Zero to 300 Clients in 3 Years
  • Ratnakar Sagare
  • October 21st, 2021
  • Pune
  • 863
  • 14

I am Ratnakar R Sagare, working with an Indian multinational IT giant. I have around 17+ years of IT experience. 

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Insurance Business to MF Distributor
  • CA Vivek Jain
  • September 22nd, 2021
  • Delhi
  • 1170
  • 159

I am CA Vivek Jain, 45 years old, with 24 years of experience in the CA Profession. I started the insurance advisory with HDFC Life in 2002. My interest in investment advisory kept on growing and subsequenty, I added real estate, equity trading, FDs to increase my product offering to clients.

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Bull Run to Blood Bath
  • Rohan Gupta
  • July 13th, 2021
  • Yamuna Nagar
  • 882
  • 12

I completed my MBA in finance in year 2014. Thereafter, I worked at Kotak Securities for two years. I became a mutual fund distributor in year 2017. Shortly after I started, there was debt crisis (defaults happening in the industry) and brokerage cut in October 2018 and April 2019. And if this was not enough, markets crashed by 40% due to Covid in Year 2020

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25 crores AUM in 2 years with a 35 Lacs SIP book
  • Sanchit Attawar
  • June 16th, 2021
  • Mumbai
  • 1058
  • 14

The company (Sansha Financial Services) began with the coming together of two diverse professionals. One (Ms Ayesha Fahim) with a retail sales and team management experience of more than 20 years in the Industry and the other (Mr. Sanchit Attawar) with a product and corporate sales experience of 19 years.

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Diving into entrepreneurship
  • Makesh S
  • May 6th, 2021
  • Bangalore
  • 688
  • 10

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.

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30 Crores in 4 Years
  • Arvind Giri
  • February 24th, 2021
  • Pune
  • 1416
  • 24

I am Arvind Giri, based out of Pune. I started my mutual fund journey in 2016 and created sip book of 22 lacs and total AUM of 30 Crores in span of 4yrs. Before coming to mutual fund industry, I spent 10 years in life insurance industry as a branch head. Due to transfer policy from one branch to another after every 3 years, I decided to quit my job and entered full time into MF business.

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Building a client base of 500
  • Ashish Shah
  • January 20th, 2021
  • Bhavnagar
  • 1073
  • 14

I am from Bhavnagar. I have done my masters in economics. I joined Aditya Birla Sun Life insurance as an agency manager in august 2004 and after  building a good team of advisors and several promotions, I became branch manager for the same branch

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It all started in 2015
  • Mohd imran
  • October 15th, 2020
  • Delhi
  • 1573
  • 16

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

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Focusing on quality clients
  • Aman Gupta
  • September 25th, 2019
  • Chandigarh
  • 1070
  • 12

I was working in stock broking industry from 2007-2015 in various companies. It took me sometime to understand but I figured out that this industry is not in alignment to client’s Interest. If the

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25 crores AUM in 4 years
  • Naveen Gupta
  • February 27th, 2020
  • Faridabad, Haryana
  • 1474
  • 4

I am Naveen Gupta, an engineering graduate with 14 years experience in IT industry. In 2014, I quit my job and decided to follow my passion in investments. I started mutual fund distribution business...

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