Financial planning with a slice of charity
10% of her clients have set aside 1% of their annual investments towards building a charitable corpus which is utilized to help others.
by Ravi Samalad May 18, 2013
Advisors deserve the same respect as professionals like doctor or lawyers, says Prakash Praharaj
A veteran financial services professional, Prakash got his first client through the social networking website, Facebook.
by Nishant Patnaik May 15, 2013
Providing niche solutions has helped Hiten get a head start in advisory profession
In just three years after getting into stock broking, Hiten has unlocked value worth Rs 5 crore by dematting physical shares.
by Ravi Samalad May 7, 2013
At 26, Khyateey Dutt is an ‘Innovator in Finance’
Khyateey started her advisory business when she was just 21 and today manages over 350 clients.
by Ravi Samalad May 1, 2013
From provision store to financial planning!
A self-taught advisor, Nilesh spends Rs 2 lakh per year for learning and self-development by attending conferences in India and abroad.
by Nishant Patnaik Apr 25, 2013
‘This is not a business but a profession for me’
Naveen Rego, a financial advisor from Mangalore started charging all his clients ever since the regulator abolished entry loads.
by Pallabika Mar 1, 2013
From manufacturers Deepali and Roopali turn advisors
At a time when the fund distribution is undergoing a host of regulatory changes, Roopali and Deepali are confident of finding their niche.
by Ravi Samalad Feb 15, 2013
Rajesh gave up his Chartered Accountancy license to become a financial advisor
Rajesh Chheda of Finance Factory made a fresh beginning after being hit by Ketan Parekh scam in 1990s and today he is a renowned advisor in Goa and a 10 times MDRT qualifier.
by Ravi Samalad Jan 27, 2013
Helping women make smart investment decisions is her mission
Tejal Gandhi of Money Matters is a a banker turned financial advisor
by Ravi Samalad Jan 6, 2013
Now an ISO Certified Financial Advisor!
Rajesh Hattangady got his company ISO 9001: 2008 certified to ensure quality and customer focus and it seems to have paid off well.
by Ravi Samalad Oct 28, 2012
A financial advisor who has invested his own money to grow
Unlike most IFAs, Raman, a banker turned financial advisor, has invested his own money in his business.
by Ravi Samalad Oct 18, 2012
From a sub-broker to a financial advisor
B Jitu Dhabari believes in thoroughly researching prospects before visiting them because it improves his conversion sharply.
by Pallabika Sep 1, 2012
IFAs need to keep their clients happy, says Vinayak Sapre, a budding IFA
Vinayak Sapre, a former MF professional started as an IFA last year and has built an AUM of Rs 30 crore by simply keeping his clients happy.
by Ravi Samalad Aug 10, 2012
