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  • New NISM Certification Rules for MFDs Aged 50+ | PMS Distribution Update

    https://www.youtube.com/shorts/FDidz-CWQPc

    MFDs, this update is for you!

    NISM has revised its grandfathering norms, allowing eligible professionals aged 50 and above to obtain Mutual Fund and PMS Distributor certification without clearing the NISM exams. Professionals with 10 years of relevant experience may also qualify for exemption.

    Watch the video to understand the eligibility criteria and CPE requirements.

    Follow us for more MFD and mutual fund industry updates.

    Source: NISM, SEBI (Certification) Amendment Regulations, 2026

    Disclaimer:
    AMFI Reg No.: ARN-9992 | APMI Reg No.: APRN-00423 | SEBI Stock Broker Reg.: INZ000293634 | SEBI Research Analyst Reg. INH000018115 | SEBI Depository Reg.: IN-DP-477-2020 | NSE Member Id: 90209| BSE Member Id: 6733 | CDSL DP ID: 12090600 | NSDL DP ID: IN304981 | SEBI Investment Advisor Reg.: INA000004906 | PFRDA POP Reg.: POP 10092018 | IRDA Corporate Agent Reg. No. CA0869

    Disc: https://bit.ly/3TkrQf4

    #MFD #PMS #NISM #MutualFundDistributor #MutualFunds #PMSDistribution #FinancialServices #Prudent
    30 Views
  • The Future of MFD Business with AI | Insights from Swarup Mohanty

    https://www.youtube.com/shorts/PjNVNav_yVY

    At the launch of Prudent EDGE+, we spoke with Swarup Mohanty, Vice Chairman of Mirae Asset Mutual Fund, to understand the growing impact of AI on the mutual fund industry and how EDGE+ is set to transform and advance the MFD business.

    [AI Revolution, Mutual Fund Industry, Fintech India, AI in Finance, MFD, Mirae Asset Mutual Fund, Financial Services, Swarup Mohanty, Prudent EDGE+, Prudent MFDs]
    549 Views
  • AI-Powered Mutual Fund Research Tool: Simplified Fund Research For MFDs

    https://www.prudentcorporate.com/blogdetail/ai-powered-mutual-fund-research-tool-simplified-fund-research-for-mfds

    Discover an AI-powered mutual fund research tool for MFDs. Simplify fund analysis, compare mutual funds, and make informed investment decisions.

    #aipoweredmutualfundresearchtool, #mutualfundbusiness #MutualFundDistributor
    2.1K Views
  • From Sub-Broker to Building a ₹75 Cr MFD Business | Sambhaji Kakade’s Journey with Prudent

    https://www.youtube.com/shorts/PlH2U5dB2fU

    Sambhaji Kakade started his career in broking, later became a sub-broker and entered mutual fund distribution in 2011–12. What started as a new direction in his career has grown into an MFD business managing approximately ₹75 crore AUM and a SIP book of more than ₹1.2 crore.

    In this conversation, Sambhaji shares the story behind his journey and the principles that have shaped his business. From choosing mutual funds as a long-term investment product to understanding client goals and risk profiles, he believes that trust and integrity are the foundation of lasting client relationships.

    He also talks about serving retail and NRI clients, building a team as his business grew, maintaining regular client communication and generating business through referrals.

    Sambhaji shares his vision of reaching ₹100 crore AUM and taking his SIP book to ₹2 crore over the next 2–3 years.

    Watch his journey to discover the experiences, principles and approach behind his growing MFD business with Prudent.

    Become a Prudent MFD and build your own successful mutual fund distribution business: https://bit.ly/4yPyBoW

    #PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness.
    2.2K Views
  • Work Smarter. Grow Faster. Meet Prudent EDGE+

    https://www.youtube.com/shorts/WqdPUXXRRls

    Hear from our partner as they share how Prudent EDGE+ is helping MFDs harness the power of AI to work smarter, manage portfolios more efficiently, and save valuable time. By automating everyday tasks, EDGE+ enables advisors to focus on what truly matters, building stronger client relationships and growing their business. Because while AI accelerates your work, trust and human advice remain your greatest advantage.

    [AI Revolution, Mutual Fund Industry, Fintech India, AI in Finance, MFD, Financial Services, Prudent EDGE+, Prudent Partner, Prudent MFDs]
    923 Views