Success Stories

Bhopal MFD celebrates Holi with Anganwadi children

Munnavar Khan of Vision Advisory Services celebrates the festival of colours with Vallabh Nagar Anganwadi Kendra.

by Karishma Gagwani Mar 28, 2022

How father-son MFDs conducted a Holi special SIP drive

Chandigarh father son duo - Sandeep and Bhavesh Garg conducted a Holi-special drive and booked over 200 SIPs.

by Karishma Gagwani Mar 25, 2022

Agra MFD celebrates SWP Day

Shreyansh Kumar helps 139 investors to receive close to Rs. 58 lakh collectively for their monthly expenses.

by Karishma Gagwani Mar 22, 2022

Sanjeevani Award Winner - Shillong MFDs Ajitabh Goswami and Gajendra Kumar Roy of ‘We Reach We Help’

Ajitabh Goswami and Gajendra Kumar Roy formed ‘We Reach We Help’, a community to help people affected by covid-19 along with other like-minded people.

by Karishma Gagwani Mar 21, 2022

A day in the life of an MFD - Vinod Jain

Vinod Jain of Jain Investment takes us through his everyday routine.

by Karishma Gagwani Mar 19, 2022

How Bihar MFD brings back a family on track after a tragic incident

Amrita Mishra has ensured that a deceased client’s family receives money across all possible sources – mutual funds, insurance, office PF and government pension scheme.

by Nishant Patnaik Mar 17, 2022

Pune MFD conducts a women-oriented SIP drive

Santosh Pardeshi conducts his first drive and pledges to donate 5% of the total SIPs booked to a women’s welfare fund.

by Karishma Gagwani Mar 16, 2022

Meet MFD Hemant Talekar who moved from Mumbai to rural India to serve ‘Bharat’

Hemant has clients across all economic strata. In fact, he has a few clients who are road side beggars.

by Nishant Patnaik Mar 15, 2022

How this MFD helped a client receive thrice the amount of sum insured!

A client of Mumbai MFD Prakash Sheth received Rs.15 lakh to settle hospital bills as against a sum insured of Rs.5 lakh.

by Karishma Gagwani Mar 14, 2022

‘From seeking investment of Rs.100 to annual advisory fee of Rs.7 lakh’

Read on to know inspiring journey of Kakinada, Andhra Pradesh RIA Suda Bhanu Prasad who overcame all odds to become a successful financial advisor.

by Nishant Patnaik Mar 14, 2022

On Women’s Day, Bihar MFD takes SIP to the women of Bharat

MFD Ravi Shankar conducts women-focused SIP drive in Bihar’s Buxar on the occasion of International Women’s Day.

by Abhishek Kumar Mar 12, 2022

SBI MF and Cafemutual salute Sanjeevani Soldiers

Here is a special mention of all qualifying participants who shared with us their story for the ‘Sanjeevani MFD Awards’.

by Team Cafemutual Mar 12, 2022

Sanjeevani Award Winner: Meet Dhanesh Advani who carried out the last rites of his client

Without worrying about getting infected, Dhanesh and his son performed last rites of an elderly client who lost his life to covid.

by Nishant Patnaik Mar 11, 2022

Sanjeevani Award Winner – Meet Shalab Gupta Bibhab who installed a Rs.12 lakh machine in a govt. hospital

Shalab Gupta has installed a mammography machine, funded education of two children and helped a client’s family deal with an unfortunate situation.

by Nishant Patnaik Mar 9, 2022

3 SIP stars keep shining bright

Abhishek Chawla along with Paras Behl, Ankur Kulkarni and Sanjay Gaggar execute yet another successful SIP drive.

by Karishma Gagwani Feb 25, 2022

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