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Focusing on quality clients
- Aman Gupta
- September 25th, 2019
- Chandigarh
- 1406
- 25
I was working in stock broking industry from 2007-2015 in various companies. It took me sometime to understand but I figured out that this industry is not in alignment to client’s Interest. If the...

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25 crores AUM in 4 years
- Naveen Gupta
- July 17th, 2019
- Faridabad, Haryana
- 3054
- 21
I am Naveen Gupta, an engineering graduate with 14 years experience in IT industry. In 2014, I quit my job and decided to follow my passion in investments. I started mutual fund distribution business...

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1 Crore + SIP Book within a year
- Primson Diaz
- May 29th, 2019
- Kochi
- 2639
- 33
I am Primson Diaz from Kochi, Kerala. My firm name is Diaz Invest. I have been doing mutual fund distribution business since 2007. Up to 2017, I was a small distributor like most of...

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From a Post Graduate Engineer to Certified Financial PlannerCM
- Anad Kulkarni
- April 24th, 2019
- Dhule, Maharashtra
- 899
- 16
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...

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Small City – Big Vision
- Mr. Paras Vallabhji Shah & Mr. Jay Parasbhai Shah
- April 3rd, 2019
- Kutch, Gujarat
- 2046
- 20
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...

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Becoming an IFA after 21 years of job
- Rajesh Minocha
- February 6th, 2019
- Hyderabad
- 2250
- 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...

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My Joyous journey of selling mutual funds
- Mamta shah
- January 30th, 2019
- Vadodara
- 2060
- 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...

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From being a housewife to a successful IFA
- Radha Sarvesh Sinai Narvencar
- November 21st, 2018
- Goa
- 1373
- 17
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....

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SIP Champion
- Rashesh P Jani
- November 14th, 2018
- Jamnagar
- 1559
- 19
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...

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Stock Market Loss to Mutual Fund Distributor
- SRINIVASA B H
- September 26th, 2018
- Hassan, Karnataka
- 1553
- 20
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...

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