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.
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.
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.
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