Redefining Business
  • Santosh Gadre
  • March 13th, 2020
  • Pune
  • 145
  • 0

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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Brother Team
  • Ravindra Khatwani
  • March 13th, 2020
  • Pune
  • 139
  • 0

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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FMCG products to Mutual Funds distributor
  • Manoj Agarwal
  • March 13th, 2020
  • Guwahati
  • 146
  • 0

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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On way to achieve 100 Crores of AUM
  • Mita Rane
  • March 13th, 2020
  • Pune
  • 142
  • 0

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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The Mutual Fund Man
  • Nikhil G Shah
  • March 13th, 2020
  • Deesa, Gujrat
  • 131
  • 0

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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The power of SIP
  • Sai Krishna
  • March 13th, 2020
  • Hyderabad
  • 157
  • 1

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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Belief in mutual funds
  • Saurabh Srivastava
  • March 13th, 2020
  • Allahabad
  • 133
  • 0

Saurabh Srivastava

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Persistence is paying off
  • Chhabilesh Patel
  • March 13th, 2020
  • Ahmedabad
  • 133
  • 0

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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Quit job to become Mutual Fund IFA
  • ABBASALI MAVA
  • March 13th, 2020
  • Himatnagar
  • 142
  • 0

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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Life Insurance to Mutual Fund
  • Rohit Chandak
  • March 13th, 2020
  • Satara
  • 140
  • 0

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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