Business Development - Cafemutual.com

Simple yet effective tips to deal with older clients

Here are 5 tips to establish stronger bonds with older clients.

by Karishma Gagwani Aug 6, 2022

5 tips to involve your children in mutual fund distribution

Here are simple ways to get your children interested in your business.

by Karishma Gagwani Jul 16, 2022

Learnings from India’s two top SIP MFDs

Bangalore MFD Ganesh Shanbag and Rajkot MFD Ravi Kalariya share with us their business lessons.

by Abhishek Kumar Jul 13, 2022

MF units transfer: Practical problems and their resolutions for MFDs

Read on to know that how MFDs have resolved practical problems related to transfer of MF units post death of MF investors.

by Karishma Gagwani May 9, 2022

3 cost effective ways to promote SIP drive

Here are a few tried and tested ways that have worked well for MFDs.

by Karishma Gagwani May 6, 2022

A step-by-step guide to client engagement

Amit Trivedi, noted trainer & author shares 10 simple steps to master the art of client engagement.

by Karishma Gagwani Apr 11, 2022

‘MFDs/RIAs should keep sales pitch short but qualitative’

Longer the pitch, higher the chances of weak points, believes Niro Sivanathan of London Business School.

by Abhishek Kumar Mar 29, 2022

‘For the sake of right asset allocation, be ready to look stupid in the short term’

PV Subramanyam, Author of Subramoney, shares valuable tips on practical asset allocation at CIF 2022. Here are the highlights.

by Abhishek Kumar Mar 28, 2022

4 simple tips to innovate client servicing

Vishal Dhawan of Plan Ahead Wealth Advisors shares with us how incorporating ‘life planning’ practices can add value to your client service approach.

by Karishma Gagwani Mar 28, 2022

Remember to do these 4 things before Mar 31, 2022

Ensure to tick them off from your financial year-end checklist.

by Karishma Gagwani Mar 26, 2022

Co-working or private office: what suits MFDs’ the best?

Co-working has become a phenomenon in Indian cities and across the world. Can they be a viable alternative to offices for MFDs? Let’s find out.

by Abhishek Kumar Mar 24, 2022

‘Demand for ‘real’ financial MFDs/RIAs has never been higher’

Carl Richards, author of Behavioural Gap feels that advisors can benefit from the enhanced demand by leveraging technology.

by Abhishek Kumar Mar 19, 2022

Should you hire someone for your own investment portfolio?

Read on to know what your MFD/RIA peers have to say in this regard.

by Karishma Gagwani Mar 17, 2022

Carl Richard’s 5-point mantra to excel as an MFD/RIA

At the recently concluded Cafemutual Ideas Fest 2022, Carl Richards shared with us five necessary mindset changes for MFDs and RIAs.

by Abhishek Kumar Mar 15, 2022

Here is how MF women professionals manage work-life balance

Meticulous planning, no-phone policy and no-cooking Saturdays - Read on to know some more interesting ways through which women in the MF industry have aced their work-life balance.

by Karishma Gagwani Mar 8, 2022