Success Stories

How these MFDs build monthly SIP book of over Rs.1 crore

Amravati MFD Meenakshi Sikchi and Kota MFD Pankaj Ladha share with us their secret to build monthly SIP book of Rs.1 crore.

by Karishma Gagwani Aug 12, 2022

From MF distribution as a side business to Rs.500 crore empire: A journey of Anand MFD Nikhil Thakkar

One of India’s top individual MFDs Nikhil Thakkar did mutual fund distribution alongside a full-time job for 9 years.

by Abhishek Kumar Aug 10, 2022

Patna MFD acquires over 300 clients in 10 months

Nafees Ahmad of Capstone Wealth Services shares with us his secret of acquiring new clients.

by Karishma Gagwani Jul 20, 2022

Chamber of Commerce and Industries felicitates MFD Meenakshi Sikchi

The Chamber felicitated Meenakshi for being the only woman MFD from Amravati on the list of top MFDs published by Cafemutual.

by Karishma Gagwani Jul 20, 2022

Successful MFDs share 3 mantras to build a solid SIP book

Read on to know how Chennai MFD Alagappan Thenappan and Siliguri MFD Prabin Agarwal have built a solid SIP book.

by Karishma Gagwani Jul 18, 2022

Rakesh Kumar Sachdev defies 60, becomes a tech-savvy MFD

Read on to know this Haryana MFD’s inspiring second innings story.

by Karishma Gagwani Jul 15, 2022

This MFD overcomes obesity to complete his 500th half marathon

Gujarat MFD Ravi Jadhav of NR Investment has achieved this milestone in just 29 months.

by Nishant Patnaik Jul 13, 2022

Pune MFD celebrates a milestone of Rs.2.50 crore monthly SIP book by conducting a vaccination drive

Vipul Shah of Bigbucks organised a booster dose vaccination camp for his clients.

by Nishant Patnaik Jul 12, 2022

How Bharuch MFD built a monthly SIP book of Rs.2 crore

Gujarat MFD Pratik Shah has 10,500 live SIP accounts. He has acquired many clients through IAPs.

by Abhishek Kumar Jul 11, 2022

Bhopal MFD organises tree plantation drives, plants 400 saplings

Munnavar Khan contributes to a healthy environment and pledges to plant another 600 saplings with his MFD friends.

by Karishma Gagwani Jul 11, 2022

How this Raipur MFD converted a direct plan HNI into his client

This HNI has shifted his entire direct plan AUM with Raipur MFD Anup Maheshwari of Money Mantra. Read on to know how.

by Nishant Patnaik Jul 7, 2022

Meet the national distributor who created over 3000 new MFDs in real Bharat

ZFunds has over 3500 sub distributors in small towns and rural India. They currently manage assets of over Rs.300 crore in mutual funds and Rs.200 crore in PMS and bonds.

by Nishant Patnaik Jun 24, 2022

Aam aur SIP: This Kolkata MFD contributes to environment through SIP drive

Kolkata MFD Vinod Choudhary donated 130 mango saplings on behalf of his investors who participated in his SIP drive.

by Karishma Gagwani and Nishant Patnaik Jun 20, 2022

How these two MFDs scored century on a SIP drive pitch

Ajit Shah along with Ankit and Ritika Sodhani of Sodhani Capital and Sanjay Gaggar of National Bulls Investment Services recently booked over 100 SIPs in a single day.

by Karishma Gagwani Jun 5, 2022

The young and the veteran conduct successful SIP drives

27-year old MFD Anurag Yadav and veteran MFD Rajesh Kulwal recently conducted successful SIP drives.

by Karishma Gagwani May 26, 2022

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