We wanted to share our Republic Day SIP day success story with you.
We are a firm headed by CA Vipul Shah, MFD from Pune. He is a CA, CFA, and MBA (Finance).
We have been in this business for the last 12 years. We have a base of more than 2000 clients and a current SIP book of more than 2.18 Cr.
Our team conducted a SIP Day on the 26th of January 2022. The unique thing about this day was that each member contributed in terms of bringing in new clients. Other team members from insurance, home loans, and property broking also contributed significantly.
This is our seventh time in a row that we conducted SIP Drive successfully and the best so far.
In terms of value, our previous best was Rs. 10 lakhs worth SIP in Diwali 2021. We had aimed at a 3X bigger target than our previous best.
We advised our clients to invest through SIPs for their retirement. We successfully logged in 741 SIPs worth Rs. 27,06,000/- in a single day!
For this, we reviewed our client's portfolios, also met our clients, and advised them to invest through SIPs to achieve their life goals.
A total of 279 clients participated in this drive. Out of which 146 clients were first-time investors. We logged in 95% of SIPs online through the NSE NMF platform.
Responsibility towards society -
While planning for SIP login day, we have decided to contribute 5% of the SIP amount and 0.10% of the lump-sum allocation to the Army Welfare Fund from our pocket.
As committed, we are going to donate Rs. 2,00,000/- to the Army Welfare Fund / Welfare of families of our Jawans.
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