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
Success in advisory business is more like a marathon than a 100 meter dash: Rajendra Bhatia
Rajendra shares his journey of shift from his family business to setting up a successful boutique advisory firm, Advisor Corner
by Ravi Samalad Jun 13, 2011
Clients’ interests take precedence over personal gains, says Jayesh Salvi
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
by jayshree Jun 6, 2011
During recession it was our advisory which made our clients stay on with us
Neha and Dinesh Khemlani, promoters of Comsol, ranked among the top 20 IFAs in Mumbai, share their experience and success story, Advisor Corner
by Pallabika Ganguly and Ravi Samalad Jun 1, 2011
I have built my business on my clients’ satisfaction, says Sadashiv Phene
The winner of multiple awards such as the Prudential Chairman award and HDFC Upper Crust award, Sadashiv Arvind Phene is an inspirational figure., Advisor Corner
by Jayshree Pyasi and Pallabika Ganguly May 30, 2011
Determination and resolve can overcome adverse circumstances, says Minesh Mehta
Despite adversity, Minesh has built a successful practice as an IFA, finds Ravi Samalad, Advisor Corner
by Ravi Samalad May 30, 2011
The thirst for knowledge is the key to his success
Mukesh has grown to be a trusted financial planner for over seven thousand clients over last two decades, Advisor Corner
by Pallabika May 6, 2011
Sabnis sees future in boutique advisory
Yogin Sabnis, Managing Director of VSK Financial Services, shares his view on the changing business environment after the ban on entry loads, Distributors Corner
by Ravi Samalad Apr 28, 2011
‘The comfort of the client leads to your success’
Darayas Mistry has built up a successful niche practice purely on referrals and personal interaction, Advisor Corner
by Ravi Samalad Apr 27, 2011
I was destined to be an IFA
Though Harshendu Kaka is a second generation distributor of financial products, he is a conservative player in the advisory business, Advisor Corner
by Ravi Samalad and Pallabika Ganguly Apr 18, 2011
Piyush has ambitious dreams
Piyush Desai will go to any lengths to engage with his clients and wants to launch a magazine to impart knowledge, Advisor Corner
by Ravi Samalad & Pallabika Ganguly Apr 13, 2011
Apsara Shetty aims to counsel investors
Apsara Shetty has built a boutique financial advisory firm by focusing on goal-oriented clients, Advisor Corner
by Ravi Samalad & Pallabika Ganguly Apr 12, 2011
