Knowledge is king: Rajesh Koradia
He describes himself as an avid reader and follower of finance bigwigs. Inspired by their writings, Rajesh has taken some crucial decisions in life and business.
by Pallabika Jan 18, 2012
An advisor with a big heart
Innovative marketing peppered with a human touch helps Ritesh Sheth win over his clients, Ravi Samalad reports.
by Ravi Samalad Jan 17, 2012
Converting HNI prospects into clients in one call is his recipe of success
Vikas Tulsyan’s talent in persuading HNIs client to do business with him in one call has made him a successful IFA.
by Pallabika Jan 6, 2012
A dentist turns financial advisor
Prashant Popat, a former dentist turned IFA is on a mission to cure people’s financial health in Rajkot
by Ravi Samalad Jan 3, 2012
Meeting family’s need evolved into a profession
Meeting family’s need evolved into a profession
by Pallabika Dec 26, 2011
Proper education is a key to success in the advisory business
Rajaraman took the decision to become an IFA after the entry load was banned by SEBI as he was confident that he could be able to charges his clients for his services, Advisor Corner
by Pallabika Dec 21, 2011
Kartik Jhaveri wants to be the McDonalds of financial planning
Kartik is well known face in the financial planners community wants to put his rich experience in advising conglomerates to use in his venture by adopting a franchisee model of financial planning, Advisor Corner
by Ravi Samalad Dec 21, 2011
This CA turned advisor has charted his own destiny
Pramod Rungta, started his career as a CA but slowly got interested in advisory business and developed his client base through references, Advisor Corner
by Pallabika Dec 20, 2011
Theatre to Financial Advisory
Sujan Das, a Kolkata based successful financial advisor believes that dedication and hard work can create wonders in mutual fund industry, Advisor Corner
by Pallabika Dec 15, 2011
From a tax expert to an ace advisor
Ravi Samalad traces the meteoric rise of Pranav Muzumdar, Advisor Corner
by Ravi Samalad Dec 6, 2011
Unhappy with new regulations, Goutam longs for the good old days
Goutam Karmakar, who had at one point never imagined pursuing advisory as his mainstream business, is one of the most successful advisors in the East. Pallabika Ganguly traces how he developed interest and thrived in this business. Of late, however, Goutam feels that regulations have impacted his revenues, Advisor Corner
by Pallabika Dec 2, 2011
Look for the silver lining in the dark clouds
Sai Pragnesh is one of the rare breed who became an IFA following the entry load ban. Jayshree Pyasi finds out the motivations behind Sai’s unique move, Advisor Corner
by jayshree Dec 1, 2011
Nikhil Mehta uses smart marketing to grow his business
As the times evolved, Nikhil Mehta kept fine tuning his marketing approach, finds Ravi Samalad, Advisor Corner
by Ravi Samalad Nov 29, 2011
Keep it simple for success
Sangeeta Jhaveri, the founder of Prescient Financial Services is one of the top women in the financial advisory community, Advisor Corner
by jayshree Nov 25, 2011
