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American thinker Benjamin Franklin said, “An investment in knowledge pays the best interest.”
It holds true for the mutual fund industry and the MFDs. The MF industry is an ever-evolving space and being regularly updated about the developments is the key to success in this industry.
Cafemutual, on completion of 14 years in the industry in December 2024, is doing a series of articles covering 14 MFDs across the nation. The series focuses on their views about the importance of Cafemutual for the growth of MF Industry.
In this article, we have covered 3 top MFDs of India to understand how Cafemutual adds value to their lives.
Agra MFD Shifali Satsangee of Funds Vedaa
- I regularly visit Cafemutual to get updates on the industry. Cafemutual also provides consolidated updates from credible sources like SEBI and AMFI
- I find that their analysis on granular data points such as fund house retail assets, regular plan assets and so on, gives great clarity
- I like their well-researched data regarding opportunities, return and risks about the schemes and fund houses
- I find that Cafemutual enhances my knowledge, productivity and efficiency to deal with queries of clients and prospects
- At Cafemutual events, I get to learn the best practices implemented by MFDs across the country
Mumbai MFD, Sadashiv Phene
- I think they do a great job of debunking various misconceptions about the MF industry
- The Cafemutual books help investors understand MFs and financial planning in a simple way
- I feel that they highlight the power and potential of mutual funds, which can increase the participation of retail investors
- I find the Interviews on Cafemutual very thought provoking
Chandigarh MFD Rajeev Kathuria
- It makes me understand the recent trends, developments and products in the industry
- I get simple yet powerful business tips to grow business
- It provides well researched data and articles that gives me more confident to deal with investors queries
