SBI MF and Cafemutual had recently launched the ‘Sanjeevani MFD’ awards to salute MFDs/RIAs/MFD associations who helped their clients/members to overcome life challenges during the pandemic.
We were overwhelmed to receive hundreds of entries, of which qualifying entries made it to the final round. Every story was better than the other and our judges were left with the difficult task of choosing the best. They had a tough time selecting five winners, who were recently felicitated at Cafemutual Ideas Fest 2022 (CIF 22). SBI MF and Cafemutual have also bestowed every qualifying participant with an e-certificate of participation, and they deserve a special mention here.
Presenting to you the Sanjeevani Soldiers from the MF industry.
Akta Sehgal of Noida not only helped a stressed client to overcome pandemic-induced challenges but also hired an underprivileged client who lost his job during these times.
Alpesh Jain of Belgaum raised funds to organise a vaccination drive for the benefit of his aged clients and others.
Amit Charadva of Junagarh undertook a host of activities during the pandemic - setting up vaccination camps, organising home vaccination and distributing food packets, amongst others.
Nagpur’s Amit Nafde helped his client who lost his job with prudent financial planning.
After the sad demise of an investor, Amol Sale of Pune helped the family receive investment proceeds. In another instance, he also set up regular income for a client who left his job to pursue business.
To support his underprivileged clients to continue their SIPs and meet their expenses, Anil Kumar Nandibhai of Rajkot donated money to them.
Anita Jandial of Vadodara donated notebooks and stationery to schools.
Brajesh Singh of Gwalior voluntary opted for CSR activity by donating 2% of income for social development in rural areas.
Deepak Dutt Sharma of Jabalpur arranged a hospital bed for his client during the pandemic.
Dharmendra Vyas of Mumbai helped the family of a deceased person receive proceeds from investments. What stands out is, the deceased was not his client, and yet he went all out to do his bit.
Agra’s Dipesh Sethia looked after his aged clients and helped them with hospitalization during the pandemic.
Harish Krishnani through Mutual Fund Distributor Association, Bhopal helped the family of a deceased MFD to receive financial assistance.
Hiren Shah of Surat arranged for hospitalization and extended financial assistance to a client. Additionally, he also paid his client’s premiums through his own funds.
Hiten Shah of Pune volunteered with an NGO to serve covid infected people.
Kunj Bihari Gupta of Jaipur helped people get covid vaccination.
Maninder Singh Chaddha of Chandigarh extended financial support by way of loans to bridge the temporary cash flow mismatch due to the pandemic.
Kolkata’s Manju Mudhra extended moral support and helped the family of a deceased client with their investments.
Mumbai’s Mihir Jhaveri lost two of his clients to the pandemic. He made himself available 24X7 to help their families overcome this irreparable loss.
Mithilesh Kumar Singh also lost one of his clients to covid. He stood with the deceased’s family in their grieving time to help them overcome this personal loss.
Mithun Jathal of Pune planed finances of a widow for a stable future.
Mumtaz Shaikh of Goa helped the family of her deceased client to avail investment and insurance proceeds.
Bhopals’ Munnavar Khan from Vision Advisory Services has a few clients who moved to other geographies for work. When family members of these clients suffered covid, he looked after the family and took care of their food, medicines and hospitalisation. He also helped the family of deceased investors get investments proceeds.
Chandrapur’s Murlidhar Maheshwari also offered his endless support to the family of deceased clients.
Narendra Kumar of Jamshedpur stayed at the forefront and helped two of his clients overcome the pandemic-induced difficulties.
Prabhakar Kashmira of Mumbai extended support to the family of deceased clients and helped them not only with the investment proceeds but also to make new investments.
Misfortune struck when one of the investors was left him physically disabled. Pradeep Tripathi of Varanasi came forward to extend emotional support and avail investment proceeds to family.
Preeti Kalburgi of Belgaum extended active support to help the family of her deceased client to claim investment proceeds of multiple products.
Making his client’s goal his own, Prince Jain of Delhi helped his client buy a house through a prudent financial plan.
Jammu’s Ravi Kumar funded a girl child’s education.
Sahadev Lonari conducted a food distribution drive along with his friends.
Kolkata’s Saibal Biswas closely works with NGOs. During the pandemic, he donated oxygen cylinders, arranged hospital beds and also looked after his NRI client’s mother.
Sandeep Gandhi of Rajkot lost one of his clients during the pandemic. He supported his family emotionally and guided them to claim investment proceeds.
Sanjay Bhan through All Mutual Fund Distributors Welfare Association, Delhi handheld the family members of deceased MFDs to receive the nomination proceeds and continue the distribution business.
Though the markets were badly hit in Mar 2020, Mumbai’s Saurabh Bajaj helped one of his clients to meet children’s education expenses through a prudent financial plan.
Shyam Agarwal of Kharagpur provided loans to his needy clients, donated oxygen cylinders and also undertook other social activities.
Gurgaon’s Sumit Kumar Gupta arranged a hospital bed for his client.
Sunil Tukaram Dalvi of Mumbai helped a family meet hospital expenses through systematic planning.
Yogesh Ladhwa of Belgaum made himself available 24X7 to a family of his deceased client.
Thank you for sharing your stories with us and inspiring many others to come forward. We hope you continue to spread warmth and kindness.
Kudos to you! Cheers to Humanity!!