Success Stories

Deepak Khandelwal from Rajasthan, Philip Cherian from Kerala and Rohit Drolia from West Bengal executed SIP drives successfully.

by Bhakti Makwana May 31, 2021

Meet Jamshedpur MFD who lends emotional support to covid patients

Amit Agarwal of Hi-Tech Capital, Jamshedpur helps covid patients with hospitalization.

by Karishma Gagwani May 25, 2021

MFD Heroes take a bow!!

Cafemutual and Axis Mutual pay tribute to the MFD Heroes who broke all barriers and selflessly served the society.

by Team Cafemutual May 24, 2021

Meet Jaipur MFD who gives lifeline to covid patients

Rajesh Sodhani of Sodhani Investments has been providing oxygen concentrators to covid patients.

by Karishma Gagwani May 14, 2021

75 MFDs/RIAs offer financial advisory assistance to covid-19 affected families

IFANow has created a panel of 75 MFD and RIAs to help family members of deceased covid-19 patients to claim insurance and investments.

by Karishma Gagwani May 12, 2021

Meet new SIP kings of the MF industry

Brajesh Singh from Gwalior, Deepak Khandelwal from Jaipur and Pramod Saraf from Indore successfully conducted SIP drives.

by Bhakti Makwana May 10, 2021

Meet Howrah MFD who helps covid patients get plasma

Jai Shaw of Midas Capital works with an NGO that helps covid patients get plasma.

by Karishma Gagwani May 7, 2021

Meet the new SIP stars of the MF industry

MFD Jiajur Rehman from Kolkata successfully executed 118 SIPs in a single day while Roopesh Jaitly from Lucknow did 201 SIPs.

by Bhakti Makwana Apr 28, 2021

Bhopal MFD continues to support covid-19 victims

Bhopal’s Munnavar Khan of Vision Advisory Services distributes 300 food packets daily to those in need.

by Karishma Gagwani Apr 27, 2021

Gujarat MFD shares recipe of making crorepati clients

Nitin Patel of Finfreedom33 Wealth who has created over 135 crorepatis believes that everyone is capable of becoming a crorepati if they follow a disciplined approach in investing.

by Karishma Gagwani Apr 23, 2021

Meet Kerala MFD Philip Cherian who did 111 SIPs in a single day

Philip Cherian of Smartsave Finserv LLP and President of the Association of Independent Financial Advisors (AIFA) successfully executed 111 SIPs amounting to Rs. 3.44 lakh on Apr 7, 2021.

by Karishma Gagwani Apr 19, 2021

SIP stars who conducted SIP drive to mark the beginning of FY21-22

MFD duo Vinay Goel and Anchal Katyal from Rohtak successfully clocked 263 SIP together while Maninder Singh Chadha from Jalandhar initiated 80 SIPs on a single day.

by Bhakti Makwana and Karishma Gagwani Apr 6, 2021

Indore MFD conducts covid vaccination camp for MFD community

Pramod Saraf of Swan Invest from Indore has taken an initiative to facilitate covid vaccines for the MFD community and AMC employees.

by Bhakti Makwana Apr 6, 2021

Remembering the teachings of late Achuthan Kutty

Achuthan Kutty breathed his last on 4 March 2021 and left behind an inspirational legacy for all.

by Karishma Gagwani Mar 16, 2021

Meet the MFD who started 237 SIPs worth Rs.21 lakh in a single day

Shalab Gupta Bibhab from Agra, UP successfully initiated 237 SIPs amounting to Rs.20.64 lakh on March 8.

by Bhakti Makwana Mar 13, 2021

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