Success Stories

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

Meet the Jalgaon MFD who supports 35 children and has helped 3 families earn livelihood

Rahul Patil of Moneyguru Investment, Jalgaon extends financial support to fund education and living expenses of 35 orphans and differently abled children in Jalgoan.

by Nishant Patnaik Jan 1, 2024

Meet these 2 MFDs from B-30 locations who held successful SIP drives

Chitt Kotecha of Clarity Finvest from Amreli, Gujarat, and Ganesh Banthia from Bikaner, Rajasthan share tips on how to hold a successful SIP in B30 cities.

by Riddhima Bhatnagar Dec 14, 2023

The power of satte pe satta in mutual fund distribution

Read on to know how the power of seven creates an asset base of over Rs 1,000 crore.

by Karishma Gagwani Dec 4, 2023

MFD helps a retired teacher reach a Rs. 1.10 crore investment corpus

An inspiring story of long-term financial planning, trust, and steady faith in her advisor.

by Muzammil Bagdadi Nov 29, 2023

5 MFDs register record SIPs this November

Gandhinagar MFD Meet Shah, Nasik MFDs Sachin Karate and Dikshant Pande, Raipur MFD Mitesh Chand and Madhubani MFD Naresh Kumar tell us the golden rules that helped them hold successful SIP drives this festive season.

by Riddhima Bhatnagar Nov 22, 2023

Meet the MFD who organizes a blood donation camp

Over 140 people including MFDs, MF officials and clients participated in this camp.

by Muzammil Bagdadi Nov 21, 2023

Meet the MFD who offers scholarship to needy students on Children’s day

UP MFD couple Ashok and Rashmi Thukral of Thukral Group has decided to offer scholarship to needy students.

by Nishant Patnaik Nov 12, 2023

These two MFDs hold successful SIP drives

Kutch MFDs Vimal Kharecha and Jignesh Chavda of Gallant Ventures and Navi Mumbai MFD Sanjay Gaggar, National Bull investment conduct successful SIP drives in Dussehra.

by Nishant Patnaik and Riddhima Bhatnagar Nov 11, 2023