From SIP book of 2,500/- per month to 90 lacs per month
  • Bhavesh Gandh
  • March 12th, 2020
  • Gujarat
  • 502
  • 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...

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I was a hard core insurance agent
  • Dhaval B Doshi
  • March 12th, 2020
  • Mumbai
  • 479
  • 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

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Success Story of Chintan Damania
  • Chintan Damania
  • March 13th, 2020
  • August 30th, 2017
  • 452
  • 0

I become an IFA two years ago. Apart from mutual funds I deal in various other financial products and provide wealth management services to my clients. In the last two years, I have grown...

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Banking to IFA
  • Prashant Jog
  • March 13th, 2020
  • Nagpur
  • 440
  • 0

After working for HDFC bank for 9 years from 2003 to 2011, I took a calculated risk and left my job from post of Sr. Manager and started my own venture as an IFA...

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Focussed on SIPs
  • Kapil gupta
  • March 13th, 2020
  • New Delhi
  • 491
  • 0

I am into financial industry from 2003. I used to sell life insurance in my starting years. From 2006 I started selling mutual funds. Till 2013, I used to sell both mutual funds and life insurance.

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I wanted to be an entrepreneur
  • Gaurav Dev Sharma
  • March 13th, 2020
  • Kota
  • 475
  • 1

I was working as a business associate with RR Investors Capital Services Pvt . Ltd. I cleared AMFI exam in 2008. Till 2011, I didn’t have many clients. I used to acquire clients and...

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Will life be easy?
  • Sanjeev Mundhra
  • March 13th, 2020
  • Kolkata
  • 448
  • 0

Those who think so will be caught on the wrong foot but if you work hard and take calculated risk you can make it smooth over time.I had a corporate life for 6 years,decided...

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Computer Engineer to Financial Advisor
  • Samir Rastog
  • March 13th, 2020
  • Ahmedabad
  • 470
  • 1

I am a Computer Engineer with post-graduation in MBA (Finance). I started my career with Copal Amba – A moody’s Analytics Company in March 2013. I worked as an equity research analyst for a...

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170+ clients in two years
  • Vinay Kumar Laxman
  • March 13th, 2020
  • Bangalore
  • 531
  • 0

I am an Electronics & Communication Engineer with M.Tech from NIT Warangal. I worked in L&T (Mumbai) for 6.5 years. I have been investing in Stocks & Mutual funds since 2009. I quit my...

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Redefining Business
  • Santosh Gadre
  • March 13th, 2020
  • Pune
  • 486
  • 0

Success stories are not just about AUM and income. There are some IFAs who are redefining business and doing different things. Mr. Santosh Gadre is one such IFA. A computer engineer from W.C.E. Sangli,...

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