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  • Success Stories

    This Pune MFD writes poetry on nature, healing and self-discovery
    Varshali Budhauliya has won the 21st century Emily Dickinson Award for her poetry collection ‘Petal and Hues’.
    by Team Cafemutual 1 hour ago
    This MFD is a brand ambassador for Junagarh Municipal Corporation
    Amit Charadava of Junagarh, Gujarat has been appointed as the brand ambassador of Swatch Bharat Abhiyan.
    by Nishant PatnaikMay 29, 2025
    Clarity, consistency and quality can help MFDs build strong presence on LinkedIn
    Viral Bhatt of Money Mantra shared with us how MFDs can make the best use of social media platforms at the Cafemutual Ideas Fest (CIF) 2025
    by Kushan ShahApr 2, 2025
    How does this MFD help his clients overcome the debt trap?
    Chennai MFD Ramalingam Kalirajan of Holistic Financial Services received the prestigious Sanjeevani Award at the Cafemutual Ideas Fest 2025.
    by Nishant Patnaik & Suhail ChaglaApr 1, 2025
    Meet the outstanding asset allocator of the MF Industry
    Anand MFD Nikhil Thakkar wins the prestigious Sanjeevan Award at the Cafemutual Ideas Fest 2025.
    by Nishant Patnaik & Suhail ChaglaMar 26, 2025
    Meet the Nari Shakti of the MF indsutry
    Kolkata MFD CA Vinita Kejriwal of Vinsan Financial Services recently won the prestigious Sanjeevani Shakti Award.
    by Suhail ChaglaMar 11, 2025
    ‘Students, women and senior citizens are overlooked’
    Lokmanya Mutual Fund Distributor is enhancing financial inclusion among students, women, and senior citizens in rural areas
    by Abhinay KumarMar 10, 2025
    ‘Risk taking ability of investors increases with age’
    Anand Rathi, co-founder of MIRA Money, a wealth management platform, said that there is a misconception that as people grow older, they do not take as much risk. In fact, as people grow older and achieve their financial goals, they tend to take more risks with their investments, said Anand.
    by Nishant Patnaik & Suhail ChaglaFeb 26, 2025
    ‘Direct plans are essentially a starting point but eventually investors seek professional help’
    Delhi MFD Ashish Chadha of Chadha Investment Consultant believes that direct plan platforms serve a valuable role in educating people who are underserved. He also shares with us key trends and outlook for MFDs in 2025.
    by Shweta Birendra ShuklaJan 3, 2025
    ‘Growing investor expectation of very high returns is a concerning trend’
    Kolkata MFD Saibal Biswas of Saibal Biswas and Associates shares key insights and outlook for the mutual fund industry in 2025.
    by Shweta ShuklaDec 30, 2024
    MF distribution firm ZFunds raises Rs.25 crore
    ZFunds manages AUM of Rs.480 crore in mutual fund in March 2024.
    by Team Cafemutual Dec 5, 2024
    ‘Focus on behavioral aspects of clients rather than traditional risk profiling’
    Harsh Gahlaut, CEO of FinEdge shares with us the journey of his online distribution firm.
    by Suhail ChaglaNov 29, 2024
    ‘Focus on high value clients and building relationships are key for a distributor’s growth’
    Suraj Kaeley, author and Founder – The Sales Accelerator, shares his insights on client acquisition in his book.
    by Team Cafemutual Nov 23, 2024
    Meet the MFD brothers with a Rs.1 crore SIP book built in less than 2 years
    Kolkata MFD brothers, Pradip Agarwal and Vishal Agarwal of Mudra Prime Wealth cater to individuals in small cities and rural areas and women clients.
    by Nishant PatnaikNov 17, 2024
    Find out the SIP champions/ equity champions of the MF industry?
    Meet the winners of the most prestigious The Big League Award winners.
    by Team Cafemutual Oct 19, 2024
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