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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...
From my school days I was career oriented. After having 2 kids, I wanted to do something in the field of finance without investing my capital. So I thought of becoming a mutual fund...
We started our financial planning firm in 1980. My son Jay Shah, has also joined me in my practice. We have our presence in a small city of Mandvi, Kutch which has a population...
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
I am Primson Diaz from Kochi, Kerala. My firm name is Diaz Invest. I have been doing mutual fund distribution business since 2007. Up to 2017, I was a small distributor like most of...
In 2008, we (myelf and my wife Aditi) started Rupee Investments in a small town called Dhule (Maharashtra). Initially, we were in sub-broker and also selling life insurance. Later on, we started selling mutual...
I started my mutual fund business in Dec 2015 and aim to do 50 lakhs SIP book and 40 cr AUM by 2020. Presently I have 410 live SIPs and 14 Crores of AUM....
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.
I am a Certified Financial Planner (CFP). After working for over 21 years for companies like ICICI & Franklin Templeton, I decided to follow my passion and became an IFA in Dec 2016. It...
I am from Jamnagar, Saurashtra. I have been in the stock broking business since last 12 years. I realized the potential of mutual funds and started focusing on it since last four years. I...
completed my studies in year 2000. Immediately, I entered the stock market without any proper knowledge and did speculation. My trading loss was huge in 2006. Afterwards I worked as a dealer in...
I am an Electronics Engineer. I worked with various MNCs in Mumbai for 15 Years. Everything was going good and respectable in life. Yet, I felt something is missing, as I always wanted to...