Till 2015, I was working with a stock broking firm. I thought about starting my own company and I did. Today. after a beautiful journey of 5 years, my mutual fund AUM has grown steadily to about 45 Crores. My main focus is on SIPs and STPs. I have 585 running SIPs with a monthly input value of Rs.48 lakhs.
My strategy is client first. My focus is on client needs, time horizon, risk appetite and their behaviour. I suggest them the right product and sit tight. I dedicate more time to manage client’s behaviour.
My simple mantra of investing has been that I do not recommend something of my clients which I would not do with my own money. This keeps me completely ethical and I take pride in it. It has been a great journey so far. I really feel I have to work as a fiduciary for my clients and help them achieve financial freedom. I enjoy my work with all my heart.
Last but not the least, I want to achieve 100 crores AUM club by year 2021.Back to success stories