Success Stories

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

Meet the new SIP heroes

by Bhakti Makwana Oct 8, 2019

Varanasi IFA sets a new record, 1501 SIPs in a single day

This is the highest SIP count in the individual category in physical mode.

by Bhakti Makwana and Nishant Patnaik Sep 30, 2019

Online direct plan seller gets funding of Rs.153 crore

Bangalore based Groww has received funding from Ribbit Capital.

by Bhakti Makwana Sep 20, 2019

12 IFAs merge advisory business to make a Rs.1000 crore entity

The combined AUA of the entity called MoneyGain adds up to Rs.1,000 crore.

by Nishant Patnaik Sep 18, 2019

Investment lessons from tales of Akbar-Birbal and Tenali

The latest book of Vinayak Sapre ‘Birbal, Tenali and investment sutras’ simplifies financial concepts through interesting tales of Birbal and Tenali.

by Bhakti Makwana Sep 11, 2019

Small town IFAs shine with successful SIP drive

by Bhakti Makwana Sep 2, 2019

Meet the IFA who dedicated Independence Day to educating real life Singhams

In the past 3 months, Amravati IFA Meenakshi Sikchi of Rainbow Financial Services has conducted over 15 IAPs at various police stations of Amaravati.

by Sridhar Kumar Sahu Aug 17, 2019

RIAs form a new association

Association of Registered Investment Adviser (ARIA) aims to represent RIA community before SEBI, discuss matters of mutual interests and conduct events for its members.

by Sridhar Kumar Sahu Aug 2, 2019