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Pune MFD Vipul Shah of Bigbucks Finserve organised a booster dose vaccination drive for his clients to mark his major business milestone of achieving Rs.2.50 crore monthly SIP book.
Overall, 313 clients and their family members benefited by this drive that was held last Saturday. Vipul said that booster vaccination will help people deal with the resurgence of the covid. “The cases have been increasing. In fact, many state governments have re-imposed usage of mask in public places. Hence, we believe that we should protect our clients through these booster doses.”
In addition, they also conducted a donation camp for needy people in which his existing clients donated used clothes, shoes, raincoats, umbrella and utensils.
Currently, Vipul has over 2300 clients with a monthly SIP book of Rs.2.50 crore. Vipul attributes this success to client engagement through knowledge session, strong conviction in SIP growth story and efforts of his team members.
Vipul said, “We regularly conduct knowledge sessions for our existing clients which helps us stay in constant touch with them and understand their dynamic needs. Another thing that has greatly benefited us is having a conviction in SIP story. All of us invest huge sums of money in mutual funds through SIPs. This makes our clients comfortable as we are practising what we preach.”
Vipul said that he is blessed with a strong team. He and his 4 relationship managers constantly stay in touch with clients and are available for them 24*7.
