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Business Development

These MFDs share bright ideas to fast forward the Rs.100 lakh crore dream

From creating awareness through SIP Rath or disclosing breakup of commission to create transparency, these MFDs gave ideas that can accelerate growth of the industry.

by Karishma Gagwani Jan 23, 2023

How these two MFDs built monthly SIP book of over Rs.1.50 crore

Amritsar MFD Rasmeet Singh Sethi and Chandigarh MFD Sandeep Garg share with us the key ingredients for creating a solid SIP book.

by Karishma Gagwani Jan 20, 2023

‘People who work with MFDs/Advisors have greater peace of mind’

Read on to know Daniel Crosby’s laws of wealth and guide your clients better in their wealth creation journey.

by Karishma Gagwani Dec 5, 2022

Do you really need to integrate artificial intelligence or machine learning in your business?

Mridul Mishra, Vice President, Fidelity Investments simplifies artificial intelligence and machine learning. He also talks about their implementation in the mutual fund business.

by Karishma Gagwani Nov 28, 2022

Here is how you can introduce investing to your children

MFDs share with us how they introduced the concepts of saving, investment and financial discipline to their children.

by Karishma Gagwani Nov 14, 2022

Master the art of non-verbal communication

Understand the dos and don’ts of non-verbal communication.

by Karishma Gagwani Nov 12, 2022

Here is how you can earn from YouTube video content

YouTube pays up to Rs.50,000 if your video gets 1 lakh views.

by Ayushi Gautam Oct 25, 2022

4 meaningful Diwali gift ideas to impress clients of all tastes

Celebrate the festival of lights with these unique and thoughtful gifting ideas.

by Karishma Gagwani Oct 20, 2022

Spiritual Guru Swami Gyanvatsal and former Cricketer Javagal Srinath share key life lessons

These life lessons can help you achieve personal and professional success.

by Karishma Gagwani Oct 13, 2022

Navratri Special: 9 powerful women MFDs/RIAs share 9 business lessons

This Navratri upscale your business with these timeless business lessons.

by Karishma Gagwani Oct 3, 2022

Meet this B30 MFD who has over 2.50 lakh subscribers on YouTube Channel

Kochi MFD Nikhil Gopalakrishnan of Pentad Securities shares with us the 5 tips to build a successful YouTube presence.

by Karishma Gagwani Sep 13, 2022

Here’s how MFDs can manage team

Priya Sunder of PeakAlpha shares her mantra to build a strong team.

by Team Cafemutual Sep 1, 2022

Should MFDs list themselves on local search engines?

A lot of MFDs are listed on these platforms but they aren’t very happy with the result.

by Abhishek Kumar Aug 29, 2022

Ten lessons from Lord Krishna

Let’s Celebrate Krishna Janmashtami by implementing these life lessons.

by Nishant Patnaik Aug 19, 2022

3 simple ways to shift from transactional relationship to a more meaningful client engagement

Prem Khatri, Founder and CEO, Cafemutual shares with us tips for creating deeper and stronger relationships with clients.

by Team Cafemutual Aug 18, 2022

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