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  • Business Development

    Mumbai MFD shares his mantra of building Rs.1,000 crore AUM
    MFD Mukund Seshadri of MS Ventures recently crossed the Rs 1,000 crore AUM milestone. Read on to know how he has achieved this feat.
    by Karishma Gagwani Sep 10, 2023
    This Rajkot MFD attracts an audience of at least 100 to his educational sessions
    From determining the right topic to sending periodic reminders, this is how MFD Mehul Ravani attracts 100 to 300 participants each time.
    by Karishma Gagwani Sep 10, 2023
    Simple tips to create an impactful podcast
    MFDs can use podcast to reach out to masses. Read on to know a few simple steps to create a podcast on your own.
    by Nishant Patnaik & Riddhima Bhatnagar Sep 3, 2023
    Know how you can onboard your siblings and cousins as clients
    This Raksha Bandhan, MFDs/RIAs share with us how they strengthened their financial bond with their siblings and onboarded them as clients.
    by Karishma Gagwani Aug 29, 2023
    Simple yet effective ways to create a solid brand identity
    MFDs Shalab Gupta Bibhab and Vaibhav Rane talk about simple and creative business practices that helped them create a brand identity.
    by Karishma Gagwani Jul 30, 2023
    Top 5 drivers of business growth
    MFDs across India talk about business strategies that make their business prosper.
    by Karishma Gagwani Jul 28, 2023
    How this Goa MFD crossed MF assets of Rs.1000 crore
    Goa MFD Hari Kamat shares with us his 7 mantras to grow business.
    by Nishant Patnaik Jul 23, 2023
    Meet the MFD who took ‘Mutual Funds Sahi Hai’ overseas
    Mumbai MFD Gajendra Kothari of Etica Wealth has conducted two IAPs in Belgium and Dubai. His upcoming IAP will be in Thailand.
    by Nishant Patnaik Jul 19, 2023
    Simple tips to create long term investment discipline among clients
    Goa MFD Celso Fernandes and Rajkot MFD Mukeshbhai Jetani follow these practices to create long term investment discipline among their clients.
    by Karishma Gagwani Jul 14, 2023
    Think beyond referrals: Here are a few innovative ways to get new clients
    Ashish Chadha of Chadha Investment Consultant and Akta Sehgal of Manas Wealth share with us innovative strategies to attract new clients.
    by Karishma Gagwani Jun 16, 2023
    5 simple yet effective tips to set up successful distribution business
    Amit Trivedi, noted trainer & author talks about the prerequisites of setting up a thriving distribution business.
    by Karishma Gagwani Apr 5, 2023
    ‘Happiness at workplace can increase your profitability’
    Prof. Raj Raghunathan shares with us top three reasons to invest in workplace happiness.
    by Nishant Patnaik & Zahra Gour Mar 21, 2023
    7 simple strategies to fast forward business growth
    Dhananjay Banthia, Trainer and Speaker simplifies business growth through these seven powerful and proven strategies.
    by Karishma Gagwani Mar 20, 2023
    Meet the ‘sheroes’ behind the success of India’s top MFDs
    Read on to know the story of these women who have helped some of top MFDs become successful.
    by Karishma Gagwani Mar 8, 2023
    India’s top B30 MFD gives marketing tips to attract prospective clients
    Siliguri MFD Prabin Agarwal who has built AUM of over Rs.250 crore and monthly SIP book in excess of Rs.2 crore shares with us his marketing strategy.
    by Karishma Gagwani and Nishant Patnaik Feb 16, 2023