Success Stories

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  • From being a housewife to a successful IFA
    • Radha Sarvesh Sinai Narvencar
    • November 21st, 2018
    • Goa
    • 75
    • 9

    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
    • 33
    • 5

    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
    • 13
    • 2

    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
    • 16

    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
    • 3631
    • 46

    “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
    • 6044
    • 65

    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...

  • Our motto is “Your concern is our concern”
    • Munnavar Khan
    • August 9th, 2018
    • Bhopal
    • 1726
    • 116

    Sales and marketing had always been my area of interest. Hence when I started my career in marketing field of automobile sector in 2003 at Udaipur I was learning new things and enjoying my...

  • Brought new investors in the industry
    • Manish Kumar Choudhary
    • July 25th, 2018
    • Jamshedpur
    • 1547
    • 41

    I am a 37 year old tax consultant for the last 11 years in Jamshedpur, Jharkhand. In 2015, I decided to join the Mutual Fund industry and got the ARN code in October, 2015....

  • Record breaking 741 SIPs in a single day
    • Bhadresh Sanghavi
    • July 18th, 2018
    • Ahmadabad
    • 1666
    • 26

    I am working as a financial adviser since 2012 and started selling mutual funds from April 2016. Earlier, I was working with Finance Dept., Government of Gujarat, as a Class 1 Account officer. I...

  • Finally, I got a stable business opportunity
    • Arvind Dubey
    • July 11th, 2018
    • Gorakhpur, Uttar Pradesh
    • 989
    • 21

    I started as a medical representative in year 1998 in UP. Very soon I learnt that satisfaction is missing somewhere. In 2006, I entered in Insurance sector as an advisor and left the industry...

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