Success Stories

Tekriwal brothers and Roopesh Jaitly recently booked more than 100 SIPs on a single day.

Philip Cherian from Kerala, Roopesh Jaitly from Uttar Pradesh and Sanjay Gaggar from Maharashtra recently conducted successful SIP drives.

Two MFDs – Amit Charadava of Junagarh and Munnavar Khan of Bhopal conducted their vaccination drives separately in which over 150 transgenders benefited.

Two MFDs - Philip Cherian and Prashant Kumar have successfully executed SIP drives.

Nihar Shah of NM Investment, Surat will plant 100 trees on behalf of his investors who have participated in his SIP drive.

Around 100 MFDs have participated in this mega SIP drive to celebrate financial independence.

Veteran Kerala MFD George Samuel in association with Association of Independent Financial Advisors (AIFA) of Kerala will shortlist the most deserving MFD for the reward.

Atul Kumar Vijayvergiya, Philip Cherian and Rajesh Sodhani did over 100 SIPs in a single day.

Sahidur Rahman of Bantir village in Bardhaman district conduced his first SIP drive successfully.

Sanjay Gaggar did 215 SIPs in a single day.

The fund house has highlighted stories of MFDs and employees who have contributed to the society during the pandemic.

Bhubaneswar MFD Trinath Lenka of Wallet Finserve distributes meal packet, arranges bed and oxygen and provides doctors’ consultation to underprivileged people affected with the coronavirus.

MFD Akta Sehgal of Manas Management has helped five families affected due to lockdown.

Amit Charadava of Jash Consultancy, Munnavar Khan of Vision Advisory Services, Association of Independent Financial Advisors (AIFA), Trivandrum Chapter and Hiren Vora of Gujarat have been helping people get vaccinated.

Philip Cherian from Kerala and Mehul Shah from Gujarat conducted SIP drives successfully in June 2021.