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Wealth Beats

Articles

‘None of my clients redeemed during the 2008 market crash,’ says Vijay Hede
We trace the journey of Vijay Hede, Co-Founder of Shivranjani Securities Company Private Limited (SSCPL) who has built Rs. 850 crore assets under advisory (AUA) in Goa.
by Team Cafemutual Dec 12, 2016
Demonetization: Opportunity for IFAs to grow business
Many leading IFAs feel that demonetization presents a never before opportunity to draw investors to mutual funds. While demonetization has impacted quite a few sectors, the Mutual Fund industry is expected to gain from the government’s move as investors are rushing to park their surplus cash in MFs. Let’s find out how IFAs are gearing up to serve investors during this period.
by Nishant Patnaik Dec 5, 2016
How Narendra acquired 7000 clients in Amreli
Read on to find out how an IFA has grown his business in a location where there was very low awareness about mutual funds.
by Darshita Shah Nov 29, 2016

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