Success Stories

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

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

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

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

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.

Sanjeevani Shakti award winners Ankita Singhania and Shruti Agarwal of CAGRfunds share their journey on bringing in more women clients.

Arun Kumar of Wizr Wealth talks about ways to strike the right chord with millennials.

Over 80 investors participated in this drive on Jan 22.

Two MFDs - Harsh Shekhar of Sharedealer Plus and Mithilesh Singh conducted successful SIP drives.

Rahul Patil of Moneyguru Investment, Jalgaon extends financial support to fund education and living expenses of 35 orphans and differently abled children in Jalgoan.

Chitt Kotecha of Clarity Finvest from Amreli, Gujarat, and Ganesh Banthia from Bikaner, Rajasthan share tips on how to hold a successful SIP in B30 cities.

Read on to know how the power of seven creates an asset base of over Rs 1,000 crore.

An inspiring story of long-term financial planning, trust, and steady faith in her advisor.

Gandhinagar MFD Meet Shah, Nasik MFDs Sachin Karate and Dikshant Pande, Raipur MFD Mitesh Chand and Madhubani MFD Naresh Kumar tell us the golden rules that helped them hold successful SIP drives this festive season.