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  • 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.

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    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

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    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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  • 2021 vs 2026 - New holding trend in Mutual Fund Investors? | SIP & Compounding Explained #MutualFund

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    2021 vs 2026 - New holding trend in Mutual Fund Investors? | SIP & Compounding Explained #MutualFund https://www.youtube.com/shorts/HuY0VSrlHxU Time can make a significant difference in investing. In this video, we look at how mutual fund holding periods, SIP investments and long-term investing have changed between 2021 and 2026. Are you a long-term or short-term investor? Tell us in the comments and subscribe for more investing insights. #MutualFunds #Compounding #SIP #MutualFundInvesting #Investing #PersonalFinance
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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.

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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]
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  • AI for MFDs | Achieve Peak Productivity & Peak Efficiency | Prudent EDGE+

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

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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+]
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  • Move Beyond Static Data with Prudent Edge+

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

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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+]
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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.

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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
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