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  • Success Stories

    Navi Mumbai MFD is on a ‘SIP’ roll
    MFD Sanjay Gaggar booked 236 SIPs amounting to Rs. 5.68 lakh in a single day.
    by Karishma Gagwani May 17, 2022
    Chennai MFD creates a monthly SIP book of Rs.1 crore, manages assets worth 100 crore
    MFD Alagappan Thenappan shares with us his 3 mantras of business success.
    by Karishma Gagwani May 16, 2022
    Bhopal MFD celebrates Eid with slum kids
    During Ramzan, Bhopal MFD Munnavar Khan distributed gifts and conducted a diabetes camp at Vallabh Nagar Anganwadi Kendra.
    by Karishma Gagwani May 5, 2022
    Meet Jalandhar MFD who did SIP drive to protect investors from inflation
    Maninder Singh Chadha has conducted a top-up SIP drive in which he booked 90 SIPs in a single day.
    by Karishma Gagwani May 2, 2022
    Meet the young MFD couple who acquired 40 women clients through IAP
    A young Junagadh couple MFD Brijesh Bhatt and Hiral Joshi converted 40 participants into clients.
    by Nishant Patnaik Apr 29, 2022
    Kolkata MFD makes an impressive debut with his active-passive SIP drive
    Chandra Sekhar Agarwala of Moneybud conducted a passives-oriented drive for existing clients and an active-focused drive for new clients.
    by Karishma Gagwani Apr 28, 2022
    Meet these MFDs who have built monthly SIP book of Rs.1 crore
    Read on to know how Rohtak business partners Anchal Katyal-Vinay Goel and Udaipur MFD Rahul Jain have achieved this milestone.
    by Karishma Gagwani Apr 27, 2022
    Pune MFD composes a song dedicated to SIPs
    Harshavardhan Bhusari, Founder, FIN PALS recites a song titled Teri Ummeed SIP, Srivalli. The song is set to the tune of Srivalli song from the movie Pushpa.
    by Karishma Gagwani and Nishant Patnaik Apr 7, 2022
    How this Lucknow MFD brings in first-time salary earners to mutual funds
    Advocating ‘First Salary First Investment’ Roopesh Jaitly has onboarded 35 first-time salary earners.
    by Karishma Gagwani Apr 5, 2022
    Meet an MFD who did his first SIP drive in loving memory of his wife
    Mumbai MFD Nayan Gangar has registered 110 SIPs from 110 investors in a single day.
    by Nishant Patnaik Apr 4, 2022
    Meet Karnataka MFD who collects monthly SIP contribution in cash
    Srinivasa BH meets majority of his clients every day to collect their SIP contribution.
    by Karishma Gagwani Mar 30, 2022
    Bhopal MFD celebrates Holi with Anganwadi children
    Munnavar Khan of Vision Advisory Services celebrates the festival of colours with Vallabh Nagar Anganwadi Kendra.
    by Karishma Gagwani Mar 28, 2022
    How father-son MFDs conducted a Holi special SIP drive
    Chandigarh father son duo - Sandeep and Bhavesh Garg conducted a Holi-special drive and booked over 200 SIPs.
    by Karishma Gagwani Mar 25, 2022
    Agra MFD celebrates SWP Day
    Shreyansh Kumar helps 139 investors to receive close to Rs. 58 lakh collectively for their monthly expenses.
    by Karishma Gagwani Mar 22, 2022
    Sanjeevani Award Winner - Shillong MFDs Ajitabh Goswami and Gajendra Kumar Roy of ‘We Reach We Help’
    Ajitabh Goswami and Gajendra Kumar Roy formed ‘We Reach We Help’, a community to help people affected by covid-19 along with other like-minded people.
    by Karishma Gagwani Mar 21, 2022