Two more MFDs emerge as SIP heroes. Deven Shah from Navi Mumbai and Paras Behl & Abhishek Chawla from Ludhiana have conducted successful SIP drives recently.
Cafemutual spoke to the SIP heroes to understand their recipe for a successful drive.
Deven Shah from Navi Mumbai, Maharashtra
Registered 108 SIPs on Dec 6, 2021 amounting to Rs. 2.59 lakh
Articles published on Cafemutual inspired Deven to conduct his first SIP drive. “I felt inspired after reading how MFDs have been conducting successful SIP drives,” said Deven who promoted his drive as a ‘financial resolution for the New Year’.
Deven started his SIP drive preparation by reviewing his existing client base. He reached out to clients who had not increased SIP for the last three years. He met them face-to-face or through phone calls and discussed the importance of increasing SIPs to achieve financial goals faster.
Deven also urged them to take financial resolution for the New Year by participating in his SIP drive. In addition, he kept aside adequate time for following up with each client. Overall, 49 investors participated in his SIP drive.
Paras Behl along with Abhishek Chawla of PA Wealth from Ludhiana, Punjab
Booked 123 SIPs on Nov 24, 2021 amounting to Rs. 5.6 lakh
The duo executed thematic SIP drive focusing on international funds.
With the help of their team, they reached out to all their existing clients and prospects through phone calls to spread the word about their drive.
The duo also reached out to their database through broadcast messages. The duo met investors who showed their interest in SIP drive for a detailed discussion. They also conducted virtual meetings for investors to explain to them the benefits of doing SIPs in international funds.
Overall, 68 investors participated in the SIP drive.
Inspiring, isn’t it? Want to share your story with your peers and inspire them too? Write to us at newsdesk@cafemutual.com and stand a chance to get featured on our website.