A successful journey from electronics to advisory biz
Zoher Doctor of Smart Money is one IFA who has whole heartedly welcomed SEBI’s reform efforts, Advisor Corner
by jayshree Oct 18, 2011
A model advisor
Jayshree Pyasi traces his career graph and finds that fascination for numbers got him into financial services - Advisor Corner
by jayshree Oct 11, 2011
Zero to 900 crore in 25 years!
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
by jayshree Sep 29, 2011
Don’t go down the beaten path: Pramod Saraf
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
by jayshree Sep 23, 2011
Thirty years and still going strong!
Having been around for three decades, Chandulal Vasa of Need Based Invest has been through numerous market cycles, Advisor Corner
by jayshree Sep 14, 2011
Manu gets a 2% fee from retail investors in Patna
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
by Ravi Samalad Sep 11, 2011
A unique thinker and innovator
From running his practice under the brand ‘Pooranmal Pradeep Kumar’ to thinking up new ideas, Pradeep Kumar Jain of Ranchi is constantly experimenting, Advisor Corner
by jayshree Sep 9, 2011
‘It was easy to convert IPO clients into mutual funds’
A mutual fund advisor for 18 years, Mukesh Ramnani of Varsha Investments reveals how he has grown his business over the years, Advisor Corner
by Pallabika Sep 7, 2011
What goes around, comes around: Jagdish Nagdev
Jayshree Pyasi meets enthusiastic Jagdish Nagdev from Jabalpur and finds there is a fascinating story behind the warm and cheerful smile, Advisor Corner
by jayshree Sep 5, 2011
Offering value added services has been the key to the success of Funds Vedaa
After carving out her niche among the High Net worth Individuals in Agra, Shifali Satsangee has big plans to go retail, Advisor Corner
by Pallabika Aug 28, 2011
A cut above the rest - Gaurav Mashruwala
His columns and TV appearances have made Gaurav Mashruwala a well known name in the financial advisory domain. Jayshree Pyasi finds that Gaurav is not just a writer but also a financial planner, teacher and a trainer, Advisor Corner
by jayshree Aug 26, 2011
Mona finds her groove in financial advisory
Masarrat Mona Fakih, the founder of Allegience Advisors has an unusual background for a financial advisor, Advisor Corner
by jayshree Aug 21, 2011
‘Money sets you free’
Mukund Seshadri of M.S. Ventures focuses on developing financial plans for his clients. has spent most of his career in imparting training to wealth mangers and advisors. Jayshree Pyasi tries to capture the knowledge enhancement zeal of this management college lecturer, Advisor Corner
by jayshree Aug 2, 2011
‘This decade will be of wealth management and financial planning, not selling’
Abhishek Marwah tells Jayshree Pyasi that affordable and authentic advice is their key differentiator, Advisor Corner
by jayshree Jul 21, 2011
‘Passion can override any financial incentive’
Jayshree Pyasi discovers that Pankaj Mathpal is devoted to the mission and cause of financial planning, Advisor Corner
by jayshree Jul 18, 2011
