Bull Run to Blood Bath
  • Rohan Gupta
  • July 13th, 2021
  • Yamuna Nagar
  • 666
  • 11

I completed my MBA in finance in year 2014. Thereafter, I worked at Kotak Securities for two years. I became a mutual fund distributor in year 2017. Shortly after I started, there was debt crisis (defaults happening in the industry) and brokerage cut in October 2018 and April 2019. And if this was not enough, markets crashed by 40% due to Covid in Year 2020

Continue reading
25 crores AUM in 2 years with a 35 Lacs SIP book
  • Sanchit Attawar
  • June 16th, 2021
  • Mumbai
  • 893
  • 14

The company (Sansha Financial Services) began with the coming together of two diverse professionals. One (Ms Ayesha Fahim) with a retail sales and team management experience of more than 20 years in the Industry and the other (Mr. Sanchit Attawar) with a product and corporate sales experience of 19 years.

Continue reading
Diving into entrepreneurship
  • Makesh S
  • May 6th, 2021
  • Bangalore
  • 557
  • 9

After finishing my MBA, I joined a leading asset management company and worked with them for 15 years in different geographies. My last assignment was in Bangalore, heading a banking channel distribution. In this role, I got the opportunity to meet and discuss personal finance with many investors and to my surprise, many of them were misguided on investments by their banks and other financial institutions.

Continue reading
30 Crores in 4 Years
  • Arvind Giri
  • February 24th, 2021
  • Pune
  • 1176
  • 23

I am Arvind Giri, based out of Pune. I started my mutual fund journey in 2016 and created sip book of 22 lacs and total AUM of 30 Crores in span of 4yrs. Before coming to mutual fund industry, I spent 10 years in life insurance industry as a branch head. Due to transfer policy from one branch to another after every 3 years, I decided to quit my job and entered full time into MF business.

Continue reading
Building a client base of 500
  • Ashish Shah
  • January 20th, 2021
  • Bhavnagar
  • 916
  • 13

I am from Bhavnagar. I have done my masters in economics. I joined Aditya Birla Sun Life insurance as an agency manager in august 2004 and after  building a good team of advisors and several promotions, I became branch manager for the same branch

Continue reading
It all started in 2015
  • Mohd imran
  • October 15th, 2020
  • Delhi
  • 1296
  • 15

Till 2015, I was working with a stock broking firm. I thought about starting my own company and I did. Today. after a beautiful journey of 5 years, my mutual fund AUM has grown steadily to about 45 Crores. My main focus is on SIPs and STPs. I have

Continue reading
Focusing on quality clients
  • Aman Gupta
  • September 25th, 2019
  • Chandigarh
  • 937
  • 12

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

Continue reading
25 crores AUM in 4 years
  • Naveen Gupta
  • February 27th, 2020
  • Faridabad, Haryana
  • 1247
  • 4

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...

Continue reading
1 Crore + SIP Book within a year
  • Primson Diaz
  • February 27th, 2020
  • Kochi
  • 2157
  • 35

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...

Continue reading
From being a teacher to mutual fund distributor
  • Srinivasa Muneppa
  • March 5th, 2020
  • Bangalore
  • 1251
  • 10

Financial advisory profession is one of the best profession. I was working as a school teacher. I resigned after 11 years teaching and started my career as an insurance agent of LIC of India...

Continue reading