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"Papa ne jo sikhaya, woh aaj tak kaam aa raha hai" is a phrase that many of India’s most successful people still say, and top distributors are no different. Behind every trusted MFD/RIA, lies a father's quiet wisdom, passed down through everyday conversations and life experiences.
For Mumbai MFD Ritesh Sheth from My Fund Guide, his father taught him to be transparent and consistent. "Transparency and work commitment, for me, are essential to build trust and strengthen relationships," he says.
Sheth tells his clients the truth about market risks and all possible conflicts of interest.
Varanasi MFD Ankush Thukral of Thukral Capital remembers his father saying "Doodh meh se malai nikal ke rehna chahiye." This means clients that have businesses should be encouraged to take profits and invest them as well. It is best to have both your business running alongside investments being made at the same time.
Kolkata MFD Vinita Kejriwal of Vinsan Financial Services says her father taught her to save money first before spending. She tells her clients the same thing.
She advises young people to do this so they can build wealth. "He taught me that true wealth isn't just money, but responsibility, resilience, and foresight," Kejriwal says. This helps her guide clients when markets go up and down.
Today, these MFDs help many families with their money. They stay honest, help clients make profit and put their clients first. Their fathers’ teachings still reflect in their work.
