Business Development - Cafemutual.com

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

Meet the equity champion of the MF industry

At the recently held Cafemutual Big League Awards, Kolkata MFD Mukesh Dokania has won two coveted awards: Equity Champion - All India and Equity Champion - East.

by Karishma Gagwani Nov 5, 2023

Meet the new folio champion of India

Mumbai MFD Nikul Parmar wins the Cafemutual Big League Awards 2023.

by Nishant Patnaik & Muzammil Bagdadi Nov 3, 2023

5 powerful tips to attract millennial clients through ETFs

Varun Sridhar, CEO, Paytm Money talks about effective ways to get millennials clients through ETFs.

by Nishant Patnaik and Riddhima Bhatnagar Oct 30, 2023