Iqbal Singh, Innovative Consultants, Chandigarh
Innovative Consultants is one of Northern India’s fastest growing advisory firms. Iqbal shares his insights on how to achieve a rapid scale up without compromising quality and controls and how to use technology as a critical growth enabler….. (May 2010)

Pradip Chakraborty, Right Choice Securities, Kolkata
Is retail distribution viable at these low margins? Certainly yes, according to Pradip who runs Eastern India’s fastest growing retail distribution business. Pradip shares his fascinating insights on how to build and sustain a retail and a rural distribution model that reaches thousands of first time mutual fund investors….. (May 2010)

Jain Investment, Mumbai
Running a retail distribution business is one thing, but managing a rapidly growing retail advisory business is quite something else. The Mumbai based Jain Investment is widely regarded as one the country's foremost SIP champions. Rajesh Jha discusses what it takes to run a retail advisory business, what it takes to scale up and what were some of the tough decisions that they took onsequent to the entry load ban (May 2010)

Ranjit Dani, Think Consultants, Nagpur
Is it possible to run a retail , fee-based, financial planning firm in a non-metro? Think Consultants emphatically proves this possible – Ranjit Dani takes us through the evolution of his firm and how they changed from distribution to advice and then to fee based planning…. (May 2010)

Ravi Kohli, Bluechip Capital Services, Delhi
Delhi based Bluechip Capital is one of India’s largest IFA firms. Ravi Kohli shares his rich insights on what it takes to manage HNIs, on what advisors should do to successfully manage the transition that regulation has thrust upon them and very importantly, the importance of having and demonstrating true passion for the advisory profession…..(May 2010)

Shrikant Bhagavat, Hexagon Capital Advisors, Bangalore
Processes and structures are key to scaling up an advisory firm – we all know that, but few are able to actually implement it. Hexagon Capital Advisors is a rare exception – a firm that is driven by strong processes, a well defined organisation structure and HR initiatives that strive to maintain the firm’s culture even as it seeks growth. Shrikant Bhagavat shares his experiences and insights on how to go about this seemingly daunting task….. (May 2010)

Roopa Venkatakrishnan, Mumbai
Roopa is among India’s biggest IFAs – and is a role model for individual IFAs who do not like the thought of having sales teams. An AuM of over Rs. 300 crores from select Mumbai and overseas based HNIs is handled single handedly by Roopa, with no sales support team. There are quite a few lessons that IFAs can pick up from Roopa on how to run a tight ship very efficiently…… (May 2010)

Sanjay Shah, Prudent Corporate Advisory Services, Ahmedabad
Prudent is the largest regional distributor in the country, with a strong presence in Western India. Sanjay Shah shares his firm’s initiatives to help their channel partners manage the transition from distribution to advice and his fleet-footed technology oriented solution to help channel partners charge and recover fees….. (May 2010)

Naresh Pachisia, SKP Securities, Kolkata
Naresh Pachisia is among the most seasoned and experienced advisors in the country. SKP Securities is among the largest regional distributors in Eastern India – with successful verticals across wealth management, retail distribution and stock broking. Is it possible to run all these diverse businesses equally well – Naresh Pachisia explains how to deal with potential conflicts of interest and manage growth across all these verticals….. (May 2010)

Jaideep Kashikar, Mumbai
Brainpoint Investment Centre, Mumbai is one of India's leading advisory firms and a consistent winner of the CNBC IFA of the Year award. Jaideep Kashikar discusses his research process, his active advisory approach, his fee based model and his vision for the advisory business (May 2010)

Ashish Chadha, Delhi
Chadha Investments, Delhi is one of North India's leading advisory firms. Major Ashish Chadha discusses how he has adapted his business to the changed environment and stresses the need for advisors to charge a fee for their service (May 2010)

Anil Rego, Right Horizons, Bangalore
Right Horizons is one of South India's leading advisory firms, with offices in Bangalore, Chennai and Hyderabad. Anil Rego discusses how he uses technology as a business enabler and how he has introduced his fee based model (May 2010)

Bharat Phatak, Wealth Managers (India), Pune
Wealth Managers is one of India's leading advisory firms. Bharat Phatak shares fascinating insights on how to build an advisory firm as a practice and not a business (May 2010)