26 yr Old boy build an AUM of 40 Cr in 3.5 year
  • Rahul Raj
  • May 2nd, 2022
  • Patna
  • 1126
  • 23

I worked as a marketing manager for 2 years in a steel company but did not enjoy my job. I decided to start my own business and having an interest in the financial field and stock market

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Republic Day SIP day
  • CA Vipul Shah
  • February 7th, 2022
  • Pune
  • 667
  • 13

We are a firm headed by CA Vipul Shah, MFD from Pune. He is a CA, CFA, and MBA (Finance). We have been in this business for the last 12 years.

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Insurance Business to Mutual Fund Distribution Business
  • Satyendra kumar
  • January 12th, 2022
  • Delhi
  • 474
  • 5

I started my career as an Insurance agent in December 2001. In 2002 I also took agency of general insurance.

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Zero to 300 Clients in 3 Years
  • Ratnakar Sagare
  • October 21st, 2021
  • Pune
  • 1375
  • 14

I am Ratnakar R Sagare, working with an Indian multinational IT giant. I have around 17+ years of IT experience. 

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Insurance Business to MF Distributor
  • CA Vivek Jain
  • September 22nd, 2021
  • Delhi
  • 1487
  • 162

I am CA Vivek Jain, 45 years old, with 24 years of experience in the CA Profession. I started the insurance advisory with HDFC Life in 2002. My interest in investment advisory kept on growing and subsequenty, I added real estate, equity trading, FDs to increase my product offering to clients.

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Bull Run to Blood Bath
  • Rohan Gupta
  • July 13th, 2021
  • Yamuna Nagar
  • 1134
  • 12

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

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25 crores AUM in 2 years with a 35 Lacs SIP book
  • Sanchit Attawar
  • June 16th, 2021
  • Mumbai
  • 1325
  • 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.

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Diving into entrepreneurship
  • Makesh S
  • May 6th, 2021
  • Bangalore
  • 885
  • 10

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.

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Focusing on quality clients
  • Aman Gupta
  • September 25th, 2019
  • Chandigarh
  • 1282
  • 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

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25 crores AUM in 4 years
  • Naveen Gupta
  • February 27th, 2020
  • Faridabad, Haryana
  • 1857
  • 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...

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