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  • Business Development

    How to deal with investors who are afraid of making a loss?
    Leading MFDs share their insights on how they help their investors overcome the loss aversion bias.
    by Team Cafemutual Sep 7, 2024
    Meet the Junagadh MFD couple who convinced 70 women to do their first SIP
    MFD couple Brijesh Bhatt and Hiral Joshi Bhatt conducted a women centric knowledge session.
    by Nishant Patnaik and Kushan Shah Sep 2, 2024
    How this J&K MFD built SIP book of Rs.1 crore
    MFD Ravi Kumar has built a monthly SIP book of over Rs.1 crore with over 1500 retail investors.
    by Nishant Patnaik and Kushan Shah Aug 29, 2024
    How MFDs can overcome familiarity bias
    Cafemutual spoke to industry experts to understand ways to tackle familiarity bias.
    by Riddhima Bhatnagar Aug 5, 2024
    How can MFDs deal with overconfident investors?
    Leading MFDs share their approach to dealing with overconfidence among investors
    by Kushan Shah Jul 15, 2024
    ‘What I like most about being an MFD?’
    Mumbai MFD Gajendra Kothari, Etica Wealth shares with us 5 reasons why he loves this profession.
    by Team Cafemutual Jul 6, 2024
    Practical tips to help clients overcome confirmation bias
    Cafemutual spoke to industry experts to understand how MFDs can deal with confirmation bias.
    by Riddhima Bhatnagar Jun 23, 2024
    How these two MFDs acquire new clients?
    MFD Ankush Thukral and MFD Rahul Jain share with us their tips to acquire new clients.
    by Team Cafemutual Jun 22, 2024
    What MFDs should not be doing?
    Leading MFDs tells us what you should avoid in the distribution business.
    by Riddhima Bhatnagar Jun 9, 2024
    Dealing with clients with different abilities
    MFDs with different abilities Piyush Rakhecha of Royal Eastern Financial Services and Rushabh Desai of Rupee with Rushabh Investment Services share simple yet powerful ways to deal with clients with different abilities.
    by Team Cafemutual Jun 4, 2024
    Leave the mundane behind, try these methods to make client meetings interesting
    From lunch talks to holding discussions at higher altitude, here is how MFDs are giving routine meetings a miss.
    by Team Cafemutual Apr 12, 2024
    ‘MFDs should focus on finding a purpose in their profession’
    Prem Khatri, Founder & CEO, Cafemutual believes that adding value to clients life can help you achieve success in true sense.
    by Kushan Shah Apr 10, 2024
    How to choose the right content for your IAPs
    Know the content that will add value to your clients
    by Riddhima Bhatnagar Mar 30, 2024
    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
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.