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Category: Success stories

Journey of an Accountant to Successful Financial Advisor

I, Mr. Aashish Trivedi, 51 years old, run a successful company called Viral Wealth Managers. I have completed my graduation in Finance and also completed my C.A. Initially, I began my career doing double entry A/c for a music company, while studying for C.A. and later doing Article ship, for 3 years. I then shifted…
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Journey from Courier Business to a Successful Wealth Management Company

I, Mr. Uday Badame, 39 years, am a successful Financial Consultant in Mumbai. I have completed my BCom and have also pursued various Business Development courses. I started my business at the age of 18 with my brother and uncle which was a courier company. I’ve faced most struggles in my initial days as I…
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Journey from a C.A. Aspirant to Successful Financial Advisor

I, Ms. Rupali Rane, 28 years, am a part of Realnet Consultancy. I completed my BCom and back then was pursuing my C.A. After failing IPCC, my dreams shattered. I was very confused and unclear about my goals. I chose to shift my industry and start fresh. I then pursued CFP and started building my…
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Journey from Zero to 100 Cr Business Empire

I, Mr. Nehal Parekh, 43 years old, am a Financial Advisor. I have completed my MBA in Finance. I run a successful Wealth Management firm – F2 Funds in Mumbai. My career began in 12 grade when I started working part time in stock markets. Post my graduation I worked in the markets for 15…
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Journey from an Engineer to Successful Financial Consultant

I, Mr V. Shrinivas, am 34 years old, born and bought up in Bengaluru and currently running a successful business in Mumbai. I completed my engineering and MBA in Marketing. I have also pursued CFP and CIA. I started my career as a Tele caller at a call centre. Later on I worked for a…
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Journey from MBA Banker to a Successful Financial Consultant

I, Mrs. Uma Chander, 40 years old, am the founder of the firm Handholding Financials. I had completed B.Com and MBA in finance. I was always interested in pursuing personal finance and got an opportunity to work for Axis bank (erstwhile UTI Bank) and then HDFC Bank. However, in the long term I wanted to…
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