Kerala’s Philip Cherian embarked on his MFD journey as a sole proprietor and recently in Nov 2020, he converted the sole proprietorship into a Limited Liability Partnership (LLP) – Smartsave Finserv LLP. By March 2021, he transferred his AUM from the proprietorship concern to the newly formed entity. Philip decided to celebrate this milestone by launching a SIP drive.
Here are the key highlights of how he executed his SIP drive:
Key learnings from the SIP drive:
Message for MFDs
Philip advocates investing in TTK for business growth and success. By TTK he means, technology, training and knowledge.