Success Stories

It’s raining SIPs in the mutual fund industry

MFDs across the nation have conducted successful SIP drives.

by Karishma Gagwani Nov 15, 2021

How these two MFDs clocked impressive numbers in their SIP drives

MFD Yogendra Singh Tomar booked 3369 SIPs amounting to Rs. 38 lakhs while Sachin Karate booked 205 SIPs of Rs. 6 lakh along with lump sum investments of Rs. 50 lakh on Dhanteras.

by Karishma Gagwani Nov 10, 2021

How Bengaluru MFD doubled his SIP book to Rs.2 crore per month in just 35 months

Bengaluru MFD Deepesh Mehta talks about his recipe for business success.

by Karishma Gagwani Nov 8, 2021

Pune MFD donates over 250 study kits to students in remote villages

MFD Vipul Shah of Bigbucks Finserve has distributed school bags, books and other essentials to schools in remote areas.

by Karishma Gagwani Nov 6, 2021

Meet seven MFDs who conducted successful SIP drives this Diwali

MFDs across the nation have conducted SIPs drives on Diwali.

by Karishma Gagwani Nov 5, 2021

Bhopal’s two MFD soldiers spread happiness among underprivileged kids

Munnavar Khan of Vision Advisory Services and MFD Partho Chakraborty took 150 children on a happy tour to celebrate Diwali.

by Karishma Gagwani Nov 3, 2021

Kudos to two MFDs who conducted successful SIP drives

Sanjay Gaggar from Maharashtra and Ronak Khandelwal from Rajasthan booked more than 100 SIPs in a single day.

by Karishma Gagwani Oct 29, 2021

Two new SIP heroes of the MF industry

MFD Ravindra Kumar Dubey from Uttar Pradesh registered 101 SIPs, while MFD Vinod Kumar Maheshwari from Rajasthan booked 151 SIPs in a single day.

by Karishma Gagwani Oct 23, 2021

Junagarh MFD becomes a Shravan Kumar for elders and differently abled

MFD Amit Charadava offers door-step vaccination facility to elders and differently abled people.

by Karishma Gagwani Oct 18, 2021

Meet MFD commandos who completed NISM-Investment Adviser-Series-X-B in 5 days

Read on to know about 12 MFDs who prepared for NISM Series X-B certification through a five-day plan.

by Karishma Gagwani Oct 14, 2021

Meet Jai-Veeru MFDs who donate 10% of their income for Gau Seva

Dinesh and Mukesh Tekriwal of Tekriwal Financial Services extend helping hand to a trust which takes care of Gau Mata.

by Karishma Gagwani Oct 11, 2021

Meet the two new SIP champions

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

by Karishma Gagwani Oct 9, 2021

SIP stars shine across the nation

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

by Karishma Gagwani Sep 30, 2021

#HumanityInAction: MFDs facilitate covid-19 vaccination for transgender community

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

by Karishma Gagwani Sep 23, 2021

Shining SIP stars of MF Industry

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

by Karishma Gagwani Sep 6, 2021

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