SUBSCRIBE NEWSLETTER
  • Change Language
  • English
  • Hindi
  • Marathi
  • Gujarati
  • Punjabi
  • Tamil
  • Telugu
  • Bengali
  • Success Stories

    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
    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
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.