to stay ahead in their game.
by Ravi Samalad Aug 17, 2016

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April 2016
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