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Principal Times

A snapshot of the economic insights in the month gone by and what to expect now
by Principal Mutual Fund Nov 15, 2018
How these advisors created an emotional connect with their clients
These IFAs share with us how having an emotional bond with their clients has helped their business.
by Team Cafemutual Nov 2, 2018
A decade long journey of Principal Emerging Bluechip Fund
The Principal MF team shares with us how the scheme has navigated deftly different market cycles during its long tenure.
by Principal Mutual Fund Feature Oct 19, 2018
How these advisors have benefited from their website
Let us discover how having a website has helped these IFAs grow their business.
by Team Cafemutual Sep 14, 2018
How to help your clients achieve financial goals
Let us discover how these advisors have helped their clients achieve their life goals.
by Team Cafemutual Jul 20, 2018
How these advisors deal with wealthy clients
In the latest series of Principal Times, we asked advisors to share proven practices that have helped them in dealing with wealthy.
by Team Cafemutual Jun 22, 2018
New avatar of SIP: Name it, pause it or do whatever you want
Principal Mutual Fund has introduced a new facility called ‘Super SIP’.
by Team Cafemutual Jun 8, 2018
Super SIP
Posted on Jun 7, 2018
How these two IFAs targeted young clients to grow client base
While Ahmedabad-based Milind Shah popularly known as ‘Money Bhai’ has shared educational films to attract the second generation of existing clients, Mumbai-based Khyati Mashru conducts workshop for them.
by Team Cafemutual May 20, 2018
‘Here are the two social media activities that has helped me grow business’
Let us see how these advisors grow their business through social media.
Posted on Apr 18, 2018
‘If I had a time machine, I would go back and…’
Let us see what would these advisors do if they have a time machine.
by Team Cafemutual Mar 21, 2018
‘2 things I do to increase my share of client’s wallet’
Let us see what advisors are doing to increase their share of client’s wallet.
by Team Cafemutual Feb 21, 2018
MF Tax Reckoner – 2018-19
Posted on Feb 21, 2018
Global Insights in a minute
Posted on Feb 21, 2018
Lessons that I have learnt from my mentor
Leading advisors share the top two lessons that they have learnt from their mentor and how it helped them grow business.
by Team Cafemutual Jan 15, 2018