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  • Success Stories

    The future of financial planning is online and on the phone, believes Ronak Hindocha
    by Pallabika Jan 30, 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
    Innovation and spreading financial literacy have made DNS Wealth one of the top distributors in Orissa
    The firm has more than 5000 investors and plans to focus on client retention rather than new client addition. Cafemutual finds out how the firm has managed to build such a large client base.
    by Pallabika Jul 12, 2012
    The ‘Jai-Veeru’ duo among IFAs
    Best friends, Anindya Mandal and Sumanta Chakraborty, the founders of Ruby Financial Services talk to Pallabika Ganguly about their journey.
    by Pallabika Jul 3, 2012
    ‘I will be successful when 50 of my IFAs own a car each’
    Samiran Banerjee has been a friend and guide to a number of budding advisors from eastern India.
    by Pallabika Jun 15, 2012
    I am a trouble shooter, says CFP Malhar Majumder
    If a client faces any financial issue, an advisor should be able to weather the crisis, says this Kolkata-based advisor.
    by Pallabika Jun 11, 2012
    The going got tough, but Abhenav Khettry got going
    This young advisor has managed to build up Rs 168 crore in AUM and set up 3 branch offices across eastern India in just four years.
    by Pallabika Jun 7, 2012
    From computer hardware to ‘hawking’ financial health check-up
    Subhabrata Ghosh, a more recent convert to the cause of financial planning, works with missionary zeal to promote the concept.
    by Pallabika May 26, 2012
    Here’s an IFA who has won against all odds
    Pradip Chakrabarty, an established IFA from Patna, has come a long way from his difficult past by the sheer dint of hard work.
    by Pallabika May 21, 2012
    Client education is the key to success, says Sajal Roy
    Sajal Roy from Anjali Investment ensures that his clients are in touch with the latest developments in the financial world.
    by Pallabika May 8, 2012
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.