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    • Success Stories

    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 Chagla Nov 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 Patnaik Nov 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
    Veteran MFD’s training academy IPO oversubscribed by over 400 times
    The issue of Sodhani Academy of Fintech Enablers closed on September 17.
    by Team Cafemutual Sep 23, 2024
    How a forgotten SIP of Rs.10,000 makes an investor a crorepati
    Goa MFD Celso Fernandes shares with us a case study of a client who forgot about his SIP for 9 years only to see his investment cross Rs. 1 crore.
    by Nishant Patnaik and Kushan Shah Sep 12, 2024
    Hear the inspiring stories of two MFDs in AIF and PMS
    Anand Shah and Saurabh Mittal will share their journeys in alternate investments at CafeAlt Conference 2024.
    by Team Cafemutual Aug 22, 2024
    Meet this Nagpur MFD who planted 1000 saplings on behalf of SIP investors
    200 investors participated in the SIP drive.
    by Team Cafemutual Jul 29, 2024
    Meet the MFD who distributed raincoats to tribal students
    Thane MFD Sandeep Baravkar of SRS Financial Services and his team distributed raincoats and stationary items to tribal students in Palghar.
    by Nishant Patnaik and Kushan Shah Jul 23, 2024
    Bhopal MFD conducts a plantation drive
    MFD Munnavar Khan organized this drive with the help of SBI MF & the local police.
    by Nishant Patnaik & Kushan Shah Jul 12, 2024
    Meet the Bikaner MFD who fights global warming by planting trees for each SIP
    Bikaner MFD Ganesh Banthia conducted a SIP drive in which he gifted saplings to 121 participants.
    by Kushan Shah Jun 23, 2024
    How this woman MFD built AUM of Rs.100 crore largely through women clients
    Goa Women MFD Ranjana Dwivedi caters to 800 clients of which over 500 are women.
    by Kushan Shah Jun 3, 2024
    Meet the visually challenged MFD who completes 12,000 feet trek
    Piyush Rakhecha of Royal Eastern Financial Services trekked the Chopta Chandrashila trek.
    by Aamir Khollam May 22, 2024
    Meet the B30 MFD brothers who derive 70% of their business through index funds
    Anand MFDs Milan Patel and Sanjay Patel of Shree Hari Financial Services received Cafemutual Passives Awards for channelizing highest business in index funds during FY 2024 under individual category.
    by Nishant Patnaik and Kushan Shah May 22, 2024
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