Head of Sales · Fintech & MFD Ecosystem

Empowering
India's MFD
Community.

8+ years at the intersection of wealth technology and mutual fund distribution. ₹25Cr+ in industry deals. Helping MFDs grow and fintech builders win.

8+
Years in Fintech
₹25Cr+
Industry Deals
IIM
Amritsar · IPU
Rahul Yadav
— Current Focus
"India's MFD community is the backbone of retail wealth creation. Technology should empower them — not replace them."
Head of Sales — Vijya Fintech Pvt. Ltd.
Building India's value-based investment fund
Mentor · Writer · Strategist · Speaker
From Haryana to Fintech Leadership

Son of a teacher and an accountant. IPU-trained engineer, IIM Amritsar strategist. 8+ years building enterprise sales in wealth technology — now leading sales at a fintech focused on mutual fund distributors.

Full Story →
📊
MFD & Wealth Tech
Fintech platforms for MFDs — SIP management, portfolio reporting, compliance.
🤝
Enterprise Sales
₹25Cr+ in deals. RFP wins, deals 60x above average ticket size.
🚀
Entrepreneurship
Equity holder, ESOP holder, building ventures across fintech.
📚
Thought Leadership
Writing on MFD growth, fintech adoption, and the founder mindset.
Now
Head of Sales
Vijya Fintech Pvt. Ltd.
Leading sales for multi-asset, API-driven MFD platform. Equity + ESOP holder.
Prior
Business Development — ME & Africa
Credence Analytics
Wealth management software across Middle East and African markets.
Earlier
Enterprise Sales — Wealth Software
EBIX Cash (Miles Software)
₹5Cr intl deal. $1M PSU Bank RFP win. Generated maiden fundraise lead.
Education
MBA — Strategy & Marketing
IIM Amritsar · B.Tech IT — IPU
Engineering mindset meets management thinking.
Expertise
Areas of Deep Knowledge
01
MFD Growth & Digitisation
How MFDs can grow AUM, improve retention, and use fintech to run a scalable practice.
SIP GrowthMFD Tech
02
WealthTech Platform Strategy
How fintech platforms win in the MFD space — GTM, pricing, API integration, trust-building.
API StackB2B SaaS
03
Enterprise B2B Sales
RFP wins, pipeline discipline, consultative selling to financial institutions.
RFP StrategyPipeline
04
MF Industry Trends
SIP inflows, AMFI regulatory shifts, debt fund taxation — what it means for MFDs.
AMFI PolicySIP
05
Founder Transition
Moving from corporate operator to equity holder — mindset, risk, and key decisions.
ESOPsEquity
06
Value Investing for India
Structural themes — renewable energy, semiconductors, defense. Building a fund from first principles.
RenewablesDefense
Testimonials
Real Words, Real People
"
Rahul's ability to cultivate relationships with HNIs and wealth managers has been instrumental in driving sales. A complete package — sales acumen, product insight, and exemplary client management.
V
Vijya Fintech Director
Vijya Fintech Pvt. Ltd.
"
Rahul's mentorship on growing my MFD practice was a turning point. He gives the exact playbook for India's distribution market. My AUM grew 40% in six months.
A
Aakash Mehta
Independent MFD · Mumbai
"
As someone moving from traditional financial services into fintech, Rahul's guidance was invaluable. His knowledge of how MFDs make buying decisions is unlike anything I've found elsewhere.
S
Saurabh Gupta
BD, WealthTech Startup · Delhi NCR
Weekly Insights
Think Clearly About
MFDs & Fintech

One sharp take weekly on MFD growth, fintech sales, or career in financial services. No fluff.