Success Stories

‘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 SamaladApr 27, 2011

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 GangulyApr 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 GangulyApr 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 GangulyApr 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 JawadwalaApr 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 SamaladMar 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 JawadwalaMar 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 SamaladMar 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 SamaladMar 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 SamaladFeb 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 PalandeJan 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 SamaladJan 18, 2011

Email powers start-up IFA

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

by Rajendra PalandeJan 17, 2011

Engineer for 15 yrs becomes an IFA

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

by Ravi SamaladJan 17, 2011

POLL

MORE POLLS

How will the US tariffs impact the Indian economy over one year?

Indian economy will be negatively impacted

There will be little or no impact on Indian economy

Indian economy will be positively impacted

EVENTS