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  • 25 crores AUM in 4 years
    • Naveen Gupta
    • July 17th, 2019
    • Faridabad, Haryana
    • 2242
    • 17

    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...

  • 1 Crore + SIP Book within a year
    • Primson Diaz
    • May 29th, 2019
    • Kochi
    • 2208
    • 31

    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...

  • From a Post Graduate Engineer to Certified Financial PlannerCM
    • Anad Kulkarni
    • April 24th, 2019
    • Dhule, Maharashtra
    • 730
    • 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...

  • Small City – Big Vision
    • Mr. Paras Vallabhji Shah & Mr. Jay Parasbhai Shah
    • April 3rd, 2019
    • Kutch, Gujarat
    • 1897
    • 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
    • 2036
    • 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
    • 1824
    • 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
    • 1244
    • 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
    • 1407
    • 18

    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
    • 1425
    • 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
    • 205
    • 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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