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    Articles

    On boarding clients through debt funds has been Shiney’s success mantra
    Read about Shiney Sebastian, Managing Director, Affluenz Financial Services (I) Pvt. Ltd. who left her job as a wealth manager in Kochi to become one of Kerala’s leading advisers with AUA of Rs. 300 crore in Mutual Funds.
    by Banali Banerjee Sep 26, 2016
    The journey from an investor to adviser
    Rajkot based adviser Ramkumar H Barchha caters to 200 HNI families. Read on to find out what inspired him to don the hat of an adviser and his conviction for hybrid funds.
    by Nishant Patnaik Sep 20, 2016
    Small steps ensure big success for Jagdish
    Jaipur-based adviser Jagdish Bansal has used SIPs and STPs to navigate market volatility. Today, he has 500 live SIP accounts with Rs. 25 crore AUA in mutual funds. Read on to know how his focus on SIPs has helped him become one of the leading IFAs in Jaipur.
    by Ravi Samalad Sep 12, 2016

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