Success Stories

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 GagwaniNov 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 GagwaniOct 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 GagwaniOct 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 GagwaniOct 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 GagwaniOct 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 GagwaniOct 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 GagwaniOct 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 GagwaniSep 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 GagwaniSep 23, 2021

Shining SIP stars of MF Industry

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

by Karishma GagwaniSep 6, 2021

This MFD plants a tree for every SIP drive participant

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

by Karishma GagwaniSep 3, 2021

13 MFDs register over 100 SIPs in a day to celebrate the 75th independence day

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

by Karishma GagwaniAug 30, 2021

Kerala MFD to reward a budding MFD from his state focussing on SIPs

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.

by Karishma GagwaniAug 24, 2021