I was a hard core insurance agent

• Dhaval B Doshi
• March 12th, 2020
• Mumbai
• 735
• 1

I 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 by HDFC AMC / Prudent Advisory under LEAP Certification program, I became more confident & at present (July 2017), I have reached SIP book value of 11.25 lakhs & AUM of 4.5 crores.

I don’t sell mutual funds. I help clients buy mutual funds according to their financial goals, rsk appetite & investment objective. I owe my success to hard work and constant learning through training programs & reading financial magazines and articles. I also thank my relationship manger, Mr. R M Sahil Shaikh of Prudent Advisory for 24/7 support.

My target is to reach 50 lakhs SIP book value & 50 CR AUM within 3 yrs.

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