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First Saurashtra IFA to cross 200 cr MF AuM
Swadeshi took 13 years to reach the 100 cr MF AuM milestone 3 years ago. In the next 3 years, it doubled its MF AuM to 200 crs – at a time when direct, disclosures and online were worrying many of its peers. No HNI money, no NRI money, no corporate money – purely retail equity money from over 2500 families with over 25,000 folios.
16-Feb-2017

100 cr AuM in a small town of 120,000 people!
28 year old Shivam is a man in a hurry – a tearing hurry. He operates from the small town Kashipur in Uttarakhand (population 120,000). But his achievements are BIG, and his ambitions are even bigger. He has raced to an amazing AuM of Rs.98 crores, and hopes to close this financial year around the Rs.150 crore mark.
27-Jan-2017

IFA gathers Rs.175 cr AuM by serving a completely ignored retail segment
Deepak Sheth serves a retail segment that few distributors will ever want to engage with: policemen, municipal ward officers, autorichshaw drivers, bus drivers, small shopkeepers. There can be no better illustration of the saying “every drop makes an ocean” – 2500 families from this ignored retail segment collectively contribute to a huge Rs.175 cr AuM that his firm manages today.
13-Dec-2016

Single IFA accounts for 20% of his city’s MF AuM
In a city of 350,000 people, with around 7000 mutual fund investors and a total MF AuM of Rs.450 crores, Amitbhai has emerged the undisputed leader, accounting for 20% of the city’s AuM. One out of every 3 MF investors in Junagadh are his clients. With an imminent entry into the coveted Rs.100 cr AuM club, Amitbhai’s success story underlines the fact that market size is no limitation for those who Think BIG.
05-Dec-2016

Ranchi IFA aims for Rs. 10,000 crs AuM ND platform
Think BIG is all about encouraging and motivating IFAs to grow 10x – to grow exponentially and not incrementally. One IFA who embodies everything that Think BIG stands for, is Lallit Tripathi of Vedant Asset Advisors, Ranchi.
25-Aug-2016

From 5 crs to 100 cr AuM in just 2 years
Nainath Advisory has always been known as a leading commodities broker in Rajasthan. They did have a funds distribution business, but it was at best an ancillary business until K B Gupta crafted a BIG change in strategy.
08-Aug-2016

310 cr AuM in a small town called Davangere!
In Jan 2015, Ramesh Hegde's mutual fund AuM stood at Rs. 18 crores and total AuM at Rs. 26 crores. 18 months later, in July 2016, his AuM has soared to 95 crores in mutual funds and a total AuM of Rs. 310 crores. Read on as this upskilling champion takes us through his BIG growth journey, built on only one plank: upskilling his clients.
22-Jul-2016

He’s built a 50 lakh SIP book in Bharuch, aims to double it in 3 years
In a small town with a population of less than 400,000, Pratik Shah has built an impressive SIP book of over Rs.50 lakhs across over 2500 live SIPs. His aim: to double it to a Rs.1 crore book in the next 3 years.
30-Mar-2016

2 crore SIP book in a town of only 70,000 people
34 year old Pratik Patel is thinking real BIG – in a small town with a population of only 70,000 people, he is convinced that he is firmly on track to create an SIP book of Rs. 2 crores per month from 5000 clients.
22-Dec-2015

Indian IFA smashes world record!
Pramod Saraf, Swan Finance, Indore takes us through a fascinating story of how he put together a 700 strong team that is now the proud holder of a Guinness World Record.
24-Nov-2015

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