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Facts & Figures
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Success Stories
‘My maid servant and her rickshaw driver husband built their house, thanks to MF SIPs’
by
Banali Banerjee
Apr 20, 2015
Pallav manages Rs. 197 crore in MFs in Guwahati, operates radio taxi and a bakery chain!
by
Banali Banerjee
Apr 15, 2015
Four IFAs come together to register as SEBI RIA
by
Ravi Samalad
Feb 18, 2015
‘While probing clients, advisors need to talk less to improve their listening skills’
by
Ravi Samalad
Jan 27, 2015
‘A financial planner has to help create a meaningful life rather than an affluent life’
by
Ravi Samalad
Nov 18, 2014
‘We spend a lot of time with investors during bad times’
by
Ravi Samalad
Sep 22, 2014
Celebral Palsy could not deter Amit Thakker from making it big in advisory profession
by
Ravi Samalad & Nishant Patnaik
Sep 18, 2014
How Mumbai based advisor Pawan Mehar is taking on direct plans
by
Ravi Samalad
Aug 23, 2014
Truly an MF distribution veteran
by
Nishant Patnaik
Aug 13, 2014
Ex-AMC professional Amit Bivalkar built AUM of Rs. 750 crore in five years!
by
Ravi Samalad
Aug 9, 2014
‘I was drawn to financial planning due to my own family’s experience’
by
Ravi Samalad
Jul 28, 2014
Secrets of an award winning advisor
by
Ravi Samalad
Jul 26, 2014
‘Ethics, knowledge and listening skills are essential to excel in financial advisory’
by
Ravi Samalad
Jul 24, 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
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