Business Development

Leading MFDs tells us what you should avoid in the distribution business.

by Riddhima BhatnagarJun 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 ShahApr 10, 2024

How to choose the right content for your IAPs

Know the content that will add value to your clients

by Riddhima BhatnagarMar 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 BagdadiMar 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 BagdadiMar 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 ShahFeb 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 GagwaniDec 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 GagwaniDec 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 BagdadiDec 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 GagwaniDec 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 BhatnagarDec 10, 2023