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 Samalad Jan 17, 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 Palande Jan 17, 2011
CNBC, UTI MF honour financial advisors
CNBC TV18 and UTI Mutual Fund honoured best financial advisors at the fourth edition of the ‘Financial Advisor Awards 2010, Distributors Corner
by Team Cafemutual Dec 10, 2010
Trust makes advisory business flourish
Vinod Jain, the king of SIPs, embraced technology solutions in 2005 helping him increase his client base phenomenally, Distributors Corner
by Anju Yadav Nov 29, 2010
Rustagi wants to fill the void
Hemant Rustagi has Rs 450 crore of assets under advisory from 8,000 clients, Distributors Corner
by Anju Yadav Nov 26, 2010
Prime Minister’s rozgar yojana spawns financial advisor
Prime Minister’s rozgar yojana spawns financial advisor
by Ravi Samalad Nov 22, 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
