‘If a client sees you as transaction facilitator, he will not value you’
Key highlights of Kavitha Menon’s presentation from CIFA17.
by Team Cafemutual Apr 3, 2017
‘IFAs must integrate robo to survive'
Robo advisors feel that IFAs need to start adapting to the robo model to sustain their business.
by Daya R Mar 3, 2017
SBI MF, ICICI Prudential MF and Birla Sunlife MF win at Outlook Money Award
In addition, Delhi based advisory firm Vista Wealth promoted by Ashish Goel bagged the best IFA award while Vishal Dhawan’s firm Plan Ahead Wealth Advisors won the best investment adviser award.
by Team Cafemutual Jan 30, 2017
Mumbai based Alpha Generators lift Cafemutual IFA League Season 2 trophy
Nine teams participated in the second season of Cafemutual IFA League (CIL).
by Nishant Patnaik Dec 19, 2016
9 teams to battle in Cafemutual IFA League Season II championship
Get ready to witness 81 Dhonis and Kohlis of the MF industry in action on December 17
by Team Cafemutual Dec 15, 2016
‘An event to help you master communication’
Kolkata based IFA Kanak Jain will organize a learning event for IFAs to help them master communication skills.
by Team Cafemutual Dec 9, 2016
‘Technology and automation alone can’t help manage investor behaviour’
Here are the key highlights of the session ‘Preparing for the distribution landscape’ held recently at Cafemutual Confluence 2016 in Mumbai.
by Team Cafemutual Oct 21, 2016
‘Invest in experiences to be happy’
Here are the key highlights of the session ‘Can money buy happiness?’ at the recent Cafemutual Confluence 2016 in Mumbai.
Posted on Oct 20, 2016
‘Create a community of people who have had good experience with MFs’
Here are the key highlights of the session ‘How digital media is shaping investors choices’ held recently at the Cafemutual Confluence 2016 in Mumbai.
by Team Cafemutual Oct 18, 2016