Success Stories

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.

Best friends, Anindya Mandal and Sumanta Chakraborty, the founders of Ruby Financial Services talk to Pallabika Ganguly about their journey.

Samiran Banerjee has been a friend and guide to a number of budding advisors from eastern India.

If a client faces any financial issue, an advisor should be able to weather the crisis, says this Kolkata-based advisor.

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.

Subhabrata Ghosh, a more recent convert to the cause of financial planning, works with missionary zeal to promote the concept.

Pradip Chakrabarty, an established IFA from Patna, has come a long way from his difficult past by the sheer dint of hard work.

Sajal Roy from Anjali Investment ensures that his clients are in touch with the latest developments in the financial world.

Satya Bikash Bhuyan, an IFA from Guwahati, has managed to rope in 100 clients in 4 months. The low penetration of MFs in the north-east has turned out to be an advantage for him.

Shashi Verma has grown his business by targeting clients in a systematic manner and thoroughly understanding a customer’s needs.

Yogesh Sharma of YS Capital is among India’s top mutual fund advisors with assets under advisory at Rs. 250 crore. The turning point in his career was Deepak Parekh’s timely advice to focus on financial services.

Bratati Bhattacharya, a 36-year old IFA, garnered Rs. 50+ crore AUM in just three months of her career as an IFA.

Vishal only enrolls clients who give him at least Rs. 50 lakh of portfolio to manage. Today he and his wife cater to 200 families.

Winner of the UTI & CNBC TV18 Award for Best Financial Advisor (South Region), Pramod Kumar, President of Wealth Advisors, reveals its success secrets. Excerpts from the interview:

Manoj Garg, Partner, Simply Invest, shares details of an aggressive strategy adapted by them to grow their assets. Just 14 months later, Simply Invest handles an AUM of Rs. 30 crore and a kitty of 1000 SIPs with 2000 investors.