Philip Cherian from Kerala and Sagar Kumar Patwa from Uttar Pradesh have recently conducted successful SIP drives.
Talking to Cafemutual, the SIP stars gave us a sneak peek into what goes behind conducting a successful drive.
Philip Cherian, Smartsave Finserv, Kochi, Kerala and President of the Association of Independent Financial Advisors (AIFA) - Ernakulam Chapter
Philip booked more than 100 SIPs for the ninth consecutive time.
Being an active member of various social and networking groups has helped Philip acquire new clients and reconnect with existing clients. Similar to his previous drives, he promoted his drive on social media extensively and held one-to-one discussions with existing clients and prospects to talk about the benefits of SIPs.
Philip conducted the drive on Dec 30, 2021 and booked 101 SIPs amounting to Rs. 2.14 lakh.
16 investors, including 4 NRIs took part in his drive. There was equal participation from existing and new clients.
Sagar Kumar Patwa, Bareilly, Uttar Pradesh
Sagar recently shifted his business to the digital mode and decided to celebrate this transition by conducting a SIP drive. He urged his clients to welcome this New Year by investing in mutual funds through SIPs.
He met his existing clients and referrals physically and explained to them the benefits of doing SIPs. He also explained to them how they can achieve their financial goals by opting for 10 year SIPs.
Overall, Sagar did 121 SIPs amounting to Rs. 1.30 lakh on Dec 30, 2021. 40 investors of which 12 were first-time investors benefited from this drive,.
Have you also conducted a successful SIP drive recently? Wouldn’t you like to share your story of pride with us? Do write to us at newsdesk@cafemutual.com and stand a chance to get featured on our website.
