Business Development - Cafemutual.com

Leave the mundane behind, try these methods to make client meetings interesting

From lunch talks to holding discussions at higher altitude, here is how MFDs are giving routine meetings a miss.

by Team Cafemutual Apr 12, 2024

‘MFDs should focus on finding a purpose in their profession’

Prem Khatri, Founder & CEO, Cafemutual believes that adding value to clients life can help you achieve success in true sense.

by Kushan Shah Apr 10, 2024

Leave the mundane behind, try these methods to make client meetings interesting

From lunch talks to holding discussions at higher altitude, here is how MFDs are giving routine meetings a miss.

by Team Cafemutual Apr 9, 2024

How to choose the right content for your IAPs

Know the content that will add value to your clients

by Riddhima Bhatnagar Mar 30, 2024

Portfolio Rebalancing: Is strategic portfolio rebalancing the key to maximizing returns?

MFD Gajendra Kothari, MFD Vinita Baraya, MFD Viral Bhatt and RIA Vivek Rege share their insights on rebalancing of portfolio.

by Muzammil Bagdadi Mar 1, 2024

Here is how MFDs can acquire new clients

MFD Chokkalingam Palaniappan of Prakala Wealth, Chennai, MFD Nafees Ahmed, Patna and MFD Ram Gaikwad, Pune share their insights on acquiring new clients.

by Muzammil Bagdadi Mar 1, 2024

Emotional attachment to future can help people become better investors

Behavioral scientist Hal Hershfield shared strategies that can help people safeguard their financial future.

by Kushan Shah Feb 23, 2024

Which investor segment will be the flavor of 2024?

From DIY investors to college students, MFDs talk to us about their target investor segment for 2024. They also share with us the rationale behind it and their approach to acquire them.

by Karishma Gagwani Dec 31, 2023

Welcome 2024 with new and improved business practices

From entering into strategic tie-ups to formalizing internal meetings, read on to know how MFDs plan to revamp their current practices.

by Karishma Gagwani Dec 31, 2023

How can MFD deal with finfluencers?

Ashish Modani of SLA Financial Solutions, Bhanu Prasad, Deepak Khemani, Sandeep Bhushetty of Chatur Investments and Viral Bhatt of Money Mantra share their point of view on finfluencers.

by Muzammil Bagdadi Dec 18, 2023

Yuva ki Pathshala: Young MFDs share crucial business lessons learnt

Read on to know which business lessons inspire young MFDs to work harder and achieve newer heights.

by Karishma Gagwani Dec 10, 2023

Learn how this Guwahati MFD used IAPs to grow his business

Rahul Agarwal manages AUM close to Rs.350 crore for over 4000 clients

by Riddhima Bhatnagar Dec 10, 2023

Goa MFD sets up a children club to simplify mutual funds for minors

Celso Fernandes started the club in April 2023 and has enrolled close to 400 children so far.

by Karishma Gagwani Dec 7, 2023

How India’s top MFDs use SWP to generate regular income for their clients?

Cafemutual spoke to Amit Bivalkar, Hari Kamath, Hemant Rastogi and Sadashiv Phene to understand how they use SWP for their clients.

by Nishant Patnaik and Riddhima Bhatnagar Dec 5, 2023

Learn the strategies to get referrals and grow your practice

MFD Mukund Seshadri and MFD Pankaj Ladha share their inputs on how to get referrals from clients.

by Muzammil Bagdadi Dec 4, 2023