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Broking to Mutual Funds
  • Pankaj Ladha

I am a stock broker since last 25 years and my core area has always been equity. Three years back I started mutual fund business properly. I regularly conduct IAPs. I get immense satisfaction...

  • 12 Mar 2020
  • Kota
From being an employee to becoming an IFA
  • Aravinda Kumar

While working in insurance I was constantly approached for SIP investment but I always ignored. I couldn’t recognize the power of mutual funds. Later on, I joined bank in a remote place with absolutely...

  • 12 Mar 2020
  • Mysore, Karnataka
Broker to Mutual Fund Advisor
  • Partho Chakraborty

I started my mutual fund distribution business in 2010 in the name of Concept Advisory. I worked with M/s Anand Rathi stock brokers and Vision Advisory services at Bhopal. I left job and started...

  • 12 Mar 2020
  • Bhopal
I left my job to become a full time IFA
  • Mukesh Patel

My name Mukesh Patel. I am a craft instructor in ITI since 2000. I started with life insurance agency in 2005 & mutual fund distribution in year 2007. Till Feb 2015, I was doing...

  • 12 Mar 2020
  • Anand, Gujrat
Betting big on mutual funds
  • Sandeep Bhushetty

I am a B.Com, D.B.M., M.C.M. and M.M.S. I am in the mutual fund distribution business since last 14 years. My Dad is in this industry for last 35 year. I was the founder...

  • 12 Mar 2020
  • Pune
Personal Challenges can’t stop you to become successful
  • Avelino De Sa

I am Avelino de Sa from Panjim Goa. I was born with cerebral palsy which is a disability due to brain damage. I am 75% disabled. I completed my graduation in commerce and started...

  • 12 Mar 2020
  • Goa
FMCG Industry to Mutual Fund Advisor
  • Vinod Vyas

After working for 10 years in FMCG/Pharma industry and 10 years in the insurance sector, I decided to quit the job last year. I was mutual fund investor since last 10 years and I...

  • 12 Mar 2020
  • Vadodara. Gujarat
Mutual Fund business is the best
  • Keyur Dalal

I am MBA (marketing). I started career as a sales executive in 0ct’2001 with HDFC Bank and I used to deal in CASA Product. I then moved to ICICI Prudential Life Insurance as a...

  • 12 Mar 2020
  • Vapi
From SIP book of 2,500/- per month to 90 lacs per month
  • Bhavesh Gandh

I started my career with a government organization and spent 14 years there. My vision, risk taking capabilities, passion about numbers and motivation from parents lead me into “Financial Planning” Business. I started my...

  • 12 Mar 2020
  • Gujarat
I was a hard core insurance agent
  • Dhaval B Doshi

7I was hard a core life insurance agent since 2003. From June 2014, I started distribution of Mutual Funds. First year performance was dismal, but after I attended Mr. Brijesh Dalmia’s motivational program organized...CONTINUE

  • 12 Mar 2020
  • Mumbai
Success Story of Chintan Damania
  • Chintan Damania

I become an IFA two years ago. Apart from mutual funds I deal in various other financial products and provide wealth management services to my clients. In the last two years, I have grown...

  • 13 Mar 2020
  • August 30th, 2017
Banking to IFA
  • Prashant Jog

After working for HDFC bank for 9 years from 2003 to 2011, I took a calculated risk and left my job from post of Sr. Manager and started my own venture as an IFA...

  • 13 Mar 2020
  • Nagpur