My Joyous journey of selling mutual funds
  • Mamta shah
  • March 12th, 2020
  • Vadodara
  • 661
  • 3

From my school days I was career oriented. After having 2 kids, I wanted to do something  in the field of finance without investing my capital. So I thought of becoming a mutual fund distributor.

In 2002 I gave my AMFI exam & from there my joyous journey of selling mutual funds started.

I am enjoying the fruits of early entry & passion for my work. Time to time, I adopt new technology. Today my entire operation is paperless. I am blessed with loyal investors and they are like my family.

Uniqueness of this profession is that I am able to bring smile on the face of my investors. From president to peon is the spectrum of my investors. My cook, maid, sabjivala, milk men, fruit wala; all are participating in mutual funds through SIP. I am having my own office since last 10 yrs.

I work from 1 pm to 6 pm. I am able to manage my business with 1 staff using technology of BSE Star Platform.

Company: Way 2 Wealth

Total AUM: 86 Crore
No. of SIP: 823
Amount of SIP: 32.5 Lakhs

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