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  • Success Stories

    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 DeyJun 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 SamaladJun 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 SamaladJun 1, 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 SamaladMay 30, 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 GangulyMay 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 SamaladApr 28, 2011
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