Success Stories

We profile and Prashant Popat (former dentist) and Sanjay Ladha (former garment merchant) to find out what prompted them to switch their professions.

Anup Bhaiya, Founder of Money Honey Financial Services shares his inspiring journey of how he built his business with MF AUM of Rs. 400 crore after coming to Mumbai with Rs. 900 in his pocket.

Founder of Wealth First Portfolio Managers Ltd, Ashish Shah is raising Rs. 8 crore by listing his company. He wants to invest a part of this proceeds to grow his MF distribution business further.

With a SIP book of Rs. 1.25 crore per month, D. Muthukrishnan, Founder of Wise Wealth Advisors claims to have the largest SIP book among IFAs in Tamil Nadu. Read on to find out how he quit his BPO job to become an ace financial planner.

Saurabh Mittal, Founder of Circle Wealth Advisors, talks to Cafemutual about what inspired him to get into financial advisory and the role of an IFA in the life of a customer.

Rakesh Rathod, Founder of Fineapple Ideas believes that strong digital presence can help advisors grow their business. Read on to find out how he acquired 500 clients purely through digital marketing.

Abhenav Khettry, Director, Vyana Wealth got his ARN at the age of 19 and today has assets under advisory of Rs. 140 crore in mutual funds. Read on to find out his journey to success.

Mimi Partha Sarathy, Founder of Sinhasi Consultants shares her journey in financial advisory and her success mantra.

Col. (Retd) Sanjeev Govila founded Hum Fauji Initiatives which caters exclusively to military professionals.

Brittney Crasto has acquired 50 financial planning clients through social media. The founder of Financially Wise Women, an advisory firm based in Los Angeles, Brittney shares some invaluable tips on how advisors can stand out from the crowd on social media.

Jason M. Pereira of Woodgate Financial & IPC Investment Corporation shares the recipe of his success, how to ask for referrals and more. He is the first place winner of the 2015 PlanPlus Global Financial Planning Awards for the Americas region.

Niyati Bhat, winner of the Cafemutual My Smart Business Idea contest shares her secrets of success.

K L Kalyanakrishnan, winner of the Cafemutual My Smart Business Idea contest shares his secrets of success.

Ramesh Hegde, winner of the Cafemutual My Smart Business Idea contest shares his secrets of success.

Sachin Karate left his home in Akola at the age of 16. He served as a waiter in restaurants, earning a monthly salary of Rs. 1,700. Today, he owns three businesses and aspires to achieve Rs. 100 crore AUA in mutual funds. Read his rags to riches story.