Success Stories

Software engineer turns mutual fund advisor after 9/11 attacks

My bag is my office and the client’s desk is my work place, says Alagappan Thenappan who took up mutual fund distribution after he lost his job.

by Nishant PatnaikJun 21, 2013

“My women clients even ask me if they can afford to have a second child!”

Kiran left her cushy job at a bank to pursue her dreams. She is happy today that she enjoys the trust and confidence of her clients.

by Ravi SamaladJun 13, 2013

Yogita Dand realized the importance of money early in her life

From funding her own college education to becoming an entrepreneur, Yogita has had an eventful journey.

by Ravi SamaladJun 8, 2013

From Dubai to Mumbai, Nisreen charts the path to success

Dubai where Nisreen sold insurance products served as a learning ground for her to excel as a financial advisor.

by Ravi SamaladJun 3, 2013

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 SamaladMay 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 PatnaikMay 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 SamaladMay 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 SamaladMay 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 PatnaikApr 25, 2013

My practice is very customer centric: Sujata Kabraji

by Ravi SamaladApr 7, 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 SamaladFeb 15, 2013

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 SamaladJan 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 SamaladJan 6, 2013

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