Blog - Case Study

Satish Dutt of Composite Investments

Name Satish Dutt of Composite Investments (website) 1. When did the company start? 1995 2. What type of clients do you attract? Online retail mostly but have off-line retail clients too. 3. What type of services do you offer? Discount Broker – online trading and Algo Trading 4. What is your edge over other brokers? Low brokerage, tools to enhance […]

2 September, 2014
Vivek Rege of VR Wealth Advisors

Name Vivek Rege of VR Wealth Advisors (website) Background Vivek started working for a firm after getting his CA intermediate. Then in 2003 he decided to setup his own financial advisory practice. VR Wealth Advisors Clientele includes individuals who work in corporates having Senior Management Positions. The Consulting Services that VR Wealth Advisors offer include […]

31 August, 2013
How Suchita Ambardekar uses MProfit

Name Suchita Ambardekar Background Suchita has been following the markets since 1996 because of her family portfolio. She started writing a blog (located here) about the markets and personal finance. Slowly, people started asking her for specific advice and she would freely give the advice. Then someone mentioned she should start to charge her clients […]

22 May, 2013
How Radix Securities Benefits from MProfit

Name Sumeet Savla, Proprietor at Radix Securities Company Background Radix Securities located in Bombay was started in April 2010 by Sumeet Savla, he previously worked at PayPal as a software engineer. Radix Securities is a wealth advisory firm that advises on stocks, mutual funds and insurance for NRI’s. His technology background has allowed him to develop his […]

13 March, 2013
Lalkar Securities

For 2012 we are starting a new feature on our blog by speaking with some of our clients who use MProfit.  The interviews will be a combination of what they do and how MProfit benefits them. Name Hansal Thacker, Director at Lalkar Securities Website http://www.lalkarsecurities.com/ Company Information Lalkar Securities was started in the early 1980’s and […]

2 March, 2012