Billionaire CODE

A spotlight on the real journeys, insights, and breakthroughs of trailblazing mutual fund distributors

- MR. RAJESH SODHANI MS. RITIKA SODHANI

Welcome to the Billionaire Code podcast series, where we meet select Mutual Fund Distributors who have built AUMs of over ₹100 crore and become trusted companions in the wealth journeys of countless families.

Some stories begin with numbers. This one begins with a decision - made when most young people are still figuring out what to do with their lives.

When Ritika Sodhani was in Class 12, she stepped into her father's office. Thirteen years, 27,000 investors, and an AUM of ₹560 crore later, that decision has shaped one of the most compelling partnerships in India's mutual fund distribution landscape.

Rajesh Sodhani and Ritika Sodhani are not just a father and daughter who built a business together - they are the first MFDs in India to list on the SME platform, and a firm that treats investor education not as a marketing tool, but as a fundamental responsibility.

In the 11th episode of the series, Rakesh Bhandari, Director, Nirmal Bang, sits down with Rajesh ji and Ritika to hear their story - in their own words.

Let's hear their success story in their own words. Edited excerpts from Mr. Rajesh Sodhani and Ms. Ritika Sodhani's interview with Mr. Rakesh Bhandari, Director, Nirmal Bang.

Rakesh Bhandari: Rajesh Ji, Tell Us About How You Started Your Journey.

Rajesh Sodhani: Basically, I started my career as an LIC agent, selling LIC and HDFC Life insurance policies. I was always driven to be in the top three in whatever I did - I achieved 8-9 MDRTs, 2 COTs, and 2 TOTs.

Then I attended a mutual fund session organized by a company in Delhi. It was a two-day session, and people who were far junior to me in insurance were receiving awards on stage - while I was sitting at the very back. I asked myself, "What is happening here?"