Success Stories

The financial crisis made Neeraj Bahal of Fasttrack Investments change his focus from ‘returns’ to financial planning, Distributor Corner

Jayant Vidwans sold company fixed deposits as a teenager and has now grown into a full-fledged financial planner, Distributor Corner

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

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

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

Suri Setu Ram turned a financial advisor after one-and-a-half decade of successful career as an engineer, Distributors Corner

Kunal Doshi was relatively new to this city but he fruitfully built an advisory business using the power of email, Distributors Corner

CNBC TV18 and UTI Mutual Fund honoured best financial advisors at the fourth edition of the ‘Financial Advisor Awards 2010, Distributors Corner

Vinod Jain, the king of SIPs, embraced technology solutions in 2005 helping him increase his client base phenomenally, Distributors Corner

Hemant Rustagi has Rs 450 crore of assets under advisory from 8,000 clients, Distributors Corner

Prime Minister’s rozgar yojana spawns financial advisor

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