| Impactful | Brought a family back on track in the case of the demise of a breadwinner or by overcoming a debt trap |
| Visionary | Secured the retirement of an individual |
| Masterful | Helped overcome a complex finance situation |
| Outstanding Asset allocator |
Helped clients benefit from asset allocation |
| Shakti | Introduced initiatives to bring more women clients |
| Pathbreaker | Introduced initiatives to bring more people from unorganized sectors or underserved population |
| Real Bharat | Introduced initiatives to bring more investors from rural India |
| Community | Initiatives by MFD Associations to create awareness among investors |
