Success Stories
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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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