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  • Success Stories

    Meet two MFDs who conducted successful SIP drives
    MFDs Mehul Trivedi and Tushar Badjate share details of how IAPs helped them find new MF clients
    by Kushan Shah 20 hours ago
    Meet the MFD duo who acquired 20,000 clients from real Bharat
    Sanjeevani Real Bharat award winners - Hitesh Jain and Utkarsh Dubey of Finomatic Fintech Services, Kolkata tell us how they acquired over 20,000 clients from small cities and rural areas.
    by Riddhima Bhatnagar and Nishant Patnaik Mar 14, 2024
    Meet the two women MFDs who bring in more women clients to the MF fold
    Sanjeevani Shakti award winners Ankita Singhania and Shruti Agarwal of CAGRfunds share their journey on bringing in more women clients.
    by Nishant Patnaik & Riddhima Bhatnagar Mar 7, 2024
    Bengaluru MFD shares the ‘millennial’ approach to attract young investors
    Arun Kumar of Wizr Wealth talks about ways to strike the right chord with millennials.
    by Team Cafemutual Mar 4, 2024
    This Indore MFD did SIP drive on Pran Pratistha of Ram Mandir
    Over 80 investors participated in this drive on Jan 22.
    by Team Cafemutual Feb 13, 2024
    Meet MFDs who conducted successful SIP drives
    Two MFDs - Harsh Shekhar of Sharedealer Plus and Mithilesh Singh conducted successful SIP drives.
    by Muzammil Bagdadi Feb 4, 2024
    Meet the Jalgaon MFD who supports 35 children and has helped 3 families earn livelihood
    Rahul Patil of Moneyguru Investment, Jalgaon extends financial support to fund education and living expenses of 35 orphans and differently abled children in Jalgoan.
    by Nishant Patnaik Jan 1, 2024
    Meet these 2 MFDs from B-30 locations who held successful SIP drives
    Chitt Kotecha of Clarity Finvest from Amreli, Gujarat, and Ganesh Banthia from Bikaner, Rajasthan share tips on how to hold a successful SIP in B30 cities.
    by Riddhima Bhatnagar Dec 14, 2023
    The power of satte pe satta in mutual fund distribution
    Read on to know how the power of seven creates an asset base of over Rs 1,000 crore.
    by Karishma Gagwani Dec 4, 2023
    MFD helps a retired teacher reach a Rs. 1.10 crore investment corpus
    An inspiring story of long-term financial planning, trust, and steady faith in her advisor.
    by Muzammil Bagdadi Nov 29, 2023
    5 MFDs register record SIPs this November
    Gandhinagar MFD Meet Shah, Nasik MFDs Sachin Karate and Dikshant Pande, Raipur MFD Mitesh Chand and Madhubani MFD Naresh Kumar tell us the golden rules that helped them hold successful SIP drives this festive season.
    by Riddhima Bhatnagar Nov 22, 2023
    Meet the MFD who organizes a blood donation camp
    Over 140 people including MFDs, MF officials and clients participated in this camp.
    by Muzammil Bagdadi Nov 21, 2023
    Meet the MFD who offers scholarship to needy students on Children’s day
    UP MFD couple Ashok and Rashmi Thukral of Thukral Group has decided to offer scholarship to needy students.
    by Nishant Patnaik Nov 12, 2023
    These two MFDs hold successful SIP drives
    Kutch MFDs Vimal Kharecha and Jignesh Chavda of Gallant Ventures and Navi Mumbai MFD Sanjay Gaggar, National Bull investment conduct successful SIP drives in Dussehra.
    by Nishant Patnaik and Riddhima Bhatnagar Nov 11, 2023
    Meet India’s first Iron Man MFD
    Ahmednagar MFD Sachin Rane completed Iron Man Triathlon challenge held recently in Goa.
    by Nishant Patnaik Nov 8, 2023