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  • Success Stories

    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
    Goa MFD conducts two successful drives in a month
    Read on to know how Jay Prakash Yadav conducted two consecutive successful drives.
    by Karishma Gagwani May 20, 2022
    Navi Mumbai MFD is on a ‘SIP’ roll
    MFD Sanjay Gaggar booked 236 SIPs amounting to Rs. 5.68 lakh in a single day.
    by Karishma Gagwani May 17, 2022
    Chennai MFD creates a monthly SIP book of Rs.1 crore, manages assets worth 100 crore
    MFD Alagappan Thenappan shares with us his 3 mantras of business success.
    by Karishma Gagwani May 16, 2022
    Bhopal MFD celebrates Eid with slum kids
    During Ramzan, Bhopal MFD Munnavar Khan distributed gifts and conducted a diabetes camp at Vallabh Nagar Anganwadi Kendra.
    by Karishma Gagwani May 5, 2022
    Meet Jalandhar MFD who did SIP drive to protect investors from inflation
    Maninder Singh Chadha has conducted a top-up SIP drive in which he booked 90 SIPs in a single day.
    by Karishma Gagwani May 2, 2022
    Meet the young MFD couple who acquired 40 women clients through IAP
    A young Junagadh couple MFD Brijesh Bhatt and Hiral Joshi converted 40 participants into clients.
    by Nishant Patnaik Apr 29, 2022
    Kolkata MFD makes an impressive debut with his active-passive SIP drive
    Chandra Sekhar Agarwala of Moneybud conducted a passives-oriented drive for existing clients and an active-focused drive for new clients.
    by Karishma Gagwani Apr 28, 2022
    Meet these MFDs who have built monthly SIP book of Rs.1 crore
    Read on to know how Rohtak business partners Anchal Katyal-Vinay Goel and Udaipur MFD Rahul Jain have achieved this milestone.
    by Karishma Gagwani Apr 27, 2022
    Pune MFD composes a song dedicated to SIPs
    Harshavardhan Bhusari, Founder, FIN PALS recites a song titled Teri Ummeed SIP, Srivalli. The song is set to the tune of Srivalli song from the movie Pushpa.
    by Karishma Gagwani and Nishant Patnaik Apr 7, 2022
    How this Lucknow MFD brings in first-time salary earners to mutual funds
    Advocating ‘First Salary First Investment’ Roopesh Jaitly has onboarded 35 first-time salary earners.
    by Karishma Gagwani Apr 5, 2022
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