Success Stories

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

Meet an MFD who did his first SIP drive in loving memory of his wife

Mumbai MFD Nayan Gangar has registered 110 SIPs from 110 investors in a single day.

by Nishant Patnaik Apr 4, 2022

Meet Karnataka MFD who collects monthly SIP contribution in cash

Srinivasa BH meets majority of his clients every day to collect their SIP contribution.

by Karishma Gagwani Mar 30, 2022

Bhopal MFD celebrates Holi with Anganwadi children

Munnavar Khan of Vision Advisory Services celebrates the festival of colours with Vallabh Nagar Anganwadi Kendra.

by Karishma Gagwani Mar 28, 2022

How father-son MFDs conducted a Holi special SIP drive

Chandigarh father son duo - Sandeep and Bhavesh Garg conducted a Holi-special drive and booked over 200 SIPs.

by Karishma Gagwani Mar 25, 2022

Agra MFD celebrates SWP Day

Shreyansh Kumar helps 139 investors to receive close to Rs. 58 lakh collectively for their monthly expenses.

by Karishma Gagwani Mar 22, 2022

Sanjeevani Award Winner - Shillong MFDs Ajitabh Goswami and Gajendra Kumar Roy of ‘We Reach We Help’

Ajitabh Goswami and Gajendra Kumar Roy formed ‘We Reach We Help’, a community to help people affected by covid-19 along with other like-minded people.

by Karishma Gagwani Mar 21, 2022

A day in the life of an MFD - Vinod Jain

Vinod Jain of Jain Investment takes us through his everyday routine.

by Karishma Gagwani Mar 19, 2022

How Bihar MFD brings back a family on track after a tragic incident

Amrita Mishra has ensured that a deceased client’s family receives money across all possible sources – mutual funds, insurance, office PF and government pension scheme.

by Nishant Patnaik Mar 17, 2022