Success Stories

Meet the IFA who dedicated Independence Day to educating real life Singhams

In the past 3 months, Amravati IFA Meenakshi Sikchi of Rainbow Financial Services has conducted over 15 IAPs at various police stations of Amaravati.

by Sridhar Kumar Sahu Aug 17, 2019

RIAs form a new association

Association of Registered Investment Adviser (ARIA) aims to represent RIA community before SEBI, discuss matters of mutual interests and conduct events for its members.

by Sridhar Kumar Sahu Aug 2, 2019

Meet RH Kothari, who activated 1100 SIPs in one day

The total SIP amount was Rs. 9.80 lakh.

by Sridhar Kumar Sahu Jul 12, 2019

How Ranchi’s Devesh Jain and Hisar’s Rohit Jain activated multiple SIPs in a single day

While Ranchi based IFA Devesh Jain activated 170 SIPs, Hisar based IFA Rohit Kumar Jain initiated 223 SIPs in a single day.

by Shreeta Rege and Sridhar Kumar Sahu Jul 5, 2019

‘60% of our clients are new to the mutual fund industry’

Mukesh Kalra, CEO, ETMONEY shares with us how his company has been bringing non-KYC customers to the MF fold.

by Team Cafemutual Jul 4, 2019

From managing clients to IFA association, this advisor has helped both investors and advisors grow wealth

Odisha IFA Sudhanshu Sekhar Mohapatra has 1,700 clients and manages assets worth Rs.75 crore

by Sridhar Kumar Sahu Jun 18, 2019

How this Ahmedabad couple manages AUM of Rs.500 crore with just 30 clients

Close to 80% of his assets are in debt funds.

by Shreeta Rege Jun 6, 2019

Regulatory changes did not deter these IFAs to quit well-paid jobs to turn advisors

They hope to cash in on their experience in the financial sector to overcome the challenges.

by Sridhar Kumar Sahu May 31, 2019

Pune IFA Vipul Shah themed SIPs around retirement, activated 283 plans in a single day

The average SIP size was close to Rs.3,000.

by Shreeta Rege May 28, 2019

A social worker turned IFA

Pune IFA Neepa Khatri, Neepnil Investments uses her counselling skills to connect with her clients.

by Shreeta Rege May 14, 2019

How a Jammu IFA acquired 1,100 clients in just three years

Most of his clients are army personnel. Read on to know how he makes clients of army officials.

by Sridhar Kumar Sahu May 6, 2019

Three IFAs Amit Bivalkar, Paresh Kariya and Pallav Bagaria merge business to make it big

The combined AUA of the new entity adds up to Rs.3,000 crore.

by Team Cafemutual Apr 24, 2019

Rohtak IFA Vinay Goel initiates 258 SIPs in one day

The average SIP size was Rs. 3,087.

by Shreeta Rege Apr 17, 2019

Four IFAs narrate their stories in Meri Kahani Meri Zubani

At the sixth Cafemutual IFA event (CIFA), Meenakshi Sikchi, Jaykant Dand, Hari Kamat and Vishranth Suresh share their success mantras, business style and much more.

by Team Cafemutual Apr 13, 2019

How this Gwalior IFA created 102 SIPs in a single day

The average SIP size was Rs.2098.

by Shreeta Rege Mar 18, 2019

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