Success Stories

Lockdown or no lockdown, this MFD manages business through video calls

Meet Rushabh Desai, who cannot walk because of a rare muscle disorder. The medical condition, however, has not constrained Rushabh’s leap to success. Here is his story in his own words.

by Team Cafemutual Apr 23, 2020

These three MFDs run successful SIP drive despite lockdown

Individual MF distributors Vineet Garg, Anil Bhardwaj and Brajesh Singh ran successful SIP drives despite nationwide lockdown and heightened volatility.

by Bhakti Makwana Apr 20, 2020

Meet the covid-19 hero of the MF distribution community - Nikhat Mohamedy

Mumbai MFD Nikhat Ashraf Mohamedy has been offering home-cooked meals to underprivileged people during lockdown.

by Vidyut Deshpande Apr 17, 2020

Lockdown Dairies: I wear office clothes at home to create office-like atmosphere, Vishal Dhawan

Vishal Dhawan of Plan Ahead Wealth Advisors shares with us his ‘work from home’ experiences.

by Team Cafemutual Apr 10, 2020

Guwahati distributor couple executes 217 SIPs in a single day

Khushbu Jain and Deepak Jain conducted their first SIP drive successfully.

by Vidyut Deshpande Mar 11, 2020

Two small town IFAs put up big SIP show

While Shahjahanpur, Uttar Pradesh IFA Rajeev Bharti executed 500 SIPs, another IFA from Kutch, Gujarat, Hitesh Gadhvi registered 175 SIPs in a single day.

by Bhakti Makwana Feb 17, 2020

From fighting on the border to mutual fund advisory, he has done it all

Ashish Chadha, ex-Army Major, is now a successful IFA with offices in major cities like Mumbai, Gurugram and Bangalore.

by Vidyut Deshpande Feb 12, 2020

How a small town IFA initiated 153 SIPs in a single day

Chakradharpur IFA Nitesh Bhageria gifts his wife who has ventured recently into the advisory business a SIP book of Rs.2.25 lakh.

by Bhakti Makwana Feb 6, 2020

Delhi based MF distributor receives Rs.18 crore funding

Wealthbucket Capital Advisors founded by Himanshu Jain and Pulkit Jain has received funding from angel investors and HNIs.

by Vidyut Deshpande Jan 13, 2020

How Chandigarh IFA Iqbal Singh built Rs.1000 crore AUM across multiple products

Here we chronicle the eventful journey of Iqbal Singh who successfully manages 200 HNI and 10,000 retail clients.

by Vidyut Deshpande Jan 6, 2020

I can watch Sarabhai vs Sarabhai in a loop: Vinod Jain

Beyond Business: A peek into the life of Vinod Jain of Jain Investment.

by Vidyut Deshpande Dec 24, 2019

IFAs join hands to help Priyanka, daughter of an Odisha IFA

Odisha IFA Anil Kumar Mishra’s 12-year-old daughter is suffering from ‘aplastic anemia’

by Vidyut Deshpande Nov 23, 2019

A journey from being an Ayurveda doctor to a successful advisor

Nilkanth Patil from Jalgaon district of Maharashtra chose to become and financial advisor and now handles an AUM of Rs.23 crore, inspite of being a qualified Ayurveda MD

by Vidyut Deshpande Nov 20, 2019