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  • Business Development

    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 GagwaniMar 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 PatnaikFeb 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 GagwaniJan 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 GagwaniJan 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 GagwaniDec 5, 2022
    Do you really need to integrate artificial intelligence or machine learning in your business?
    Mridul Mishra, Vice President, Fidelity Investments simplifies artificial intelligence and machine learning. He also talks about their implementation in the mutual fund business.
    by Karishma GagwaniNov 28, 2022
    Here is how you can introduce investing to your children
    MFDs share with us how they introduced the concepts of saving, investment and financial discipline to their children.
    by Karishma GagwaniNov 14, 2022
    Master the art of non-verbal communication
    Understand the dos and don’ts of non-verbal communication.
    by Karishma GagwaniNov 12, 2022
    Here is how you can earn from YouTube video content
    YouTube pays up to Rs.50,000 if your video gets 1 lakh views.
    by Ayushi Gautam Oct 25, 2022
    4 meaningful Diwali gift ideas to impress clients of all tastes
    Celebrate the festival of lights with these unique and thoughtful gifting ideas.
    by Karishma GagwaniOct 20, 2022
    Spiritual Guru Swami Gyanvatsal and former Cricketer Javagal Srinath share key life lessons
    These life lessons can help you achieve personal and professional success.
    by Karishma GagwaniOct 13, 2022
    Navratri Special: 9 powerful women MFDs/RIAs share 9 business lessons
    This Navratri upscale your business with these timeless business lessons.
    by Karishma GagwaniOct 3, 2022
    Meet this B30 MFD who has over 2.50 lakh subscribers on YouTube Channel
    Kochi MFD Nikhil Gopalakrishnan of Pentad Securities shares with us the 5 tips to build a successful YouTube presence.
    by Karishma GagwaniSep 13, 2022
    Here’s how MFDs can manage team
    Priya Sunder of PeakAlpha shares her mantra to build a strong team.
    by Team Cafemutual Sep 1, 2022
    Should MFDs list themselves on local search engines?
    A lot of MFDs are listed on these platforms but they aren’t very happy with the result.
    by Abhishek KumarAug 29, 2022
    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.