His first office was a tabela, today he has 125 cr AUM
From starting with a tabela (stable) to renting an upscale office with a team of 13 in Borivali, Paresh has come a long way with sheer determination and perseverance. His clients include chaiwalas, shoe shine boys on platforms, panwalas, auto rickshaw drivers, watchmen, hawaldars and waiters. Read his inspiring journey.
by Banali Banerjee Jul 21, 2015
Providing financial planning services free of cost is his USP
R. R. Kannan has written over 300 plans for his clients for which he has not charged a single penny yet.
by Ravi Samalad & Banali Banerjee Jun 26, 2015
‘My clients consider me as their family member’
Ranjit Dani, Founder and Director of Think Consultants talks to Cafemutual about his journey in the financial advisory and his success mantra.
by Banali Banerjee May 30, 2015
‘My client bought a flat out of appreciation in just a single share’
Bhushan Mahajan, owner of Arthbodh Shares and Investments and Founding Member of Pune Independent Financial Advisors Association talks to Cafemutual about his journey from a sub broker to a financial advisor.
by Banali Banerjee May 28, 2015
‘The biggest hindrance to a client’s financial success can be the client himself!’
Ashish Modani, Winner of UTI CNBC Financial Advisors Awards 2014 (Tier 2 North) talks to Cafemutual about what inspired him to get into financial advisory and reveals his success mantra.
by Banali Banerjee May 8, 2015
1000 sign up for a fee based service through the net
Alumni of IIM Lucknow and Delhi School of Economics join hands to start an advisory firm called Finqa.
by Nishant Patnaik May 6, 2015