Success Stories

Anand MFD Nikhil Thakkar wins the prestigious Sanjeevan Award at the Cafemutual Ideas Fest 2025.

Kolkata MFD CA Vinita Kejriwal of Vinsan Financial Services recently won the prestigious Sanjeevani Shakti Award.

Anand Rathi, co-founder of MIRA Money, a wealth management platform, said that there is a misconception that as people grow older, they do not take as much risk. In fact, as people grow older and achieve their financial goals, they tend to take more risks with their investments, said Anand.

Kolkata MFD Saibal Biswas of Saibal Biswas and Associates shares key insights and outlook for the mutual fund industry in 2025.

ZFunds manages AUM of Rs.480 crore in mutual fund in March 2024.

Harsh Gahlaut, CEO of FinEdge shares with us the journey of his online distribution firm.

Suraj Kaeley, author and Founder – The Sales Accelerator, shares his insights on client acquisition in his book.

Kolkata MFD brothers, Pradip Agarwal and Vishal Agarwal of Mudra Prime Wealth cater to individuals in small cities and rural areas and women clients.

Meet the winners of the most prestigious The Big League Award winners.

The issue of Sodhani Academy of Fintech Enablers closed on September 17.

Goa MFD Celso Fernandes shares with us a case study of a client who forgot about his SIP for 9 years only to see his investment cross Rs. 1 crore.