Broking to Mutual Funds
  • Pankaj Ladha
  • March 12th, 2020
  • Kota
  • 417
  • 0

I am a stock broker since last 25 years and my core area has always been equity. Three years back I started mutual fund business properly. I regularly conduct IAPs. I get immense satisfaction...

Continue reading
From being an employee to becoming an IFA
  • Aravinda Kumar
  • March 12th, 2020
  • Mysore, Karnataka
  • 392
  • 0

While working in insurance I was constantly approached for SIP investment but I always ignored. I couldn’t recognize the power of mutual funds. Later on, I joined bank in a remote place with absolutely...

Continue reading
Broker to Mutual Fund Advisor
  • Partho Chakraborty
  • March 12th, 2020
  • Bhopal
  • 428
  • 0

I started my mutual fund distribution business in 2010 in the name of Concept Advisory. I worked with M/s Anand Rathi stock brokers and Vision Advisory services at Bhopal. I left job and started...

Continue reading
I left my job to become a full time IFA
  • Mukesh Patel
  • March 12th, 2020
  • Anand, Gujrat
  • 409
  • 0

My name Mukesh Patel. I am a craft instructor in ITI since 2000. I started with life insurance agency in 2005 & mutual fund distribution in year 2007. Till Feb 2015, I was doing...

Continue reading
Betting big on mutual funds
  • Sandeep Bhushetty
  • March 12th, 2020
  • Pune
  • 437
  • 0

I am a B.Com, D.B.M., M.C.M. and M.M.S. I am in the mutual fund distribution business since last 14 years. My Dad is in this industry for last 35 year. I was the founder...

Continue reading
Personal Challenges can’t stop you to become successful
  • Avelino De Sa
  • March 12th, 2020
  • Goa
  • 427
  • 0

I am Avelino de Sa from Panjim Goa. I was born with cerebral palsy which is a disability due to brain damage. I am 75% disabled. I completed my graduation in commerce and started...

Continue reading
FMCG Industry to Mutual Fund Advisor
  • Vinod Vyas
  • March 12th, 2020
  • Vadodara. Gujarat
  • 400
  • 0

After working for 10 years in FMCG/Pharma industry and 10 years in the insurance sector, I decided to quit the job last year. I was mutual fund investor since last 10 years and I...

Continue reading
Mutual Fund business is the best
  • Keyur Dalal
  • March 12th, 2020
  • Vapi
  • 390
  • 1

I am MBA (marketing). I started career as a sales executive in 0ct’2001 with HDFC Bank and I used to deal in CASA Product. I then moved to ICICI Prudential Life Insurance as a...

Continue reading
From SIP book of 2,500/- per month to 90 lacs per month
  • Bhavesh Gandh
  • March 12th, 2020
  • Gujarat
  • 439
  • 0

I started my career with a government organization and spent 14 years there. My vision, risk taking capabilities, passion about numbers and motivation from parents lead me into “Financial Planning” Business. I started my...

Continue reading
I was a hard core insurance agent
  • Dhaval B Doshi
  • March 12th, 2020
  • Mumbai
  • 422
  • 1

7I was hard a core life insurance agent since 2003. From June 2014, I started distribution of Mutual Funds. First year performance was dismal, but after I attended Mr. Brijesh Dalmia’s motivational program organized...CONTINUE

Continue reading