• What Started as a Part-Time Opportunity Became a ₹50 Crore MFD Business | Sanjay Yadav

    https://www.youtube.com/shorts/xG4AA2b-xG0

    Sanjay Yadav shares his journey from working at a private company to building a ₹50 crore mutual fund distribution business with Prudent.

    After starting with LIC as a part-time opportunity, Sanjay was introduced to mutual funds and SIPs through friends. He joined Prudent in 2008 and initially built his business alongside his job. His AUM grew from around ₹5 crore to ₹25 crore, before he took the leap to go full-time in 2015. Today, he manages around ₹50 crore AUM.

    He also shares the story of a small street-food vendor who started with two ₹500 SIPs and built a ₹6 lakh portfolio, helping him make the down payment for his flat.

    Sanjay also talks about how Prudent’s digital ecosystem, including FundsBazaar and Partner Desk, has helped him serve clients more efficiently.

    Become a Prudent Partner and build your own journey with Prudent.

    #PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
    What Started as a Part-Time Opportunity Became a ₹50 Crore MFD Business | Sanjay Yadav https://www.youtube.com/shorts/xG4AA2b-xG0 Sanjay Yadav shares his journey from working at a private company to building a ₹50 crore mutual fund distribution business with Prudent. After starting with LIC as a part-time opportunity, Sanjay was introduced to mutual funds and SIPs through friends. He joined Prudent in 2008 and initially built his business alongside his job. His AUM grew from around ₹5 crore to ₹25 crore, before he took the leap to go full-time in 2015. Today, he manages around ₹50 crore AUM. He also shares the story of a small street-food vendor who started with two ₹500 SIPs and built a ₹6 lakh portfolio, helping him make the down payment for his flat. Sanjay also talks about how Prudent’s digital ecosystem, including FundsBazaar and Partner Desk, has helped him serve clients more efficiently. Become a Prudent Partner and build your own journey with Prudent. #PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
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  • From IT Professional to Building a ₹160 Crore AUM with Prudent | Anup Abhonkar's Journey

    https://www.youtube.com/shorts/U-jOPClWqsg

    Anup Abhonkar, along with his engineering batchmate and partner Arjun Sarkar, shares the story of how they went from IT professionals to building Everguard and eventually creating a successful mutual fund business.

    After starting Everguard in 2014, they initially built a mutual fund app before shifting their focus towards distribution. Their journey led them to associate with Prudent in 2017, where Prudent's technology and FundsBazaar platform became a natural fit for their technology-first approach.

    Starting with friends, family and referrals, Anup and Arjun gradually built their business, focusing on HNI, UHNI and NRI clients and providing retirement-focused solutions.

    Today, Everguard manages an AUM of ₹160 crore, with a ₹2 crore monthly SIP book, serving around 200 clients across the globe.

    In this conversation, Anup shares how technology helped them scale, the importance of managing client behaviour, building the right team and their vision to reach ₹1,000 crore AUM in the next five years.

    He also shares how the Prudent team, technology and partner ecosystem have supported Everguard throughout its journey.

    Become a Prudent Partner and build your own journey with Prudent.

    #PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
    From IT Professional to Building a ₹160 Crore AUM with Prudent | Anup Abhonkar's Journey https://www.youtube.com/shorts/U-jOPClWqsg Anup Abhonkar, along with his engineering batchmate and partner Arjun Sarkar, shares the story of how they went from IT professionals to building Everguard and eventually creating a successful mutual fund business. After starting Everguard in 2014, they initially built a mutual fund app before shifting their focus towards distribution. Their journey led them to associate with Prudent in 2017, where Prudent's technology and FundsBazaar platform became a natural fit for their technology-first approach. Starting with friends, family and referrals, Anup and Arjun gradually built their business, focusing on HNI, UHNI and NRI clients and providing retirement-focused solutions. Today, Everguard manages an AUM of ₹160 crore, with a ₹2 crore monthly SIP book, serving around 200 clients across the globe. In this conversation, Anup shares how technology helped them scale, the importance of managing client behaviour, building the right team and their vision to reach ₹1,000 crore AUM in the next five years. He also shares how the Prudent team, technology and partner ecosystem have supported Everguard throughout its journey. Become a Prudent Partner and build your own journey with Prudent. #PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
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