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FMCG Industry to Mutual Fund Advisor
  • Vinod Vyas

After working for 10 years in FMCG/Pharma industry and 10 years in the insurance sector, I decided to quit the job last year. I was mutual fund investor since last 10 years and I...

  • 12 Mar 2020
  • Vadodara. Gujarat
Mutual Fund business is the best
  • Keyur Dalal

I am MBA (marketing). I started career as a sales executive in 0ct’2001 with HDFC Bank and I used to deal in CASA Product. I then moved to ICICI Prudential Life Insurance as a...

  • 12 Mar 2020
  • Vapi
From SIP book of 2,500/- per month to 90 lacs per month
  • Bhavesh Gandh

I started my career with a government organization and spent 14 years there. My vision, risk taking capabilities, passion about numbers and motivation from parents lead me into “Financial Planning” Business. I started my...

  • 12 Mar 2020
  • Gujarat
I was a hard core insurance agent
  • Dhaval B Doshi

7I 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...CONTINUE

  • 12 Mar 2020
  • Mumbai
Success Story of Chintan Damania
  • Chintan Damania

I become an IFA two years ago. Apart from mutual funds I deal in various other financial products and provide wealth management services to my clients. In the last two years, I have grown...

  • 13 Mar 2020
  • August 30th, 2017
Banking to IFA
  • Prashant Jog

After working for HDFC bank for 9 years from 2003 to 2011, I took a calculated risk and left my job from post of Sr. Manager and started my own venture as an IFA...

  • 13 Mar 2020
  • Nagpur
Focussed on SIPs
  • Kapil gupta

I am into financial industry from 2003. I used to sell life insurance in my starting years. From 2006 I started selling mutual funds. Till 2013, I used to sell both mutual funds and life insurance.

  • 13 Mar 2020
  • New Delhi
I wanted to be an entrepreneur
  • Gaurav Dev Sharma

I was working as a business associate with RR Investors Capital Services Pvt . Ltd. I cleared AMFI exam in 2008. Till 2011, I didn’t have many clients. I used to acquire clients and...

  • 13 Mar 2020
  • Kota
Will life be easy?
  • Sanjeev Mundhra

Those who think so will be caught on the wrong foot but if you work hard and take calculated risk you can make it smooth over time.I had a corporate life for 6 years,decided...

  • 13 Mar 2020
  • Kolkata
Computer Engineer to Financial Advisor
  • Samir Rastog

I am a Computer Engineer with post-graduation in MBA (Finance). I started my career with Copal Amba – A moody’s Analytics Company in March 2013. I worked as an equity research analyst for a...

  • 13 Mar 2020
  • Ahmedabad