Business Development

4 powerful tips to reduce untimely redemption

Read on to know how you can guide your clients to identify if their need to redeem is genuine.

by Karishma GagwaniSep 15, 2023

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 GagwaniSep 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 GagwaniSep 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 BhatnagarSep 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 GagwaniAug 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 GagwaniJul 30, 2023

Top 5 drivers of business growth

MFDs across India talk about business strategies that make their business prosper.

by Karishma GagwaniJul 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 PatnaikJul 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 PatnaikJul 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 GagwaniJul 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 GagwaniJun 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 GagwaniApr 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 GourMar 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 GagwaniMar 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 GagwaniMar 8, 2023

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