Small City – Big Vision
  • Mr. Paras Vallabhji Shah & Mr. Jay Parasbhai Shah
  • March 12th, 2020
  • Kutch, Gujarat
  • 746
  • 1

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...

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My Joyous journey of selling mutual funds
  • Mamta shah
  • March 12th, 2020
  • Vadodara
  • 694
  • 3

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...

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Building a client base of 500
  • Ashish Shah
  • January 20th, 2021
  • Bhavnagar
  • 1111
  • 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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1 Crore + SIP Book within a year
  • Primson Diaz
  • February 27th, 2020
  • Kochi
  • 2819
  • 37

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...

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From a Post Graduate Engineer to Certified Financial PlannerCM
  • Anad Kulkarni
  • March 12th, 2020
  • Dhule, Maharashtra
  • 699
  • 2

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...

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Becoming an IFA after 21 years of job
  • Rajesh Minocha
  • March 12th, 2020
  • Hyderabad
  • 622
  • 2

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...

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From being a housewife to a successful IFA
  • Radha Sarvesh Sinai Narvencar
  • March 12th, 2020
  • Goa
  • 680
  • 2

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....

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It all started in 2015
  • Mohd imran
  • October 15th, 2020
  • Delhi
  • 1655
  • 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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SIP Champion
  • Rashesh P Jani
  • March 12th, 2020
  • Jamnagar
  • 851
  • 1

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...

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Stock Market Loss to Mutual Fund Distributor
  • SRINIVASA B H
  • March 12th, 2020
  • Hassan, Karnataka
  • 495
  • 3

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...

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