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Tarraki Corner

‘Though I cannot see, I make my clients visualise their goals’
Piyush Rakhecha did not let visual impairment hold him back from following his passion. Read to find out how he built an AUM of Rs.5.75 crore in just 16 months.
by Kanika Bhargava and Nishant Patnaik Apr 24, 2018
From Rs.15 crore to Rs.125 crore in just two years
Jaipur-based Rajesh Sodhani shares how IAPs and meeting new people helped him acquire 4,500 clients.
by Kanika Bhargav and Nishant Patnaik Apr 20, 2018
The whole thing is that ki bhaiya sabse bada rupaiya
That’s the title of Amit Trivedi’s latest book. It uses Bollywood dialogues, stories and songs to make readers understand the fundamentals of money and investments.
by Kanika Bhargav Apr 17, 2018
Here is how you can help clients with a special needs child
Jitendra P. Solanki has written a book titled Financial Planning for Families having Children with Special Needs to help you advise such clients.
by Team Cafemutual Apr 13, 2018
Air Force veteran becomes a SIP hero
Prakash Hegde initiated 301 perpetual SIPs in a single day.
by Shreeta Rege Apr 11, 2018
How BO Dammani built an AUM of Rs.90 crore
Dammani is a classic example of how making your passion a profession can lead to great success.
by Kanika Bhargav Apr 7, 2018
A social media group on Telegram to answer IFA queries
It’s All About Money, a social media group started by Ahmedabad IFA Milind Shah, claims to resolve issues related to your business.
by Kanika Bhargav Apr 2, 2018
Amravati based distributor pulls off another feat, initiates SIPs worth Rs.14 lakh in a single day
Mahesh Gattani, the man who activated 500 equity SIPs in a single day last September, has initiated 95 SIPs amounting to Rs.14 lakh in a single day.
by Nishant Patnaik Mar 9, 2018
Lessons in wealth and health from the ICU: Book review
The book uses medical analogies to make readers understand the fundamentals of money and investments.
by kanika bhargav Mar 6, 2018
‘Dhan ki Baat by Gaurav Mashruwala’
The Mumbai based advisor of A Cutting Edge will appear on a Hindi digital platform to resolve queries related to personal finance.
by Kanika Bhargav Feb 21, 2018
Another IFA on SIP marathon
Sudhendra Lakshmana Rao initiated 262 SIPs in a single day.
by Team Cafemutual Feb 13, 2018
400 HNIs attend this global investors conference
Suresh Prabhu, Union Minister of Commerce and Industry addressed the audience through webinar.
by Team Cafemutual Jan 19, 2018
‘Life has taught me to never give up’
Cancer could not deter Mumbai-based Rajinder Pal Singh Anand from leading a successful life.
by Team Cafemutual Jan 1, 2018
Surat based advisors Keyur Mehta and Krunal Mehta to hold an event for HNIs
Over 500 HNIs are expected to attend this event on January 6, 2018.
by Team Cafemutual Dec 21, 2017
Overcoming challenges: When life gives lemons, make lemonade: Sachin Kharate
I wanted to commit suicide, Sachin Kharate.
by Nishant Patnaik Dec 18, 2017