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I wanted to be an entrepreneur
  • Gaurav Dev Sharma

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...

  • 13 Mar 2020
  • Kota
Will life be easy?
  • Sanjeev Mundhra

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...

  • 13 Mar 2020
  • Kolkata
Computer Engineer to Financial Advisor
  • Samir Rastog

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...

  • 13 Mar 2020
  • Ahmedabad
170+ clients in two years
  • Vinay Kumar Laxman

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...

  • 13 Mar 2020
  • Bangalore
Redefining Business
  • Santosh Gadre

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,...

  • 13 Mar 2020
  • Pune
Brother Team
  • Ravindra Khatwani

We are 3 brothers. We are selling mutual funds since last 7 years. In the past we were engaged with life insurance and post office agency but since last 4 Years we are only..

  • 13 Mar 2020
  • Pune
FMCG products to Mutual Funds distributor
  • Manoj Agarwal

Current AUM – 20 Crores Current SIP Book – 40 Lacs Current SIP No. – 1,200 I started life as a trader dealing in FMCG products in a small town named Tangla in Assam....

  • 13 Mar 2020
  • Guwahati
On way to achieve 100 Crores of AUM
  • Mita Rane

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...

  • 13 Mar 2020
  • Pune
The Mutual Fund Man
  • Nikhil G Shah

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...

  • 13 Mar 2020
  • Deesa, Gujrat
The power of SIP
  • Sai Krishna

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...

  • 13 Mar 2020
  • Hyderabad
Belief in mutual funds
  • Saurabh Srivastava

Saurabh Srivastava

  • 13 Mar 2020
  • Allahabad
Persistence is paying off
  • Chhabilesh Patel

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...

  • 13 Mar 2020
  • Ahmedabad