Investor Success Stories

How Ajay S. Kale helped his deceased client’s family achieve their financial goals
This advisor helped his late client’s wife generate regular income and build a corpus for their children’s education through mutual fund investments.
by Nishant Patnaik & Riya Lakhmani Jun 21, 2018
How Srikanth Matrubai rebuilt NRI’s trust in equity
Matrubai successfully brought an NRI, who had burnt his fingers during the global economic crisis of 2008, back to the mutual fund fold.
by Kanika Bhargav Apr 5, 2018
How Satish Pandey helped a client afford the best education for his children
The advisor made his client see the importance of financial assets and prioritise long-term goals
by Kanika Bhargav Mar 29, 2018
How Ritesh Sheth helped a client get his business back on track
It took a calamity for the client to realise the benefits of mutual fund investments.
by Kanika Bhargav Mar 5, 2018
Peace of mind is the best gift you can give your clients
Financial advisor Dilip Shenoy helped a client reduce his loan burden by switching to home saver account.
by Kanika Bhargav Feb 9, 2018
How Steven Fernandez helped a client buy his first home
Did a client ever come to you just 13 years before retirement, saying he needs help with buying a house? Read on to find how Steven Fernandez of Proficient Planners, Mumbai, used smart cash flow management to help his client achieve his goals.
by Team Cafemutual Jan 30, 2018
How Vinod Jain’s financial coaching helped a tennis professional achieve her dreams
Read this interesting story on how Vinod Jain helped a widow and her daughter to be financially independent.
by Rosevina Gonsalves Dec 5, 2017
How Amar Pandit helped an NRI recover a major loan
Read this interesting case study on how Amar Pandit of Happyness Factory helped an NRI woman recover her deceased father’s money.
by Rosevina Gonsalves Nov 27, 2017