Broker to Mutual Fund Advisor
  • Partho Chakraborty
  • March 12th, 2020
  • Bhopal
  • 454
  • 0

I started my mutual fund distribution business in 2010 in the name of Concept Advisory.

I worked with M/s Anand Rathi stock brokers and Vision Advisory services at Bhopal. I left job and started my own mutual fund distribution business in March 2010. My current AUM is 68 Cr and SIP Book of 35lac.

I had learned a lot from my fellow IFA and seniors in the industry and happy to serve my client. I have my own office and equipped with software and back office team and have staff of 7 members which help me with after sales and marketing.


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