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  • About
    • Empower Education
    • Our Founder
  • Store
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    • Book Launch
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    • Accolades
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    • NISM Patalganga, 2024
    • NISM Summit 2017
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    • International Speaker
    • Rotary Club of Mumbai Inspire
    • Tattva
  • Women Empowerment
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  • Home
  • About
    • Empower Education
    • Our Founder
  • Store
    • Book Store
    • Training Modules
  • Gallery
    • Book Launch
    • President – Rotary Club
    • Accolades
    • Events
    • NISM Patalganga, 2024
    • NISM Summit 2017
    • Media
    • GB2GB
    • Financial Pathshala
    • Regional
    • International Speaker
    • Rotary Club of Mumbai Inspire
    • Tattva
  • Women Empowerment
  • Freedom Foundation
  • Testimonials
  • Contact
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About the Program, “The Mutual Fund Distributors Summit, 2017”

The mutual fund industry in India has registered a phenomenal growth during the immediate past. Mutual Fund as a vehicle of investment has penetrated into the middle class and it is slowly getting into the investment basket of all the salaried and retail investors. Today, the industry commands an assets base of over Rs 20 lakh crores.

The distributors and financial advisors play a key role in taking the mutual fund as a preferred investment vehicle for the investors. The total investment in mutual fund assets from top 15 cities account for 82.4 per cent of the total assets, leaving 17.6 per cent from the B15 cities. The challenge the mutual fund industry face is to keep the momentum of growth in top 15 cities.

The proposed Mutual Fund Distributors Meet is an event to bring the distributors and financial advisors together and discuss the strategies to make the growth continuing.

About NISM

The National Institute of Securities Markets (NISM) is an educational initiative established in 2006 by the Securities and Exchange Board of India (SEBI), the regulator of the securities markets in India. The institute carries out a wide range of capacity building activities at various levels aimed at enhancing the quality standards of and increase the participation in the securities markets. The institute’s six schools of excellence and the National Centre for Financial Education works in synergy towards professionalized securities markets.

The Six Schools of Excellence:

  • School for Certification of Intermediaries (SCI)
  • School for Corporate Governance (SCG)
  • School for Investor Education and Financial Literacy (SIEFL)
 
  • School for Regulatory Studies and Supervision (SRSS)
  • School for Securities Education (SSE)
  • School for Securities Information and Research (SSIR)
 

The National Strategy of Financial Education is being incubated at NISM through the ‘National Centre for Financial Education (NCFE).

Events Gallery

Felicitation

10th January 2025 Green Building Conference

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Freedom Fondation (Founded by Alpa Shah) supported GREEN BUILDING, GREEN COMPANY AND SUSTAINABLE CITY Organized By Prakruti Education & Research Foundation’s PRAKRUTI RESEARCH INSTITUTE
In Association with  REGIONAL CENTRE FOR URBAN & ENVIRONMENTAL STUDIES OF ALL INDIA INSTITUTE OF LOCAL SELF GOVERNMENT,MUMBAI

Thank you Anjum Qazi,
Precihole Foundation for your support through CSR initiative I am happy to share that being the President of hashtag#RotaryClubOfMumbaiInspire, it gives me an immense joy and satisfaction of creating impact and building sustainable strong Nation by supporting and participating such great initiatives The event was witnessed by Corporate HR Heads, CSR Heads, Engineers, Professionals from Real Estate Sector, Business Owners / Heads, Government Officials, Administrative heads, Municipal Functionaries, Community Leaders, Faculty Members and Research Scholars With so many prominent speakers like 

  • Dr. Jairaj Pathak
  • Dr. Avinash Dhakan
  • Dr. Sunita Purushottam
  • Dr. Ajit Salvi
  • Dr. Mala Singh

I thank Dr Milind Kulkarni for such a great initiative on Environment and sustainability

3rd January 2025 Arthamitra Gurukulam

Honored to be invited by Money Bhai (Milind Shah) from ArthMitra Gurukulam to the grand event at the Statue of Unity, where 750+ MFDs from across India have come together to discuss growth strategies and excellence in the industry. Vikas Ki Strategy aur Excellence ka Dhamaka emphasizes the power of vision, collaboration, and continuous learning to drive growth and achieve excellence in our field. It’s inspiring to see professionals united to create meaningful impact and set benchmarks for the future.Grateful to empower the MFD’s enriching experience and the opportunity to share and grow together

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Swarup Mohanty

Appreciations are always special!

