Wealth of Success

Wealth of Success Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Wealth of Success, Financial service, Mumbai.

14/02/2024

Hello, cricket enthusiast! We are coming to your home ground every week with our 'How’s That' creatives to spread the cricket fever with a twist of investment insights.

To contact, click here - https://web-link.co/7rggh

20/07/2021

In the next episode of Wealth of Success, Rohit Somani, Cluster Manager (Raipur) speaks with Hemant Singh of Emerging Fincare Consultancy Private Limited from Chattisgarh. Hemant has a modest beginning since 2007, and today serves over 10,000 individuals and businesses. In this video, Hemant shares that Equity and Debt are equally important instruments but it is even more important to understand the goals of the investor, before deciding the indstruments. He also adds that with the increasing number of investors understand that interest rates in bank continue to fall this is a great opportunity to do really well in the next 10 years when it comes to mutual fund investing!

On this platform we celebrate mutual fund distributors across India, who are making significant contributions to critical conversations about financial literacy, investing strategies, and wealth creation. Watch this space for more knowledge sharing videos from our top partners coming your way!

08/07/2021

In the next interview on Wealth of Success, Bhavin Aliporiya - Associate Regional Head- ROMG speaks with Sanjay Malgonde of Suvidha Financial Services (Pune). Sanjay has been managing mutual fund assets of 181 crores and been in the financial industry for over 18 years. Sanjay lets us in on a secret to his success - Focus on Investor's needs and success will follow! Simple words but it takes understanding of market trends and proactiveness to build trust and assets of one's investor. If you too would like to understand the strategy to success, watch this short video. We are sure that Sanjay's contagious passion will affect you too!

On this platform we celebrate mutual fund distributors across India, who are making significant contributions to critical conversations about financial literacy, investing strategies, and wealth creation. Watch this space for more knowledge sharing videos from our top partners coming your way!

29/06/2021

In our next episode of Wealth of success, Shyamac Jal - Regional Head, Mumbai speaks with Bhavesh Damania of Wisdom Edge Investments. Bhavesh shares golden nuggets of investing and what really makes a client return for more in this short interview.
He advises that when market changes, it's important that we communicate the strategy to them and make them feel empowered. He believes that a relationship doesn't sell anymore. If MFDs can top it with good decisions and book profits on regular intervals, that's why the client stays. Watch the video and act on these wisdom nuggets or better yet, share it with someone for inspiration!

On this platform we celebrate mutual fund distributors across India, who are making significant contributions to critical conversations about financial literacy, investing strategies, and wealth creation. Watch this space for more knowledge sharing videos from our top partners coming your way!

24/06/2021

In our next episode of Wealth of Success, Mr. Vipul Parikh (Partner) at Marfatia Associates shares precious gems of his journey with Rajeev Bhargava – Cluster Manager, Baroda. As an influential partner from Baroda, Vipul has been handling over 3000 happy investors (Retail, HNI and Corporate) for 14 years. By qualification, Vipul is a BCOM LLB. In his own words, Vipul believes that Mutual fund distribution is not just a business, if done with the sole intention of helping investors it gives great fulfillment. "The moment we are able to help investors fulfill their goals, they shower us with their blessings, and this is what we live for!, shares Vipul".

On this platform we celebrate mutual fund distributors across India, who are making significant contributions to critical conversations about financial literacy, investing strategies, and wealth creation. Watch this space for more knowledge sharing videos from our top partners coming your way!

14/06/2021

In our next episode of Wealth of Success, P Aravind Kumar - Senior Regional Head - ROMG speaks with Mahesh Gattani of Balaji Investments from Amravati. Mahesh is one of the few early adopters of technology in the business, who leveraged the power of technology and was able to achieve 502 SIPs in a single day - a feat managed in a small town is truly commendable. With faith in SEBI, and support of technology, Mahesh has quickly acquired a strong investor base that is 2000 investors strong. Watch this short video to understand what grit, determination and passion can do in one's mutual fund journey.

On this platform we celebrate mutual fund distributors across India, who are making significant contributions to critical conversations about financial literacy, investing strategies, and wealth creation. Watch this space for more knowledge sharing videos from our top partners coming your way!

11/06/2021

P Aravind Kumar - Senior Regional Head - ROMG speaks with Ketan Nanivadekar in the next episode of Wealth of Success. Ketan, an Engineering graduate and an MBA in Marketing is the CEO of Smart Money Financial Services. He has spent over 11 years in corporate life and started his career in sales and distribution. His advice to aspiring mutual fund distributors is "avoid costly financial investments". In this video, he shares an anecdote where he has helped solve multiple queries of investors who later returned to him to invest money in the long term. That is the secret to success, "To make investors knowledgeable, and help them with goal based investing". Watch this video and share with peers from your industry!

On this platform we celebrate mutual fund distributors across India, who are making significant contributions to critical conversations about financial literacy, investing strategies, and wealth creation. Watch this space for more knowledge sharing videos from our top partners coming your way!

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