‘IFAs should meet clients regularly and not just when business arises’
Anil Raj, who turned to financial advisory by giving up his marketing job narrates his journey and secret behind his success.
by Ravi Samalad Jan 24, 2014
Mutual funds to be available soon in the malls of Bhopal and Indore
His plan is to open investment outlets called ‘Investment Shoppe’ by March 2014.
by Nishant Patnaik Nov 12, 2013
Applying the principles of mythology in financial planning
Vivek Damani of Prudent Partners believes that advisors should help their clients understand the purpose of their lives and achieve financial freedom.
by Ravi Samalad Sep 26, 2013
Jain installed a stall in front of a bank to acquire clients
Starting as a grocer, he overcame all hurdles to emerge as a leading IFA in his region.
by Nishant Patnaik Sep 22, 2013
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 Sep 7, 2013
“There is great demand for Shariah compliant funds in India,” says M S Shabbir
He was instrumental in convincing AMCs to launch funds which comply with Shariah rules.
by Ravi Samalad Aug 10, 2013
Using mass media and social media to grow business
Padmanaban B. from Chennai has made smart use of mass media and social media to expand his clientele.
by Nishant Patnaik Jul 29, 2013
Mom turns financial adviser
Planning for her new born baby led her to the world of investments and advisory business.
by Nishant Patnaik Jul 8, 2013
Women should be the CFO of a family: Shiney Sebastian
Shiney Sebastian of Affluenz is bringing about a small revolution by helping women in Kerala achieve financial freedom.
by Ravi Samalad Jul 4, 2013
Staying ‘in touch’ with clients has helped Steven win client loyalty
Steven Fernandes took insurance advisory as a part-time job to supplement his income in 2000. Today, he provides comprehensive financial planning to 35 families.
by Ravi Samalad Jul 1, 2013
Software engineer turns mutual fund advisor after 9/11 attacks
My bag is my office and the client’s desk is my work place, says Alagappan Thenappan who took up mutual fund distribution after he lost his job.
by Nishant Patnaik Jun 20, 2013
“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 Jun 12, 2013
Yogita Dand realized the importance of money early in her life
From funding her own college education to becoming an entrepreneur, Yogita has had an eventful journey.
by Ravi Samalad Jun 7, 2013
From Dubai to Mumbai, Nisreen charts the path to success
Dubai where Nisreen sold insurance products served as a learning ground for her to excel as a financial advisor.
by Ravi Samalad Jun 2, 2013
Financial planning with a slice of charity
10% of her clients have set aside 1% of their annual investments towards building a charitable corpus which is utilized to help others.
by Ravi Samalad May 17, 2013