Anup Abhonkar, along with his engineering batchmate and partner Arjun Sarkar, shares the story of how they went from IT professionals to building Everguard and eventually creating a successful mutual fund business.

After starting Everguard in 2014, they initially built a mutual fund app before shifting their focus towards distribution. Their journey led them to associate with Prudent in 2017, where Prudent's technology and FundsBazaar platform became a natural fit for their technology-first approach.

Starting with friends, family and referrals, Anup and Arjun gradually built their business, focusing on HNI, UHNI and NRI clients and providing retirement-focused solutions.

Today, Everguard manages an AUM of ₹160 crore, with a ₹2 crore monthly SIP book, serving around 200 clients across the globe.

In this conversation, Anup shares how technology helped them scale, the importance of managing client behaviour, building the right team and their vision to reach ₹1,000 crore AUM in the next five years.

He also shares how the Prudent team, technology and partner ecosystem have supported Everguard throughout its journey.

Become a Prudent Partner and build your own journey with Prudent.

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Zafar's journey into wealth management began unexpectedly. A mechanical engineer by profession, he started his career with Tata Technologies before discovering the financial markets through a demat account.

After spending several years exploring investing, Zafar decided to make finance his long-term career and became a SEBI-registered Investment Advisor in 2018. He later realised that investors needed more than advice—they also needed execution and handholding during periods of market volatility. This led him into mutual fund distribution.

In 2024, Zafar joined Prudent as a Wealth Partner after being impressed by its technology ecosystem. Within a year, he crossed the ₹50 crore AUM milestone, becoming one of the fastest Prudent partners to achieve this milestone.

In this conversation, Zafar shares how Fundzbazar's execution capabilities, flexible STP options, comprehensive reporting and Prudent's marketing support have helped him scale his business.

He also shares his perspective on building client trust, navigating market volatility and why the wealth management industry presents a significant long-term opportunity.

Become a Prudent Partner and start your own journey.

#PartnerSuccessStories #MFDkasahipata #25YearsOfPrudent #MutualFundDistributor #TrustedFinancialPartner #PrudentMFD #BePrudentChoosePrudent #FinancialCareer #WealthDistributor #PuneMFD #PuneBusiness