Success Stories

Meet the new SIP heroes

by Bhakti MakwanaOct 8, 2019

Varanasi IFA sets a new record, 1501 SIPs in a single day

This is the highest SIP count in the individual category in physical mode.

by Bhakti Makwana and Nishant PatnaikSep 30, 2019

Online direct plan seller gets funding of Rs.153 crore

Bangalore based Groww has received funding from Ribbit Capital.

by Bhakti MakwanaSep 20, 2019

12 IFAs merge advisory business to make a Rs.1000 crore entity

The combined AUA of the entity called MoneyGain adds up to Rs.1,000 crore.

by Nishant PatnaikSep 18, 2019

Investment lessons from tales of Akbar-Birbal and Tenali

The latest book of Vinayak Sapre ‘Birbal, Tenali and investment sutras’ simplifies financial concepts through interesting tales of Birbal and Tenali.

by Bhakti MakwanaSep 11, 2019

Small town IFAs shine with successful SIP drive

by Bhakti MakwanaSep 2, 2019

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 SahuAug 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 SahuAug 2, 2019

Meet RH Kothari, who activated 1100 SIPs in one day

The total SIP amount was Rs. 9.80 lakh.

by Sridhar Kumar SahuJul 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 SahuJul 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 SahuJun 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 RegeJun 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 SahuMay 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 RegeMay 28, 2019

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