From insurance agent to 1800 crore AUM | The Billionaire Podcast Series | Ft. Hitesh Shah | Ep 05

What if we told you that leaving behind a 50-year-old family legacy wasn’t a risk – it was the start of something even bigger?

From MDRT-level insurance success to becoming a leading Mutual Fund Distributor, his journey proves that success isn’t about luck — it’s about values, vision, and velocity.

While most chase commissions, Hitesh Shah ji chased trust.
He educated investors when markets fell, inspired patience when fear took over, and proved that wealth creation is simply the compounding of trust over time.

From insurance policies to mutual fund portfolios — his story is a blueprint for every advisor who dreams of evolving, expanding, and empowering.

For every MFD wondering, “Can I do it too?” — this episode has your answer.

In this episode of The Billionaire Code, hosted by Rakesh Bhandari and powered by Nirmal Bang, we explore how Hitesh Shah ji turned his legacy into leadership — showing every aspiring MFD that ethics and education are the ultimate growth strategy.

If you are a Mutual Fund Distributor who has crossed ₹500+ crore AUM and want to share your journey, email us at [email protected]

To become a Mutual Fund Distributor with Nirmal Bang, click here: https://bit.ly/Become-an-MFD

Timestamps

00:00 Highlights
01:46 Introduction
02:28 From insurance peak to mutual funds —Why a big career shift?
07:45 Marwari instinct or Client-Centric approach?
08:43 Challenges in shifting to mutual funds?
10:38 Advice for LIC agents becoming wealth managers
12:49 How to advise and convert clients effectively
15:14 Infrastructure & Cleanliness as example
16:00 SEBI’s rule changes drive market growth
16:35 Educating Clients to Embrace Equity Investing
20:17 Handling Clients During Market Crashes
23:19 So aap uski expectation modest kar dete hain?
23:56 Why No SIP investing Below 10 Years?
24:53 Best Learning Sources for New MFDs
26:41 MFDs must stay actively involved always
27:52 Handling Smarter Clients: Right MFD Strategy
30:46 Future of MFDs in a Digital Era
34:37 Does Fitness Boost Client Conversions
36:07 Message for the Next Generation of MFDs

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