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Axis Mutual Fund and Cafemutual announced the much-awaited winner list of the ‘Sanjeevani MFD Awards’ at Cafemutual Ideas Fest 2025 (CIF 25).
The Sanjeevani awards recognise MFDs/RIAs who have become ‘Sanjeevani’ for their clients by hand holding them to not only achieve financial goals but also overcome difficult life situations.
Overall, the award received an overwhelming response with over 120 entries. While each response is unique and won the hearts of our jury, our esteemed jury has picked 8 winners across eight categories and 2 MFDs for quality awards after detailed evaluation of all the nominations.
Rohit Mattoo, Head – Retail Sales, Axis M and Prem Khatri, Founder & CEO, Cafemutual felicitated the winners with a Letter of Appreciation and a golden trophy.
Here are the categories:
|
Award Category |
To Felicitate MFDs/RIAs who |
|
Outstanding Asset allocator |
Helped clients benefit from asset allocation |
|
Impactful |
Brought a family back on track in the case of the demise of a breadwinner or by overcoming a debt trap |
|
Masterful |
Helped overcome a complex finance situation |
|
Visionary |
Secured the retirement of an individual |
|
Shakti |
Introduced initiatives to bring more women clients |
|
Real Bharat |
Introduced initiatives to bring more investors from rural India |
|
Pathbreaker |
Introduced initiatives to bring more people from unorganized sectors or underserved population |
|
Community |
Initiatives by MFD Associations to create awareness among investors |
|
Quality |
For those MFDs who went the extra mile to making sure their investors get the best guidance |
Let us look at the 10 gems of the MF industry.
Nikhil Thakkar, Anand - Sanjeevani Outstanding Asset Allocator Award
Nikihil Thakkar of We Care Freedom Wealth believes that managing risk is as important as generating returns.
Nikhil has expertly allocated assets for nearly 4,000 investors. This MFD’s strategic asset allocation has turned investments into success stories.
Ramalingam K, Chennai – Sanjeevani Impactful Award
Ramalingam K of Holistic Financial Services has helped a client who was burdened with multiple loans, facing monthly EMIs exceeding Rs.51,000. Through a structured debt reduction strategy, Ramalingam has systematically lifted each financial weight, bringing clarity, stability, and renewed hope to their client’s future.
Rahul Agarwal, Guwahati - Sanjeevani Masterful Award
A businessman was drowning in debt, with a Rs. 3 crore cash credit facility weighing him down. IntyGritty MoneyTree introduced him to a structured investment approach, linking his daily business transactions to a SIP. This small but disciplined effort transformed his finances. In five years, he built an investment corpus that repaid his debt, giving him the power to clear his loans while improving his business cash flow.
Thukral Capital Market, Bhadohi - Sanjeevani Visionary Award
When a businessman in the handmade carpet industry, who had spent years focusing on his business but did no planning for his retirement, came to Thukral Capital, they helped him with the road ahead. They began working with him in 2006, guiding him through fixed-income products before gradually shifting to equity. Over the years, his wealth grew from initial losses to a solid Rs. 6.45 crore corpus. Now retired, he enjoys financial security thanks to years of careful planning and trust in his advisor.
Vinita Kejriwal, Kolkata - Sanjeevani Shakti Award
Vinita saw that women often depended on male family members for financial decisions. She decided to change this by launching financial literacy workshops for women. Through her dedicated investor community, "Nivesh Sakhi," she has helped countless women gain confidence in handling their money. Today, a significant portion of her clients are financially independent women who make their own investment decisions.
Sreedhara Bhat, Bangalore - Sanjeevani Real Bharat Award
Sreedhara Bhat has been instrumental in introducing mutual funds as an investment vehicle in rural Karnataka. Despite living in a metropolitan city like Bangalore, he has guided many investors in remote areas, helping them create wealth and secure their financial future. Today, many of these investors are seeing real wealth creation, proving that mutual funds are not just for urban India.
Sahil Nilesh Shah, Ujjain - Sanjeevani Pathbreaker Award
Sahil took it upon himself to bring financial awareness to Ujjain’s working class, including laborers and transport workers. He introduced small SIPs of Rs. 500-1000, making investing accessible to everyone. Over time, these small investments have grown, giving financial security to people who never thought they could save for the future.
AMDwA, Delhi - Sanjeevani Community Award
AMDwA has worked to upskill fellow MFDs and investors, helping them stay ahead in the dynamic financial world. They have also been representing the MFD community before AMFI and regulators, making their voices heard and challenges addressed.
Dhananjay Manohar Kale, Pune - Sanjeevani Quality Award
In 2007, an IT professional came to Dhananjay for financial advice. The Lehman Brothers crisis in 2008 shook his confidence, and he feared job loss. Dhananjay guided him with a disciplined SIP approach, ensuring he had liquidity for emergencies while systematically investing for retirement. Today, the investor has a corpus of Rs. 3 crore and is set to retire peacefully without any financial worries.
Saibal Biswas, Kolkata - Sanjeevani Quality Award
Saibal Biswas has built his reputation by meticulously identifying unique financial requirements of his clients. Whether clients are in wealth-building mode, aiming for long-term wealth manifestation, or planning post-retirement stability, Saibal ensures that each investment strategy aligns with their financial objectives.
