I left my job to become a full time IFA
  • Mukesh Patel
  • March 12th, 2020
  • Anand, Gujrat
  • 439
  • 0

My name Mukesh Patel.  I am a craft instructor in ITI since 2000. I started with life insurance agency in 2005 & mutual fund distribution in year 2007. Till Feb 2015, I was doing all this as part time along with my job.   I stopped selling life insurance in 2013 and started focusing on mutual funds. From day one I focused on SIP.  My Slogen SIP KARAVO LIFE BANAVO.  I have 6 member team.

Business Growth:

 Period                        AUM                            SIP

June 2014                    16 Cr                           25 Lakh

June 2016                    48 Cr                           48Lakh

Dec 2017                    102 Cr                          85Lakh

I left my permanent job in 2015. Today I am so happy of my decision. My target is to reach 200 crores AUM by Dec’2018.

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