Success Stories

From distributing newspapers to distribution of mutual funds, this is how Dev Patel made it big in the MF industry.

MFD Vijay Bhagwat and his wife Vinita Bhagwat have encouraged 95 people to donate their bodies.

Through his book, ‘If God Was Your Financial Planner’, the RIA simplifies wealth creation and familiarises investors with essential financial as well as non-financial aspects of this journey.

Mahesh Gattani, Balaji Investments has registered over 300 systematic donation plan (SDPs) to collect funds for treatment of stray cows.

Dinesh Chand Bansal onboarded 40 home makers in his recent SIP drive.

Mimi Partha Sarathy of Sinhasi Consultants recently conducted a conference focussing on protecting wildlife and nature and preventing climate change.

The Finance Ministry and the government of Nagaland honoured Guwahati MFD Rajesh Sarawgi as a state guest.

SS Mohapatra, Subham Capital conducted a SIP drive on the eve of Independence Day in which he registered over 550 SIPs in a single day.

Lucknow MFD Amit Kumar Makhija hoisted the ‘Mutual Fund Sahi Hai’ flag at Everest Base Camp.

Shalab Gupta Bibhab holds monthly bhandaras at temples and invites clients and MF employees to volunteer.

Mumbai father-daughter MFD duo Paresh Shah and Charmi Shah have helped a client who started with SIP of ₹1800 accumulate ₹.8 crore in 20 years.

Every year, Rajkot MFD Mukeshbhai Jetani holds Bhajiya party for his clients.

Anand Zinzuvadia guides his client hailing from a small taluka to create a decent corpus for the wedding of five daughters.

Thane MFD firm SRS Financial Services will plant 200 saplings on behalf of their clients.