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  • Success Stories Ahmedabad IFA Milind Shah to launch a common platform for IFAs

    Ahmedabad IFA Milind Shah to launch a common platform for IFAs

    One nation one brand for mutual fund distributors: Chalo Niveshak
    Nishant Patnaik Jan 15, 2019

    Ahmedabad IFA Milind Shah of Swadeshi Money who is popularly known as MoneyBhai is all set to launch a common platform for IFAs, Chalo Niveshak on January 16.

    Terming the platform as ‘one nation on brand for mutual fund distributors’, Milind says that Chalo Niveshak aims to promote IFA community across the country and generate online leads for them.

    The key feature of this platform is client acquisition. Investors who visit Chalo Niveshak to consume educational videos, infographics and articles will have to necessarily key in their name, phone number and pin code. Distributors have to pay an annual fee of RS. 2990 per pin code to access these leads. Each distributor can apply for up to two pin codes.

    Also, the platform would run a nationwide campaign across social media platforms like Facebook, Twitter, Instagram, WhatsApp, YouTube and Telegram to highlight the need for expert financial advice and create awareness about mutual funds.

    Other key benefits of becoming a member of Chalo Niveshak

    • Be a brand ambassador for Chalo Niveshak in your area
    • Run co-branding marketing activities by using promotional contents and creatives of Chalo Niveshak
    • Avail discounts on products and services required for business growth through vendor tie up
    • Conduct IAPs

    In future, the platform would provide access to toll free numbers for investors and print marketing materials for promotion of distribution business.

    Shah believes that the platform would reduce marketing cost for IFAs. He said, “Today if a distributor wants to buy a series of educational videos or visual creatives for social media activities, he will have to spend close to Rs.10,000. But through Chalo Niveshak, he can access all these facilities at a membership cost. Also, if he wants to buy a good software, it would cost him close between Rs.20,000 and Rs.60,000. However, Chalo Niveshak helps him get a good deal through a group discount.”

    Incidentally, Milind told Cafemutual that he got inspiration to create this platform from Nilesh Shah, MD & CEO, Kotak Mutual Fund who spoke at Cafemutual IFA (CIFA) event on ‘Amulization of IFAs’. Shah urged IFAs to get together to create a common platform to promote distribution community among people for their collective benefit.

    Who can become a member of Chalo Niveshak?

    • Active distributors who are fulltime into this business
    • Distributors having a website, professional email ID and Google profile
    • Distributors active on social media platforms – Facebook and Twitter
    • Distributors using online transaction platform

     

    Have a query or a doubt?
    Need a clarification or more information on an issue?
    Cafemutual welcomes all mutual fund and insurance related questions. So write in to us at newsdesk@cafemutual.com

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    31 Comments
    Samir Desai · 5 years ago `
    Proud to be associated with Chalo Niveshak.

    Ek ahesas ho raha hai ki HUM BHI KUCH KAM NAHI.

    First time ever sincere efforts for IFAs to be look as professional career.
    ASHISH JAIPURIA · 5 years ago
    Please let me know how to get enrolled in chalo niveshak
    Reply
    Rushabh Malvaniya · 5 years ago `
    Good initiative by Moneybhai, request to all IFA pls joint this platform and take maximum benefit to this new initiative. Also get good business lead from your area........
    Hitesh dad · 5 years ago `
    Proud to be part of this team .... Thanks to milind bhai for this effort
    Rajesh Minocha · 5 years ago `
    Proud to be associated as a Gold member with Chalo Niveshak. Wishing all the best to this great initiative.
    Abhyuday Pankaj · 5 years ago `
    Congratulations Milind Sir
    Proud to be a part of Chalo Niveshak
    Ramesh Notani · 5 years ago `
    Proud to be associated of this team as a gold member wishing all the best and thanks to Milind bhai for this effort
    Bhavesh Modi · 5 years ago `
    proud of milind sir congratulation
    Payal Sanghavi · 5 years ago `
    Excellent thought & execution Moneybhai. I am sure this step will take us all IFAs to next level of business... it’s Revolution in years to comd
    nikhil girme · 5 years ago `
    WELL DONE MONEYBHAI..GREAT EFFORT AND DEDICATION..GOD BLESS
    DB DESAI · 5 years ago `
    Many times suggested similar idea in this platform and several other places and today I see someone starting action. Great idea , Great effort and will reach Great Success too. Please keep it open for receiving suggestions from fellow IFAs.
    Alok Kumar Srivastava · 5 years ago `
    Very nice and creative job by Millind Shah.I want to be a part of this team.
    RUPESH KUMAR · 5 years ago `
    Congratulations and Proud to be associated with CHALO NIVESHAK as a gold partner.
    Thanks Milind Bhai
    ROHIT KUMAR SAHU · 5 years ago `
    VERY GOOD IT IS TIME REQUIRMENT
    gopi krishna · 5 years ago `
    very aggressive step
    NILESH KINGE · 5 years ago `
    Great sir. How to become member MoneyBhai?
    Suriyanarayanan · 5 years ago `
    I am full time distributor
    I wAnt to join sir
    My phone number 7667132233
    Please send me link and other details to make payment
    A Suriyanarayanan
    Pradip Agarwal · 5 years ago `
    Now time to guide investor , advisor jaruri hai..... Chalo nivesak
    Suriyanarayanan · 5 years ago `
    I am full time distributor
    I wAnt to join sir
    My phone number 7667132233
    Please send me link and other details to make payment
    A Suriyanarayanan
    Ganesh nawale · 5 years ago `
    I want to rejister
    Thanks
    OVISHEK CHOWDHURY · 5 years ago `
    Thank You Sir for such an initiative. Count me in.
    Ovishek Chowdhury, Siliguri, West Bengal.
    SRIRAMA INVESTMENTS · 5 years ago `
    Thanks Milind bhai,
    Great creation we are looking for such a platform since long time , good
    Rakesh Bansal · 5 years ago `
    Great Initiative
    Vikas Gupta · 5 years ago `
    Very good initiative.
    chalo niveshak · 5 years ago `
    thanx every one for appriciating the idea, lets grow together.....you can connect us on 8866993636 and at our email id...hello@chaloniveshak.com

    thanx and regards
    team Chalo Niveshak
    C V RAMANA · 5 years ago `
    VERY GOOD INITIATIVE. EVERY MF DISTRIBUTOR SHOULD SUPPORT AND JOIN
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