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Mukeshbhai’s unique response to the RIA challenge
Mukesh Patel is a breath of fresh air amid the worried and harried independent distribution fraternity. He chose to make a 7 year old part time profession of fund distribution into a full time vocation in 2015 – amidst all the uncertainty prevailing on regulations, commission caps, service tax et al. He has rapidly scaled up his MF AuM in the small town of Anand in Gujarat, to an impressive Rs.57 crores, with plans to grow this to Rs.200 crores by March 2019, of which Rs.100 crore is planned from the hugely underserved NRI market.
17-Oct-2016

In just 2 years from start-up, he’s already No 1 in his city!
Somesh left behind a successful career with Karvy and IndusInd Bank to set up his IFA practice in Dec 2014, with hopes that his old clients will get him off to a flying start. That didn’t happen, and he had to get back to zero, building his practice one client at a time. To his immense credit, despite this setback, he raced ahead in his market to reach an AuM of Rs.39 crores, becoming the No.1 within just 2 years of setting up his practice.
08-Sep-2016

Komal hoon, kamzor nahin
On the occasion of International Women’s Day on 8th March 2016, Ashish Modani organized a first-of-its-kind event in Jaipur, where he brought together on a single platform, successful women from diverse walks of like, who shared their perspectives on why women shy away from taking charge of their personal finances, and what needs to be done to correct this situation
28-Mar-2016

Srinivasa - The real Fund Guru!
Holenarsipura is a tiny town of only 27,000 people, 90 kms from Mysore and 175 kms from Karnataka. In this unlikely setting, our fund industry has a real Fund Guru – Srinivasa B H
07-Jan-2016

From 0 to 56 crs in only 15 months – and this is just the beginning
For the financial advisory profession which is starved of fresh blood, Nitin Avasthi (35) and Achin Jain (33) of Client Alley are a breath of fresh air, and offer a lot of hope for the future of this noble profession
05-Nov-2015

Great sales idea from North-East’s champion IFA
Pallav Bagaria, North East India’s most successful advisor, has a new ace up his sleeve. Having made a mark for himself in the HNI and retail segments in Guwahati, he has now set his eyes on a segment that the industry rarely even looks at, and has created a successful new business proposition around it.
26-Aug-2015

6 year old single advisor firm scales Rs.250 cr AuM
Vineet Nanda's business growth has been nothing short of phenomenal in recent years: from 50 cr Aum in Mar 13 to 107 cr AuM in Mar 14 and now well over Rs.250 cr AuM in Mar 15. What makes Vineet a Fund Guru, what makes him so successful is that he has a very clear understanding of which client segment he is looking to serve, what is the key gap in the service they are currently receiving and on this basis, offering a value proposition that his clients are actually looking for but not getting
22-Jun-2015

Without Saraswati, you cannot get Lakshmi
35 year old Ritesh Kale, Nagpur, one of the 4 winners of the 2014 Wealth Forum Emerging Advisor Awards, attributes his phenomenal success to his simple mantra : Without Saraswati, you cannot get Lakshmi
31-Dec-2014

Guru of the trusts and societies market segment
Selling to non-profit institutions including charitable and religious trusts and societies is a different ball game altogether. One couple who have mastered the art of engaging this segment is Murli Krishnamurthi and his wife Jyothi Murli, Pune.
11-Dec-2014

I hate diversified equity funds; I prefer sector and thematic funds
Kishore Kewalramani, Kolkata, swears by equity, he lives and breathes equity and he focuses only on mutual funds and no other financial products for his clients. Why then does this equity fund specialist hate diversified equity funds?
02-Sep-2014

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