Success Stories

IFAs join hands to help Priyanka, daughter of an Odisha IFA

Odisha IFA Anil Kumar Mishra’s 12-year-old daughter is suffering from ‘aplastic anemia’

by Vidyut Deshpande Nov 23, 2019

A journey from being an Ayurveda doctor to a successful advisor

Nilkanth Patil from Jalgaon district of Maharashtra chose to become and financial advisor and now handles an AUM of Rs.23 crore, inspite of being a qualified Ayurveda MD

by Vidyut Deshpande Nov 20, 2019

12 experts to spread financial awareness through ‘Bharat Bhraman’

CFA Society India and NSDL launch 15-day-long financial awareness campaign in which 12 experts will cover 1300 kms through bicycle.

by Vidyut Deshpande Nov 14, 2019

Meet the Jaipur IFA who finished the half Iron Man challenge

Adheesh Kabra who runs a financial advisory business in Jaipur ran 21.1 km, swam 1.9 km and cycled 90 km in just 7 hours.

by Bhakti Makwana Nov 14, 2019

This banker turned IFA has started a platform for ex-bankers

Chandigarh IFA Shobhit Gupta has co-founded Moneygain that brings in ex-bankers and ex-AMC people who want to start their own advisory.

by Sridhar Kumar Sahu Nov 10, 2019

Meet the IFA heroes who convinced clients to start SIP this Dhanteras

We spoke to 4 IFAs from Tier II and Tier III cities, who convinced investors to start SIPs instead of buying gold.

by Vidyut Deshpande Nov 6, 2019

Two IFAs create history with record SIP numbers

While Kolkata IFA Asoke Roy activated 2172 SIPs in one day, Delhi’s Dhiraj Suresh Aggarwal executed 1533 SIPs transactions in single day.

by Bhakti Makwana and Nishant Patnaik Nov 3, 2019

Unable to walk Rushabh manages a successful advisory business

Rushabh Desai, a GNE Myopathy patient, has overcome all odds in life to run a thriving advisory business today.

by Bhakti Makwana and Nishant Patnaik Oct 20, 2019

‘The best time to invest for child’s future is the moment when mother conceives’

‘Power your child’s financial future’, the first book of Bangalore based IFA Deepesh Mehta speaks about the common mistakes that parents make in securing their children’s future.

by Bhakti Makwana Oct 15, 2019