Success Stories

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

This Dhanteras its not gold but SIP that is in demand

IFAs run successful SIP drive on Dhanteras.

by Shreeta Rege Nov 6, 2018

Bengaluru IFA Sudhendra Rao on another SIP streak, creates 425 SIPs in a day

Six months after his first SIP drive, Sudhendra and his team achieved another feat of 425 SIPs totalling Rs. 11 lakh in a single day and 703 SIPs in a week amounting Rs.19 lakh.

by Shreeta Rege Oct 20, 2018

Indore based brokerage firm enrols 11,111 SIPs in a single day

Swastika Investmart has initiated these SIPs through BSE Star MF Platform.

Posted on Oct 12, 2018

How Indo Thai Securities registered a record 3,317 SIPs in a single day

Close to 600 investors participated in the SIP drive, bringing the average number of SIPs per individual close to 5.5.

by Shreeta Rege Sep 30, 2018

How Rajkot IFA Ravi Kalariya built a monthly SIP book of Rs.1.60 crore

Ravi uses analogies from cricket to explain the concept of goal based investing.

by Shreeta Rege Sep 3, 2018

How Arihant Capital initiated 6000 SIPs in a day

BSE StAR MF has termed this drive as ‘SIP Storm’ in Indian mutual funds industry.

by Nishant Patnaik Aug 22, 2018

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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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