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HELP LINE +91 9883818627
Stories motivate. They also help us learn. Read the success stories of your fellow MFDs.
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Pratik Mukasdar
I started in 2018 in a store room which was at my friend’s father’s office for the first 3 months then I moved into a proper small office
28 Mar 2023
Nagpur 
Rahul Raj
I worked as a marketing manager for 2 years in a steel company but did not enjoy my job. I decided to start my own business and having an interest in the financial field and stock market
02 May 2022
Patna 
CA Vipul Shah
We are a firm headed by CA Vipul Shah, MFD from Pune. He is a CA, CFA, and MBA (Finance). We have been in this business for the last 12 years.
07 Feb 2022
Pune 
Satyendra kumar
I started my career as an Insurance agent in December 2001. In 2002 I also took agency of general insurance.
12 Jan 2022
Delhi 
Ratnakar Sagare
I am Ratnakar R Sagare, working with an Indian multinational IT giant. I have around 17+ years of IT experience.
21 Oct 2021
Pune 
CA Vivek Jain
I am CA Vivek Jain, 45 years old, with 24 years of experience in the CA Profession. I started the insurance advisory with HDFC Life in 2002. My interest in investment advisory kept on growing and subsequenty, I added real estate, equity trading, FDs to increase my product offering to clients.
22 Sep 2021
Delhi 
Rohan Gupta
I completed my MBA in finance in year 2014. Thereafter, I worked at Kotak Securities for two years. I became a mutual fund distributor in year 2017. Shortly after I started, there was debt crisis (defaults happening in the industry) and brokerage cut in October 2018 and April 2019. And if this was not enough, markets crashed by 40% due to Covid in Year 2020
13 Jul 2021
Yamuna Nagar 
Sanchit Attawar
The company (Sansha Financial Services) began with the coming together of two diverse professionals. One (Ms Ayesha Fahim) with a retail sales and team management experience of more than 20 years in the Industry and the other (Mr. Sanchit Attawar) with a product and corporate sales experience of 19 years.
16 Jun 2021
Mumbai 
Makesh S
After finishing my MBA, I joined a leading asset management company and worked with them for 15 years in different geographies. My last assignment was in Bangalore, heading a banking channel distribution. In this role, I got the opportunity to meet and discuss personal finance with many investors and to my surprise, many of them were misguided on investments by their banks and other financial institutions.
06 May 2021
Bangalore 
Aman Gupta
I was working in stock broking industry from 2007-2015 in various companies. It took me sometime to understand but I figured out that this industry is not in alignment to client’s Interest. If the
25 Sep 2019
Chandigarh 
Naveen Gupta
I am Naveen Gupta, an engineering graduate with 14 years experience in IT industry. In 2014, I quit my job and decided to follow my passion in investments. I started mutual fund distribution business...
27 Feb 2020
Faridabad, Haryana 
Srinivasa Muneppa
Financial advisory profession is one of the best profession. I was working as a school teacher. I resigned after 11 years teaching and started my career as an insurance agent of LIC of India...
05 Mar 2020
Bangalore 
Primson Diaz
