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

How To Build Trust In Mutual Fund Business With First-Time Investors https://www.prudentcorporate.com/blogdetail/how-to-build-trust-in-mutual-fund-business-with-first-time-investors Build trust with first-time mutual fund investors through transparency, education, personalized guidance, and strategies that create confidence and lasting relationships. #mutualfunddistributor, #mutualfundbusiness, #becomeamutualfunddistributor, #mutualfunddistribution, #howtobecomeanmfdistributor