Business Development - Cafemutual.com

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

7 simple strategies to fast forward business growth

Dhananjay Banthia, Trainer and Speaker simplifies business growth through these seven powerful and proven strategies.

by Karishma Gagwani Mar 20, 2023

Meet the ‘sheroes’ behind the success of India’s top MFDs

Read on to know the story of these women who have helped some of top MFDs become successful.

by Karishma Gagwani Mar 8, 2023

India’s top B30 MFD gives marketing tips to attract prospective clients

Siliguri MFD Prabin Agarwal who has built AUM of over Rs.250 crore and monthly SIP book in excess of Rs.2 crore shares with us his marketing strategy.

by Karishma Gagwani and Nishant Patnaik Feb 16, 2023

These MFDs share bright ideas to fast forward the Rs.100 lakh crore dream

From creating awareness through SIP Rath or disclosing breakup of commission to create transparency, these MFDs gave ideas that can accelerate growth of the industry.

by Karishma Gagwani Jan 23, 2023

How these two MFDs built monthly SIP book of over Rs.1.50 crore

Amritsar MFD Rasmeet Singh Sethi and Chandigarh MFD Sandeep Garg share with us the key ingredients for creating a solid SIP book.

by Karishma Gagwani Jan 20, 2023

‘People who work with MFDs/Advisors have greater peace of mind’

Read on to know Daniel Crosby’s laws of wealth and guide your clients better in their wealth creation journey.

by Karishma Gagwani Dec 5, 2022