Success Stories

This small town based advisor in Gujarat manages 900 clients and is an epitome of what determination and persistence can achieve. Read more to know his inspiring journey.

Continuing with our series, Minesh Mehta (former agriculture merchant) and Mona Fakih (former model) tells us what made them move towards financial advisory.

Read on to find out how Ahmedabad based IFA Nitin Patel generated an AUA of Rs. 200 crore in mutual funds with his crorepati pitch to clients.

Mukesh Chotani (former theater actor) and Kevin Michael (former hotel management professional) tell us what made them switch their career.

We profiled Dr. Kamal Goel (ex-army doctor) and Yogesh Sharma (former IT consultant) to find out what prompted them to switch their professions.

Gujarat based adviser Nikhil Thakker shares his journey in the advisory profession and how his hard work and persistence has helped him build 100 crore AUM in Anand.

Nitin Vete grew his family advisory business exponentially once he took over the reins from his parents. Today, he employs 35 people and has a 3,000 sq. feet office in Thane.

So impressed was Nisarg Gandhi with the performance of his MF portfolio that he turned an IFA himself to help others too benefit from mutual funds.

Krushna Finserv LLP today has assets under advisory of Rs. 770 crore with over 10,000 live SIPs.

Recently bestowed with the Samman award at the 8th MFRT event in Jaipur, Srikanth Matrubai of SriKavi Wealth Advisors shares his journey in the financial advisory and what he learned from his experiences.

An MF adviser with 40 crore AUA, Ankit is also a principal of a college in Ahmedabad. Read on to find out how he dons two hats and how he uses the power of storytelling to promote SIPs.

Thanks to their unflinching effort, they have built an AUA of Rs. 250 crore in mutual funds and SIP book of Rs. 40 lakh per month.

After giving away Rs. 250 crore assets under advisory (AUA ) to his partner, Satish built his business from scratch and today manages Rs. 1,000 crore across different products, including Rs. 500 crore in MFs and all this in just two years!

Abhishek Sipani, Founder of Black Swan Wealth Managers LLP talks to Cafemutual about why he quit his job to start his advisory firm Black Swan which caters to CEOs and CFOs.