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 in Nov’2010. I have qualified MDRT 2 times and handling more than 1,450 clients.
Within a few years into my career in financial industry, I realized that I should also add mutual funds advisory services and passed my NISM exam 2015. I started advising mutual funds to my existing clients. Initially, I faced tough situation to convince clients to Invest in mutual funds. To increase my knowledge, I attended some of the courses about mutual funds and equity market.
I started selling mutual funds with goal based approach, especially children higher education, marriage and retirement. Last 3 years of my concentrated effort in this direction has helped me achieve SIP book of 32 lakhs and AUM of 12 crores.
I also have some HNI clients. Most of my clients are software professionals. I have created a what’s app group and educate my investors on subject related to equities and investments.
I am getting clients from various sources and my business is growing through referrals. I am servicing 1,200 life insurance clients, 280 Health insurance policy holder families and 280 mutual funds investors.
I have vision to achieve Rs.1 Crore SIP book by 2020 and 100 Crores AUM by 2024. My family is supporting me to focus on this profession full time and my client trust makes me happy to be in this profession.
I believe that mutual funds are real wealth creators. SIP is the Key of Success. Masterstroke is a real motivator for me and so many of my IFA friends from Bangalore and Ahmadabad motivating me to do good things.Back to success stories