Truly an MF distribution veteran
by Nishant Patnaik Aug 13, 2014
From cooking to financial planning
Kevin Michael adopted the teachings of the Bible to gain success in financial advisory
by Nishant Patnaik Jun 23, 2014
Prateek manages Rs. 90 crore in the small town of Bhilai
A professional approach and helping victims of mis-selling helped Prateek to grow his business.
by Nishant Patnaik May 24, 2014
Nitin charges Rs. 14000 for financial planning in a village called Vita
Nitin has 80 financial planning clients who pay him Rs. 14,000 annually! The young chap from a small village called Vita in Maharashtra’s Sangli district is starting a sort of revolution in financial planning landscape in rural India.
by Ravi Samalad Apr 28, 2014
From a relationship manager to a successful financial advisor
Vanitha has acquired 125 clients within a year of setting up her practice in Bangalore. Read on to find out her recipe for success.
by Nishant Patnaik Apr 27, 2014
‘Our job is similar to that of a doctor’
They say a doctor’s job is to cure sometimes, relive often but to give comfort always. Our job is similar to that of a doctor, says Bharat Pathak, Promoter & Director, Wealth Managers India.
by Ravi Samalad Mar 21, 2014
How I got my first client
Achuthan Kutty from Thrissur narrates how he acquired his first client who was a retired superintendent of police (SP).
by Nishant Patnaik Mar 18, 2014
‘IFAs should meet clients regularly and not just when business arises’
Anil Raj, who turned to financial advisory by giving up his marketing job narrates his journey and secret behind his success.
by Ravi Samalad Jan 25, 2014
Mutual funds to be available soon in the malls of Bhopal and Indore
His plan is to open investment outlets called ‘Investment Shoppe’ by March 2014.
by Nishant Patnaik Nov 13, 2013
Applying the principles of mythology in financial planning
Vivek Damani of Prudent Partners believes that advisors should help their clients understand the purpose of their lives and achieve financial freedom.
by Ravi Samalad Sep 27, 2013
