10 Lac SIP book in 1 year

• Hardik B Thakkar
• March 12th, 2020
• Ahmedabad
• 2021
• 1

I have a total experience of 8 years as Equity Analyst and Business Development Executive with a software company. I was associated with Mutual fund industry as an investor since 2009. Working as an IFA is totally new to me. I have joined Money Plant Finmart Pvt Ltd as a channel partner after completing my AMFI certification.

I think that starting Mutual Fund business and convincing investors for long term is challenging task but under the experienced mentor it would be smooth. I have started my business with zero clients and through various activities like IAPs, WhatsApp broadcasting, and cold calling; I have achieved this success.

Experience – 13 months as an IFA

AUM – 6.54 crores

SIP Book – 9.7 lakhs

Number of Running SIP – 339

Number of Clients – 234

Now, I am mentoring 4 new IFAs and they have procured 1 crore AUM in 3 months.

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