This MFD mobilised Rs.600 crore through retail investors only
Mumbai-based MFD Arun Taula has spent over three decades in financial distribution, growing from postal savings to managing Rs. 600 crore with 2,500 clients. His success stems from grassroots education, strong client relationships, and NJ Wealth’s technology and compliance support. Today, he inspires new investors and prepares the next generation to continue his legacy.
Original article published on Oct 31, 2025 in Cafe Mutual.
(https://cafemutual.com/news/tarraki/36033-this-mfd-mobilised-rs600-crore-through-retail-investors-only)
Mumbai MFD Arun Taula of Taula Investment has been part of the financial industry since 1991. He began his journey by following the footsteps of his mother, who was a postal agent.
After more than three decades in the business, Arun now facilitates Rs. 600 crore in assets along with his wife Jyothi serving over 2,500 clients. In a conversation with CafeMutual, Arun spoke about his transition to full-time distribution, his approach to client engagement and the role of NJ Wealth in his success.
Becoming a full-time MFD
Arun initially sold post office savings schemes, insurance policies and mutual funds while working in the pharmaceutical industry as a medical representative and area manager. After getting married to Jyotji Taula, he decided to leave his job in 2002 to focus entirely on the financial distribution business along with her.
"The transition helped me push myself harder to grow," he recalls. "I was able to double my AUM within just three months of leaving my job."
In 2005, Arun partnered with NJ Wealth, marking a key milestone in his professional journey.
Building a strong retail client base
Arun focused on clients in Mulund and nearby Thane. He began by approaching his old post office and insurance clients, many of whom later became his mutual fund investors.
At a time when mutual fund awareness among the middle class was low, Arun emphasized financial education. He set up stalls at local events, promoted mutual funds through a moving van that distributed pamphlets in housing societies and put up banners during festivals. He also shared investment guidance in local magazines — many of these grassroots efforts continue even today.
Arun says he finds great satisfaction in seeing the financial progress of his long-term clients. "Around 350 of my clients now have portfolios exceeding Rs. 1 Crore," he shares proudly. Most of his new business today comes through referrals and walk-ins.
Client engagement and retention
To strengthen client engagement, Arun puts digital tools to effective use. He sends WhatsApp broadcasts, shares newsletters, conducts family meetings and gives special attention to his top clients.
He also invites clients to NJ Wealth's Saturday School sessions, where leading fund managers and market experts discuss investment strategies and market updates.
In addition, Arun has launched his own podcast to connect with younger investors and features prominent industry guests to share financial insights.
His office, strategically located near the Mulund railway station, ensures easy access for his clients.
The role of NJ Wealth
Arun credits NJ Wealth for playing a key role in his success over the past 20 years. "NJ has provided complete back-end support, advanced technology tools and assistance in regulatory compliance," he says.
He finds NJ's tools — such as financial planning calculators, newsletters, valuation reports and capital gains statements — particularly helpful for tracking trends and assessing client portfolios.
"The client utility report shared by NJ helps me track older investments that clients can redeem and reinvest into schemes better aligned with their needs and risk appetite," he explains.
Extending the distribution legacy
Arun's son and daughter are planning to join the family business soon. "He got inspired after seeing the goodwill we enjoy from clients," says Arun. He encourages other MFDs to involve their family members and children in client meetings as an introduction to the business.
Advice for fellow MFDs
Arun's advice for MFDs is simple yet powerful: "Be consistent, stay dedicated and earn your clients' trust."
He adds, "While many MFDs focus on HNI clients, my greatest satisfaction comes from seeing my retail clients achieve their financial needs . That's what keeps me motivated every day."