Success Stories

Goa Women MFD Ranjana Dwivedi caters to 800 clients of which over 500 are women.

Piyush Rakhecha of Royal Eastern Financial Services trekked the Chopta Chandrashila trek.

Anand MFDs Milan Patel and Sanjay Patel of Shree Hari Financial Services received Cafemutual Passives Awards for channelizing highest business in index funds during FY 2024 under individual category.

Kushagra Kulwal did 111 SIPs amounting to Rs.9.10 lakh to celebrate his birthday and father’s legacy.

121 women investors participated in this SIP drive.

S Saravanan, Purple Pond won the prestigious Sanjeevani Award for securing the future of an elderly client's daughter-in-law and his granddaughter.

Sanjeevani award winners Degree 212 Investment Services, Pune, received the prestigious ‘Sanjeevani Pathbreaker Award for bringing in investors from the unorganised sector.

Vikrant Katoch and Vishal Mahajan of RupeeXpress built a monthly SIP book of Rs.1 crore in Shimla.

Kolkata MFD Piyush Rakhecha is on a mission to help visually impaired individuals attain financial freedom.

Rashmi and Ankush Thukral won the prestigious Sanjeevani Outstanding Asset Allocator Award for helping a client benefit from asset allocation.

Vatsal Shah and Shaili Shah won the prestigious Sanjeevni award for securing their client's retirement life.

MFDs Mehul Trivedi and Tushar Badjate share details of how IAPs helped them find new MF clients

Sanjeevani Real Bharat award winners - Hitesh Jain and Utkarsh Dubey of Finomatic Fintech Services, Kolkata tell us how they acquired over 20,000 clients from small cities and rural areas.