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  • Success Stories

    ‘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
    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
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.