Life Insurance to Mutual Fund
  • Rohit Chandak

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...

  • 13 Mar 2020
  • Satara
When passion turns into profession
  • Ratan Motwani

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...

  • 13 Mar 2020
  • Raigarh
Banking Job to becoming an IFA
  • Hemant K Midha

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....

  • 13 Mar 2020
  • Ahmedabad
Share broking to mutual funds
  • Haresh Shah

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...

  • 13 Mar 2020
  • Ahmedabad
Growing with SIP
  • Rupesh Jain

I am Rupesh Jain, from Bhusawal, Maharashtra. I am into mutual funds business from last 9 years. I am currently having 28 Cr. of AUM. My SIP books are of 38 Lakhs. Total Number...

  • 13 Mar 2020
  • Bhusawal