Prachiti Phatak from Pune is a CFA and MS in Finance who began her career as an equity research analyst and later became an MBA professor, teaching students about finance.

After eight years of marriage and with two young children, she decided to join her father’s mutual fund distribution business. At the time, the business had an AUM of ₹5 crore and 100 clients.

Today, it has grown to ₹45 crore AUM, a ₹35 lakh SIP book and 400 clients.

In this conversation, Prachiti shares her journey of building a successful MFD business while balancing the many roles in her life as a mother, homemaker, finance professional and entrepreneur.

She talks about why investor education is at the heart of her business, how she understands client requirements before recommending products and the importance of helping investors understand risk, returns and the purpose of different products.

She also shares how the business has given her the flexibility to manage her family, pursue her hobbies and build meaningful relationships with clients.

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