From Banking to ₹150 Crore AUM | Amol Kakade's Mutual Fund Distribution Journey with Prudent
https://www.youtube.com/shorts/WfPVYz9YM9k
Amol Kakade, a mutual fund distributor from Pune, shares how an unexpected career transition became the beginning of his entrepreneurial journey in mutual fund distribution.
After starting his career in the wealth management division of a private bank, he received support from Prudent to obtain his ARN and begin his independent practice. His first month itself brought a major breakthrough, giving him the confidence to build his business.
Starting with just two clients, Amol has grown to serve more than 700 investors across retail, NRI and corporate segments. Today, he manages an AUM of over ₹150 crore with a ₹1.40 crore SIP book and a team of seven people.
In this conversation, he shares how trust, transparency, technology, investor awareness and long-term relationships have shaped his journey, along with the role Prudent's technology and partner ecosystem have played in supporting his growth.
Become a Prudent Partner and build your own journey with Prudent: https://bit.ly/4yPyBoW
#PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
https://www.youtube.com/shorts/WfPVYz9YM9k
Amol Kakade, a mutual fund distributor from Pune, shares how an unexpected career transition became the beginning of his entrepreneurial journey in mutual fund distribution.
After starting his career in the wealth management division of a private bank, he received support from Prudent to obtain his ARN and begin his independent practice. His first month itself brought a major breakthrough, giving him the confidence to build his business.
Starting with just two clients, Amol has grown to serve more than 700 investors across retail, NRI and corporate segments. Today, he manages an AUM of over ₹150 crore with a ₹1.40 crore SIP book and a team of seven people.
In this conversation, he shares how trust, transparency, technology, investor awareness and long-term relationships have shaped his journey, along with the role Prudent's technology and partner ecosystem have played in supporting his growth.
Become a Prudent Partner and build your own journey with Prudent: https://bit.ly/4yPyBoW
#PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
From Banking to ₹150 Crore AUM | Amol Kakade's Mutual Fund Distribution Journey with Prudent
https://www.youtube.com/shorts/WfPVYz9YM9k
Amol Kakade, a mutual fund distributor from Pune, shares how an unexpected career transition became the beginning of his entrepreneurial journey in mutual fund distribution.
After starting his career in the wealth management division of a private bank, he received support from Prudent to obtain his ARN and begin his independent practice. His first month itself brought a major breakthrough, giving him the confidence to build his business.
Starting with just two clients, Amol has grown to serve more than 700 investors across retail, NRI and corporate segments. Today, he manages an AUM of over ₹150 crore with a ₹1.40 crore SIP book and a team of seven people.
In this conversation, he shares how trust, transparency, technology, investor awareness and long-term relationships have shaped his journey, along with the role Prudent's technology and partner ecosystem have played in supporting his growth.
Become a Prudent Partner and build your own journey with Prudent: https://bit.ly/4yPyBoW
#PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
0 Kommentare
0 Geteilt
129 Ansichten
0 Bewertungen
English
Arabic
French
Spanish
Portuguese
Turkish
Dutch
Italiano
Russian
Romaian
Portuguese (Brazil)
Greek
