Success Stories

Three individual mutual fund distributors - Pratik Sepuri, Praveen Kumar Jain and Shreyansh Jain have successfully executed SIP drives while adhering to strict lockdown norms.

Two individual MF distributors Deepak Khandelwal and Roopesh Jaitly ran successful SIP drives despite the nationwide lockdown and heightened volatility in the equity market.

Shanmugam is a tax practitioner turned distributor. So far, he has added around 50 distributors and has set an ambitious target of bringing 5000 new distributors over the next five years.

Three distributors associations – Odisha Mutual Fund Association of Advisors, Mutual Fund Distributor Association of Bhopal and Independent Consultant and Advisor Association have contributed to government funds to support fight against the novel coronavirus disease.

Meet Rushabh Desai, who cannot walk because of a rare muscle disorder. The medical condition, however, has not constrained Rushabh’s leap to success. Here is his story in his own words.

Vishal Dhawan of Plan Ahead Wealth Advisors shares with us his ‘work from home’ experiences.

Khushbu Jain and Deepak Jain conducted their first SIP drive successfully.

While Shahjahanpur, Uttar Pradesh IFA Rajeev Bharti executed 500 SIPs, another IFA from Kutch, Gujarat, Hitesh Gadhvi registered 175 SIPs in a single day.

Ashish Chadha, ex-Army Major, is now a successful IFA with offices in major cities like Mumbai, Gurugram and Bangalore.

Chakradharpur IFA Nitesh Bhageria gifts his wife who has ventured recently into the advisory business a SIP book of Rs.2.25 lakh.

Wealthbucket Capital Advisors founded by Himanshu Jain and Pulkit Jain has received funding from angel investors and HNIs.

Here we chronicle the eventful journey of Iqbal Singh who successfully manages 200 HNI and 10,000 retail clients.