Success Stories

These three MFDs run successful SIP drive despite lockdown

Individual MF distributors Vineet Garg, Anil Bhardwaj and Brajesh Singh ran successful SIP drives despite nationwide lockdown and heightened volatility.

by Bhakti Makwana Apr 20, 2020

Meet the covid-19 hero of the MF distribution community - Nikhat Mohamedy

Mumbai MFD Nikhat Ashraf Mohamedy has been offering home-cooked meals to underprivileged people during lockdown.

by Vidyut Deshpande Apr 17, 2020

Lockdown Dairies: I wear office clothes at home to create office-like atmosphere, Vishal Dhawan

Vishal Dhawan of Plan Ahead Wealth Advisors shares with us his ‘work from home’ experiences.

by Team Cafemutual Apr 10, 2020

Guwahati distributor couple executes 217 SIPs in a single day

Khushbu Jain and Deepak Jain conducted their first SIP drive successfully.

by Vidyut Deshpande Mar 11, 2020

Two small town IFAs put up big SIP show

While Shahjahanpur, Uttar Pradesh IFA Rajeev Bharti executed 500 SIPs, another IFA from Kutch, Gujarat, Hitesh Gadhvi registered 175 SIPs in a single day.

by Bhakti Makwana Feb 17, 2020

From fighting on the border to mutual fund advisory, he has done it all

Ashish Chadha, ex-Army Major, is now a successful IFA with offices in major cities like Mumbai, Gurugram and Bangalore.

by Vidyut Deshpande Feb 12, 2020

How a small town IFA initiated 153 SIPs in a single day

Chakradharpur IFA Nitesh Bhageria gifts his wife who has ventured recently into the advisory business a SIP book of Rs.2.25 lakh.

by Bhakti Makwana Feb 6, 2020

Delhi based MF distributor receives Rs.18 crore funding

Wealthbucket Capital Advisors founded by Himanshu Jain and Pulkit Jain has received funding from angel investors and HNIs.

by Vidyut Deshpande Jan 13, 2020

How Chandigarh IFA Iqbal Singh built Rs.1000 crore AUM across multiple products

Here we chronicle the eventful journey of Iqbal Singh who successfully manages 200 HNI and 10,000 retail clients.

by Vidyut Deshpande Jan 6, 2020

I can watch Sarabhai vs Sarabhai in a loop: Vinod Jain

Beyond Business: A peek into the life of Vinod Jain of Jain Investment.

by Vidyut Deshpande Dec 24, 2019

IFAs join hands to help Priyanka, daughter of an Odisha IFA

Odisha IFA Anil Kumar Mishra’s 12-year-old daughter is suffering from ‘aplastic anemia’

by Vidyut Deshpande Nov 23, 2019

A journey from being an Ayurveda doctor to a successful advisor

Nilkanth Patil from Jalgaon district of Maharashtra chose to become and financial advisor and now handles an AUM of Rs.23 crore, inspite of being a qualified Ayurveda MD

by Vidyut Deshpande Nov 20, 2019

12 experts to spread financial awareness through ‘Bharat Bhraman’

CFA Society India and NSDL launch 15-day-long financial awareness campaign in which 12 experts will cover 1300 kms through bicycle.

by Vidyut Deshpande Nov 14, 2019

Meet the Jaipur IFA who finished the half Iron Man challenge

Adheesh Kabra who runs a financial advisory business in Jaipur ran 21.1 km, swam 1.9 km and cycled 90 km in just 7 hours.

by Bhakti Makwana Nov 14, 2019

This banker turned IFA has started a platform for ex-bankers

Chandigarh IFA Shobhit Gupta has co-founded Moneygain that brings in ex-bankers and ex-AMC people who want to start their own advisory.

by Sridhar Kumar Sahu Nov 10, 2019

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

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