Wealth Beats

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.

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.

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.