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    • Success Stories

    Hear the inspiring stories of two MFDs in AIF and PMS
    Anand Shah and Saurabh Mittal will share their journeys in alternate investments at CafeAlt Conference 2024.
    by Team Cafemutual Aug 22, 2024
    Meet this Nagpur MFD who planted 1000 saplings on behalf of SIP investors
    200 investors participated in the SIP drive.
    by Team Cafemutual Jul 29, 2024
    Meet the MFD who distributed raincoats to tribal students
    Thane MFD Sandeep Baravkar of SRS Financial Services and his team distributed raincoats and stationary items to tribal students in Palghar.
    by Nishant Patnaik and Kushan ShahJul 23, 2024
    Bhopal MFD conducts a plantation drive
    MFD Munnavar Khan organized this drive with the help of SBI MF & the local police.
    by Nishant Patnaik & Kushan ShahJul 12, 2024
    Meet the Bikaner MFD who fights global warming by planting trees for each SIP
    Bikaner MFD Ganesh Banthia conducted a SIP drive in which he gifted saplings to 121 participants.
    by Kushan ShahJun 23, 2024
    How this woman MFD built AUM of Rs.100 crore largely through women clients
    Goa Women MFD Ranjana Dwivedi caters to 800 clients of which over 500 are women.
    by Kushan ShahJun 3, 2024
    Meet the visually challenged MFD who completes 12,000 feet trek
    Piyush Rakhecha of Royal Eastern Financial Services trekked the Chopta Chandrashila trek.
    by Aamir KhollamMay 22, 2024
    Meet the B30 MFD brothers who derive 70% of their business through index funds
    Anand MFDs Milan Patel and Sanjay Patel of Shree Hari Financial Services received Cafemutual Passives Awards for channelizing highest business in index funds during FY 2024 under individual category.
    by Nishant Patnaik and Kushan ShahMay 22, 2024
    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 KhollamMay 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 BhatnagarMay 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 BagdadiApr 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 BagdadiApr 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 ShahApr 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 PatnaikApr 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 BagdadiMar 27, 2024
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