Thought I started my career as a mutual fund distributor in 2007, but after hearing Brijesh Dlamia’s presentation in year 2013, I took this profession seriously as full-time. After that my AUM and SIP book size increased more than 300%.
Today my AUM is Rs.39 crores and SIP book of Rs.53 lakhs.
I normally use technology and social media to get new clients. My facebook and whatsapp helped me lot to increase my AUM. I always believe in honesty and that it is the reason of major success in this profession. We recently started knowledge sharing group with like minded IFAs learning lot of things through good discussion whole day once in a month. By 2020, I want reach AUM 100 crores and SIP book of 1 crore. My suggestion to fellow IFAs use social media to grow their business.Back to success stories