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In 10 years since he switched from equity broking to mutual fund distribution, Sandeep Garg has emerged as one of the leading MFDs in Chandigarh, with AuM in excess of Rs.260 crs, serving over 450 families.
Secret of his success is his relentless routine of meeting 5clients every day – consistently for the last 10 years. Engagement builds confidence, deepens wallet share, drives referrals, boosts business: that’s his simple yet highly effective growth mantra.
His son Bhavesh joined the firm in 2021 after successful stints in Japan and Thailand working with Honda. He has strengthened the firm’s portfolio review mechanism and goal planning processes, further driving wallet share gains.
His successful foray into educational videos and video conversations with industry leaders (youtube channel and Instagram reels) has taken the firm to the next level in terms of brand awareness and lead generation, thus setting the stage for exponential growth ahead.
Bhavesh is also focusing on corporate IAP presentations, leveraging his growing online popularity, and commits to regular hand-holding sessions on a no-obligation basis at these large corporate offices. These sessions are driving substantial leads to the firm.
Sandeep and Bhavesh have set a goal of touching the lives of1 million investors through all their outreach efforts – helping them get started with their investment journeys with confidence.
While Sandeep’s client engagement efforts are widely appreciated by clients and prospects of his age group, Bhavesh’s online engagement/finfluencer efforts are widely appreciated by the younger audience –thus making the firm a go-to provider of financial solutions for investors of all age groups.
Sandeep is unperturbed by talk of shrinking margins. He prefers to focus on the controllables – which is volume growth in his business, since margins are outside his control or influence. He is looking at branch expansion in Punjab and strengthening his team to prepare for accelerated growth.
Client meetings physically
Portfolio reviews regularly.
Make the client aspire for 1% wealthy club.
Include lower level employees like Maid’s & driver’s as investors.
Son getting attracted to family business.
Son utilising social media/YouTube interview series
Excellent objection handling for handling Direct clients
Excellent journey share in my email your routine work daily and started from zero to this much. Since I cannot touch NRI, CORPORATES AND BIG DEAL INSTEAD OF SMALL SMALL JUST STARTED FROM LAST 6 MONTHS AUM OF RS.5.00 LACS ONLY. PL. GUIDE ME, ADVISE ME AND SEND YOUR CONTACT DETAILS ON MY EMAIL ID PLEASE. THANKS AND MANY MANY CONGRATULATIONS AND BEST OF LUCK FOR NEW HEIGHTS.
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