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We all know how freedom fighters have played a key role in making India independent. Similarly, for years, MFDs have been helping many people to attain financial freedom.
To recognize these untiring efforts of MFDs, Groww Mutual Fund and Cafemutual have launched a new initiative – Financial Freedom Provider. This initiative aims to recognize MFDs who have helped their clients attain financial freedom through SIPs.
If you have helped your clients achieve any financial goal like buying a house, children’s education or retirement through SIPs, you can become India’s ‘Financial Freedom Provider’.
Sharing the rationale, Varun Gupta, CEO, Groww MF feels that MFDs play a key role in lives of investors by helping them attain financial freedom. He says, “At Groww Mutual Fund, we regard financial advisors and mutual fund distributors as the bedrock of India's financial evolution. Cafemutual's initiative aligns with this belief, echoing our vision. Distribution partners play a crucial role in expanding investment opportunities across the nation, furthering our mission of seeking consistent, long-term wealth creation for all. Their unwavering dedication deserves praise, and we're wholeheartedly committed to supporting their growth journey at every turn."
Here is how you can participate:
How to participate?
The entire process will take less than a minute. Simply click here and fill the online form. You need to key in just 4 details – name, phone number, email id, ARN/EUIN or RIA code.
Also, you need to select how you have helped your client and submit a brief note on how you have helped a client achieve financial freedom through SIPs.
Here is a sample of the brief: I have helped my client Mr. Ram Shukla to fund foreign education of his daughter. Mr. Shukla has created a corpus of ₹1 crore for this goal by doing SIP for 20 years. He started with a monthly SIP of ₹2000 but gradually moved to SIP of ₹50,000 per month. Three things that helped him achieve this goal – investing discipline, avoiding market noise and not exiting midway.
You can simply copy paste the brief note and change the highlighted portion based on your experience.
What’s the last date?
MFDs/RIAs can send their entries in English or Hindi by August 13, 2023.
What will you get?
Shortlisted entries stand a chance to get featured on Cafemutual and Groww MF’s social media.
Also, the winners will get a digital ID and certificate signed by Groww MF and Cafemutual.
Eg of Digital ID
Hurry up! Take a minute and do it now.
