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  • Success Stories

    How Bihar MFD brings back a family on track after a tragic incident
    Amrita Mishra has ensured that a deceased client’s family receives money across all possible sources – mutual funds, insurance, office PF and government pension scheme.
    by Nishant PatnaikMar 17, 2022
    Pune MFD conducts a women-oriented SIP drive
    Santosh Pardeshi conducts his first drive and pledges to donate 5% of the total SIPs booked to a women’s welfare fund.
    by Karishma GagwaniMar 16, 2022
    Meet MFD Hemant Talekar who moved from Mumbai to rural India to serve ‘Bharat’
    Hemant has clients across all economic strata. In fact, he has a few clients who are road side beggars.
    by Nishant PatnaikMar 15, 2022
    How this MFD helped a client receive thrice the amount of sum insured!
    A client of Mumbai MFD Prakash Sheth received Rs.15 lakh to settle hospital bills as against a sum insured of Rs.5 lakh.
    by Karishma GagwaniMar 14, 2022
    ‘From seeking investment of Rs.100 to annual advisory fee of Rs.7 lakh’
    Read on to know inspiring journey of Kakinada, Andhra Pradesh RIA Suda Bhanu Prasad who overcame all odds to become a successful financial advisor.
    by Nishant PatnaikMar 14, 2022
    On Women’s Day, Bihar MFD takes SIP to the women of Bharat
    MFD Ravi Shankar conducts women-focused SIP drive in Bihar’s Buxar on the occasion of International Women’s Day.
    by Abhishek KumarMar 12, 2022
    SBI MF and Cafemutual salute Sanjeevani Soldiers
    Here is a special mention of all qualifying participants who shared with us their story for the ‘Sanjeevani MFD Awards’.
    by Team Cafemutual Mar 12, 2022
    Sanjeevani Award Winner: Meet Dhanesh Advani who carried out the last rites of his client
    Without worrying about getting infected, Dhanesh and his son performed last rites of an elderly client who lost his life to covid.
    by Nishant PatnaikMar 11, 2022
    Sanjeevani Award Winner – Meet Shalab Gupta Bibhab who installed a Rs.12 lakh machine in a govt. hospital
    Shalab Gupta has installed a mammography machine, funded education of two children and helped a client’s family deal with an unfortunate situation.
    by Nishant PatnaikMar 9, 2022
    3 SIP stars keep shining bright
    Abhishek Chawla along with Paras Behl, Ankur Kulkarni and Sanjay Gaggar execute yet another successful SIP drive.
    by Karishma GagwaniFeb 25, 2022
    MFDs make investors fall in love with SIP
    Abbasali Mava and Shreyansh Kumar conduct a valentine special SIP drive
    by Karishma GagwaniFeb 22, 2022
    Know the eligibility criteria of SIP success stories
    Share with us your stories and stand a chance to feature on Cafemutual’s website.
    by Team Cafemutual Feb 21, 2022
    दो बिहारी SIP पे भारी
    Meet two Bihar MFDs who did over 100 SIPs in a single day.
    by Karishma GagwaniFeb 18, 2022
    2 SIP stars conduct SIP drive in jugalbandi
    Dhiraj Suresh Aggarwal along with his sister Sarla Aggarwal and Prashant Kumar Purbey along with his wife Annu Purbey have recently clocked more than 100 SIPs in a single day.
    by Karishma GagwaniFeb 14, 2022
    Three MFDs conduct successful SIP drives
    Read on to know what made the SIP drives of Atul Prakash Kotkar, Roopesh Jaitly and Naresh Kumar successful.
    by Karishma GagwaniFeb 11, 2022
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