• 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
    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
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  • How Edge+ Helps MFDs Handle Client Questions More Efficiently

    https://www.prudentcorporate.com/blogdetail/how-edge-helps-mfds-handle-client-questions-more-efficiently

    Find out how Edge+ enables MFDs to respond to client questions efficiently, simplify complex financial information, and support informed decisions.

    #mutualfunddistributor, #howtobecomemutualfunddistributor, #mutualfunddistribution, #becomeamutualfunddistributor
    How Edge+ Helps MFDs Handle Client Questions More Efficiently https://www.prudentcorporate.com/blogdetail/how-edge-helps-mfds-handle-client-questions-more-efficiently Find out how Edge+ enables MFDs to respond to client questions efficiently, simplify complex financial information, and support informed decisions. #mutualfunddistributor, #howtobecomemutualfunddistributor, #mutualfunddistribution, #becomeamutualfunddistributor
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  • Mutual Fund Distributor Commission Structure: How MFDs Earn In India?

    https://www.prudentcorporate.com/blogdetail/mutual-fund-distributor-commission-structure-how-mfds-earn-in-india-

    Understand the mutual fund distributor commission structure in India, including trail commission, upfront payouts, earnings, and SEBI regulations.

    #becomeamutualfunddistributor, #mutualfunddistributor, #howtobecomemutualfunddistributor, #mutualfunddistribution
    Mutual Fund Distributor Commission Structure: How MFDs Earn In India? https://www.prudentcorporate.com/blogdetail/mutual-fund-distributor-commission-structure-how-mfds-earn-in-india- Understand the mutual fund distributor commission structure in India, including trail commission, upfront payouts, earnings, and SEBI regulations. #becomeamutualfunddistributor, #mutualfunddistributor, #howtobecomemutualfunddistributor, #mutualfunddistribution
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  • How AI Will Change the MFD Business | Radhika Gupta Speaks on Prudent EDGE+

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

    At the launch of Prudent EDGE+, we spoke with Radhika Gupta (MD & CEO, Edelweiss Mutual Fund) to understand the growing impact of AI on the mutual fund industry and how EDGE+ is set to advance the MFD business.

    [AI Revolution, Mutual Fund Industry, Fintech India, AI in Finance, MFD, Edelweiss Mutual Fund, Financial Services, Radhika Gupta, Prudent EDGE+, Prudent MFDs]
    How AI Will Change the MFD Business | Radhika Gupta Speaks on Prudent EDGE+ https://www.youtube.com/shorts/BNIRCovIhJA At the launch of Prudent EDGE+, we spoke with Radhika Gupta (MD & CEO, Edelweiss Mutual Fund) to understand the growing impact of AI on the mutual fund industry and how EDGE+ is set to advance the MFD business. [AI Revolution, Mutual Fund Industry, Fintech India, AI in Finance, MFD, Edelweiss Mutual Fund, Financial Services, Radhika Gupta, Prudent EDGE+, Prudent MFDs]
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  • AI for MFDs | Achieve Peak Productivity & Peak Efficiency | Prudent EDGE+

    https://www.youtube.com/shorts/xTccqa9HfRs

    The future belongs to those who can drive their business with Peak Efficiency and Peak Productivity.

    Meet Prudent EDGE+, an AI-powered platform built for MFDs to help them run and grow their business with greater efficiency and productivity.

    From searching data, researching funds, preparing goal-based investment plans, generating portfolio reports, creating ready-to-share client communication, analyzing business opportunities, to building marketing campaign emailers—Prudent EDGE+ helps you accomplish everyday business tasks with less time and effort.

    No more losing valuable time on manual and repetitive business tasks instead of growing your business.

    Now, spend more time doing what matters most: identifying growth opportunities, meeting new clients, strengthening client relationships, and helping investors achieve their financial goals.

    Engage. Discover. Grow. Execute.
    Prudent Edge+ - The EDGE your business deserves.

    Explore Prudent Edge+, today!
    https://www.prudentcorporate.com/ExploreEdgePlus

    [Business Efficiency, Fintech Innovation, Portfolio Management, Client Engagement, MFD Growth, MFD Business Ka Edge, Ai in Finance, AI-Powered Platform, Be Prudent Choose Prudent, Prudent Edge+]
    AI for MFDs | Achieve Peak Productivity & Peak Efficiency | Prudent EDGE+ https://www.youtube.com/shorts/xTccqa9HfRs The future belongs to those who can drive their business with Peak Efficiency and Peak Productivity. Meet Prudent EDGE+, an AI-powered platform built for MFDs to help them run and grow their business with greater efficiency and productivity. From searching data, researching funds, preparing goal-based investment plans, generating portfolio reports, creating ready-to-share client communication, analyzing business opportunities, to building marketing campaign emailers—Prudent EDGE+ helps you accomplish everyday business tasks with less time and effort. No more losing valuable time on manual and repetitive business tasks instead of growing your business. Now, spend more time doing what matters most: identifying growth opportunities, meeting new clients, strengthening client relationships, and helping investors achieve their financial goals. Engage. Discover. Grow. Execute. Prudent Edge+ - The EDGE your business deserves. Explore Prudent Edge+, today! https://www.prudentcorporate.com/ExploreEdgePlus [Business Efficiency, Fintech Innovation, Portfolio Management, Client Engagement, MFD Growth, MFD Business Ka Edge, Ai in Finance, AI-Powered Platform, Be Prudent Choose Prudent, Prudent Edge+]
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  • Move Beyond Static Data with Prudent Edge+

    https://www.youtube.com/shorts/euIK0sKtgY8

    Gone are the days when data was just data.

    Welcome to the world of Prudent Edge+, an AI-powered platform for all MFDs.

