Business Development - Cafemutual.com

Know what does it take to create Rs.100 crore AUM

MFDs Jayesh Pattani and Rahul Jain take us through their Rs 100 crore journey and share the 3 key factors that have been instrumental in business growth.

by Karishma Gagwani Sep 22, 2023

Mumbai MFD shares recipe to create a Rs 1,000 crore distribution business

Read on to know how Anup Bhaiya of Money Honey Financial Services crossed the Rs 1,000 crore milestone and created a client base of more than 50,000 investors.

by Karishma Gagwani and Riddhima Bhatnagar Sep 20, 2023

4 powerful tips to reduce untimely redemption

Read on to know how you can guide your clients to identify if their need to redeem is genuine.

by Karishma Gagwani Sep 15, 2023

Mumbai MFD shares his mantra of building Rs.1,000 crore AUM

MFD Mukund Seshadri of MS Ventures recently crossed the Rs 1,000 crore AUM milestone. Read on to know how he has achieved this feat.

by Karishma Gagwani Sep 10, 2023

This Rajkot MFD attracts an audience of at least 100 to his educational sessions

From determining the right topic to sending periodic reminders, this is how MFD Mehul Ravani attracts 100 to 300 participants each time.

by Karishma Gagwani Sep 10, 2023

Simple tips to create an impactful podcast

MFDs can use podcast to reach out to masses. Read on to know a few simple steps to create a podcast on your own.

by Nishant Patnaik & Riddhima Bhatnagar Sep 3, 2023

Know how you can onboard your siblings and cousins as clients

This Raksha Bandhan, MFDs/RIAs share with us how they strengthened their financial bond with their siblings and onboarded them as clients.

by Karishma Gagwani Aug 29, 2023

Simple yet effective ways to create a solid brand identity

MFDs Shalab Gupta Bibhab and Vaibhav Rane talk about simple and creative business practices that helped them create a brand identity.

by Karishma Gagwani Jul 30, 2023

Top 5 drivers of business growth

MFDs across India talk about business strategies that make their business prosper.

by Karishma Gagwani Jul 28, 2023

How this Goa MFD crossed MF assets of Rs.1000 crore

Goa MFD Hari Kamat shares with us his 7 mantras to grow business.

by Nishant Patnaik Jul 23, 2023

Meet the MFD who took ‘Mutual Funds Sahi Hai’ overseas

Mumbai MFD Gajendra Kothari of Etica Wealth has conducted two IAPs in Belgium and Dubai. His upcoming IAP will be in Thailand.

by Nishant Patnaik Jul 19, 2023

Simple tips to create long term investment discipline among clients

Goa MFD Celso Fernandes and Rajkot MFD Mukeshbhai Jetani follow these practices to create long term investment discipline among their clients.

by Karishma Gagwani Jul 14, 2023

Think beyond referrals: Here are a few innovative ways to get new clients

Ashish Chadha of Chadha Investment Consultant and Akta Sehgal of Manas Wealth share with us innovative strategies to attract new clients.

by Karishma Gagwani Jun 16, 2023

5 simple yet effective tips to set up successful distribution business

Amit Trivedi, noted trainer & author talks about the prerequisites of setting up a thriving distribution business.

by Karishma Gagwani Apr 5, 2023

‘Happiness at workplace can increase your profitability’

Prof. Raj Raghunathan shares with us top three reasons to invest in workplace happiness.

by Nishant Patnaik & Zahra Gour Mar 21, 2023