Success Stories

Meet the second-generation MFD who did 111 SIPs in a single day

Kushagra Kulwal did 111 SIPs amounting to Rs.9.10 lakh to celebrate his birthday and father’s legacy.

by Aamir Khollam May 15, 2024

How this 25-year-old Jaipur MFD conducted a women-oriented SIP drive

121 women investors participated in this SIP drive.

by Riddhima Bhatnagar May 15, 2024

Meet the Chennai MFD who secured financial future of a family in distress

S Saravanan, Purple Pond won the prestigious Sanjeevani Award for securing the future of an elderly client's daughter-in-law and his granddaughter.

by Nishant Patnaik & Muzammil Bagdadi Apr 15, 2024

Here is a unique way to bring more investors from unorganized sector

Sanjeevani award winners Degree 212 Investment Services, Pune, received the prestigious ‘Sanjeevani Pathbreaker Award for bringing in investors from the unorganised sector.

by Nishant Patnaik & Muzammil Bagdadi Apr 10, 2024

How this B30 MFD duo built a SIP book of Rs.1 crore

Vikrant Katoch and Vishal Mahajan of RupeeXpress built a monthly SIP book of Rs.1 crore in Shimla.

by Nishant Patnaik & Kushan Shah Apr 7, 2024

Meet visually challenged MFD who held a knowledge session for over 200 special individuals

Kolkata MFD Piyush Rakhecha is on a mission to help visually impaired individuals attain financial freedom.

by Nishant Patnaik Apr 1, 2024

Meet the MFD who helped a client settle business debt and successful business succession

Rashmi and Ankush Thukral won the prestigious Sanjeevani Outstanding Asset Allocator Award for helping a client benefit from asset allocation.

by Nishant Patnaik & Muzammil Bagdadi Mar 27, 2024

Meet this Varanasi MFD who helped a couple overcome a difficult life situation

Shailly Seth from Varanasi won the prestigious Sanjeevani Masterful Award for bringing a couple on track.

by Nishant Patnaik and Kushan Shah Mar 26, 2024

Meet the MFD who helped a client retire early and pursue other life goals

Vatsal Shah and Shaili Shah won the prestigious Sanjeevni award for securing their client's retirement life.

by Nishant Patnaik and Muzammil Bagdadi Mar 26, 2024

Meet two MFDs who conducted successful SIP drives

MFDs Mehul Trivedi and Tushar Badjate share details of how IAPs helped them find new MF clients

by Kushan Shah Mar 18, 2024

Meet the MFD duo who acquired 20,000 clients from real Bharat

Sanjeevani Real Bharat award winners - Hitesh Jain and Utkarsh Dubey of Finomatic Fintech Services, Kolkata tell us how they acquired over 20,000 clients from small cities and rural areas.

by Riddhima Bhatnagar and Nishant Patnaik Mar 14, 2024