    With Prudent Edge+, data has become responsive! Prudent Edge+ understands the context and responds with relevant data to your question instantly all at one place.

    From business performance and client’s investment insights to business opportunities, get meaningful and insightful data in seconds with simple Prompts.

    No more searching static business data scattered over various reports, multiple tabs, dashboards and spreadsheets across different systems.

    Just get what you asked for and when you need it.

    Engage. Discover. Grow. Execute.
    Prudent Edge+ — The EDGE your business data deserves.

    Explore Prudent Edge+, today!
    https://www.prudentcorporate.com/ExploreEdgePlus

    [Finance Goals, Wealth Management, MFD Growth, MFD Business Ka Edge, Ai in Finance, AI-Powered Platform, Be Prudent Choose Prudent, Prudent Edge+]
    Move Beyond Static Data with Prudent Edge+ https://www.youtube.com/shorts/euIK0sKtgY8 Gone are the days when data was just data. Welcome to the world of Prudent Edge+, an AI-powered platform for all MFDs. With Prudent Edge+, data has become responsive! Prudent Edge+ understands the context and responds with relevant data to your question instantly all at one place. From business performance and client’s investment insights to business opportunities, get meaningful and insightful data in seconds with simple Prompts. No more searching static business data scattered over various reports, multiple tabs, dashboards and spreadsheets across different systems. Just get what you asked for and when you need it. Engage. Discover. Grow. Execute. Prudent Edge+ — The EDGE your business data deserves. Explore Prudent Edge+, today! https://www.prudentcorporate.com/ExploreEdgePlus [Finance Goals, Wealth Management, MFD Growth, MFD Business Ka Edge, Ai in Finance, AI-Powered Platform, Be Prudent Choose Prudent, Prudent Edge+]
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  • How Harish Sharma Built an ₹80 Cr MFD Business with Prudent

    https://www.youtube.com/shorts/NgkkjXJI66A

    Harish Sharma started his mutual fund distribution journey in 2009, after being motivated by Gaurav Taneja, then an RM at Prudent.

    Based in Pune, Harish built his business by serving Army personnel, from senior officers to newly recruited soldiers. His early years were challenging, but a conversation with an Army officer changed his approach: instead of waiting for clients, he started going to them.

    Today, Harish manages around ₹80 crore in AUM.

    In this conversation, he shares his journey of building long-term client relationships, helping investors stay committed during market volatility and how FundsBazaar made his daily business easier by reducing paperwork and simplifying transactions.

    He also shares how Prudent's back-office, relationship and management teams have supported him throughout his journey since 2009.

    Watch Harish Sharma's journey and discover what it takes to build and grow an MFD business with Prudent.

    Become a Prudent MFD and start your own journey: https://bit.ly/4yPyBoW

    #PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
    How Harish Sharma Built an ₹80 Cr MFD Business with Prudent https://www.youtube.com/shorts/NgkkjXJI66A Harish Sharma started his mutual fund distribution journey in 2009, after being motivated by Gaurav Taneja, then an RM at Prudent. Based in Pune, Harish built his business by serving Army personnel, from senior officers to newly recruited soldiers. His early years were challenging, but a conversation with an Army officer changed his approach: instead of waiting for clients, he started going to them. Today, Harish manages around ₹80 crore in AUM. In this conversation, he shares his journey of building long-term client relationships, helping investors stay committed during market volatility and how FundsBazaar made his daily business easier by reducing paperwork and simplifying transactions. He also shares how Prudent's back-office, relationship and management teams have supported him throughout his journey since 2009. Watch Harish Sharma's journey and discover what it takes to build and grow an MFD business with Prudent. Become a Prudent MFD and start your own journey: https://bit.ly/4yPyBoW #PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness
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  • https://www.jezzmoney.com/blog/how-mfds-can-reduce-sip-drop-off-rates
    https://www.jezzmoney.com/blog/how-mfds-can-reduce-sip-drop-off-rates
    WWW.JEZZMONEY.COM
    How MFDs Can Reduce SIP Drop-Off Rates
    Learn how Mutual Fund Distributors can minimize SIP discontinuation using digital engagement, timely communication, and investor education.
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  • https://www.jezzmoney.com/blog/build-custom-investment-app-mfds-ifas
    https://www.jezzmoney.com/blog/build-custom-investment-app-mfds-ifas
    WWW.JEZZMONEY.COM
    Build Your Own Customizable Investment App: The Smart Move for MFDs & IFAs
    Build your own customizable investment app for MFDs and IFAs. Streamline client management, boost engagement, and grow your distribution business faster.
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  • https://www.jezzmoney.com/blog/mfd-tax-compliance-checklist-india
    https://www.jezzmoney.com/blog/mfd-tax-compliance-checklist-india
    WWW.JEZZMONEY.COM
    Tax and Compliance Checklist for Indian Mutual Fund Distributors
    Here is a handbook for mutual fund distributors that explains GST, income tax, TDS, and compliance matters in India. It's a good idea to maintain a compliance checklist to reduce your risk.
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  • https://www.jezzmoney.com/blog/why-mfds-need-professional-financial-website
    https://www.jezzmoney.com/blog/why-mfds-need-professional-financial-website
    WWW.JEZZMONEY.COM
    Why MFDs Need a Professional Financial Website in India
    Can a basic website or a professional mutual fund website have an impact on your business? why distributor have to upgrade their digital footprint?
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  • https://www.jezzmoney.com/blog/understanding-ondc-for-mfd
    https://www.jezzmoney.com/blog/understanding-ondc-for-mfd
    WWW.JEZZMONEY.COM
    What Is ONDC and Why Mutual Fund Distributors Should Care
    Curious about ONDC for mutual fund distributors? This guide explains ONDC in simple terms, outlines its benefits, payment flow, and implications for the future.
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