On way to achieve 100 Crores of AUM
  • Mita Rane
  • March 13th, 2020
  • Pune
  • 407
  • 0

Current AUM – 21 Crores Current SIP Book – 26 Lacs No. Of clients – 730 I started as a life insurance agent while I was still in college. Since last 12 years I have been selling...

Continue reading
The Mutual Fund Man
  • Nikhil G Shah
  • March 13th, 2020
  • Deesa, Gujrat
  • 389
  • 0

I started working in the financial industry from 2005 as post office agent. I was doing some small business in mutual funds through someone else. I took my own ARN in April’2016. Today my...

Continue reading
The power of SIP
  • Sai Krishna
  • March 13th, 2020
  • Hyderabad
  • 618
  • 2

Current AUM: 20 crores No of SIP: 1100 SIPs Monthly SIP Book : 30 lacs I was a life insurance advisor. However, slowly I understood the power of SIP and compounding benefit of long term investments in...

Continue reading
Belief in mutual funds
  • Saurabh Srivastava
  • March 13th, 2020
  • Allahabad
  • 393
  • 0

Saurabh Srivastava

Continue reading
Persistence is paying off
  • Chhabilesh Patel
  • March 13th, 2020
  • Ahmedabad
  • 390
  • 0

Current AUM – Rs.8.00 Crores No of SIPs – 544 Amount of SIP – Rs.10.00 Lacs Total Live Folios – 1179 Total Investors – 272 Brief Journey I left my job of 16 years...

Continue reading
Quit job to become Mutual Fund IFA
  • ABBASALI MAVA
  • March 13th, 2020
  • Himatnagar
  • 411
  • 2

AUM – Rs.5.00 Crore SIP Book- Rs.9.00 Lacs No. of SIP – 450 Live Folio – 618 Total Investors – 291 I quit from corporate job in Jan’ 2013 and decided to work as an...

Continue reading
Life Insurance to Mutual Fund
  • Rohit Chandak
  • March 13th, 2020
  • Satara
  • 398
  • 0

AUM – Rs.30.00 Crores SIP BOOK – Rs.22.00 Lacs SIP No. – 593 Total Investors – 323 Brief Journey I started as a life insurance advisor with LIC in 2004 in small town named...

Continue reading
When passion turns into profession
  • Ratan Motwani
  • March 13th, 2020
  • Raigarh
  • 398
  • 0

Current AUM: Rs.5.64 Crores Current SIP No: 75 Current SIP Amount: Rs.10.00 Lacs No. of Active Clients: 150(approx) Have office: Yes Have staffs: Yes No. of Staffs: 2 I have seen this industry from...

Continue reading
Banking Job to becoming an IFA
  • Hemant K Midha
  • March 13th, 2020
  • Ahmedabad
  • 431
  • 0

AUM: Rs.25 Crore SIP Book: Rs.25 Lacs I was working in a bank and selling life insurance. However, I left the job and started on my own in mutual fund business in year 2011....

Continue reading
Share broking to mutual funds
  • Haresh Shah
  • March 13th, 2020
  • Ahmedabad
  • 441
  • 1

Our Company name is Care Wealth. Basically, We are share broker and doing broking business since last 25 years. After 2008 stock market crash. We wanted another source of income and at that time...

Continue reading