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.
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.
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.
