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  • Success Stories

    Focused on HNIs, Dipak Jain gets 30 clients and 150 crore AUM in 6 years!
    Dipak Jain is one of the few IFAs in the East who cater HNIs has been successful in growing his business, Advisor Corner
    by Pallabika Nov 4, 2011
    Born in Africa, Sandeep Gandhi gets success in India
    Sandeep Gandhi born and brought up in Africa, controls an impressive AUM of Rs. 130 crore through his Rajkot based firm, Megafina. Jayshree Pyasi traces his journey from Africa to a successful Indian IFA, Advisor Corner
    by jayshree Nov 3, 2011
    Dedication and commitment to clients have made him succeed
    Known for his aggressive marketing and skills with numbers, Suresh Mohta is one of the most successful IFAs in the East, Advisor Corner
    by Pallabika Oct 31, 2011
    Need based selling is his mantra of success
    Ramakant Mahawar of Kolkata has worked hard to reach a client base of 5000 clients, has become one of the most successful IFAs in the East, Advisor Corner
    by Pallabika Oct 21, 2011
    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 SamaladSep 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
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