Success Stories

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

Hari Kamat on helping his clients become crorepatis!

Goa IFA Hari Kamat shares with us how he makes it a point to thoroughly understand his clients before recommending products.

by Shreeta Rege Dec 23, 2018

How this Bengal IFA acquired 2500 clients through IAPs

Today, he boasts of a SIP book of Rs. 55 lakh.

by Shreeta Rege Dec 17, 2018

Meet the Kolkata duo who built AUM Rs.88 crore in just one year

Started in July 2017, Atri Ganguly and Tejpal Singh Bagga now manage over 1000 clients, mostly retail.

by Nishant Patnaik Nov 26, 2018

Meet IFAs who have successfully conducted SIP drive

Success stories of IFAs who have run SIP campaigns amidst difficult markets.

by Shreeta Rege Nov 23, 2018

Kolkata IFA Hitesh Jain activates 234 SIPs in a single day

His firm Finomatic executed these SIPs through the NSE NMF II platform.

by Shreeta Rege Nov 19, 2018

How this IFA grew his SIP book from Rs. 2.50 lakh to Rs. 1 crore a month in five years

Bengaluru IFA Deepesh Mehta shares his 100-month holding mantra with us.

by Shreeta Rege Nov 15, 2018

‘Direct plans are the right things to do from clients’ perspective’

Suresh Sadagopan shares his experience in shifting from recommending regular plans to direct plans.

by Team Cafemutual Nov 12, 2018

Ambala IFA initiates 132 SIPs in a single day

The average ticket size was Rs.3757.

by Dona Sara Jacob Nov 10, 2018

How Kolkata CFP Asoke Roy activated 327 SIPs totaling Rs. 10.08 lakh in a single day

Inspired by many IFAs running SIP marathons, Asoke decided to be the first IFA from West Bengal to hold a SIP marathon.

by Shreeta Rege Nov 9, 2018

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