Success Stories

Lovaii Navlakhi a CFP and founder of International Money Matters is one of the best known financial advisors and planners in India. Ravi Samalad and Jayshree Pyasi find out how Lovaii became a name to reckon with in the personal finance space, Advisor Corner

Pradip Agarwal turned the entry load ban to his advantage by approaching those clients who were abandoned by their IFAs, Advisor Corner

The Nasik based Mukesh Chotani turned into an advisor on the urging of his fellow actors in theatre! Jayshree Pyasi traces his story from his days in theatre to becoming the President of Nasik Agent Association, Advisor Corner

Hailing from an army background, Col Arun Gupta believes that by drawing up financial plans for army personnel and the retired, he is paying something back to the wonderful institution - the Indian Army. Jayshree Pyasi finds how this staunch army man became an advisor, Advisor Corner

Naresh Pachisia is a pioneer in MF distribution space in the East. His adherence to his principles and beliefs has made him a successful leader - advisor corner

Dipak Jain is one of the few IFAs in the East who cater HNIs has been successful in growing his business, Advisor Corner

Sandeep Gandhi born and brought up in Africa, controls an impressive AUM of Rs. 130 crore through his Rajkot based firm, Megafina. Jayshree Pyasi traces his journey from Africa to a successful Indian IFA, Advisor Corner

Known for his aggressive marketing and skills with numbers, Suresh Mohta is one of the most successful IFAs in the East, Advisor Corner

Ramakant Mahawar of Kolkata has worked hard to reach a client base of 5000 clients, has become one of the most successful IFAs in the East, Advisor Corner

Zoher Doctor of Smart Money is one IFA who has whole heartedly welcomed SEBI’s reform efforts, Advisor Corner

Jayshree Pyasi traces his career graph and finds that fascination for numbers got him into financial services - Advisor Corner

Kiran Vora, founder of Sernet Financial Services proves this. Starting from scratch, she has built a Rs. 900 crore AUM in twenty five years. Jayshree Pyasi narrates the tale of this woman’s success, Adviosr Corner

Pramod Saraf director, Swan Finance Ltd of Indore, CFP won the CNBC TV 18 best performing financial advisor for north India in 2010, Advisor Corner

Having been around for three decades, Chandulal Vasa of Need Based Invest has been through numerous market cycles, Advisor Corner

Today, he is one of the successful second generation IFAs who command a 2 percent upfront fee from his retail clients in Patna, Advisor Corner