Success Stories

Bull run effect? 185 new mutual fund offers raised a whopping ₹66,000 crore in fiscal 2024

by Source: Mint Apr 20, 2024

Meet the Chennai MFD who secured financial future of a family in distress

S Saravanan, Purple Pond won the prestigious Sanjeevani Award for securing the future of an elderly client's daughter-in-law and his granddaughter.

by Nishant Patnaik & Muzammil Bagdadi Apr 15, 2024

Here is a unique way to bring more investors from unorganized sector

Sanjeevani award winners Degree 212 Investment Services, Pune, received the prestigious ‘Sanjeevani Pathbreaker Award for bringing in investors from the unorganised sector.

by Nishant Patnaik & Muzammil Bagdadi Apr 10, 2024

How this B30 MFD duo built a SIP book of Rs.1 crore

Vikrant Katoch and Vishal Mahajan of RupeeXpress built a monthly SIP book of Rs.1 crore in Shimla.

by Nishant Patnaik & Kushan Shah Apr 7, 2024

Meet visually challenged MFD who held a knowledge session for over 200 special individuals

Kolkata MFD Piyush Rakhecha is on a mission to help visually impaired individuals attain financial freedom.

by Nishant Patnaik Apr 1, 2024

Meet the MFD who helped a client settle business debt and successful business succession

Rashmi and Ankush Thukral won the prestigious Sanjeevani Outstanding Asset Allocator Award for helping a client benefit from asset allocation.

by Nishant Patnaik & Muzammil Bagdadi Mar 27, 2024

Meet this Varanasi MFD who helped a couple overcome a difficult life situation

Shailly Seth from Varanasi won the prestigious Sanjeevani Masterful Award for bringing a couple on track.

by Nishant Patnaik and Kushan Shah Mar 26, 2024

Meet the MFD who helped a client retire early and pursue other life goals

Vatsal Shah and Shaili Shah won the prestigious Sanjeevni award for securing their client's retirement life.

by Nishant Patnaik and Muzammil Bagdadi Mar 26, 2024

Meet two MFDs who conducted successful SIP drives

MFDs Mehul Trivedi and Tushar Badjate share details of how IAPs helped them find new MF clients

by Kushan Shah Mar 18, 2024

Meet the MFD duo who acquired 20,000 clients from real Bharat

Sanjeevani Real Bharat award winners - Hitesh Jain and Utkarsh Dubey of Finomatic Fintech Services, Kolkata tell us how they acquired over 20,000 clients from small cities and rural areas.

by Riddhima Bhatnagar and Nishant Patnaik Mar 14, 2024

Meet the two women MFDs who bring in more women clients to the MF fold

Sanjeevani Shakti award winners Ankita Singhania and Shruti Agarwal of CAGRfunds share their journey on bringing in more women clients.

by Nishant Patnaik & Riddhima Bhatnagar Mar 7, 2024

Bengaluru MFD shares the ‘millennial’ approach to attract young investors

Arun Kumar of Wizr Wealth talks about ways to strike the right chord with millennials.

by Team Cafemutual Mar 4, 2024

This Indore MFD did SIP drive on Pran Pratistha of Ram Mandir

Over 80 investors participated in this drive on Jan 22.

by Team Cafemutual Feb 13, 2024

Meet MFDs who conducted successful SIP drives

Two MFDs - Harsh Shekhar of Sharedealer Plus and Mithilesh Singh conducted successful SIP drives.

by Muzammil Bagdadi Feb 4, 2024

Meet the Jalgaon MFD who supports 35 children and has helped 3 families earn livelihood

Rahul Patil of Moneyguru Investment, Jalgaon extends financial support to fund education and living expenses of 35 orphans and differently abled children in Jalgoan.

by Nishant Patnaik Jan 1, 2024

POLL

MORE POLLS

AMCs can pay trail commission to the new distributor if investors initiate transfer of their assets. How will this impact you?

Help me get clients of other distributors who are underserved

Lead to poaching of clients

No significant effect on my business

EVENTS FORUMS