Valuation
The Pricing Conversation
My colleague Sayok met him on a warm afternoon. A seasoned MFD. Decades in the business. A respectable book. Loyal clients.
April 21, 2026 | 6 Minute Read
Valuation
Are You Building Something That Outlives You?
Most MFDs I meet do not think of what they have built as a business.
They think of it as an annuity.
A steady stream of trail income.
A monthly commission flow.
A comfortable engine that kee ....
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April 14, 2026 | 9 Minute Read
Valuation
The Proud Founder and The Beautiful Baby
I often see this pattern play out in very similar ways. A founder sits across the table from me. Decent. Hardworking. Self-made. Proud.
March 17, 2026 | 8 Minute Read
Valuation
The Number That Really Determines Your Future
Most MFDs track their revenue. It is the scorecard they check every month. It tells them whether they are growing or slowing. It tells them whether the market has helped them or hurt them. I ....
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February 3, 2026 | 7 Minute Read
Valuation
Everything Changes When You Understand This
I recently met a gentleman from Bengaluru. Soft spoken. Humble. Decent. He ran a sizable mutual fund distribution practice and had been in the business for several decades. We sat down to di ....
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January 27, 2026 | 7 Minute Read