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  • Success Stories

    Meet the second-generation MFD who did 111 SIPs in a single day
    Kushagra Kulwal did 111 SIPs amounting to Rs.9.10 lakh to celebrate his birthday and father’s legacy.
    by Aamir Khollam May 15, 2024
    How this 25-year-old Jaipur MFD conducted a women-oriented SIP drive
    121 women investors participated in this SIP drive.
    by Riddhima Bhatnagar May 15, 2024
    Meet the Chennai MFD who secured financial future of a family in distress
    S Saravanan, Purple Pond won the prestigious Sanjeevani Award for securing the future of an elderly client's daughter-in-law and his granddaughter.
    by Nishant Patnaik & Muzammil Bagdadi Apr 15, 2024
    Here is a unique way to bring more investors from unorganized sector
    Sanjeevani award winners Degree 212 Investment Services, Pune, received the prestigious ‘Sanjeevani Pathbreaker Award for bringing in investors from the unorganised sector.
    by Nishant Patnaik & Muzammil Bagdadi Apr 10, 2024
    How this B30 MFD duo built a SIP book of Rs.1 crore
    Vikrant Katoch and Vishal Mahajan of RupeeXpress built a monthly SIP book of Rs.1 crore in Shimla.
    by Nishant Patnaik & Kushan Shah Apr 7, 2024
    Meet visually challenged MFD who held a knowledge session for over 200 special individuals
    Kolkata MFD Piyush Rakhecha is on a mission to help visually impaired individuals attain financial freedom.
    by Nishant Patnaik Apr 1, 2024
    Meet the MFD who helped a client settle business debt and successful business succession
    Rashmi and Ankush Thukral won the prestigious Sanjeevani Outstanding Asset Allocator Award for helping a client benefit from asset allocation.
    by Nishant Patnaik & Muzammil Bagdadi Mar 27, 2024
    Meet this Varanasi MFD who helped a couple overcome a difficult life situation
    Shailly Seth from Varanasi won the prestigious Sanjeevani Masterful Award for bringing a couple on track.
    by Nishant Patnaik and Kushan Shah Mar 26, 2024
    Meet the MFD who helped a client retire early and pursue other life goals
    Vatsal Shah and Shaili Shah won the prestigious Sanjeevni award for securing their client's retirement life.
    by Nishant Patnaik and Muzammil Bagdadi Mar 26, 2024
    Meet two MFDs who conducted successful SIP drives
    MFDs Mehul Trivedi and Tushar Badjate share details of how IAPs helped them find new MF clients
    by Kushan Shah Mar 18, 2024
    Meet the MFD duo who acquired 20,000 clients from real Bharat
    Sanjeevani Real Bharat award winners - Hitesh Jain and Utkarsh Dubey of Finomatic Fintech Services, Kolkata tell us how they acquired over 20,000 clients from small cities and rural areas.
    by Riddhima Bhatnagar and Nishant Patnaik Mar 14, 2024
    Meet the two women MFDs who bring in more women clients to the MF fold
    Sanjeevani Shakti award winners Ankita Singhania and Shruti Agarwal of CAGRfunds share their journey on bringing in more women clients.
    by Nishant Patnaik & Riddhima Bhatnagar Mar 7, 2024
    Bengaluru MFD shares the ‘millennial’ approach to attract young investors
    Arun Kumar of Wizr Wealth talks about ways to strike the right chord with millennials.
    by Team Cafemutual Mar 4, 2024
    This Indore MFD did SIP drive on Pran Pratistha of Ram Mandir
    Over 80 investors participated in this drive on Jan 22.
    by Team Cafemutual Feb 13, 2024
    Meet MFDs who conducted successful SIP drives
    Two MFDs - Harsh Shekhar of Sharedealer Plus and Mithilesh Singh conducted successful SIP drives.
    by Muzammil Bagdadi Feb 4, 2024
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