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  • From a Post Graduate Engineer to Certified Financial PlannerCM
    • Anad Kulkarni
    • April 24th, 2019
    • Dhule, Maharashtra
    • 624
    • 14

    In 2008, we (myelf and my wife Aditi) started Rupee Investments in a small town called Dhule (Maharashtra). Initially, we were in sub-broker and also selling life insurance. Later on, we started selling mutual...

  • Small City – Big Vision
    • Mr. Paras Vallabhji Shah & Mr. Jay Parasbhai Shah
    • April 3rd, 2019
    • Kutch, Gujarat
    • 1802
    • 18

    We started our financial planning firm in 1980. My son Jay Shah, has also joined me in my practice. We have our presence in a small city of Mandvi, Kutch which has a population...

  • Becoming an IFA after 21 years of job
    • Rajesh Minocha
    • February 6th, 2019
    • Hyderabad
    • 1964
    • 32

    I am a Certified Financial Planner (CFP). After working for over 21 years for companies like ICICI & Franklin Templeton, I decided to follow my passion and became an IFA in Dec 2016. It...

  • My Joyous journey of selling mutual funds
    • Mamta shah
    • January 30th, 2019
    • Vadodara
    • 1744
    • 27

    From my school days I was career oriented. After having 2 kids, I wanted to do something  in the field of finance without investing my capital. So I thought of becoming a mutual fund...

  • From being a housewife to a successful IFA
    • Radha Sarvesh Sinai Narvencar
    • November 21st, 2018
    • Goa
    • 1182
    • 14

    I started my mutual fund business in Dec 2015 and aim to do 50 lakhs SIP book and 40 cr AUM by 2020. Presently I have 410 live SIPs and 14 Crores of AUM....

  • SIP Champion
    • Rashesh P Jani
    • November 14th, 2018
    • Jamnagar
    • 1310
    • 17

    I am from Jamnagar, Saurashtra. I have been in the stock broking business since last 12 years. I realized the potential of mutual funds and started focusing on it since last four years. I...

  • Stock Market Loss to Mutual Fund Distributor
    • SRINIVASA B H
    • September 26th, 2018
    • Hassan, Karnataka
    • 1359
    • 19

    I completed my studies in year 2000. Immediately, I entered the stock market without any proper knowledge and did speculation. My trading loss was huge in 2006. Afterwards I worked as a dealer in...

  • From Job to Entrepreneurship
    • Pankaj R Kanode
    • September 12th, 2018
    • Chandrapur, Maharashtra
    • 135
    • 2

    I am an Electronics Engineer. I worked with various MNCs in Mumbai for 15 Years. Everything was going good and respectable in life. Yet, I felt something is missing, as I always wanted to...

  • SIP by SIP we are growing
    • Anil Singhania
    • September 5th, 2018
    • Kolkata
    • 5810
    • 52

    “Two roads diverged in a yellow wood and I took the one less travelled by, and that has made all the difference.” I still remember the sleepless night of 22nd Aug 2016 and stressed...

  • 40 Lakhs SIP Book in One Year
    • Abhishek Mehta
    • August 29th, 2018
    • Mumbai
    • 8511
    • 78

    I am a Chartered Accountant and CFA Charter Holder by profession. I was working with Anand Rathi Wealth Management where I learned a lot about private wealth management. I worked there for around two...

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