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
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
