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I was working as a business associate with RR Investors Capital Services Pvt . Ltd. I cleared AMFI exam in 2008. Till 2011, I didn’t have many clients. I used to acquire clients and...
Those who think so will be caught on the wrong foot but if you work hard and take calculated risk you can make it smooth over time.I had a corporate life for 6 years,decided...
I am a Computer Engineer with post-graduation in MBA (Finance). I started my career with Copal Amba – A moody’s Analytics Company in March 2013. I worked as an equity research analyst for a...
I am an Electronics & Communication Engineer with M.Tech from NIT Warangal. I worked in L&T (Mumbai) for 6.5 years. I have been investing in Stocks & Mutual funds since 2009. I quit my...
Success stories are not just about AUM and income. There are some IFAs who are redefining business and doing different things. Mr. Santosh Gadre is one such IFA. A computer engineer from W.C.E. Sangli,...
We are 3 brothers. We are selling mutual funds since last 7 years. In the past we were engaged with life insurance and post office agency but since last 4 Years we are only..
Current AUM – 20 Crores Current SIP Book – 40 Lacs Current SIP No. – 1,200 I started life as a trader dealing in FMCG products in a small town named Tangla in Assam....
Current AUM – 21 Crores Current SIP Book – 26 Lacs No. Of clients – 730 I started as a life insurance agent while I was still in college. Since last 12 years I have been selling...
I started working in the financial industry from 2005 as post office agent. I was doing some small business in mutual funds through someone else. I took my own ARN in April’2016. Today my...
Current AUM: 20 crores No of SIP: 1100 SIPs Monthly SIP Book : 30 lacs I was a life insurance advisor. However, slowly I understood the power of SIP and compounding benefit of long term investments in...
Current AUM – Rs.8.00 Crores No of SIPs – 544 Amount of SIP – Rs.10.00 Lacs Total Live Folios – 1179 Total Investors – 272 Brief Journey I left my job of 16 years...