Success Stories

Ravi uses analogies from cricket to explain the concept of goal based investing.

BSE StAR MF has termed this drive as ‘SIP Storm’ in Indian mutual funds industry.

Rajkot IFA Sandeep Gandhi of Megafina has built a successful business around small business owners. Talking to Cafemutual, Gandhi shares his experience dealing with this segment who prefer investing in their own business.

Anurag Garg, founder and CEO of Nivesh.com and Providential Advisory Services talks about developing a simple platform for investors and advisors.

Pune based advisor Sunil Kapadia gives a glimpse of fundamentals of financial markets through his newly launched book.

Meet the second generation IFA Azeem Jagani who is taking his family business forward.

Surprisingly, the duo executed most of these SIPs in the offline mode.

How Milind who was a civil engineer and Sangeeta who was running a stock broking business came together to create a successful advisory practice.

While Ahmedabad-based Ankit Chopra & family initiated 651 SIPs in a day through BSE Star MF, Bengaluru’s C.J. Gopinath along with his partner Jayesh Doshi activated 322 SIPs over two days using NSE NMF II.

What will happen to your business when you retire or die? Let us see how J.K. Nagpal of Ghaziabad resolved this question.

This advisor has proved that every small investment counts.

Find out how Ajay Jain built AUM of Rs.69 crore.

Piyush Rakhecha did not let visual impairment hold him back from following his passion. Read to find out how he built an AUM of Rs.5.75 crore in just 16 months.

Jaipur-based Rajesh Sodhani shares how IAPs and meeting new people helped him acquire 4,500 clients.