Success Stories

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.

From starting with a tabela (stable) to renting an upscale office with a team of 13 in Borivali, Paresh has come a long way with sheer determination and perseverance. His clients include chaiwalas, shoe shine boys on platforms, panwalas, auto rickshaw drivers, watchmen, hawaldars and waiters. Read his inspiring journey.

R. R. Kannan has written over 300 plans for his clients for which he has not charged a single penny yet.

Ranjit Dani, Founder and Director of Think Consultants talks to Cafemutual about his journey in the financial advisory and his success mantra.

Bhushan Mahajan, owner of Arthbodh Shares and Investments and Founding Member of Pune Independent Financial Advisors Association talks to Cafemutual about his journey from a sub broker to a financial advisor.

Ashish Modani, Winner of UTI CNBC Financial Advisors Awards 2014 (Tier 2 North) talks to Cafemutual about what inspired him to get into financial advisory and reveals his success mantra.

Alumni of IIM Lucknow and Delhi School of Economics join hands to start an advisory firm called Finqa.