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Nikhil Waiker’s journey with Prudent began in 2010, when he decided to leave a demanding job in the life insurance industry and build a business of his own. Today, he manages over ₹140 crore in AUM, has an SIP book of ₹93 lakh and serves more than 500 retail clients.

In this conversation, Nikhil shares how attending Prudent’s Partner Leadership Conference in 2013 changed his perspective on the opportunities in mutual fund distribution and motivated him to approach his business with a bigger vision.

He discusses his focus on retail investors, long-term investing and personal client relationships. He also explains how Fundzbazar’s dashboard, portfolio valuation reports and email-back services help him monitor transactions, review portfolios and maintain regular communication with clients.

Nikhil highlights the role of Prudent’s technology, infrastructure and guidance, along with his family’s support, in his business journey. He also shares his perspective on the growth potential for MFDs in smaller cities and the importance of building a business with a long-term vision.

Watch Nikhil Waiker’s journey and discover how Prudent can support you in building your MFD business.

Become a Prudent MFD and build your own successful mutual fund distribution business: https://bit.ly/4yPyBoW

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Hear from our partner as they share how Prudent Edge+ is helping partners leverage AI to manage portfolios smarter, elevate client experiences, and unlock new opportunities for growth.

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Hear from our partner as they share how Prudent EDGE+ is helping MFDs harness the power of AI to work smarter, manage portfolios more efficiently, and save valuable time. By automating everyday tasks, EDGE+ enables advisors to focus on what truly matters, building stronger client relationships and growing their business. Because while AI accelerates your work, trust and human advice remain your greatest advantage.

[AI Revolution, Mutual Fund Industry, Fintech India, AI in Finance, MFD, Financial Services, Prudent EDGE+, Prudent Partner, Prudent MFDs]

Now searching for business and client information would not feel like searching for a needle in a haystack.

Now analysing business and client data would no longer feel complicated and time-consuming.

Meet Prudent Edge+, an AI-powered platform that transforms the way MFDs run their business.

Prudent Edge+ combines Business Intelligence, Goal Planning, Fund Research, Client Report Generation, Marketing Support, and Operational Tools in one conversational interface where finding information and getting analysis is just few prompts away!

Whether it's getting client's portfolio summary, reviewing recent investments, evaluating asset allocation, researching funds, tracking key business parameters like active SIPs and the like, analysing trends that drive business growth and much more, Prudent Edge+ instantly provides both the data and the analysis needed for better decision-making – all at one place with simple Prompts.

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