Success Stories

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 SamaladOct 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 SamaladOct 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 SamaladAug 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

The going got tough, but Abhenav Khettry got going

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.

by Pallabika Jun 7, 2012

From computer hardware to ‘hawking’ financial health check-up

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

by Pallabika May 26, 2012

Here’s an IFA who has won against all odds

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

by Pallabika May 21, 2012

Client education is the key to success, says Sajal Roy

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

by Pallabika May 8, 2012

This upcoming IFA is in love with the mutual fund industry!

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.

by Pallabika May 2, 2012

Know your customer, the business will follow

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

by Pallabika Apr 24, 2012

From IT entrepreneur to ace financial advisor

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.

by Ravi SamaladApr 23, 2012

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