Success Stories

Find out the story behind how and why these financial experts wrote books.

The trio got 1200 people at their recently held IAP.

MFD Universe, a social media group on Telegram app (a messenger app somewhat like WhatsApp) encourages IFA to share their experiences and success stories.

Mumbai-based RIA Kalpesh Ashar of Full Circle Financial Planners and Advisors uses Bollywood like storytelling to share the lessons he learnt across market cycles in his book.

Read on to find out how Gaurav Perti and Pawan Kumar leveraged content marketing to get 1500 registrations on their distribution platform in just a year.

Mumbai-based Prasad Shetty and Gaurav Karnik complement each other potential to grow their advisory business.

Dinesh Rohira, founder of 5nance.com, believes that India needs 66 lakh distributors for 1.30 billion people, considering each advisor caters to 200 clients. This is where online distribution comes in handy.

Here is the interesting story of four friends who come together to float a financial advisory business in Bhilai.

Kunal Bajaj of Clearfunds explains how he came to create a unique execution fee based model

Meet the Udaipur-based IFA Virendra Ranawat who has acquired 2000 clients in less than a year.

Keeping client interest first has helped him grow business.