Success Stories

Meeting family’s need evolved into a profession

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

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

Pramod Rungta, started his career as a CA but slowly got interested in advisory business and developed his client base through references, Advisor Corner

Sujan Das, a Kolkata based successful financial advisor believes that dedication and hard work can create wonders in mutual fund industry, Advisor Corner

Ravi Samalad traces the meteoric rise of Pranav Muzumdar, Advisor Corner

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

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

As the times evolved, Nikhil Mehta kept fine tuning his marketing approach, finds Ravi Samalad, Advisor Corner

Sangeeta Jhaveri, the founder of Prescient Financial Services is one of the top women in the financial advisory community, Advisor Corner

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

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

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