Success Stories

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

Dohanomics now in Marathi

The book shares 40 investment mantras derived from Sant Kabir and Sant Rahim’s legendary couplets (dohas).

by Shreeta Rege Feb 7, 2019

700 clients and Rs. 700 crore in six years

Mumbai IFA Ranjan Panigrahi is a textile engineer who became a financial advisor in 2013.

by Shreeta Rege Feb 5, 2019

MF gurus go regional; publish books in their mother tongue

Vinayak Sapre and Amit Trivedi have translated their books in regional languages.

by Shreeta Rege Jan 28, 2019

IFA Devdatta Dhanokar gives investing lessons in Marathi

In his book ‘Mutual Fund Guntavnuk Gurumantra’, Devdatta Dhanokar sets out the rules of successfully mutual fund investing.

by Shreeta Rege Jan 24, 2019

Ahmedabad IFA Milind Shah to launch a common platform for IFAs

One nation one brand for mutual fund distributors: Chalo Niveshak

by Nishant Patnaik Jan 15, 2019

Stock brokers turned advisors: Kolkata duo build AUM of Rs.90 crore in just a year

The changes in MF industry did not deter Vikash and Sundeep as they strongly believe that ‘Advice ki bahut badi value hai’ (financial advice is valuable.)

by Shreeta Rege Jan 2, 2019

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AMCs can pay trail commission to the new distributor if investors initiate transfer of their assets. How will this impact you?

Help me get clients of other distributors who are underserved

Lead to poaching of clients

No significant effect on my business

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