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Success Stories
Three MFDs conduct successful SIP drives
Read on to know what made the SIP drives of Atul Prakash Kotkar, Roopesh Jaitly and Naresh Kumar successful.
by
Karishma Gagwani
Feb 11, 2022
Meet the mother-son MFDs who have donated Rs.2.82 lakh to fund education of a client’s son
The duo has been funding engineering fees of their client’s son for the last two years.
by
Team Cafemutual
Feb 9, 2022
These two SIP heroes are on a SIP streak
Philip Cherian has done his tenth SIP drive while Vipul did if for the seventh time.
by
Karishma Gagwani
Feb 7, 2022
Meet two SIP stars of the MF industry
Abhishek Chawla along with Paras Behl and Deepak Khandelwal take us through their drive preparations.
by
Karishma Gagwani
Feb 5, 2022
Meet an MFD who has donated Rs.41 lakh for social cause
Surat MFD Ashok Patel has made two donations – Rs.16 lakh for treatment of cataract patients and Rs.25 lakh for setting up of computer lab in a school
by
Nishant Patnaik
Feb 4, 2022
Three more MFDs bag the ‘SIP Champion’ title
Anooj KG, Rakesh Bhatia and father-son duo Sandeep and Bhavesh Garg crossed the 100-SIP mark in their recent drives.
by
Karishma Gagwani
Jan 22, 2022
Meet Jai-Veeru of the MF industry who bring clients who do not have PAN
Shillong MFDs Gajendra Kumar Roy and Rajat Das have been distributing mutual funds in remote areas, where locals rarely possess a PAN.
by
Karishma Gagwani
Jan 19, 2022
Siliguri MFD wins ‘Icon of North Bengal for excellence in Wealth Management’
Dainik Jagran felicitates Chandan Ghosh for his exemplary performance during the calendar year 2021.
by
Karishma Gagwani
Jan 17, 2022
Two more MFDs make a smashing debut as SIP Heroes
Uttar Pradesh MFD Akhil Khandelwal and Uttarakhand MFD Reeta Uniyal have scored a century in their recent SIP drives.
by
Karishma Gagwani
Jan 13, 2022
Shining SIP stars of the MF industry
Philip Cherian and Sagar Kumar Patwa have booked more than 100 SIPs in their recent drives.
by
Karishma Gagwani
Jan 7, 2022
2 MFDs independently conduct the first successful drive of 2022
Mithilesh Singh and Vijay Gupta clocked more than 100 SIPs on January 3, 2022.
by
Karishma Gagwani
Jan 7, 2022
Meet two MFDs who did over 1000 SIPs to celebrate the New Year
Jaipur MFD Rajesh Sodhani and Mumbai MFD RH Kothari booked over 1,000 SIPs in their recent drive.
by
Karishma Gagwani
Jan 4, 2022
Meet three new SIP champions of the MF industry
Jalgaon MFD Ajaykumar Kalantri, Lucknow MFD Roopesh Jaitly, and Bhavnagar MFD Vipul Lakhani did 100 SIPs in their recent SIP drive.
by
Karishma Gagwani and Abhishek Kumar
Dec 28, 2021
Meet Bhopal MFD who distributes blankets and jackets to street dwellers
Munnavar Khan of Vision Advisory Services has distributed over 700 blankets and 100 jackets so far.
by
Karishma Gagwani
Dec 27, 2021
How this Bihar MFD is bringing in rural Bharat to the MF fold
Samastipur MFD Sandeep Chourasia did 136 SIPs in a single day.
by
Abhishek Kumar
Dec 27, 2021
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