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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,...
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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..
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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....
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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...
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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...
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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...
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Saurabh Srivastava
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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...
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AUM – Rs.5.00 Crore SIP Book- Rs.9.00 Lacs No. of SIP – 450 Live Folio – 618 Total Investors – 291 I quit from corporate job in Jan’ 2013 and decided to work as an...
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AUM – Rs.30.00 Crores SIP BOOK – Rs.22.00 Lacs SIP No. – 593 Total Investors – 323 Brief Journey I started as a life insurance advisor with LIC in 2004 in small town named...
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