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. I saw a clear opportunity for a genuine and trustworthy financial services distribution business.
In 2018, I resigned and started my MF distribution business with a handful of customers and an AUM of just 2 crores. In a short span of 3 years, I am able to grow my business purely through references from satisfied clients. Today I manage an AUM of close to 30 Crs and a SIP book of over 16 Lac.Back to success stories