Looking at ways to enhance your business & career? Log onto streetsahead.in to upgrade yourself!
SUBSCRIBE NEWSLETTER

Tarraki Corner

Ahmedabad IFA Milind Shah to launch a common platform for IFAs
One nation one brand for mutual fund distributors: Chalo Niveshak
by Nishant Patnaik Jan 14, 2019
Stock brokers turned advisors: Kolkata duo build AUM of Rs.90 crore in just a year
The changes in MF industry did not deter Vikash and Sundeep as they strongly believe that ‘Advice ki bahut badi value hai’ (financial advice is valuable.)
by Shreeta Rege Jan 2, 2019
Hari Kamat on helping his clients become crorepatis!
Goa IFA Hari Kamat shares with us how he makes it a point to thoroughly understand his clients before recommending products.
by Shreeta Rege Dec 23, 2018
How this Bengal IFA acquired 2500 clients through IAPs
Today, he boasts of a SIP book of Rs. 55 lakh.
by Shreeta Rege Dec 17, 2018
Meet the Kolkata duo who built AUM Rs.88 crore in just one year
Started in July 2017, Atri Ganguly and Tejpal Singh Bagga now manage over 1000 clients, mostly retail.
by Nishant Patnaik Nov 25, 2018
Meet IFAs who have successfully conducted SIP drive
Success stories of IFAs who have run SIP campaigns amidst difficult markets.
by Shreeta Rege Nov 22, 2018
Kolkata IFA Hitesh Jain activates 234 SIPs in a single day
His firm Finomatic executed these SIPs through the NSE NMF II platform.
by Shreeta Rege Nov 19, 2018
How this IFA grew his SIP book from Rs. 2.50 lakh to Rs. 1 crore a month in five years
Bengaluru IFA Deepesh Mehta shares his 100-month holding mantra with us.
by Shreeta Rege Nov 15, 2018
‘Direct plans are the right things to do from clients’ perspective’
Suresh Sadagopan shares his experience in shifting from recommending regular plans to direct plans.
by Team Cafemutual Nov 11, 2018
Ambala IFA initiates 132 SIPs in a single day
The average ticket size was Rs.3757.
by Dona Sara Jacob Nov 9, 2018
How Kolkata CFP Asoke Roy activated 327 SIPs totaling Rs. 10.08 lakh in a single day
Inspired by many IFAs running SIP marathons, Asoke decided to be the first IFA from West Bengal to hold a SIP marathon.
by Shreeta Rege Nov 8, 2018
This Dhanteras its not gold but SIP that is in demand
IFAs run successful SIP drive on Dhanteras.
by Shreeta Rege Nov 5, 2018
Bengaluru IFA Sudhendra Rao on another SIP streak, creates 425 SIPs in a day
Six months after his first SIP drive, Sudhendra and his team achieved another feat of 425 SIPs totalling Rs. 11 lakh in a single day and 703 SIPs in a week amounting Rs.19 lakh.
by Shreeta Rege Oct 20, 2018
Indore based brokerage firm enrols 11,111 SIPs in a single day
Swastika Investmart has initiated these SIPs through BSE Star MF Platform.
Posted on Oct 11, 2018
Meet the two IITians who acquired 4000 clients in just 2 years
The duo focusses on retail investors of B30 location.
by Shreeta Rege Oct 3, 2018