Building a client base of 500
  • Ashish Shah
  • January 20th, 2021
  • Bhavnagar
  • 444
  • 10

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

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It all started in 2015
  • Mohd imran
  • October 15th, 2020
  • Delhi
  • 732
  • 10

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

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Focusing on quality clients
  • Aman Gupta
  • September 25th, 2019
  • Chandigarh
  • 601
  • 10

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
  • 754
  • 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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1 Crore + SIP Book within a year
  • Primson Diaz
  • February 27th, 2020
  • Kochi
  • 1031
  • 20

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...

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From being a teacher to mutual fund distributor
  • Srinivasa Muneppa
  • March 5th, 2020
  • Bangalore
  • 775
  • 9

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...

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From a Post Graduate Engineer to Certified Financial PlannerCM
  • Anad Kulkarni
  • March 12th, 2020
  • Dhule, Maharashtra
  • 304
  • 2

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
  • March 12th, 2020
  • Kutch, Gujarat
  • 341
  • 0

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
  • March 12th, 2020
  • Hyderabad
  • 287
  • 2

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
  • March 12th, 2020
  • Vadodara
  • 316
  • 2

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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