Success Stories

This Amravati MFD runs a SIP like plan for Gau Seva

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

by Nishant Patnaik and Riddhima Bhatnagar Sep 17, 2023

How this UP MFD helped housewives get burni se azaadi

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

by Karishma Gagwani Sep 14, 2023

How this Bengaluru RIA did her bit to protect wildlife, nature and prevent climate change

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

by Karishma Gagwani Sep 13, 2023

Meet the MFD who was invited as a State Guest by the Nagaland Govt

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

by Nishant Patnaik Aug 27, 2023

This Bhubaneswar MFD runs a SIP drive, registers 550 SIPs

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.

by Nishant Patnaik and Riddhima Bhatnagar Aug 21, 2023

Meet Lucknow MFD who took ‘Mutual Fund Sahi Hai’ campaign to Everest base camp

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

by Karishma Gagwani Aug 3, 2023

This Agra MFD holds monthly bhandara to serve food to close to 2000 people

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

by Karishma Gagwani Aug 1, 2023

Real life story: How a modest SIP of ₹1800 grew to ₹8 crore in 20 years

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.

by Nishant Patnaik Jul 17, 2023

Meet the Rajkot MFD who does Bhajiya party to acquire and retain clients

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

by Karishma Gagwani Jul 5, 2023

Real life story: How this Amreli MFD helped a client fund wedding of his 5 daughters

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

by Karishma Gagwani Jun 8, 2023

How this MFD did his bit for environment through SIP drive

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

by Nishant Patnaik Jun 6, 2023

Nashik MFD takes ‘Mutual Funds Sahi Hai’ campaign to Mt. Everest base camp

MFD Sachin Karate hoisted a flag carrying ‘Mutual Funds Sahi Hai’ message on the Mount Everest Base Camp situated in Nepal.

by Nishant Patnaik May 16, 2023

Real life story: MFD couple helps a family fund foreign education of 2 daughters, retirement

Gurugram MFD couple Ashok Thukral and Rashmi Thukral of Thukral Group guided a family to accumulate Rs. 10.73 crore for retirement in addition to Rs. 4 crore for daughters’ education.

by Karishma Gagwani May 15, 2023

4 Kolkata MFDs arrange a Thanksgiving lunch for AMC and RTA officials

Atri Ganguly, Sarbani Sadhu Das, Soumik Saha and Tejpal Singh Bagga hosted over 45 fund house/RTA officials to express gratitude and appreciation for their continuous support.

by Karishma Gagwani May 8, 2023

This MFD couple travels from Kanyakumari to Kashmir for a noble cause

Coimbatore MFD U Kannan along with family has commenced road trip from April 21 to spread awareness about challenges faced by differently abled individuals.

by Nishant Patnaik May 1, 2023

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