Success Stories

Bratati Bhattacharya, a 36-year old IFA, garnered Rs. 50+ crore AUM in just three months of her career as an IFA.

by Pallabika Apr 9, 2012

A focused model helps the Dhawans succeed in advisory business

Vishal only enrolls clients who give him at least Rs. 50 lakh of portfolio to manage. Today he and his wife cater to 200 families.

by Ravi SamaladApr 5, 2012

A client-centric approach has worked wonders for Wealth Advisors

Winner of the UTI & CNBC TV18 Award for Best Financial Advisor (South Region), Pramod Kumar, President of Wealth Advisors, reveals its success secrets. Excerpts from the interview:

by Vibha Apr 2, 2012

The ‘turnaround’ experts

Manoj Garg, Partner, Simply Invest, shares details of an aggressive strategy adapted by them to grow their assets. Just 14 months later, Simply Invest handles an AUM of Rs. 30 crore and a kitty of 1000 SIPs with 2000 investors.

by Pallabika Mar 21, 2012

Salim started charging his clients a fee the day after entry load ban came in to effect

Salim Momin believes that advice should not be given free and caters only to clients who pay him a fee.

by Ravi SamaladMar 9, 2012

Gajendra and Virendra Kothari build 32 crore AUM in 2 years after leaving cushy jobs

From the valleys of Assam to the financial capital of the country – Mumbai, it has been an eventful journey for the Kothari brothers. Together, they run Etica Wealth Management with a client base of 300 investors and all of them pay a fee.

by Vibha Kalra and Ravi SamaladMar 6, 2012

'My part-time job became my full time business'

Vijay Maheshwari, one of the best known IFAs in Kolkata, is reputed for doing comprehensive needs assessment of his clients.

by Pallabika Feb 20, 2012

Sougata deployed SMS and SIPs as Weapons of Mass Success

Sougata Mitra’s talent in identifying ‘sneezers’ helped him grow his business.

by Pallabika Feb 10, 2012

Investor interest more important than high incentives: N. Vishwanath

Having been a part of the insurance industry from an early age of 19, N. Vishwanath chose a difficult path to grow by parting ways with LIC and moving to competitive products purely to serve client interests.

by Ravi SamaladFeb 4, 2012

Dad’s advice led to this success: Dilshad Billimoria

Heeding her dad’s advice of pursuing a career in finance, Bangalore-based Dilshad Billimoria has established herself as a prominent advisor in the south.

by Ravi SamaladFeb 2, 2012

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 SamaladJan 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 SamaladJan 3, 2012

An IFA with a debt focus

by Pallabika Jan 2, 2012