Success Stories

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.

Salim Momin believes that advice should not be given free and caters only to clients who pay him a fee.

From the valleys of Assam to the financial capital of the country – Mumbai, it has been an eventful journey for the Kothari brothers. Together, they run Etica Wealth Management with a client base of 300 investors and all of them pay a fee.

Vijay Maheshwari, one of the best known IFAs in Kolkata, is reputed for doing comprehensive needs assessment of his clients.

Sougata Mitra’s talent in identifying ‘sneezers’ helped him grow his business.

Having been a part of the insurance industry from an early age of 19, N. Vishwanath chose a difficult path to grow by parting ways with LIC and moving to competitive products purely to serve client interests.

Heeding her dad’s advice of pursuing a career in finance, Bangalore-based Dilshad Billimoria has established herself as a prominent advisor in the south.