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How a Tier-3 MFD built a 1,800-client book without leaving Patna
Rajesh started in 2018 with 12 SIPs from family friends. Today his book runs across 4 districts — built entirely on a WhatsApp-first onboarding flow and quarterly review meetings held inside local schools.
₹100 Cr
AUM in 6 years
Rajesh Kumar
Patna, Bihar