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
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
