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FREE HELP LINE +91 9883818627
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
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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...
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I am Primson Diaz from Kochi, Kerala. My firm name is Diaz Invest. I have been doing mutual fund distribution business since 2007. Up to 2017, I was a small distributor like most of...
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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...
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In 2008, we (myelf and my wife Aditi) started Rupee Investments in a small town called Dhule (Maharashtra). Initially, we were in sub-broker and also selling life insurance. Later on, we started selling mutual...
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We started our financial planning firm in 1980. My son Jay Shah, has also joined me in my practice. We have our presence in a small city of Mandvi, Kutch which has a population...
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I am a Certified Financial Planner (CFP). After working for over 21 years for companies like ICICI & Franklin Templeton, I decided to follow my passion and became an IFA in Dec 2016. It...
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From my school days I was career oriented. After having 2 kids, I wanted to do something in the field of finance without investing my capital. So I thought of becoming a mutual fund...
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I started my mutual fund business in Dec 2015 and aim to do 50 lakhs SIP book and 40 cr AUM by 2020. Presently I have 410 live SIPs and 14 Crores of AUM....
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I am from Jamnagar, Saurashtra. I have been in the stock broking business since last 12 years. I realized the potential of mutual funds and started focusing on it since last four years. I...
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