Kolkata-based IFA association ASK Circle’s Mutual Fund Round Table (MFRT) recognized the efforts of the IFAs who have done outstanding work and strengthened the profession in their own way. Held on August 3, the MFRT felicitated these advisors with Samman (respect).
Here is the list of advisors who received the Samman:
Alagappan Thenappan
With more than 5,000 clients, Thenappan is a man on a mission who sells at least five SIPs a day. He has a SIP book of over 10,000. Thenappan started his career as a software engineer in 1993 but lost his job during the 9/11 terrorist attack. He turned mutual fund distributor in August 2005.Thenappan’s philosophy is to work with all types of clients irrespective of the ticket size. His current clientele consist of businessmen, teachers, hotel stewards and even bartenders.
Achuthan Kutty
The man who is always on the move, Kutty sells mutual funds in an autorickshaw in Trichur! With a client base of more than 1000, he has been awarded the CNBC Financial Advisor Award 2010, is a UTI Chairman Club member and has enjoyed many trips abroad.
Prodyut Nandi Chowdhury
Prodyut quit his government job and started selling insurance & mutual funds. With a 90% women client base, he primarily sells them mutual fund retirement plans. His efforts have been recognized by CNBC TV 18/ICRA.
Pradip Chakrabarty, Founder, www.advisorkhoj.com
Founder of Right Choice Securities, Chakrabartyhas also launched www.advisorkhoj.com, India's only online directory for financial advisors. This website helps people locate a financial planner in their area.
Sumeet Vaid
He gave up a lucrative, high-flying corporate career in 2008 to becomea financial planner. Vaid has spent most of his career in the mutual fund industry, starting with distribution in Bajaj Capital and then moving on to fund sales in ICICI Prudential. He worked with Rajiv Bajaj (Vice Chairman &Managing Director at Bajaj Capital) to set up a mutual fund desk in the mid-1990s. Vaid has taken his financial advisory business to new heights by employing technology that automates a large part of the financial planning process.
Next Advisors
Next Advisors has been created by eight like minded people who enjoy successful careers in the mutual fund industry. Their online transaction platform investors to purchase/ switch/ SIP units of various MFs in a single place while keeping the brand identity of the IFA intact i.e. the client belongs to the IFA. The full brokerages are credited by AMCs directly to the IFA’s account.
Ramesh Bhat
The man behind Chennai’s most popular IFA Association – IFA Galaxy, Ramesh Bhat runs Aniramwith his wife. IFA Galaxy today has more than 10,000 online members across India. Now, he is spearheading the campaign to form Federation of Mutual Funds Distributors Association of India (FMFDAI).
Rajendra Prasad Verma
Verma is the only IFA who sells mutual funds and organizes investor awareness campaigns in a small town, Purnea in Bihar.
Prithwi Nath Keshari
Atthe age of 73,he is one of the most active fund advisors in Eastern India. He has bagged an award for Excellence in Financial Consultancy in 2006 from Indian Economic Development & Research Association (New Delhi). He strives to submit at least Rs 1 lakh worth of application every day.
Tirupati Rao
Not even a graduate, Rao started with odd jobs in departmental stores, bus conductor etc. Today, he boasts of more than 3,000 clients. Rao only sells mutual funds and primarily focuses on child care planning and retirement planning. He has been nominated to the UTI Chairman Club for 15 consecutive years.
Guntaunuk Pratinidhi Vikas Sanstha
This IFA association has done commendable work in Nashik region.Of the 135 members of the association, 72 have so far completed either CFP or CPFA. Going forward, all members of the association aspire to get CFP certification.
Disclosure: Cafemutual was the Online Media Partner for the event.
