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  • Success Stories

    Prime Minister’s rozgar yojana spawns financial advisor
    Prime Minister’s rozgar yojana spawns financial advisor
    by Ravi Samalad Nov 22, 2010
    Sumeet Vaid says he is living a dream selling financial advisory
    by Ravi Samalad Nov 19, 2010
    Financial advisory journey began with the selling of 175 policies in a day
    by Rajendra Palande & Anju Yadav Nov 16, 2010
    Advisor's success is a by-product of customers’ success
    Nikhil Naik, a Mumbai-based financial advisor, has built assets under advisory of Rs 300 crore from a client base of 9,000 on the principle of providing a financial solution, Advisor Corner
    by Anju Yadav Nov 9, 2010
    The mantra is financial literacy
    Mukesh Dedhia CA, CFP, LUTCF - Director, Ghalla & Bhansali Securities advocates passionately the cause of financial literacy, Advisor Corner
    by Team Cafemutual Oct 26, 2010
    Portfolio churning by his bank turned him into a financial adviser
    Amit Kukreja of WealthBeing Advisors is among the new breed of fee-only advisors.
    by Ravi Samalad Nov 30, -0001
    “My women clients even ask me if they can afford to have a second child!”
    Kiran left her cushy job at a bank to pursue her dreams. She is happy today that she enjoys the trust and confidence of her clients.
    by Ravi Samalad Nov 30, -0001