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    MFD associations step up to battle against corona challenge
    Amidst the grim situation caused by covid-19, MFD associations have stepped up to keep the individual MFD community motivated and ready to deal with this pandemic.
    by Team Cafemutual Apr 22, 2020
    8 frequently asked questions during covid-19
    Here are 8 frequently asked questions by investors and how to answer them.
    by Bhakti Makwana Apr 16, 2020
    Dealing with redemption pressure during lockdown
    Cafemutual spoke to two online distributors of direct plans to understand how they are dealing with redemption pressure while they work from home during corona pandemic.
    by Vidyut Deshpande Apr 9, 2020
    5 video conferencing apps for you
    We have shortlisted a few apps which are convenient and easy to use for video conferencing.
    by Vidyut Deshpande Apr 6, 2020
    My ‘work from home’ experience
    Three individual MFDs – Ashish Modani, Rajesh Sodhani and Shifali Satsangee share with us how they are continuing their business during the lockdown.
    by Vidyut Deshpande Apr 6, 2020
    MFDs expect slowdown amid lockdown but hopeful of swift recovery
    Distributors feel that proving their value to clients is essential to recover from this crisis.
    by Sridhar Kumar Sahu Mar 27, 2020
    Here is how to plan succession of your business
    A few tips to ensure smooth succession planning of your business.
    by Vidyut Deshpande Mar 21, 2020
    Client acquisition tips from Baahubali
    by Team Cafemutual Mar 20, 2020
    This is what differentiates HNI clients
    Clients with high net worth require a different approach because their goals and needs are different.
    by Team Cafemutual Dec 1, 2019
    Here’s why IFAs should involve both the spouses in financial planning
    If you are the financial advisor to a couple, you will need to recognize the signals and develop the tact to guide them down the path to financial security.
    by Vidyut Deshpande Nov 29, 2019
    An untapped opportunity for IFAs: Homemakers
    A new clan of investors is looking at mutual funds, say many IFAs.
    by Vidyut Deshpande Nov 6, 2019
    Four common myths about retirement
    Here is how you can deal with misconceptions related to retirement planning.
    by Bhakti Makwana Oct 31, 2019
    The perfect recipe for a successful IAP
    We spoke to three financial advisors who have perfected the art of educating clients and acquiring clients through IAPs.
    by Bhakti Makwana Oct 31, 2019
    8 tips to make client review meetings productive
    The annual review meeting is an excellent tool to engage with clients.
    by Tata MF's Simply Simple Oct 28, 2019
    Seven pillars of financial advisory business
    Lessons from Arthashastra for financial advisors.
    by Nilesh Soman Jul 12, 2019