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From being a teacher to mutual fund distributor
  • Srinivasa Muneppa

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...

  • 05 Mar 2020
  • Bangalore
Small City – Big Vision
  • Mr. Paras Vallabhji Shah & Mr. Jay Parasbhai Shah

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...

  • 12 Mar 2020
  • Kutch, Gujarat
My Joyous journey of selling mutual funds
  • Mamta shah

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...

  • 12 Mar 2020
  • Vadodara
Building a client base of 500
  • Ashish Shah

I am from Bhavnagar. I have done my masters in economics. I joined Aditya Birla Sun Life insurance as an agency manager in august 2004 and after  building a good team of advisors and several promotions, I became branch manager for the same branch

  • 20 Jan 2021
  • Bhavnagar
1 Crore + SIP Book within a year
  • Primson Diaz

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...

  • 27 Feb 2020
  • Kochi
From a Post Graduate Engineer to Certified Financial PlannerCM
  • Anad Kulkarni

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...

  • 12 Mar 2020
  • Dhule, Maharashtra
Becoming an IFA after 21 years of job
  • Rajesh Minocha

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...

  • 12 Mar 2020
  • Hyderabad
From being a housewife to a successful IFA
  • Radha Sarvesh Sinai Narvencar

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....

  • 12 Mar 2020
  • Goa
It all started in 2015
  • Mohd imran

Till 2015, I was working with a stock broking firm. I thought about starting my own company and I did. Today. after a beautiful journey of 5 years, my mutual fund AUM has grown steadily to about 45 Crores. My main focus is on SIPs and STPs. I have

  • 15 Oct 2020
  • Delhi
30 Crores in 4 Years
  • Arvind Giri

I am Arvind Giri, based out of Pune. I started my mutual fund journey in 2016 and created sip book of 22 lacs and total AUM of 30 Crores in span of 4yrs. Before coming to mutual fund industry, I spent 10 years in life insurance industry as a branch head. Due to transfer policy from one branch to another after every 3 years, I decided to quit my job and entered full time into MF business.

  • 24 Feb 2021
  • Pune