Our hashtag#GoBeyondToGrowBeyond initiative has been recognised by one of the top industry leader Mr. Swarup Mohanty, Vice Chairman and CEO, Mirae Asset Mutual Fund India. These words of encouragement fuel our passion to empower mutual fund distributors further and continue to make a positive impact in hashtag#MutualFundsIndustry.

Thank you Swarupji for your kind words and support! So much to learn from you! https://www.youtube.com/watch?v=MVB4XbB6pAQ

19th October Felicitation at Pune

@Pune..I am deeply honored to have been felicitated for my contributions especially for women entrepreneurs…by distinguished leaders, including:

– Smt. Dr. Medha Kulkarni, Member of Parliament (Rajya Sabha)
– Smt. Usha Bajpai, President of the KalaBharati Association
– Smt. Madhavi Bhuta, Sadasya of the KalaBharati Association

This recognition is a testament to the collective work being done to uplift women in society. I am committed to continuing this journey of fostering more opportunities for women to thrive….

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NIFT

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Empower Education made its mark at NIFT National Institute of Fashion Technology hashtag#Kharghar

The young & dynamic fashion enthusiasts participated in learning finance as a skill! They understood the importance that how including finances in the form of savings, economic viability for their upcoming ventures is key ingredient for success. 

Money Ki Baat Alpa Ke Saath

A mention of 18 chapters of the book “Every Women Should Invest” by our Founder, Alpa
Shah while educating her women audiences! And how financial literacy can give courage & confidence to women!

Watch this interesting hashtag#shortvideo of hashtag#Empower Education! Do
hashtag#subscribe our channel for interesting finance related topics, reels and short videos…
hashtag#MoneyKiBaatAlpaKeSaath hashtag#Women hashtag#Empowerment hashtag#GB2GB

Alpa Shah is a Finance Coach, Social Entrepreneur and Author of Two Books:

  1. Every Women Should Invest
  2. The Business Women

https://www.youtube.com/watch?v=ItPg7UB7P_A

#MoneyKiBaatAlpaKeSaath – Episode 70: Going Digital

Watch this interesting #shortvideo on why businesses must go digital to scale their business.
Do #subscribeto our channel for interesting finance-related topics, reels, and short videos…#MoneyKiBaatAlpaKeSaath

https://www.youtube.com/watch?v=eA6OUuSCVsk

23rd October 2024 MSME & Startup Forum Bharat Banglore

Thank you For inviting me… MSME & Startups Forum – Bharat hashtag#Bengaluru where 100+ MSME & Entrepreneurs attended the event.

Endorser Chhaya Gandhi, Sr. National Vice President & State President Karnataka of MSME & STARTUP FORUM BHARAT & Ms. Alpa Shah, Chairperson Women Entrepreneurs Development Cell at MSME & STARTUP FORUM BHARAT spoke about MSME and Entrepreneurs contribution in Economy and how the Forum can help in guiding them for growth of their Business.

What a super successful show kudos & congratulations to team Karnataka.

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Aashish Somaiyaa

Go Beyond To Grow Beyond is here again… In our latest episode of presenting insightful interview with one of the renowned personality in Mutual Fund Industry Mr. Aashish P Sommaiyaa, Executive Director and CEO, White Oak Capital Asset Management Company.

Sharing some key takeaways:

  1. Aashish’s life story & learnings from mentors.
  2. A message for youth investors.
  3. White Oak journey & future plans on launching new mutual funds products.
  4. Views on current market with perspective on investor behavior, market trends, and investment strategies.
  5. Tips for multifold growth of mutual fund distributors.
  6. Views on why upcoming years will be hashtag#Amritkaal for mutual fund distributors.
  7. His own perspective on cross-selling for wealth / fund managers or mutual fund distributors.

Please feel free to get in touch with us for any help or guidance on following :

Email – gb2gbmfd@gmail.com
Phone number – 99209 15212
https://www.youtube.com/watch?v=o9DQYcc72Vc

Events Gallery

Felicitation

"Goodness is the only investment that never fails"
- Henry David Thoreau
Freedom Foundation Under 80-G

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