Banking Job to becoming an IFA
  • Hemant K Midha
  • March 13th, 2020
  • Ahmedabad
  • 461
  • 0

AUM: Rs.25 Crore

SIP Book: Rs.25 Lacs

I was working in a bank and selling life insurance. However, I left the job and started on my own in mutual fund business in year 2011.

It was tough in the beginning but I worked hard. I started with liquid fund recommendations with no intention to earn in the first year. Due to my continuous efforts, I found some good clients through reference. Step by step I grew. Now I have over 150 clients and my mutual fund AUM has grown to over 25 crores and SIP book is over 20 lacs.

Mutual fund is a great business. It is good for clients and it good for advisors also. It’s a win win. Be client centric and don’t go for early profits. Advice on the merit of what clients need. I am happy with my growth in this business.

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