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  • Business Development

    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 BagdadiDec 4, 2023
    What makes an Investor Awareness Program (IAP) successful
    Find out how to conduct a successful IAP
    by Riddhima BhatnagarDec 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 GagwaniDec 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 BhatnagarDec 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 GagwaniNov 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 GagwaniNov 5, 2023
    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
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.