Business Development - Cafemutual.com

We have shortlisted a few apps which are convenient and easy to use for video conferencing.

by Vidyut Deshpande Apr 6, 2020

Three individual MFDs – Ashish Modani, Rajesh Sodhani and Shifali Satsangee share with us how they are continuing their business during the lockdown.

by Vidyut Deshpande Apr 6, 2020

MFDs expect slowdown amid lockdown but hopeful of swift recovery

Distributors feel that proving their value to clients is essential to recover from this crisis.

by Sridhar Kumar Sahu Mar 27, 2020

Here is how to plan succession of your business

A few tips to ensure smooth succession planning of your business.

by Vidyut Deshpande Mar 21, 2020

Client acquisition tips from Baahubali

by Team Cafemutual Mar 20, 2020

This is what differentiates HNI clients

Clients with high net worth require a different approach because their goals and needs are different.

by Team Cafemutual Dec 1, 2019

Here’s why IFAs should involve both the spouses in financial planning

If you are the financial advisor to a couple, you will need to recognize the signals and develop the tact to guide them down the path to financial security.

by Vidyut Deshpande Nov 29, 2019

An untapped opportunity for IFAs: Homemakers

A new clan of investors is looking at mutual funds, say many IFAs.

by Vidyut Deshpande Nov 6, 2019

Four common myths about retirement

Here is how you can deal with misconceptions related to retirement planning.

by Bhakti Makwana Oct 31, 2019

The perfect recipe for a successful IAP

We spoke to three financial advisors who have perfected the art of educating clients and acquiring clients through IAPs.

by Bhakti Makwana Oct 31, 2019

8 tips to make client review meetings productive

The annual review meeting is an excellent tool to engage with clients.

by Tata MF's Simply Simple Oct 28, 2019

Seven pillars of financial advisory business

Lessons from Arthashastra for financial advisors.

by Nilesh Soman Jul 12, 2019

Advisors with mobile apps will have a big advantage

The ‘2019 EY Global Wealth Management Research Report’ shows that 41% clients prefer mobile apps for wealth management activities.

by Sridhar Kumar Sahu Jun 25, 2019

How to deal with angry clients

Here is how you can calm the frayed nerves

by Shreeta Rege Jun 21, 2019

Investors want financial planning advice the most during major life events: EY global report

Social media provides a landmine of information about clients: Harness its power to grow your business.

by Shreeta Rege Jun 21, 2019