Employee to Employer 😀 - It's my story.
In this beautiful journey, I made more than 300 clients now, with Assets Under Management of 25crores (21Cr in MF + 4 Cr in PMS) and a SIP Book of 23lakhs, of course, term, health, and FD are also there in the product basket. From on-boarding, new KYC(video) to transactions 95% of my clients are online and through my website itself. I got clients in abroad, and in other cities across India, most of them were referrals, and almost 50% of clients I never met. Now monthly I'm able to get a minimum of 5 new clients and a new SIP Book of 50k min. Every experience is new learning, and our learning must never stop, either in reading or upgrading ourselves in using the technology. Till now all alone, Now planning to add a team slowly to take it to next level. Last year our firm is been changed to Gro Prime Wealth Pvt Ltd. Being an Engineer and MBA Graduate never thought destiny was MFD, Life is full of surprises, Post my Engineering in 2010, unexpectedly joined ICICI Bank as a...