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  • Business Development

    Portfolio Rebalancing: Is strategic portfolio rebalancing the key to maximizing returns?
    MFD Gajendra Kothari, MFD Vinita Baraya, MFD Viral Bhatt and RIA Vivek Rege share their insights on rebalancing of portfolio.
    by Muzammil Bagdadi Mar 1, 2024
    Here is how MFDs can acquire new clients
    MFD Chokkalingam Palaniappan of Prakala Wealth, Chennai, MFD Nafees Ahmed, Patna and MFD Ram Gaikwad, Pune share their insights on acquiring new clients.
    by Muzammil Bagdadi Mar 1, 2024
    Emotional attachment to future can help people become better investors
    Behavioral scientist Hal Hershfield shared strategies that can help people safeguard their financial future.
    by Kushan Shah Feb 23, 2024
    Which investor segment will be the flavor of 2024?
    From DIY investors to college students, MFDs talk to us about their target investor segment for 2024. They also share with us the rationale behind it and their approach to acquire them.
    by Karishma Gagwani Dec 31, 2023
    Welcome 2024 with new and improved business practices
    From entering into strategic tie-ups to formalizing internal meetings, read on to know how MFDs plan to revamp their current practices.
    by Karishma Gagwani Dec 31, 2023
    How can MFD deal with finfluencers?
    Ashish Modani of SLA Financial Solutions, Bhanu Prasad, Deepak Khemani, Sandeep Bhushetty of Chatur Investments and Viral Bhatt of Money Mantra share their point of view on finfluencers.
    by Muzammil Bagdadi Dec 18, 2023
    Yuva ki Pathshala: Young MFDs share crucial business lessons learnt
    Read on to know which business lessons inspire young MFDs to work harder and achieve newer heights.
    by Karishma Gagwani Dec 10, 2023
    Learn how this Guwahati MFD used IAPs to grow his business
    Rahul Agarwal manages AUM close to Rs.350 crore for over 4000 clients
    by Riddhima Bhatnagar Dec 10, 2023
    Goa MFD sets up a children club to simplify mutual funds for minors
    Celso Fernandes started the club in April 2023 and has enrolled close to 400 children so far.
    by Karishma Gagwani Dec 7, 2023
    How India’s top MFDs use SWP to generate regular income for their clients?
    Cafemutual spoke to Amit Bivalkar, Hari Kamath, Hemant Rastogi and Sadashiv Phene to understand how they use SWP for their clients.
    by Nishant Patnaik and Riddhima Bhatnagar Dec 5, 2023
    Learn the strategies to get referrals and grow your practice
    MFD Mukund Seshadri and MFD Pankaj Ladha share their inputs on how to get referrals from clients.
    by Muzammil Bagdadi Dec 4, 2023
    What makes an Investor Awareness Program (IAP) successful
    Find out how to conduct a successful IAP
    by Riddhima Bhatnagar Dec 3, 2023
    Bank of Baroda wins the coveted Cafemutual Big League Award
    It emerges as the runner up in the ‘Equity Champion-Banks’ category.
    by Karishma Gagwani Dec 3, 2023
    Hyderabad MFD shares how to acquire and manage NRI clients
    Opinder Jain manages over 150 NRI clients from around the globe
    by Riddhima Bhatnagar Dec 1, 2023
    Business lessons from 7 MFDs who have joined hands to unlock powerful synergies
    Seven MFDs - Amarnath Lal, Balvir Chawla, Bhupendra Ketkar, Hemant Kale, K.V. Balaji, Neepa Khatri and Veena Malgaokar run Finnovator Solutions, which manages close to Rs.1100 crore in MF assets.
    by Karishma Gagwani Nov 23, 2023