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
Ashwin Vajani scores 20 in 20 years!
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
by jayshree Jul 7, 2011
Determination and true grit have made him a winner
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
by Pallabika Jul 1, 2011
I mostly sell top performers to my clients: Prakash Thakkar
Prakash Thakkar talks about his decision to shift from FDs to MFs and his advisory business, Advisor Corner
by Paromita Dey Jun 21, 2011
Success can be achieved only through honesty and integrity: Suresh Sadagopan
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
by jayshree Jun 17, 2011
