Business Development - Cafemutual.com

Should you hire someone for your own investment portfolio?

Read on to know what your MFD/RIA peers have to say in this regard.

by Karishma Gagwani Mar 17, 2022

Carl Richard’s 5-point mantra to excel as an MFD/RIA

At the recently concluded Cafemutual Ideas Fest 2022, Carl Richards shared with us five necessary mindset changes for MFDs and RIAs.

by Abhishek Kumar Mar 15, 2022

Here is how MF women professionals manage work-life balance

Meticulous planning, no-phone policy and no-cooking Saturdays - Read on to know some more interesting ways through which women in the MF industry have aced their work-life balance.

by Karishma Gagwani Mar 8, 2022

5 simple tips to conduct SIP drive successfully

Based on our analysis of SIP drives, here are some tips that will help you conduct a successful one.

by Nishant Patnaik Mar 7, 2022

What do international funds have in store for MFDs?

From asset diversification to variety in offerings, MFDs can gain a lot by recommending international funds.

by Abhishek Kumar Feb 19, 2022

How to deal with ‘return-obsessed’ millennial clients

MFDs often face pressure from millennial clients to include the ‘best performing’ but high-risk funds in their portfolio. Here’s how some MFDs are dealing with this challenge.

by Abhishek Kumar Feb 12, 2022

How to deal with worried clients during market volatility?

Experts say the first step is to make investors aware of the market’s nature so that corrections do not come as a shock for them.

by Abhishek Kumar Jan 29, 2022

5 cost-effective New Year gifts for your clients

This New Year give diaries & calendars a miss and gift something more thoughtful to your clients.

by Karishma Gagwani Dec 28, 2021

How do MFDs rebalance their client portfolios?

MFDs say they do not prefer mechanical rebalancing as market situation and clients’ preferences change over time.

by Abhishek Kumar Dec 20, 2021

Proprietorship, partnership or company: What fits you the best?

Here are the business registration options you can explore along with their features and benefits.

by Abhishek Kumar Dec 14, 2021

For MFDs, asset allocation is personalised and data driven

MFDs say set asset allocation formulas do not work in the real world as each investor has different goals and risk appetite.

by Abhishek Kumar Dec 13, 2021

Testimonials – A powerful tool to attract new clients

Here are some simple tips that will help you get testimonials from clients effectively.

by Karishma Gagwani Dec 11, 2021

Phrases MFDs can and can’t use to promote business

According to regulations, MFDs should avoid using terms like advisory, consultancy and management when promoting their business

by Abhishek Kumar Dec 4, 2021

Here is how MFDs can build an efficient team

Experts say MFDs should focus on bringing new clients and leave the day-to-day operation to their employees.

by Abhishek Kumar Nov 29, 2021

4 simple yet effective tips to generate leads in the digital world

Read on to know newer ways to get prospective clients.

by Karishma Gagwani Nov 8, 2021