Building a Client Advisory Base in Mutual Fund Distribution
Built and managed an independent advisory practice from scratch, delivering end-to-end financial planning across a growing client base
Shovan Dey
Research Analyst at Finology Ventures Pvt. Ltd.
From their time as
Associate
Results • 2021 - 2024
Overview
Before joining Finology, Shovan spent three years building an independent mutual fund distribution practice. He started from zero and grew the practice to over 90 clients with more than Rs. 2 crore in assets under advisory.
The Story
Before joining Finology, Shovan spent three years building an independent mutual fund distribution practice. He started from zero and grew the practice to over 90 clients with more than Rs. 2 crore in assets under advisory.
The work was end-to-end. He handled asset allocation, goal planning, insurance structuring, and tax filing for each client, constructing long-term investment plans using risk profiling and financial planning tools. There was no team; every client relationship was managed directly.
This period gave Shovan his foundational understanding of how retail investors think, what they fear, and what they need to act on a recommendation. That understanding directly shaped the writing style he later brought to Finology's research reports: plain language, structured reasoning, and a clear action signal.