Business Development

Meet the new folio champion of India

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

by Nishant Patnaik & Muzammil BagdadiNov 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 BhatnagarOct 30, 2023

Real life story: From a modest SIP of Rs.2000 to building a multi crore net worth

Gujarat MFD Mamta Shah guided two sisters to start SIP with their first pay check. Today, these two sisters have built assets in multiples of crore. Read on to know this interesting story.

by Karishma GagwaniOct 30, 2023

Meet the equity champion of north India

Delhi MFD Kooran Varghese Polson wins the Cafemutual Big League Awards 2023.

by Nishant Patnaik & Riddhima BhatnagarOct 26, 2023

Anand MFD travels overseas to talk about mutual funds

Mukesh Patel has conducted numerous IAPs across Australia, Canada, Dubai, Muscat, the UK and the US.

by Karishma GagwaniOct 25, 2023

Meet the SIP Champion of the MF industry

Rajasthan MFD Pankaj Ladha won two prestigious at the recent Cafemutual Big League Awards.

by Karishma GagwaniOct 18, 2023

Meet India’s top SIP distributor

Kota MFD Pankaj Ladha has a monthly SIP book of Rs.6.50 crore from over 5000 clients.

by Karishma GagwaniSep 25, 2023

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 GagwaniSep 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 BhatnagarSep 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 GagwaniSep 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 GagwaniSep 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 GagwaniSep 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 BhatnagarSep 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 GagwaniAug 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 GagwaniJul 30, 2023

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