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    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 KumarMar 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 GagwaniMar 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 PatnaikMar 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 KumarFeb 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 KumarFeb 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 KumarJan 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 GagwaniDec 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 KumarDec 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 KumarDec 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 KumarDec 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 GagwaniDec 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 KumarDec 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 KumarNov 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 GagwaniNov 8, 2021
    4 questions for MFDs to ponder over in the living with pandemic era
    The pandemic has created a paradigm shift and hints at the need for some introspection.
    by Karishma GagwaniOct 22, 2021
    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.