• 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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  • Why “Bharat” is Driving the Next Wave of Mutual Fund Growth

    https://connect2prudent.wixsite.com/prudent-corporate/post/why-bharat-is-driving-the-next-wave-of-mutual-fund-growth

    Why Bharat is driving mutual fund growth in India—tier-2 and tier-3 investors boost SIPs, financial awareness, and digital investing, fueling rapid industry expansion.

    #mutualfunddistributor, #howtobecomemutualfunddistributor, #mutualfunddistribution, #becomeamutualfunddistributor
    Why “Bharat” is Driving the Next Wave of Mutual Fund Growth https://connect2prudent.wixsite.com/prudent-corporate/post/why-bharat-is-driving-the-next-wave-of-mutual-fund-growth Why Bharat is driving mutual fund growth in India—tier-2 and tier-3 investors boost SIPs, financial awareness, and digital investing, fueling rapid industry expansion. #mutualfunddistributor, #howtobecomemutualfunddistributor, #mutualfunddistribution, #becomeamutualfunddistributor
    CONNECT2PRUDENT.WIXSITE.COM
    Why “Bharat” is Driving the Next Wave of Mutual Fund Growth
    Why Bharat is driving mutual fund growth in India—tier-2 and tier-3 investors boost SIPs, financial awareness, and digital investing, fueling rapid industry expansion.
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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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  • Core and Satellite Portfolio: Meaning, Structure, Benefits, Risks and How It Works

    https://www.prudentcorporate.com/blogdetail/core-and-satellite-portfolio-meaning-structure-benefits-risks-and-how-it-works

    A simple look at the Core and Satellite portfolio framework: how to combine steady core investments with tactical satellite themes without guesswork.

    #coreandsatelliteportfolio, #coresatellitestrategy, #portfoliomanagement, #mutualfunds, #diversifiedportfolio, #assetallocation
    Core and Satellite Portfolio: Meaning, Structure, Benefits, Risks and How It Works https://www.prudentcorporate.com/blogdetail/core-and-satellite-portfolio-meaning-structure-benefits-risks-and-how-it-works A simple look at the Core and Satellite portfolio framework: how to combine steady core investments with tactical satellite themes without guesswork. #coreandsatelliteportfolio, #coresatellitestrategy, #portfoliomanagement, #mutualfunds, #diversifiedportfolio, #assetallocation
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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+]
    0 التعليقات 0 المشاركات 3كيلو بايت مشاهدة 0 معاينة
  • 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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