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.Back to success stories