Success Stories

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

A mutual fund advisor for 18 years, Mukesh Ramnani of Varsha Investments reveals how he has grown his business over the years, Advisor Corner

Jayshree Pyasi meets enthusiastic Jagdish Nagdev from Jabalpur and finds there is a fascinating story behind the warm and cheerful smile, Advisor Corner

After carving out her niche among the High Net worth Individuals in Agra, Shifali Satsangee has big plans to go retail, Advisor Corner

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

Masarrat Mona Fakih, the founder of Allegience Advisors has an unusual background for a financial advisor, Advisor Corner

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

Abhishek Marwah tells Jayshree Pyasi that affordable and authentic advice is their key differentiator, Advisor Corner

Jayshree Pyasi discovers that Pankaj Mathpal is devoted to the mission and cause of financial planning, Advisor Corner

IFAs like Ashwin Vajani are truly a rare breed. While other IFAs boast of a client base running in to hundreds and thousands, he is happy with twenty clients after twenty years, Advisor Corner

Kanak has become one of the most respected IFAs in the East as he did not let his initial failure hold him back from success, Advisor Corner

Prakash Thakkar talks about his decision to shift from FDs to MFs and his advisory business, Advisor Corner

Suresh Sadagopan talks about his experiences with financial advisory, his approach towards clients and most importantly his passion towards his profession with Jayshree Pyasi, Advisor Corner

Rajendra shares his journey of shift from his family business to setting up a successful boutique advisory firm, Advisor Corner

Akshar Investment Services has grown to be a Rs. 100 crore advisory firm. Jayesh Salvi, owner of Akshar tells Jayshree Pyasi that this was made possible only through dedication and commitment to clients, Advisor Corner