Developing chemistry with people is Manoj Rijhwaani’s specialty
Developing relationship with people is his secret of success in building a flourishing investment advisory practice, Distributor Corner
by Mustafa Jawadwala Apr 5, 2011
Amar has global ambitions
Amar Pandit is a well recognised face in the media having written articles for leading financial dailies. Know more how he has grown to be a trusted financial planner for 250 families, Distributors Corner
by Ravi Samalad Mar 22, 2011
Insurance selling requires a lot of patience
The journey of an Insurance agent Mr. Viral Fadia, a member of LIC Chairman’s Club for Agents who started selling insurance policies from his college days, Distributor Corner
by Mustafa Jawadwala Mar 21, 2011
From computers to financial products
Read the journey of Mumbai born Yogendra Joshi who started dealing in mutual funds from his engineering days. Now his wife who is an architect by profession has also entered in the world of financial planning, Distributor Corner
by Ravi Samalad Mar 11, 2011
Financial crisis spawns a financial advisor
The financial crisis made Neeraj Bahal of Fasttrack Investments change his focus from ‘returns’ to financial planning, Distributor Corner
by Ravi Samalad Mar 7, 2011
Skills upgrade made practice boom
Jayant Vidwans sold company fixed deposits as a teenager and has now grown into a full-fledged financial planner, Distributor Corner
by Ravi Samalad Feb 25, 2011
Here’s another banker who turns IFA
Damania gave up career in banks to become an IFA. In 10 months, his income is 60% of his last six digit salary, Distributors Corner
by Rajendra Palande Jan 21, 2011
Medicine is my profession, financial planning is my passion
There are IFAs who have served in the army. Rarer is a full-fledged medical doctor who is an IFA. But rarest is the doctor who was in the army and is now an IFA. Meet Dr. (Col.) Kamal K Goel, Executive Director, Unique Health & Wealth Consultants Pvt. Ltd. Delhi, Distributor Corner
by Team Cafemutual Jan 20, 2011
100% referral conversion key to success
Like many advisors, Vivek Rege, Managing Director of V R Wealth Advisors, started his career in financial services selling life insurance policies. He is today a successful financial planner serving 250 affluent families, Distributors Corner
by Ravi Samalad Jan 18, 2011
Engineer for 15 yrs becomes an IFA
Suri Setu Ram turned a financial advisor after one-and-a-half decade of successful career as an engineer, Distributors Corner
by Ravi Samalad Jan 17, 2011
Email powers start-up IFA
Kunal Doshi was relatively new to this city but he fruitfully built an advisory business using the power of email, Distributors Corner
by Rajendra Palande Jan 17, 2011
CNBC, UTI MF honour financial advisors
CNBC TV18 and UTI Mutual Fund honoured best financial advisors at the fourth edition of the ‘Financial Advisor Awards 2010, Distributors Corner
by Team Cafemutual Dec 10, 2010
Trust makes advisory business flourish
Vinod Jain, the king of SIPs, embraced technology solutions in 2005 helping him increase his client base phenomenally, Distributors Corner
by Anju Yadav Nov 29, 2010
Rustagi wants to fill the void
Hemant Rustagi has Rs 450 crore of assets under advisory from 8,000 clients, Distributors Corner
by Anju Yadav Nov 26, 2010
