Success Stories

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 GagwaniJul 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 GagwaniJul 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 GagwaniJul 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 GagwaniJul 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 PatnaikJul 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 PatnaikJul 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 KumarJul 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 GagwaniJul 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 PatnaikJul 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 PatnaikJun 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 PatnaikJun 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 GagwaniJun 5, 2022